Customers & CRM
Accounts with multiple contacts, credit terms, price tiers, and an assigned rep. Every quote, order, and conversation in one history, plus pipeline by rep.
Technology Services · Custom CRM & ERP
Custom CRM and ERP systems for industrial companies
One system for your customers, quotes, orders, inventory, accounting, and support, built around how your operation actually runs instead of how a software vendor thinks it should.
Fully custom, secure backend. 30,000+ requests per second. Built for you.
What’s inside
Everything an industrial operation runs on, in one system
Choose the modules you need. Every one shares the same customers, products, and numbers, so nothing gets entered twice and every report agrees.
Quotes & E-Signature
Versioned quotes priced from each customer’s tier, discount approvals above your thresholds, built-in e-signature and countersign, and one-click conversion to an order.
Orders to Cash
Every order tracked from request to delivery: stock reserved, partial shipments with tracking, invoices, credit notes, and payments by card, ACH, wire, or check.
Inventory & Purchasing
Stock by item and location, purchase orders with partial receiving, landed cost on imports, and FIFO costing that ties straight to the ledger.
Accounting Built In
A double-entry ledger that posts itself from invoices, payments, receipts, and shipments. Period close, financial statements, AR and AP aging, and sales tax by state.
Customer Portal
Customers sign in to place orders, sign quotes, pay invoices, track shipments, and open support tickets, seeing only their own company’s records.
Helpdesk & Live Chat
Tickets with service-level targets in business hours, canned replies, internal notes, and website chat that becomes a ticket when nobody is available.
Integrations & API
A documented API with scoped keys and signed webhooks, so your other systems, and your customers’ systems, connect cleanly.
Build your platform
See your system come together
Pick the modules you need and the tools you juggle today. Your platform assembles on the right.
Modules you need
What you use today
Your platform
AI Support Center built inSelf-Healing AWS built in
Secure custom core · React interface · One database
How it’s built
A fully custom, secure core with a modern React front end
The engine and the interface are each built with the right tool for the job, connected by one secure API that your integrations can use too.
Fully custom, secure backend
The core of your system, where orders, money, and inventory live, is written from scratch for your business and hardened at every layer.
- Performance under load: handles more than 30,000 requests per second, so heavy reports and busy days never slow anyone down
- Efficient by design: runs on modest servers, which keeps hosting costs low
- Smaller attack surface: fewer third-party dependencies and tight control over how data is handled
- Built to last: no off-the-shelf platform underneath, so another vendor’s upgrades never break your system
Modern React interface
Every screen your team and your customers touch is built in React, the same technology behind many of the web apps people use every day.
- App-like screens: lists, forms, and dashboards update in place without reloading
- Works everywhere: desktops in the office, tablets on the floor, and phones in the field
- Easy to learn: consistent, familiar layouts across every module cut down on training
- Room to grow: widely adopted, so the system is easy to extend as your process changes
Security in every layer
Two-step sign-in & passkeys
Staff sign in with an authenticator app or passkey, never a password alone.
Roles & permissions
Each person sees and does only what their role allows, down to individual actions.
Two-person approvals
Refunds, large discounts, and credit-limit changes above your thresholds need a second sign-off.
Tamper-evident audit log
Every action, sign-in, and view of customer data is recorded in a log that can’t be quietly edited.
Encrypted data
Data is encrypted in transit and at rest, with regular backups you can restore from.
Company-scoped access
Customers only ever see their own company’s records, in the portal and through the API.
Why build instead of buy
Software that fits the business, not the other way around
Off-the-shelf systems make you bend your process to their screens. A custom system follows the way your team already quotes, ships, bills, and supports.
What changes for your team
- One source of truth: customers, inventory, and financials always agree
- No more double entry between spreadsheets, accounting, and order systems
- Always-current visibility into pipeline, orders, stock, and cash
- Your rules built in: approvals, pricing, and workflows match how you operate
- Customers serve themselves in the portal, so fewer calls and emails for your staff
How it works
Four steps from your process to your system
We start with how your operation runs, not with a template.
1
To start
Discovery
We map how your operation runs today: who quotes, who ships, who bills, and where things fall through the cracks.
2
From there
Design
We define the modules, screens, approvals, and reports your team needs, and how your existing data comes across.
3
In stages
Build & review
Modules are built and tested in stages, and your team works with real screens along the way, not mockups.
4
The payoff
Launch & support
Data migration, training, and go-live, then ongoing support through our Agentic AI Support Center.
Built into the same platform
Keep it running once it’s built
Agentic AI Support Center
Bug reports and feature requests become tested, deployed code changes, with an architect approving every one.
Learn more →Self-Healing AWS Infrastructure
AI agents pull the logs, find the root cause, and stage the fix. An architect approves, and it’s applied automatically.
Learn more →Ready to run on one system?
Tell us how your operation runs today and where it hurts. We’ll map out where a custom CRM and ERP fits, with no obligation.
Talk to Us About Your Systemor write to us at team@scpfirm.com
or call (312) 312-9803