CRM & ERP Solutions

Unify Your Business. Optimize Every Process. Delight Every Customer. 

In a competitive digital landscape, disconnected systems and manual workflows can slow you down. At CloudStepIn Technologies, we deliver intelligent, cloud-based CRM and ERP solutions that connect your sales, service, finance, inventory and operations — all in one place. 

Whether you’re streamlining customer journeys or automating backend processes, our integrated platforms drive agility, insight and long-term success. 

 

 Our Services Include: 

Customer Relationship Management (CRM) 
Track leads, manage sales pipelines, automate marketing and enhance customer service with platforms like Salesforce, Zoho CRM, HubSpot and Microsoft Dynamics. 

Enterprise Resource Planning (ERP) 
Manage finance, HR, procurement, inventory and supply chains with powerful ERP systems like SAP, Oracle, Zoho Books or Odoo. 

Custom Integrations & Workflows 
Connect CRM/ERP systems with other business tools like eCommerce, HRMS, accounting and analytics for a single source of truth. 

Analytics & Reporting Dashboards 
Real-time performance tracking, KPI dashboards and decision-ready insights. 

Cloud-Based, Scalable, and Secure 
Deploy across teams and geographies — accessible from anywhere, anytime with role-based access and enterprise-grade security. 

 

Benefits of CRM&ERP Solutions:

 Certified Experts in CRM & ERP Platforms 

Tailored Solutions for SMEs & Enterprises 

Seamless Migration & Data Integrity 

End-to-End Implementation & Support 

 Cross-Platform Integrations (Web, Mobile, Cloud)