Article · How we work21 March 2024
FROMVeziv IT Services, Bucharest
TOYour company

Building a CRM, ERP or mobile app from scratch: the first steps

You want a CRM, an ERP or a mobile app built for your company, but you do not know where to start. Here are the steps we go through together, from the first conversation to hosting and maintenance.

If you are not yet sure exactly what you need, first read what CRM means and what ERP means. Below is the full route of a CRM, ERP or mobile app development project, from the idea to a program used every day.

The stages of CRM, ERP or mobile app development

  1. Your company's needs

    Together we settle what you want to solve and which functions are a must.

  2. The technology

    We pick technology that works with what you already have and can grow with the company.

  3. Design

    We draw the logic diagram, the database and the application's screens.

  4. The quote

    You get what we will build, how long it will take and the total cost.

  5. Development

    We work in stages, with interim versions you see and comment on.

  6. Training and maintenance

    We train your team, then stay with you for maintenance and hosting.

We set out your company's needs

The first step is to understand clearly how your company runs today. Starting from its history and its goals, we answer three questions together:

  • What is getting in your way in the company right now?
  • How would a program built to measure change the way your people work?
  • Which functions are a must, and which can wait?

We choose the right technologies

The technology has to solve what you need today and allow changes as the company grows. We look at:

  • What you already have. Databases, servers, cloud or other internal programs. If the new system connects to them without trouble, cost and time go down.
  • Growth. The program has to handle more users, more data and new functions without being rebuilt.
  • Security. A CRM or an ERP holds sensitive data. It needs data protection and has to comply with GDPR rules. See security and audit.
  • Maintenance. Updates have to be done quickly, without stopping work.
  • Costs. Both the initial cost and the monthly cost count: licences, people for maintenance, infrastructure.
  • Connections to other programs. Accounting, HR, online store. The list of connections we already make is under integrations and automation.

Designing the program or the Android and iOS app

Whatever the type of program, design gives us the full picture of everything you need. That is how we make sure what we build meets your requirements.

The design stages

  • The logic diagram. Shows how the parts of the application work together and how they talk to other systems.
  • The database diagram. Sets out what information we keep and how it links together.
  • The Figma design. We draw the application's screens, so you see what it will look like before it exists.

The quote and the start of development

After design you get a quote: what we will do, how long it will take and the total cost. The quote can be adjusted to your budget. We start development after you accept the quote and we sign the paperwork.

Developing and finishing the program or the app

  • Review and adjustments. We work closely with you throughout, so the result is what you asked for, even if your needs change.
  • Continuous feedback. We show you what we have done often and build in your comments. New ideas that come up along the way we discuss and can add without long delays.
  • Flexibility. Unplanned ideas or changes come up along the way. Our process lets us add functions or change what is already there.
  • Prototypes and interim versions. You see early what the system looks like and how it works. Fixes made early cost less than those made at the end.
  • Functions adapted along the way. If something changes in the company, we adapt the functions, so the program stays a good fit.
  • Testing at every step. Every new function is tested, so it does not break other parts of the system.
  • Training and support. When the system is ready, we teach you to use it. If problems come up, we are there.
  • Warranty and maintenance. You get 60 days of free maintenance, during which we fix any functional problem. Beyond that, we have maintenance packages of up to 2 years, in which we make sure the ERP, CRM or mobile app stays secure and works to your requirements.

Hosting the system or the app

At the end we suggest suitable hosting for your program, for example at Romarg. Hosting matters for three reasons:

  • Access from anywhere. On a server, the program can be used remotely, from the office, from home or in the field.
  • Security. A properly configured server protects your customers' and your company's data.
  • Speed. Good infrastructure keeps the application fast, so people do not wait for it.

Want to see what it would look like for your company? Ask for a demo and leave us your company's tax ID (CUI) and a phone number. Examples of delivered systems are on our projects, CRM application development, ERP application development and mobile app development.

Frequently asked questions

What are the first steps of development?

First we set out the needs and goals of the company or of the mobile app. Then we design the system, so the requirements are clear, along with the way the parts of the application work together.

What does the design stage involve?

The logic diagram (how the parts of the application work with each other and with other systems), the database structure and the look of the application, drawn in Figma.

How are reviews and adjustments handled during design?

Through frequent conversations between the development team and you. Requirements can change and new functions can be added while we design.

When does development of an ERP, CRM or mobile app start?

After you accept the quote and we sign the paperwork. The program is built to the agreed requirements, and new requirements that come up along the way go into a contract addendum.

What do testing and go-live involve?

We check the functions together with you and fix the problems we find. Then we train your team and stay on hand with support.

What is a CRM?

The program where you keep everything you know about customers, from the first request to the last invoice. Details in the article “What does CRM mean?” on our website.

What is an ERP?

The program that connects the company's orders, stock, production, deliveries, invoices and payments. Details in the article “What does ERP mean?” on our website.

New request · returnVZV-NOU · 1/1
FROMYour company
TOVeziv IT Services

Tell us which process you want to put in order.

In a demo we show you the modules on an example close to your company and talk about what would need adapting.