CRM + ERP for import-export
CRM + ERP for import-export is custom management software built around an import-export company's process — contracts and orders by lot or container, document checklists, multi-site stock, and foreign-currency receivables on one system.
- The business tracks container orders and documents through Excel and Zalo, and steps get missed
- Stock sits across multiple sites (cold storage, transit warehouses) and needs checking before confirming a shipment
- Profit needs calculating per shipment, including logistics costs, instead of lumped together at period-end
- Import-export volume is still small, a few shipments a year — Excel still works fine for now
- Budget under 45 million VND or you need it live next week — custom software needs a review and a few weeks to build
What this package includes
- Review the process from signing a contract and sourcing through to shipping by lot or container
- Contracts and orders by lot/container, with document checklists at each step
- Input sourcing, multi-site stock, and foreign-currency receivables tracking
- Logistics costs tied to each shipment, with profit calculated per shipment
- Department-based permissions, training, and warranty per plan
Our process
- DiscoveryWeek 1
Review the contract, sourcing, and shipping process by lot or container
- Agree on scope & sample screensWeek 2
Approve the contract and document-checklist screens and the list of modules to build first
- First module liveWeeks 3–6
Put contracts and orders by lot/container into real use, reconciled against old records
- Expand modulesAs scheduled
Add multi-site stock, foreign-currency receivables, logistics costs, and per-shipment profit on the agreed roadmap
- Handover & operationsAfter acceptance
Train the documentation team and accountants; hand over documentation and warranty per plan
Pricing
Starter
- CRM for partners + contracts and orders by lot/container
- 1 branch/warehouse
- 60-day warranty
Full operations
- CRM + document checklists, multi-site stock, foreign-currency receivables
- Management reports
- Zalo OA connection (Zalo message fees billed separately)
- 90-day warranty
Multi-branch
- Multiple branches/warehouses with branch-level permissions
- Integration with existing software after review
- 90-day warranty plus priority support
This range is an estimate for the standard scope and is confirmed after discovery.
