Signs you have outgrown your ERP or CRM
- The same data is typed into two systems, or re-keyed from email and PDF.
- Every management report starts with an export to Excel.
- Each customisation costs more than the last, and upgrades break them.
- Quotes, discounts and approvals happen on email or WhatsApp because the system is too slow for them.
- You pay full licences for people who only ever use one screen.
What we build
Quoting and pricing
Versioned price lists, discount authority by role, and quotes that go out the same day. See quotation and pricing systems.
Sales pipeline and CRM
Every email and call logged against the right deal, follow-ups drafted by AI for a salesperson to approve, and a pipeline that stays current on its own.
Orders and approvals
Customer orders captured from email or PDF, checked against price and stock, and routed to the right approver.
Procurement and suppliers
RFQs to suppliers, quotes compared side by side, and purchase orders raised from the approved choice.
Integrations
Keep what works, such as your accounting system, and sync it with the new software so nothing is typed twice.
Your data, your code
Data migrated from your current system, a fixed price agreed before work starts, and the code handed over to you.
Replace all of it, or only the part that hurts
Most companies do not need to throw their ERP away. A common pattern is to keep accounting and inventory where they are and replace the layer the team fights with every day: quoting, CRM, approvals or procurement.
A full replacement makes sense when licences, customisation and workarounds together cost more than owning software that fits. We work through that comparison with you before anything is built, and if staying on your current system is the better answer, we will say so.
How an engagement runs
- Map the process. We document how work actually flows today, including the spreadsheets and messages around the system.
- Plan the data. We audit what is in your current system and agree what moves, what is cleaned and what is archived.
- Build in phases. Each phase runs in parallel with the old system until your team trusts it.
- Cut over and hand over. Fixed price agreed up front. You own the code.
Common questions
Should we replace Odoo or customise it further?
Customise when the gap is small and the change will survive upgrades. Replace the part that does not fit when your team relies on workarounds every day, when customisations keep breaking, or when you pay for licences that only cover one screen of work. Many companies keep accounting in their ERP and replace only quoting, CRM or approvals.
Can you migrate our data from Odoo or our current CRM?
Yes. We move customers, products, price lists, open deals and history using the exports or interfaces your current system provides, and we agree with you what is cleaned up or archived along the way.
Do we lose our accounting setup if we replace the CRM?
No. The new software can sync with the accounting or inventory system you keep, so finance works the way it does today.
Who owns the software Valkyn builds?
You do. Engagements are fixed price, agreed before work starts, and the code is handed over to you.
How much could replacing our ERP or CRM save?
The free automation value assessment at valkyn.ai/value estimates the hours and cost tied up in workarounds and double entry, and lets you add the licence cost you could retire.
Tell us which part of your system you fight with
If replacing it is not worth it, we will tell you, and the conversation costs you nothing.
Start the free assessmentOr email info@valkyn.ai
Odoo is a trademark of Odoo S.A. Valkyn AI is not affiliated with Odoo S.A.