ERPNext puts your whole operation — CRM, sales, inventory, accounting — in one open-source system. I set it up so it actually fits how you work.
ERPNext is a free, open-source ERP system that combines CRM, sales, inventory, accounting, HR, and projects in one platform. It's well suited to small and mid-sized businesses that have outgrown spreadsheets and want one connected system instead of many disconnected tools.
Businesses past what spreadsheets can handle.
Owners juggling disconnected apps.
Teams needing a real sales pipeline.
Businesses wanting open-source over costly SaaS.
Sales, inventory, and accounting in separate tools.
Leads tracked in a spreadsheet.
Numbers pulled by hand.
ERPNext is powerful but complex to configure.
A default setup that doesn't match your process.
Staff who don't know how to use it.
Map your processes and needs.
Set up modules and CRM to fit your workflow.
Move your data in cleanly.
Get your team confident using it.
"Brian's expertise, reliability, and commitment to outstanding outcomes were clear at every stage. If you're looking to enhance your website and grow your brand, Brian is the perfect collaborator."
The software is open-source and free; costs come from hosting and setup/customization.
Yes — it includes a full CRM alongside the rest of your operations.
It's powerful and can be complex, which is exactly where consulting helps.
Yes — workflows, fields, reports, and integrations can be tailored.
Yes. I'm based in Los Angeles and know the local market well, but I work with businesses across California and nationwide, delivered remotely with regular check-ins.
Pricing depends on scope. After a free audit I send a clear, fixed proposal — no vague hourly surprises. Most small-business projects fall into defined packages so you know the number up front.
Book a free audit. You tell me your website and main problem, I review it, and I send back a prioritized action plan. If it's a fit, we scope the work from there.