AccountDataForge
CRM / ERP Engineering Paris · EU Bespoke Builds Studio open

Quietly powerful CRM & ERP architectures that untangle back-office work.

We engineer tailored enterprise resource architectures and dynamic client lifecycle trackers designed to automate back-office workflows and reduce operational overhead — with the calm precision of a well-brewed cup.

120+ lifecycle systems shipped
38% avg. admin time reclaimed
EU GDPR-aligned data paths
Service Menu

Architecture services, crafted to your operational rhythm

Each engagement is scoped as a clear deliverable with transparent pricing and turnaround — no retainers required to begin.

Core CRM Pipelines

Custom CRM Architecture

End-to-end customer relationship systems with role-aware pipelines, activity timelines, and owner-scoped workspaces tailored to how your team actually sells.

  • ✓ Multi-stage pipeline builder with custom fields
  • ✓ Contact, company & deal relationship graph
  • ✓ Role-based permissions & audit trail
Investment $4,800 from Turnaround · 4–6 weeks
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ERP Automation

ERP Workflow Automation

Digitize the quiet friction in finance, inventory, and operations — approval chains, stock movements, and document routing that run without manual chase-ups.

  • ✓ Approval & exception routing rules
  • ✓ Inventory & purchase order modules
  • ✓ Event-driven notifications to Slack / email
Investment $7,200 from Turnaround · 6–9 weeks
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Lifecycle Client Ops

Client Lifecycle Tracker Suite

A dynamic onboarding-to-renewal tracker that visualizes every client stage, flags stalled accounts, and keeps your account team aligned on next actions.

  • ✓ Stage SLA timers & health scoring
  • ✓ Playbook templates per lifecycle phase
  • ✓ Renewal & churn-risk alerts
Investment $3,600 from Turnaround · 3–4 weeks
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Migration Integration

Data Migration & System Bridge

Move from spreadsheets or legacy tools without losing history. We map, clean, and sync your records into modern CRM/ERP rails — with dry-run validation first.

  • ✓ Schema mapping & field-level transformation
  • ✓ Deduplication & data-quality rules
  • ✓ Two-way sync with billing & email tools
Investment $2,400 from Turnaround · 2–3 weeks
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Analytics Revenue Ops

Revenue & Ops Dashboard

A single calm view of pipeline value, cycle time, and operational bottlenecks — built on your live CRM/ERP data, not another export ritual.

  • ✓ Executive KPI board with drill-downs
  • ✓ Forecast & cohort retention views
  • ✓ Scheduled report packs for leadership
Investment $1,950 from Turnaround · 2 weeks
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Billing Quote-to-Cash

Quote-to-Cash Automation

From proposal to invoice to payment reminder — a connected flow that reduces dunning effort and keeps finance and sales on the same page.

  • ✓ Proposal templates & e-sign handoff
  • ✓ Invoice generation from won deals
  • ✓ Payment status sync & escalation ladder
Investment $3,100 from Turnaround · 3 weeks
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Support SLA Module

Support Desk & SLA Module

Ticket queues wired to SLA clocks, escalation trees, and knowledge-base links — so service quality is measured, not guessed.

  • ✓ Priority matrix & breach notifications
  • ✓ Customer-facing status portal option
  • ✓ CSAT pulse after ticket resolution
Investment $2,850 from Turnaround · 3–4 weeks
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Portal White-Label Retainer

Multi-Tenant Client Portal

A branded portal where customers check orders, requests, and billing history — reducing inbound email while extending your service surface.

  • ✓ Tenant isolation & custom branding
  • ✓ Self-serve document & invoice vault
  • ✓ Monthly care retainer available after launch
Investment $6,500 from Turnaround · 7–10 weeks
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Next step

Tell us where the operational drag lives — we will map the architecture.

Share your stack, team size, and the workflows that slow you down. You will receive a clear scope sketch before any commitment.