ERP, CRM & Workflow Automation

We streamline how work moves from enquiry to invoice. From ERP planning and inventory control to CRM pipelines, approvals and finance — we connect your tools and automate the busywork.

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See our approach

Process mapping & SOPs

Systems integration (APIs)

Automations & approvals

Reporting & audit trails

Our four‑step delivery for ERP/CRM

A practical path to connect your stack and remove manual work.

Plan

Map processes end‑to‑end, define roles, data models and KPIs. Identify integration points and automation opportunities with a clear roadmap.

Build

Implement ERP modules for production, stock and purchasing. Connect CRM, finance and scheduling systems via APIs and automation flows.

Test

User testing on real scenarios, error handling, permissions and audit checks. Load tests for high‑volume operations and data integrity.

Support

Monitor flows, improve bottlenecks, add new automations and reports. Provide training and change management as the system evolves.

Examples of our ERP/CRM & automation work

Four projects showing how we connect sales, operations and finance for smoother delivery…

Photograph of metal being bent in machinery

Jet Metal Components

A complete ERP for precision manufacturing

We delivered an ERP platform unifying job tracking, purchasing, inventory, production scheduling and quality control — giving management real‑time visibility from order to dispatch.

Hero’s new system delivered aerospace-grade traceability and compliance across operations.

Ace Polishing Services

Job intake, scheduling and invoicing — automated

We implemented a lightweight ERP: enquiry capture feeds quoting, approved quotes create jobs, slot into technician schedules and auto‑generate invoices on completion.

Hero built an orders system that made processing faster and more transparent. It is a huge step forward for the business.

Photograph of a signature being written on a formal document

Altermans Solicitors

Matter management with approvals and audit

A secure CRM and workflow for client intake, conflict checks, matter creation, document tasks and approvals — with time capture and billing integrations.

Hero created a customised case management system that fits our needs perfectly and enhances efficiency.

Masters Historic Racing

Entries, approvals and finance — in sync

Event entries flow through eligibility checks and approvals, trigger comms to teams and sync invoices and credits — providing a single view across operations and finance.

Hero’s event system centralised paperwork, improved safety and ensured every team had exactly what’s needed.

Ready to automate the hand‑offs?

We’ll map your process, connect your systems and ship the automations that save time every day.

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