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Get your systems talking.

Implementation and rollout of CRM and ERP - including AdStack's own platform - so sales, operations, and finance run on one connected source of truth.

Rollout plan
Discovery & process mapping
Data migration & cleanup
Configuration & automation
Team training & adoption
Go-live & ongoing support
Technology

Centralize everything.

AdStack helps you implement and optimize ERP and CRM systems that support your entire customer and operations lifecycle. From lead capture and sales tracking to inventory and invoicing, we customize tools that work the way your business does - not the other way around.

Whether you adopt AdStack's own CRM and ERP or a platform you already use, we configure, migrate, automate, and train so the system actually gets used - and your sales, ops, and finance teams finally share one source of truth.

Software is easy. Adoption is the hard part. We do both.

CRM setup & automation
Capture leads, trigger follow-ups, and manage deals with intelligent CRM workflows.
ERP configuration
Tailor your ERP platform to your product, service, and fulfillment needs.
Data migration
Move your data securely from spreadsheets or legacy systems into modern platforms.
Workflow automation
Automate internal processes like lead assignment, job tracking, billing, and fulfillment.
Platform training
We train your team to get the most out of your new system and workflows.
Ongoing support
Need changes down the road? We're here to adapt and scale with you.

How we run it.

Discover
Map processes, data, and requirements.
Configure
Build the system to fit your operation.
Migrate
Move and validate your data.
Adopt
Train, launch, and support your team.

What clients see.

Faster adoption

With proper training and rollout.

No data lost

Clean, validated migration.

One source of truth

Sales, ops, and finance aligned.

Less double entry

Connected, automated systems.

These describe the kind of outcomes our approach is built to deliver - not a guarantee or prediction of results. Performance varies by business, market, and execution.

Questions, answered.

No. We implement AdStack's platform or your chosen system. The AdStack platform pairs especially well with our marketing services and is priced separately.

It varies with complexity - typically a few weeks for a focused CRM rollout, longer for full ERP across departments.

We migrate and clean it carefully, preserving history and de-duplicating along the way.

That's our focus. Training, change management, and process fit are what make adoption stick - not just installing software.

Stack, track, grow.
Let's get started.