CRM-Centric ERP Implementation

I’m ready to roll out a new ERP, but I’m still weighing ERPNext against Zoho CRM/ERP. The core requirement is a solid customer-relationship module that lets my team capture leads, track every interaction, and convert opportunities without friction. Inventory or finance can wait—CRM is the first milestone.

Here’s what I need from you:
• A brief, experience-based recommendation on which platform fits a growing SME focused on customer engagement. Include any pros, cons, and licensing implications you’ve seen in real-world deployments.
• A step-by-step implementation plan covering setup, data migration from our existing spreadsheets, basic workflow automation, and user training.
• Hands-on configuration of the chosen system so that lead, deal, account, and support ticket stages reflect our current sales process.
• Post-go-live support for at least two weeks to iron out user questions and minor tweaks.

Highlight projects where you’ve already customized either ERPNext or Zoho CRM for similar CRM-heavy use cases. If you have sandbox access or live demos to show, even better—seeing your work in action helps me decide quickly.