Services / Custom ERP

ERP built around how you actually sell.

When every order is a configuration, generic ERP software turns into workarounds and spreadsheets. We build ERP systems on a proven open-source foundation and shape them around how your team configures, quotes, and fulfills orders. Thally, an optional built-in AI assistant, prepares the routine work for your team to confirm.

ERP start page with the Thally assistant docked on the right. Asked for a quote for Corvinsby, Thally shows a quote draft card for Corvinsby Industrial Hydraulics: 12 TVG 3 gear pumps $4,452.00, 12 D03 directional valves $2,238.00, 6 hose assembly kits $534.00, net total $7,224.00, Net 30, valid until 11/25/2026, marked Not saved, with an Open draft button.
The start page, with Thally's quote draft waiting for review. Fictional company and sample data.

Sound familiar?

Signs your current system has stopped keeping up

TodayWith an ERP built around your process

Quotes are built in spreadsheets, then retyped into the system that sends the invoice.

The quote becomes the order and the invoice. Nothing is typed twice.

The rules for which options fit together live in a few people's heads.

The configurator knows which options fit, so anyone on the team can quote correctly.

Your off-the-shelf ERP covers the standard cases — and everything else is a workaround.

Screens and workflows follow your process, including the cases that set you apart.

Every price change means updating several files and hoping they still agree.

Prices and rules live in one place, and new quotes use the current version.

Getting a clear view of an order means asking three people.

Each order shows its status, documents, and history on one screen.

One system, from the first quote to the final invoice

Configure, price, and quote (CPQ), then order and invoice, without leaving the system. We start from how your team actually works, not from a standard template. Here is one example setup, for a distributor of hydraulic components.

Configure the product

Your options, dependencies, and pricing rules in one place. Only combinations that fit together can be chosen, and the order code, list price, and unit cost update with every choice.

Product configurator for a gear pump: displacement, rotation, ports, and drive shaft options next to the calculated order code, list price, and unit cost.
Fictional company and sample data.

Build the quote

Line items show cost, price, and margin side by side, with freight and terms on the same screen. When the customer says yes, the quote becomes an order — nothing is retyped.

Quote line items with item code, description, quantity, cost, unit price, margin, and amount, followed by freight and total.
Fictional company and sample data.

Track the order

Each step from order confirmation to deposit, supplier order, and shipment is recorded on the order, so everyone sees the same status without asking around.

Order progress: order received, released, billing plan set, confirmation sent, deposit received, ordered from supplier, and shipment still open.
Fictional company and sample data.

Invoice from the order

Order confirmations, deposit and final invoices, payments, and delivery notes come straight from the order, so nothing is entered twice.

Order confirmation document preview above the order status: shipped, invoiced in full, with paid deposit and final invoices and the delivery note.
Fictional company and sample data.

Configuration and pricing rules are set up for your products and adjusted as your catalog changes. Screens and workflows follow your process, and setup and data migration are part of the project.

Built-in AI assistant

Thally prepares the work. You confirm it.

Thally is the assistant you can talk to on this website, one of the AI integrations we build. Inside the ERP, it's a chat panel — type, or switch on voice — that can open records, fill in fields, and prepare drafts. It never sends, saves, or submits anything on its own: a person reviews the result and clicks the confirming button. Thally is optional, and every part of the ERP works without it.

From request to quote draft

ERP start page with the Thally assistant docked on the right. The request reads: “Quote for Corvinsby: 12 TVG 3 pumps, 1.95 cubic inches, CCW, SAE code 61 flange ports, plus 12 matching D03 valves and 6 hose kits. Net 30, valid 30 days.” Thally is preparing a quote draft.
Fictional company and sample data.
  1. You type the request into the Thally panel, the way you'd say it to a colleague: customer, products, quantities, and terms.

  2. Thally answers with a draft card: customer, line items, net total, terms, and how long the quote is valid.

  3. Open draft brings up the quote with every field filled in and marked as prepared by Thally. You review it and click Save. Nothing is saved before that.

More things Thally can prepare

Reply dialog on quote Q-2026-1148 with recipient, subject, and message filled in; the Send button has not been clicked. In the Thally panel: “James is asking about lead time for 10 pumps. Draft a reply.” and Thally's answer that the reply is drafted and waits for review.
Fictional company and sample data.
  • Thally drafts the answer from the quote's lead time and stock status. You read it and click Send.

  • Thally fills in date, priority, and the next step. You click Set follow-up to save it.

  • Thally picks the options from your description and the configurator checks that they fit together. You confirm with Add to quote.

  • Thally opens the right list, sets the filter, and selects the record you asked for.

See where every quote and order stands

The start page shows what's waiting for you. Analytics and the activity timeline show how the business is doing and what happened on every quote and order.

Analytics: order intake $5,938,000, average order value $6,825, order backlog $884,600, invoiced revenue $6,077,000, a monthly revenue trend, and quote outcomes with a 78% win rate.
Analytics: order intake, backlog, revenue, and quote outcomes, calculated from your live data. Fictional company and sample data.

Every email and note on the record

Emails, internal notes, follow-ups, and document events appear in date order on the quote or order they belong to, so anyone can pick up where a colleague left off.

Activity timeline on a quote: quote created, an internal note, quote sent, a follow-up, customer messages, a reply, and the order created, in date order.
Fictional company and sample data.

A proven core, shaped to your business

Proven foundation

The core ERP functions are mature and widely used. We put the work into what makes your business different.

You own what we build

The custom code we write for you is yours. Open-source components keep their original licenses.

No lock-in

Documented code and a clean handover mean your team, or any other vendor, can take it from there.

What happens next

How an ERP project runs

Step by step, so your team keeps working while the new system takes over.

  1. Review your process

    We look at how you configure, quote, and fulfill orders today, and which spreadsheets and systems are involved. You get a written proposal before any work starts.

  2. Set up your products and rules

    Options, dependencies, and pricing rules are set up for your products, and screens follow your process. Your team sees working screens at every milestone.

  3. Move your data, go live in phases

    We move your existing records and check them with you before go-live. Many teams start with configuration and quoting, then add orders and invoicing.

  4. After go-live, your choice

    A retainer, with us as your engineering partner while your products and process change, or a handover with full documentation.

Is custom ERP right for you?

A good fit if

You sell configure-to-order or build-to-order products, your process is part of what sets you apart, and standard software keeps forcing workarounds.

Probably not a fit if

Your products and process are standard. An off-the-shelf system will usually serve you better, and we'll tell you so.

Questions about custom ERP

Do we have to replace everything at once?

No. The system can be introduced in phases — for example, configuration and quoting first, then orders and invoicing. We agree on the scope and the order of the go-live steps with you during scoping.

Are the configuration and pricing rules fixed?

No. They are set up for your products during the project and adjusted as your product lines and prices change.

What happens to our existing data?

Data migration is part of every ERP project. We move your existing records into the new system and check them with you before go-live.

How is an ERP project priced?

Each project is priced on its own scope, so there's no standard rate card. After a first conversation and a look at your process, you get a written proposal with the scope, milestones, and cost, before any work starts.

Who owns the system?

You do. The custom code, documentation, and intellectual property we create for you are yours. Open-source components stay under their original licenses.

Do we need Thally?

Thally is available on request and set up for the tasks your team wants help with. Every part of the ERP also works without it.

What happens after go-live?

We continue as your engineering partner on a retainer, or hand over with full documentation. Your choice.

Let's look at how you quote today.

Discuss your project