CRM Setup & Integration
Holds the shared record of every lead and customer, with the pipeline and history the team works from. Choose it first when customer information is scattered or follow-up depends on memory.
Business Solutions4 services
CRM, ERP, booking & payments
Customer records, ERP planning, online booking and payments set up to work together instead of as separate tools.
The problem
Appointments are booked through a scheduling app, deposits are requested by sending a payment link by hand, and customer details live in a spreadsheet that someone updates when they remember. Staff check three places to answer a simple question like whether a customer has paid. Follow-ups are missed because the booking tool and the customer list never talk to each other. Each tool works, but the gaps between them create most of the admin.
The outcome
A customer books a time, pays any deposit on the payment provider's hosted page and appears in the CRM with the appointment and payment already recorded. Staff work from one customer record, and routine updates happen automatically rather than by retyping.
In this group
The services, and what each one does here
ERP Solutions
Checks whether orders, inventory, purchasing and finance should run on one ERP platform, compares options against agreed requirements and plans the rollout; implementation is scoped separately. Choose it when operations, not only customer records, have outgrown spreadsheets and basic tools.
Booking & Scheduling Systems
Lets customers reserve available times online, with calendar sync and reminders. Choose it when scheduling takes phone calls and email back-and-forth, or when no-shows are a recurring cost.
Online Payments & Stripe Integration
Takes deposits, invoices and subscriptions through Stripe's hosted pages and reports each payment to other systems. Choose it when payments are chased manually or recorded by hand.
How they work together
One customer journey across booking, payments and the CRM
A booking creates the record
When a customer books, the booking system creates or updates their contact in the CRM and logs the appointment, so staff see upcoming visits alongside the customer's history.
The deposit is taken at booking
Where the business requires one, the booking flow hands the customer to the payment provider's hosted page for a deposit. Card details are entered there, never on the business's own site or in the CRM.
Payments report back
Once a payment succeeds, the provider notifies the CRM through webhooks, marking the deposit or invoice as paid on the right record. Nobody has to cross-check a payments dashboard against a spreadsheet.
The CRM drives what comes next
With bookings and payments on one record, the CRM can trigger follow-ups, reminders for unpaid invoices and repeat-visit prompts based on what has actually happened.
Select a part of the diagram to see what it does.
- A customer chooses an available time on the booking page.
- If a deposit is required, they are sent to the payment provider's hosted page to pay; the business never handles their card details.
- The booking system and the payment provider each update the same customer record in the CRM — the appointment from one, the payment from the other.
- Staff see the appointment and payment status together, and the CRM sends reminders and follow-ups based on that record.
Choosing
Which do you need?
Many projects use more than one of these. If the situation doesn't fit neatly, describe it and we'll suggest where to start.
Ask which fits- Do we need a CRM, an ERP or both?
- A CRM tracks leads, customers and deals; an ERP runs orders, inventory, purchasing and finance from one database. Many businesses only need a CRM, and some need both connected. ERP Solutions starts by checking whether an ERP is needed at all.
- We only need online booking. Do we need a CRM too?
- Not always. A small business with simple appointments can start with booking alone. A CRM becomes worthwhile when you need customer history, follow-up or a sales pipeline beyond the calendar.
- Should we require deposits?
- That is a business decision, including the cancellation and refund policy that goes with it. IOPIA sets up whatever you choose but does not give financial, tax or legal advice on the terms.
- Our CRM already has booking or payment features. Do we still need separate tools?
- Sometimes the built-in features are enough. IOPIA compares them with what the business needs and only adds a separate booking tool or Stripe setup where the built-in option falls short.
Talk to IOPIA about CRM, ERP, booking & payments.
Tell us what you have today and what isn't working. One conversation can cover several of these services.