Bengaluru and Erode, India — working with clients in other time zones

Digital Transformation

Open-Source Software Integration

You are buying business software that fits how you work, without a licence bill that grows each time you add a person. We help you choose proven open-source tools for CRM, ERP, helpdesk, e-commerce, analytics or automation, then install them, migrate your data, connect them to your existing systems and train your staff. Open source is not free to run, so hosting, updates and support are costed next to the licence fees you would stop paying.

The work

What we actually do

01

Fit and cost check

We start with what the software has to do and what you pay for it today. Then we shortlist open-source options and set the cost of running each one, including hosting, updates, backups and support, against your current licence fees. If a paid product is the better fit, we say so.

02

Install and configure

We install the tool on a server in your own account, then configure it around how your team works: fields, pipelines, user roles, permissions and email. Nothing is customised in the core code where a setting or plug-in will do, so updates do not overwrite your changes.

03

Migrate and connect

We export your records, remove duplicates and map each field to its place in the new tool, with a trial import your team checks first. Then we connect it to the systems you keep, such as website forms, accounting software and payments, through its API or an automation platform.

04

Training and support

We train staff on the tasks they do each day, with a short written guide for each role. After launch, someone still has to apply security updates, check backups and fix what breaks. We can do that under a support arrangement, or document it so your own team can.

What you receive

Deliverables, stated plainly

Everything below is handed over and is yours to keep, edit and take elsewhere.

  • A written comparison of the shortlisted tools, with licence, hosting, update and support costs set side by side
  • The installed and configured tool on a server in your own account, with admin access held by you
  • Your records migrated and checked against a trial import, plus a copy of the original export
  • Integrations with your website, accounting or payment systems, documented so another developer can maintain them
  • Role-based staff training with written guides, and an update and backup schedule for whoever supports the tool

Questions

About open-source integration

If the software is free, what are we paying for?
The licence is free; running the software is not. You pay for hosting, backups, security updates and someone to apply them, plus our time to install, migrate, integrate and train. For a small team on a cheap per-seat plan, that can cost more than the licence you would cancel. We set both sides out in writing before you decide.
Which open-source tools do you work with?
We start from the job, not a favourite product. CRM, ERP, helpdesk, e-commerce, analytics and workflow automation all have established open-source options. We look for an active project with regular security releases, clear documentation and people other than us who could support it. We take no commission from any platform we recommend.
When is open source the wrong choice?
More often than people expect. It is a poor fit when the paid tool is cheap for your team size, when nobody will own updates and backups, or when the only option is a project with few contributors and slow security fixes. In those cases we will recommend you stay on paid software, even though that means less work for us.

Reporting

The number we report against

Cost per enquiry, and what happened to those enquiries after they reached your team.

Impressions, reach and engagement are diagnostics. They explain a result; they are not the result. Every month you get the enquiries, what they cost, and the changes we are making because of it — including the months that missed.

Working on an automated production system from a laptop
MonthlyPlain-language reporting

Next step

Talk to us about open-source integration

Send the problem in a paragraph. We will reply within one working day with an honest view of whether we can help, and what it is likely to cost.

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