Tailored ERP Requirements

Custom ERP Basic Information sheet

Thank you for your interest in working with us! This short questionnaire is designed to help us understand your ERP Solution needs before our first call. It covers essential details about your business, design preferences, and functionality requirements.

Filling this form should take 3-8 minutes, and it will allow us to have a more focused and productive conversation. The more clarity you provide, the better we can tailor our recommendations for you.

1. Basic Information

First Name

Last Name

1.2 Company Name

1.3 Official Email Address

1.4 Contact Number

1.5 Website (if exists)

1.6 Role

1.7 Industry

1.8 Company Size

1.9 Brief description about your business / company

2. Current Situation

2.1 How are you currently managing your business operations?

2.2 What challenges are you facing with your current tools or processes? (Text area — examples: duplicate entries, delays, lack of reports, etc.)

2.3 Which departments/functions need ERP support?

3. Goals and Expectations

3.1 What are your top 3 goals for implementing a custom ERP? (Text area — e.g. centralizing data, improving speed, eliminating manual work)

3.2 Do you have any existing systems or tools that the ERP should integrate with? (Text area — e.g. Tally, QuickBooks, CRM tools, Google Sheets, etc.)

3.3 Preferred mode of access (choose one or more)

3.4 Are there any specific reports or dashboards you need?

4. Timeline & Budget

4.1 How soon are you looking to get started?

Immediately

Within 1–2 months

Within 3–6 months

Just exploring options

4.2 Estimated Budget Range (in INR/USD)

Below ₹5 lakhs / $6,000

₹5–10 lakhs / $6,000–12,000

₹10–25 lakhs / $12,000–30,000

₹25+ lakhs / $30,000+

Not sure yet

5. Final Details

5.1 Are you the decision maker for this project?

Yes

No — I'm part of the team evaluating options

5.2 Would you like to book a free consultation?

Yes, please schedule a call

No, just collecting information for now

5.3 Any other details you'd like to share with us?