CRM, ERP and AI for Philippine businesses
AI Automation
Custom CRM and ERP systems, AI agents for Messenger, WhatsApp and voice, and lead automation built for growing businesses in the Philippines.
Intelligent workflows
Give the team back the week.
Custom CRM and ERP systems, AI agents for Messenger, WhatsApp and voice, and lead automation built for growing businesses in the Philippines.
Overview
CRM and ERP software built for how Philippine businesses run
Most growing companies in the Philippines run on a mix of spreadsheets, Messenger threads, Viber groups and a subscription tool nobody fully uses. Leads get lost between the page inbox and the sales team, invoices live in one person's laptop, and management finds out about problems a month late.
CRWD builds the systems that replace that: a custom CRM shaped around your sales process, an ERP that brings projects, finance and HR into one place, and AI agents that answer customers on Messenger, WhatsApp and the phone. We are a marketing agency with a software team based in the Philippines, so what we build connects to the pages, ads and websites that generate the enquiries in the first place.
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Custom CRM development in the Philippines
Off-the-shelf CRMs are priced per seat in dollars and built around a US sales process. We build CRM systems around the way a Philippine business actually sells, from Facebook page enquiry to closed deal, and we own the hosting and support.
For Engage Clinic, CRWD built a complete CRM with a lead pipeline from first message to enrolment, Facebook Messenger, Instagram and WhatsApp inboxes in one screen, a form builder that turns submissions into leads, a calendar for staff and sessions, quotations, invoicing and payments, and a mobile app for the team.
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Lead pipeline and Kanban stages designed around your sales process
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Facebook Messenger, Instagram and WhatsApp conversations in one inbox
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Lead capture from Facebook Lead Ads, website forms and landing pages
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Lead source reporting so you know which page or campaign produces revenue
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Assignment, follow-up reminders and notifications for the team
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Quotations, invoices, payments and statements in PHP
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Custom ERP for operations, finance and HR
When a business crosses twenty or thirty people, the spreadsheets stop working. An ERP gives management one view of projects, money and people. CRWD's own operations platform runs our Philippines team day to day, so the system is built and tested on the same problems your team has.
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Projects and tasks with Kanban, calendar and Gantt views, time tracking and approvals
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Accounting with VAT invoices, purchase orders, bank reconciliation and multi-currency including PHP
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HR with attendance, shifts, leave and Philippine statutory payroll settings
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Client, employee and vendor portals with their own scoped access
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Role-based permissions for management, staff and finance
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No-code workflow builder and scheduled automations
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AI agents for Messenger, WhatsApp and calls
Filipino customers message first and call second. An AI agent on your Facebook page or WhatsApp number replies in seconds, in English or Taglish, answers from a knowledge base your team controls, qualifies the enquiry and hands over to a person when it should. The same engine can answer inbound calls with natural speech and transfer to staff, and every conversation is summarised into the CRM.
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Messenger and WhatsApp Business auto-replies from an editable knowledge base
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Qualification questions and booking of the next step
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Human handover rules and a per-contact AI on and off switch
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AI voice receptionist for inbound calls with transfer to a staff number
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Automatic call and chat summaries saved to the CRM
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English and Taglish conversations
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Lead management automation
Speed to lead decides who wins the enquiry, especially on Facebook where the next business is one scroll away. We connect Facebook Lead Ads, Google Ads and website forms to the CRM so every lead is captured in seconds, acknowledged on Messenger or WhatsApp, assigned to the right person and followed up on a schedule. Management sees response times and conversion by source in one dashboard.
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AI inside the business, not just the chatbot
Beyond customer-facing agents, we build AI assistants that work on your internal data: plain-English search across projects and finances, lead scoring with a suggested next action, revenue and capacity forecasts, invoice and receipt reading, and content ideas and posting calendars aware of Philippine holidays and sale seasons. The assistant only sees what the user is permitted to see, cites the records behind each answer, and proposes actions that a person confirms. Everything is audit-logged.
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How a CRM or ERP project starts
We begin with a workflow discovery session, online or at your office in Metro Manila, to map where time is lost and where leads leak. From that we scope a first system that can be measured, ship it, and expand from there. Most Philippine clients start with Messenger lead capture and CRM, then add invoicing and operations as the team grows.
Deliverables
What leaves the room.
Workflow discovery
Custom AI agents
Content engines
Operations automation
Team enablement
Process
A clear route from thought to market.
- 01
Discover
- 02
Define
- 03
Deliver
- 04
Optimise
FAQ
Useful answers before the first call.
One integrated team
Most CRWD engagements use three disciplines or more.
Combine social, content, paid, brand, web, and AI around one commercial objective.