Imaginet Agency service

ERP and CRM solutions in Morocco

Who it is forMoroccan SMEs still running sales, stock and clients on spreadsheets
What you getOne system for sales, stock, invoicing and client follow-up
BudgetOn quote — from 15,000 MAD excl. VAT
Typical lead time6 to 10 weeks depending on scope
ERP & CRMPublisher · Integrator

The spreadsheet has a limit, and you have probably already crossed it.

Excel serves the early years well: it is flexible, everyone knows it, and it costs nothing. Then comes the second warehouse, the third salesperson, prices that differ depending on which file is open, and the monthly figure that arrives three weeks late. At that point the problem is no longer the tool — it is that the information lives in several places at once. An ERP fixes that by enforcing a single version of the data; a CRM does the same for everything not yet sold.

  • One article, client and pricing base for the whole company
  • Live stock levels, across multiple warehouses where needed
  • Quotes, delivery notes and invoices chained without re-entry
  • Sales pipeline and follow-ups tracked, not left to memory
  • Your existing data migrated, cleaned before import
Why structure it

What scattered files actually cost you

The cost of Excel is not its price

It is paid in double entry, in stock discrepancies found too late, in forgotten invoices and in hours spent reconciling two files that should say the same thing. That cost appears on no accounting line, which is why it is tolerated for so long — but it grows at exactly the rate your business does.

ERP and CRM answer two different questions

The ERP organises what has already been sold: order, stock, delivery, invoice, payment. The CRM organises what has not been sold yet: the prospect, the quote, the follow-up, the reason a deal was lost. Confusing the two leads to buying a tool that solves half the problem.

Software nobody uses is worth nothing

Most failed projects fail for non-technical reasons: the tool was too heavy for the daily gesture, the data migration was not done seriously, or the team never understood what it gained. We treat adoption as a deliverable, on the same footing as the configuration.

Two halves

What the ERP covers, what the CRM covers

The two halves can go live together or one after the other. They share the same client base and the same article reference, which avoids the main weakness of tools bought separately.

The ERP side — running the business

It handles the full sales and purchasing cycle, with the traceability that comes with it.

  • Quotes, orders, delivery notes and invoices linked together
  • Multi-warehouse stock, inventories and reorder alerts
  • Purchasing, suppliers and payment tracking
  • Prices, discounts and terms per client
  • Dashboards: margin, outstanding balances, stock rotation

The CRM side — stop losing deals

It makes visible everything that happens before the order, including what is lost for lack of follow-up.

  • One client record: history, exchanges, documents
  • Opportunity pipeline by stage and by salesperson
  • Scheduled follow-ups and reminders, with a named owner
  • Loss reasons recorded, and therefore usable
  • Accepted quote becomes an order without re-entry
Our approach

Three requirements, four steps

A management project succeeds or fails on three points, only one of which is technical. We handle them in this order, with a validation point at each step.

Data migration

Articles, clients, suppliers, prices and balances cleaned, de-duplicated and checked before import. The longest step, and the one that decides whether the team trusts the tool.

Trade configuration

The software aligns to your rules — units, discounts, document series, user rights — not the other way round. Publishing our own solutions lets us adjust rather than work around.

Adoption

Role-based training, short written procedures and a heavier presence in the first weeks. A well-configured tool that nobody adopts produces exactly zero gain.

01

Process audit

We follow the real path of an order and an invoice through your company, and list the breaks with what each one costs.

02

Configuration & migration

The agreed scope is configured, your data cleaned and imported, and both checked with you before sign-off.

03

Training & parallel run

The team works on the new system alongside the old one, long enough to trust the numbers and the habits.

04

Switch & support

The old way stops, balances are carried over at a fixed date, and we stay close through the first closings.

What we look at three months after the switch

A management project is not judged by how rich its screens look but by four plain indicators: the delay between order and invoice, the gap between theoretical stock and physical count, the number of documents still produced outside the system, and how long it takes to close the month. We record those four before the project starts, so there is something to compare against.

You receive the documentation of your configuration, written procedures by role, and administrator access. If you ever decide to bring it in-house or move to another provider, everything needed to do so is already in your hands.

Common questions

What clients ask us

It depends on where you are losing most. If the expensive mistakes come from stock, pricing or invoicing, start with the ERP. If they come from quotes that go nowhere and clients nobody follows up, start with the CRM. In most SMEs we work with, the ERP is the urgent half and the CRM attaches to it afterwards.

No, and we advise against it. We begin with the area that hurts most — usually sales and stock — then extend module by module. A total overnight switch multiplies the risk and paralyses the team at the first incident.

They are migrated. Articles, clients, suppliers, prices and balances are cleaned, de-duplicated and imported. This is almost always the longest part of the project, because a file used for years contains duplicates, inconsistent units and columns repurposed for something else. We show you what was corrected before the final import.

Both, depending on the need. We publish our own business software — including Imaginet Gestion Commerciale and Nexa Dental for dental practices — which lets us adapt a module instead of asking you to adapt your methods. Where a market solution fits your trade better, we implement it and we say so.

Initial training happens on site, by role rather than in one general session. Expect two to four weeks of supported operation before the habits settle. We stay reachable through that period, because that is when adoption is actually decided.

Because the gap between two projects is real: user count, article volume, the state of the existing data and the number of modules can change the work threefold. The budget starts at 15,000 MAD excl. VAT for a narrow scope, and we price yours after a process audit — an audit whose report is yours to keep, whether or not you give us the rest of the work.

Unsure how much to cover?

Start with the process audit. We map your real flows and price the project within two working days.

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