ERPNext / Plane Implementation

At some point, “another spreadsheet” stops working. As a business grows, friction appears naturally: duplicated data, inconsistent statuses, missing documents, and people spending time updating instead of executing. A well-implemented system centralizes the picture, enforces consistent workflows, and creates reliable reporting.

This page is part of our delivery hub: /en/how-we-are/

ERP vs CRM vs Project Management (quick clarity)

• /en/glossary/crm/ focuses on leads, customers, sales, and customer interactions.
• /en/glossary/erp/ connects departments: sales, delivery, accounting, purchasing/inventory (depending on the business).
• Project management focuses on tasks, statuses, team workflow, timelines, and documentation.

ERPNext is typically broader, while Plane is a powerful project-centric system for delivery teams.

When to choose ERPNext vs Plane

ERPNext – better for operational and contracting businesses

ERPNext (/en/glossary/erpnext/) can cover CRM, sales, projects, accounting workflows, and more. It fits businesses that need a single “operating system” for multiple functions.

Plane – better for project-driven teams

Plane (/en/glossary/plane/) is focused on project execution: issues, epics, backlog, and team workflow. It’s a great fit when the business runs on projects and you need clarity without heavy overhead.

What our implementation includes

1) Process design and source-of-truth definition

We typically start from a structured blueprint (often from /en/services/work-program/): pipeline stages, project statuses, required fields, approvals, and the minimum data you must capture.

2) Installation, infrastructure, and permissions

The system needs stable infrastructure (see /en/services/infrastructure-setup/). Then we define roles and permissions so data stays organized and secure.

3) Custom fields, views, and reports

Most implementations require customization: custom fields, forms, reports, dashboards, and business rules. The goal is to match your operating reality so teams don’t fight the system.

4) Data migration and adoption

Migration from spreadsheets and legacy tools is a risk point. We migrate carefully, validate data, and train the team on new operating habits (how to open a customer, update a status, attach documents).

5) Automations and integrations

Once data is structured, automations create major leverage: reminders, alerts, task creation, syncing with email/Drive, and more. This is where /en/glossary/n8n/ and our automation service help: /en/services/n8n-automation/.

FAQ

How long does it take?

Typically 2–3 months depending on scope and customization. The goal is real adoption, not just a technical install.

Is it suitable for small businesses?

Yes, when the pain is real. Some teams start with CRM + automation first, then expand into broader ERP workflows.

Do we pay licensing fees?

The platforms are open source (see /en/glossary/open-source/), but you still have infrastructure, implementation, and potentially maintenance costs.

If you want one system that organizes processes and data, ERPNext/Plane is a strong choice—when implemented correctly.