Turn Tribal Knowledge Into a Company Asset
Custom ERP, CRM & PSA systems built around how you actually work
Your best processes shouldn't live in someone's head—or in spreadsheets pretending to be an ERP. We capture how your business really operates and build systems where the workflow is the documentation, so knowledge stays with the company, not with any one person.
Check out the rest of our website for more information or email us at info@purpleowl.io
See How We Work
Watch our video to learn more about PurpleOwl and how we help businesses transform their operations.
Duration: Learn about our custom solutions and approach
Solutions We Provide
Every PurpleOwl implementation is a bespoke solution designed around the needs of your business, so you get exactly what you need at a fraction of the cost of traditional solutions.
CRM Success & Adoption
CRM systems designed around how your team actually works, ensuring high adoption rates and measurable results.
Cost-Effective Solutions
Get enterprise-grade software at a fraction of traditional licensing costs with transparent pricing that fits your budget.
Flexible & Customizable Systems
Solutions that adapt to your business processes, not the other way around. Built specifically for your unique needs.
Cost-Effective Solutions
Get enterprise-grade software at a fraction of traditional licensing costs with transparent pricing that fits your budget.
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The danger with software is that it does what you tell it to do, not what you actually do. We start by capturing reality—then we build systems that match it.
Most companies hit a ceiling around 35–50 employees when tribal knowledge stops scaling. We help you move critical processes from "inside someone's head" to "inside the company"—so you can grow without the next departure becoming an emergency.
Our Solutions
Right-sized systems that adapt to your business—not the other way around. Enterprise-grade where it matters, simple where it doesn't.
ERP Systems
Streamline your entire business operation with custom ERP solutions designed for your workflow.
- Financial Management
- Inventory Control
- Supply Chain
- Custom Reporting
CRM Solutions
Build stronger customer relationships with CRM tools that adapt to your sales process.
- Lead Management
- Sales Pipeline
- Customer Analytics
- Email Integration
PSA Software
Professional Services Automation to manage projects, resources, and billing efficiently.
- Project Management
- Time Tracking
- Resource Allocation
- Billing & Invoicing
How We Work
We don't start with software—we start with reality. Our process captures how your business actually operates, then builds systems that match.
Reality Capture
We watch your team work—where they click, which spreadsheets they sigh at, who they email for answers. No detail is too small.
Process Mapping
We identify actual processes—not the aspirational ones—and surface where tribal knowledge is hiding in your organization.
Build to Match
We build systems where the workflow is embodied in the screens—so the system becomes the documentation, not a 300-page manual.
Deploy & Evolve
We launch with training that sticks, then help you keep the system aligned with reality as your business changes.
Industries We Serve
We serve SMBs (15–150 employees) in any industry where there are complex workflows, recurring relationships, and too many spreadsheets.
PurpleOwl serves process-heavy SMBs in healthcare, manufacturing, services, and mission-driven sectors—anywhere spreadsheets are pretending to be an ERP.
Healthcare & Wellness
Clinics, behavioral health, community health orgs, EAPs, counseling programs, and supportive-housing providers.
Manufacturing & Distribution
Light manufacturing, CNC & specialty machining, specialty components, logistics, and fulfillment operations.
Professional & Technical Services
MSPs, IT service providers, systems integrators, engineering, architecture, and project-based firms.
Marketing, Media & Advertising
Digital agencies, performance marketing shops, and hybrid media/content + services businesses.
Field & Recurring Services
Pool & spa service, landscaping, maintenance—any "we send techs/crews out and bill on recurring work" operation.
Retail & E-commerce Hybrids
Shops with inventory plus services, subscriptions, or custom work requiring integrated management.
Nonprofits & Mission-Driven Orgs
Social service nonprofits, housing programs, membership orgs tracking people, cases, and funders.
Why Choose PurpleOwl
Your people shouldn't be the integration layer between disconnected systems. When your best employees spend their days copy-pasting and chasing answers, you don't have data—you have folklore.
End the Scavenger Hunts
Stop chasing answers across five systems—see what was sold, delivered, and invoiced in one place
System = Documentation
Workflows embodied in screens, not buried in 300-page manuals nobody reads
Faster Onboarding
New hires learn from the system itself, cutting onboarding time dramatically
One Source of Truth
Stop asking "which version is current?"—one system, one reality everyone can see
Right-Sized for SMBs
Not enterprise bloat, not spreadsheet chaos—systems people actually use
Speaks Your Language
Systems that use your terms—cases, placements, jobs—not generic "objects"
Blog
Explore our case studies, industry insights, and guides to learn how custom software can transform your business.
ERP for Small Businesses: What Actually Matters
Confused about ERP? This guide cuts through the jargon to reveal what ERP software *actually* does for small businesses, where it creates value, and where it destroys it.
Build or Buy Your ERP? You're Asking the Wrong Question
Stop debating build vs. buy for your ERP. Discover how to identify the operational edge you need and whether software will create or destroy it. Learn when to build!
One System, One Truth: How a Right-Sized CRM Replaces Spreadsheet Chaos
Ditch spreadsheet chaos! Discover how a right-sized CRM can streamline your 20-80 person company, boost efficiency, and create a single source of truth.
Scattered Data Across Multiple Systems Is Making It Impossible to Get the Insights You Need
Discover how disconnected data across your business is costing you time & money. Learn to identify hidden inefficiencies and consolidate for growth.
Customer Portals That Let Clients Help Themselves
Reduce support calls and empower your customers! Learn how a well-designed customer portal can streamline processes and improve satisfaction. Implement self-service now!
Turning Tribal Knowledge Into a Company Asset
Transform tribal knowledge into a company asset! Learn how to document processes, avoid costly mistakes, and build a scalable, resilient business. Read now!
Get In Touch
Check out the rest of our website for more information or reach out directly.
Email us at
info@purpleowl.io