CRM, ERP, SaaS Development in San Francisco, USA

CRM, ERP, SaaS Development in San Francisco, USA — CRM / ERP / SaaS that converts Bay Area users into customers

Today, having CRM / ERP / SaaS systems isn't enough for a San Francisco business. Your potential client opens a smartphone on BART, sees three or four similar offers, and decides in 5 seconds which one to engage. If yours is slow, unclear on mobile, or doesn't render correctly under iOS Safari with intermittent BART connectivity — you've lost that customer before they finished reading your headline. That's why investing in quality CRM / ERP / SaaS isn't a "luxury expense", it's a direct investment in revenue.

I'm Alex Filiuk, a Senior practitioner with 15 years of experience and a portfolio of 130+ projects. I deliver CRM / ERP / SaaS systems for businesses in San Francisco, across the US (San Francisco, LA, Boston, Austin), in Europe (London, Manchester, Edinburgh), and in Ukraine. On this page I've collected what's worth knowing for an Bay Area business owner before commissioning crm / erp / saas: how the engagement works, USD pricing brackets, which mistakes destroy ROI, and which 2025-2026 trends actually matter for the Bay Area market.

Why CRM, ERP, and SaaS systems matters for San Francisco businesses

Bay Area runs on internal tools. Every fintech in FiDi has a custom KYC dashboard, every Mission DTC brand has a custom OMS, every SoMa media company has a custom rights-management system. Off-the-shelf SaaS rarely fits the operational complexity of an Bay Area business at scale, and the cost of a wrong build is enormous: enterprise teams report internal tool failures cost $25–80K per month in workaround labor, with the productivity drag invisible until it compounds into missed quarters.

What quality CRM, ERP, and SaaS development delivers for an Bay Area business:

• Operational leverage. A well-built internal tool saves 200–800 person-hours per month in manual workflow that previously ran on spreadsheets, email, and copy-paste.
• Audit and compliance readiness. SOC 2, HIPAA, PCI, state financial-services regulations readiness baked into the architecture, not retrofitted under deadline pressure.
• Scalable role and permission model. Built for multi-team, multi-region growth from day one — so adding 50 employees doesn't require a permissions rewrite.
• Data ownership. Your data lives in your infra (AWS / GCP / Azure), under your IAM, with your retention policies — not on a SaaS vendor's servers.
• Integration-first architecture. Webhooks, REST and GraphQL APIs, event streams — so the system extends as your stack grows.

CRM, ERP, and SaaS systems vs the templated approach

Most Bay Area teams underestimate the difference between 'a SaaS dashboard' and 'a production-grade internal system'. The former is a CRUD UI on top of a database. The latter is a fully-modeled domain with role-based access, audit logs, integrations, observability, and a real schema migration story.

Production-grade CRM/ERP/SaaS engagements include all of:

• Domain modeling. Entity relationships mapped before any UI is drawn. Wrong domain = perpetual rework.
• Role and permission system. Multi-tenant, multi-team, attribute-based access control — designed up-front, not retrofitted.
• Audit logging. Every state change written to an immutable log, queryable for compliance and debugging.
• Integration layer. Webhooks, queue workers (BullMQ / SQS), event-bus (Kafka / Pub/Sub) for connecting to ERP, accounting, payment, identity providers.
• Observability. Structured logs (Datadog / Honeycomb), metrics, error tracking (Sentry), uptime monitoring — production from day one.

If you only need a customer-facing UI on top of an existing backend, that's closer to a UI/UX design + web development engagement. Full CRM/ERP/SaaS development is for systems that hold your business state.

Project types most-requested by Bay Area clients

Across 15 years and 130+ projects, I've noticed Bay Area business categories have their own digital signature. Most-common requests for CRM, ERP, and SaaS development:

• Fintech admin dashboards. the Mission / FiDi fintech ops teams managing KYC queues, transaction reviews, customer support tickets, with full audit trail.
• DTC operations dashboards. Oakland / Marina brands consolidating Shopify, ShipBob, Klaviyo, NetSuite into a single ops view.
• Media rights-management systems. SoMa publishers tracking content licensing, royalties, talent agreements across hundreds of contracts.
• Healthcare patient-data portals. Bay Area clinics needing HIPAA-compliant patient communication, file sharing, scheduling, billing in one system.
• Real-estate proptech platforms. SoMa and the Mission brokerages and proptech startups managing listings, applications, document workflows.
• B2B SaaS internal admin panels. SoMa / Hayes Valley SaaS founders building the 'support and ops' UI on top of their customer-facing product.

Different category, different approach — so I don't ship templates. Every engagement starts with discovery against your actual Bay Area market context.

The CRM, ERP, and SaaS development engagement, step by step

I work via a transparent process that 130+ clients have completed end-to-end. Each phase has a fixed deliverable that you receive in your hands. No "wait a month while I design" — you know what's happening every week, with weekly Slack updates and one Zoom sync at 8am Bay Area / 3pm Kyiv.

1. Discovery and domain modeling (week 1–3). Stakeholder interviews, current-state workflow mapping, entity-relationship diagram, user-role matrix.
2. Information architecture and UX (week 3–6). Sitemap, key-flow wireframes, component-library spec, role-based navigation prototypes.
3. Design system and key screens (week 6–10). Tokens, components, key-screen hi-fidelity, accessibility audit (WCAG 2.2 AA).
4. Backend architecture (week 8–12). Database schema, API contracts (REST / GraphQL), auth and RBAC, integration patterns, queue / event-bus design.
5. Build and integrate (week 10–24). Frontend in React / Next.js, backend in Node / Python / Go, deployments to AWS / GCP / Azure, integrations to your stack.
6. QA, security review, and load test (week 22–26). Automated test suite, manual QA, basic pen-test, load test against expected concurrency.
7. Launch and stabilization (week 26+). Phased rollout, observability dashboards, on-call runbook, post-launch fix sprints.

What you receive when the CRM, ERP, and SaaS development project completes

• Architecture documentation: system diagram, ER diagram, API contract, deployment topology.
• Design system in Figma: tokens, components, patterns, role-based templates.
• Frontend codebase: Next.js / React / TypeScript / Tailwind, code-quality tooling, component library.
• Backend codebase: Node / Python / Go, full test coverage on business-critical paths, infrastructure-as-code (Terraform / Pulumi).
• Integration layer: webhooks, queue workers, event-bus consumers — documented with sequence diagrams.
• Audit-log subsystem: immutable log of state changes, queryable for compliance.
• Observability stack: Datadog / Honeycomb dashboards, Sentry error tracking, alert routing.
• Operations runbook: on-call procedures, common-issues playbook, escalation matrix.

Why hire a Ukraine-based Senior instead of an Bay Area agency

Bay Area has a deep pool of talent — and rates that match. A typical Senior at a SoMa agency: $180–280/hour. A 12-week engagement at a respectable SoMa studio: $80,000–180,000. The work is excellent, but the cost makes it inaccessible for most early-stage startups, mid-sized DTC brands, and bootstrapped B2B SaaS companies.

The remote Ukraine-Senior model gives you:

• 30–60% cost reduction. Same Senior expertise, same deliverables, transparent fixed-fee USD pricing.
• Single point of contact. No account manager, no project coordinator, no creative director "stepping in" mid-call. You talk directly with the person doing the work.
• Async-friendly cadence. The 7-hour gap (Bay Area EST → Kyiv) is a feature: I work while you sleep, you wake up to demos and questions in Slack, we sync 1× per week on Zoom.
• Production-grade quality. Same modern stack (Next.js, React, TypeScript, Tailwind), same accessibility (WCAG 2.2 AA, ADA-compliant), same handoff specs as a top-tier Bay Area agency.
• Transparent fixed pricing. No hourly invoices, no scope-creep surprises. You know the total before we start.

USD pricing model

All projects are quoted as fixed fee in USD, paid 50% upfront / 50% on delivery (or split into milestones for projects > $20K). No hourly invoices. If scope changes mid-project — we re-quote, you approve in writing, and the change is added with a clear delta.

Indicative ranges to set expectations (every quote is bespoke, but these brackets are realistic):

• UI/UX design — landing or simple website (4-6 weeks). $8,000–18,000. Bay Area agency equivalent: $30,000–80,000.
• Corporate website — full design + dev (8-12 weeks). $20,000–45,000. Bay Area agency equivalent: $80,000–250,000.
• B2B SaaS / web app — design + frontend + backend (16-28 weeks). $50,000–180,000.
• UX audit (2-3 weeks). $4,000–9,000.
• Branding — full identity system (8-12 weeks). $12,000–30,000.
• SEO retainer (3-6 months minimum). $2,500–6,000/month.
• Fractional CPO / consulting (15-20 hrs/month, 6+ months). $4,000–8,000/month.

Discounts apply when you bundle services (e.g. design + development + SEO together) — typically 15-25% vs. ordering each separately.

How the async workflow handles the timezone gap

The 7-hour difference between San Francisco (EST/EDT) and Kyiv (EET/EEST) is the biggest concern most Bay Area clients raise — and it's the easiest to solve. The honest answer: most Bay Area startup founders and product teams already work async with Slack-first cadence. The remote-Ukraine engagement just formalises what's already happening internally.

• Daily Slack handoff. When you wake up at 8am Bay Area time, I've already worked 8 hours. There's a thread in #project with the day's progress, demo link (Figma / Vercel preview), and 2-3 specific questions that need your call. You answer over coffee — by 4pm Bay Area time I'm already incorporating your feedback.
• Weekly Zoom sync. One 60-90 minute call per week, scheduled at 8am Bay Area / 3pm Kyiv. We walk through what shipped, what's next, what's blocked.
• Loom for async demos. Instead of scheduling a meeting to "show you what I built", I record a 5-10 minute walkthrough.
• Notion / Linear for tracking. Whatever you use, I'll join. No new tool to learn.
• Emergency Zoom on demand. Critical decisions get a 15-minute Zoom call within 4 hours of request, regardless of timezone.

Cases — Bay Area and US clients in my portfolio

My portfolio contains 130+ projects, including B2B SaaS for US founders, DTC brand sites for Bay Area and LA-based companies, and fintech dashboards for clients on the East Coast. For NDA reasons I can't list every client publicly — but on the discovery call I'll walk you through 5-10 most-relevant cases for your specific niche.

Other services for San Francisco businesses

• UI/UX design
• Web development
• Mobile app design
• Mobile app development
• Branding and logo design
• E-commerce
• CRM / ERP / SaaS
• SEO, Google Ads, SMM, email marketing
• UX audit, CRO
• Business consulting, product strategy

Other US and EU cities I serve

• Los Angeles — entertainment, creative agencies, e-commerce
• San Francisco / Bay Area — B2B SaaS, deep-tech, AI
• Boston — biotech, ed-tech, university spinoffs
• Austin — startups, gaming, tech
• London — fintech, B2B SaaS, creative
• Manchester — northern tech hub, sport-tech, MediaCity
• Edinburgh — fintech, ed-tech, data science

Full list of locations on the "Service Areas" page.

Ready to discuss your Bay Area project?

Fill out the contact form or message me through the channels in the footer. The first 60-90 minute call is free — we'll discuss your business, product goals, indicative scope, USD budget range, and timeline. If you have an existing site / app, I'll do a quick express-review and show you 3-5 issues that can be fixed in the first week, even before signing a full engagement.

Common mistakes Bay Area businesses make commissioning crm / erp / saas

• Hiring on hourly rate. A $25/hour practitioner in Eastern Europe is statistically a junior at best. The 30-60% cost gap with Bay Area agencies isn't from hourly rate — it's from removing layered agency overhead.
• Skipping the discovery phase to "save money". A 1-2 week paid discovery is the cheapest insurance against a $50K mistake.
• Not asking about IP and ownership. Get this in writing before kickoff.
• Underestimating the value of single-contact engagement. Talking directly to the person building your product cuts requirement-translation losses by ~40%.
• Treating crm / erp / saas as a one-off project. The strongest results come from continuous iteration, not handoff-and-forget.

2025-2026 trends I apply on Bay Area client crm / erp / saas projects

• Multi-tenant architectures with row-level security in PostgreSQL
• Realtime UIs via WebSockets / SSE for B2B SaaS dashboards
• Type-safe APIs with tRPC reducing client/server drift
• AI assistants embedded into admin panels (NLP queries, smart defaults)
• Auditable workflows for SOC 2 and HIPAA compliance
• Event-sourced data layers for full historical replay
• Stripe Connect / Plaid for fintech-grade payment flows