D11SALES AND AUTOMATION
CRM, ERP Modules, and Customer Pipeline
Every request from every channel in one pipeline, with only the ERP modules you need.
Requests arrive by web, WhatsApp, phone, and email, and many get lost in spreadsheets. We set up a CRM and sales pipeline that links every channel to one customer record. When needed, we add quote, stock, purchasing, and production modules on an open-source, modular foundation. If you already run an ERP, we keep it and fill and integrate the gaps.
SCOPE
01Process analysis, CRM, and module selection
02All channels linked to one customer record
03Sales stages, pipeline, and follow-up tasks
04Quote, stock, purchasing, and production modules
05Integration and data migration with your existing ERP
06User training
OUTCOMEBusiness software that shows where each request stands and grows only as far as you need.
INDUSTRIAL EXAMPLETrade-fair cards, website quotes, and WhatsApp questions tracked in one list, with stock and production added a year later.
INTEGRATIONS
HubSpotZohoERPNextLogoNetsisSAPTuna Industrial Platform
SECURITYData storage, access permissions, and integration details for this service are set out in a dedicated section of the proposal prepared after the needs analysis.Security and integration approach →