Sales, finance and operations, read together every morning.
A CRM connected to your accounting program and your ERP. It tells the board what was done yesterday and shows where the systems disagree.
Three systems, one account of the business
Your CRM knows what was sold. Your accounting program knows what was invoiced and paid. Your ERP knows what was made and shipped. The board gets one brief that reads all three.
What it does
Daily board brief
Each morning the board receives a short written account of the day before: what was sold, invoiced, collected and delivered, and what did not move. Every figure opens the record it came from. When a system could not be read that morning, the brief says so.
Analysis mode
Ask where a problem comes from and it reads across the CRM, the accounting program and the ERP, then reports where they disagree and where work is stuck: the won deal that was never invoiced, the invoice with no order behind it, the payment that is late, the approval nobody has acted on.
A phone agent on the same record
Add the phone agent and every call lands in the CRM. It answers, takes the caller's details, and books, moves and cancels meetings. A returning caller does not have to start again from the beginning. It can put a caller through to a person, and after each call the team receives a short brief of who called and what was agreed.
In practice
Fitted to how you sell
Leads, deals, quotes and follow-ups arranged around your own sales process. The CRM is modular: it is redesigned for each customer and updated as the business changes.
Connected to the systems you run
We analyse the connections your accounting program and ERP offer and write the connection for them. Those stay your systems of record.
A person decides
Calls and meetings are written to the CRM for your team to confirm. Nothing changes in your accounting program or your ERP without a named person's approval.
What it connects to
Connected today
- Logo Tiger
- Netsis
- Mikro
- Paraşüt
Connections we write from the vendor's published interface
- KolayBi
- DİA
- SAP Business One
- SAP S/4HANA
- Xero
- QuickBooks Online
- FreeAgent
- Sage
- Microsoft Dynamics 365 Business Central
- Oracle NetSuite
- Odoo
- Salesforce
- HubSpot
- Zoho CRM
- Pipedrive
- Microsoft Dynamics 365 Sales
Some vendors license their interface separately. We check that during the analysis, before any work is quoted.
Product names belong to their owners.
What it does, how it runs, and what it asks of you
Tells the board what happened, and finds what fell between systems
One morning brief for the board and one place to ask why a number is off, across sales, finance and operations.
On your own servers or on our cloud
You choose. On your own servers, customer records stay inside your network. Your data is yours, and terms are agreed per engagement.
Access, and two named people
Access to the systems it reads, and one person in sales and one in finance who can say which system is right when two disagree.
Whether the brief is read, and whether its numbers hold
A brief is only as current as the systems it reads, so each one says when its data was taken.
Bring one question your systems cannot answer together.
Tell us which systems you run. Scope and terms are agreed per engagement.
Talk to us