History in one person's head
They are on holiday and nobody knows what was promised.
ERP · Client management
Client management: the whole history in one place.
When knowledge about a client lives in one person's head, every absence costs money. We bring together contacts, contracts, payments and conversations so anyone on the team can pick up where it was left.
What hurts
Familiar problems a custom ERP solves.
Contacts in three places
A sheet, an inbox and a phone, and none of them is current.
Renewals and repeat orders forgotten
The easiest sale does not happen.
No shared view
Sales, projects and payments sit in different programs.
What the system looks like
Six modules connected in one flow.
Profiles
Company, people, roles and important notes.
History
Calls, emails and meetings in chronological order.
Contracts
Terms, deadlines and renewal dates.
Payments
What has been paid and what is owed.
Renewals
An automatic signal before a contract expires.
Tasks
A next step for every client with an owner.
The path of work
The same information from start to finish.
Data is entered once and moves forward. Nobody retypes it.
- 1New client
- 2Onboarding
- 3Work
- 4Renewal
In practice
What it looks like inside.
We build on ready-made solutions such as Notion, Asana and monday.com. We do not write software from scratch; we organise and connect what already works well. The data on the screens is illustrative.
Notion · Asana · monday.com
Clients
Profile, owner and contract.
| Client | Owner | Contract until | Annual value | Status |
|---|---|---|---|---|
| Atlas Studio | Maria I. | 31 Dec | €18 000 | Active |
| Nova Foods | Iva D. | 30 Nov | €24 000 | Renewal due |
| Danube Bank | Georgi N. | 30 Jun | €36 000 | Active |
| Veliko Build | Maria I. | 15 Oct | €9 000 | Expiring |
How we work
ERP does not have to mean heavy and expensive.
We use ready-made solutions such as Notion, Asana and monday.com and set them up around the way your company already works.
We map it
First we describe how work runs today: who does what, where people wait and where data is retyped.
We choose the base
We set up a ready-made solution you already use or one that fits your team, and connect it to your other programs.
We launch in stages
We start with one process, show a working result and add the rest once the team is used to it.
Questions
Frequently asked questions.
Is this a CRM?
It includes a CRM but connects it with projects, payments and support, so it is not yet another isolated program.
How do we move the old data?
We import it from spreadsheets and from the programs you use, and clean up duplicate records.
How long does it take?
The foundation is ready in a few weeks. We add further connections gradually.
Related
Related pages.
Let’s look at how your company runs today.
A short conversation about what can be straightened out, connected and automated. The first conversation is free.