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CRM & ERP·DistributionExample

CRM for a regional distributor

One place for leads, quotes and orders, connected to the ERP.

The challenge

Sales tracked leads in spreadsheets and re-typed won deals into the ERP to raise invoices.

What we built

A custom CRM with a quote builder, an order pipeline and a two-way sync with the ERP, so a won deal becomes an invoice without re-typing.

The result

0

manual re-keying steps

1

source of truth for customers

Same day

quote turnaround

Built with

Next.jsNode.jsPostgreSQL

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