Commercial teams cannot see operational context
The gap creates delay, manual reconciliation or incomplete visibility between teams.
01 /CRM & Business Partners
Connect customer and partner relationships to the operation they depend on.
Manage business partners, sales opportunities, activities and product or service records with operational and financial context.
02 /Operational problem
Where disconnected tools create friction.
The solution is designed around the process crossing operational, commercial and financial teams.
Contacts and agreements are duplicated across departments
The gap creates delay, manual reconciliation or incomplete visibility between teams.
Follow-ups are disconnected from orders, invoices and support
The gap creates delay, manual reconciliation or incomplete visibility between teams.
03 /End-to-end workflow
One process from source event to business result.
The exact stages, controls and integrations are configurable by organisation and operating model.
01Company and contact
02Opportunity
03Quote
04Operational handover
05Activity and follow-up
06Invoice context
04 /Core capabilities
2 modules on the same operational foundation.
Start with the required scope and add capability without introducing another identity, master-data or reporting layer.
01 · CRM & Business Partners
CRM — Companies, Contacts, Deals & Activities
Relationship management for customers, vendors and prospects, with pipeline tracking and activity logging, fully integrated with quoting and invoicing.
WebiOSAndroidWorkflow enabled
Key capabilities
- Companies with types, industries, addresses and multi-role classification (customer / vendor)
- Contacts with types, statuses and company linkage
- Deals with configurable stages, sources and pipeline value
- Activities and follow-ups with types and statuses
- Shared partner master reused by Finance customers and vendors
- Workflow support on companies, contacts, deals and activities
02 · CRM & Business Partners
Products & Services Catalogue
Sellable products and services with pricing, tax treatment and revenue account mapping, used across quotes, invoices and price lists.
WebiOSAndroid
Key capabilities
- Product master with SKU, category, unit and pricing
- Service master with rate basis
- Tax rule and income-account mapping per item
- Bulk import and paginated, filterable list views
05 /Connected departments
Operational roles work from the same governed record.
Sales teamsAccount managersCustomer serviceCommercial directors
Sales and operational orders
Support and communication
Finance and customer balances
06 /Expected business outcomes
01
One customer and vendor record
02
Clear commercial follow-up
03
Consistent products and services
04
Better hand-off from sales to operations
07 /Relevant implementation story
Logistics group operating across entities
Read the story Standardising operational messages and finance across organisations.
An anonymised implementation pattern for groups that need local execution, shared controls and consistent EDI and financial processes.
08 /Tailored scope
Map the real process before selecting the final module scope.
Bring a current workflow, approval chain, integration requirement and desired outcome. The demo can use your roles, locations and operating model.
Discuss this solution