Client card
Quote, notes and the open job sit together. The last email is not the file.
Operations
CRM and ERP software
The quote, the job and the client stay on one card. Your accounting software can remain where it is.
- One card for the quote and the job
- A status the team updates
- Accounting stays in place
A CRM that copies the sales person’s notebook does not help. The card has to be the place the team already looks: status, next step, and who owns it.
We do not replace a working accounting system for the sake of a project. The new layer reads the record that matters and writes the order back.
What is included
Work order
The next step is on the same record. Handover does not depend on memory.
Existing tools
Accounting stays. The new screen is the one the team will actually open.
The card the team opens
The quote, the note and the next step sit together. The last email is not the file.
Status is something the team updates. A meeting is not required to learn where the job stands.
Beside accounting
The accounting software can stay. The new screen is the one sales and operations will actually use.
Which field is the source, and where an error is seen, is written in discovery.
What changes?
- One card for the quote and the job
- A status the team updates
- Accounting stays in place
- The next step is written on the record
Who it is for
- Teams tracking quotes in inboxes
- Firms whose job status lives in chat
- Operations that outgrew a spreadsheet
Related
Often opened with this
Questions
Before this work starts
Is CRM / ERP fitted into a ready-made template?
The quote, the job and the client stay on one card. Your accounting software can remain where it is. The screen list is not frozen before discovery. The first piece is “Client card”: Quote, notes and the open job sit together. The last email is not the file.
Who is CRM / ERP for?
CRM / ERP is built for: Teams tracking quotes in inboxes, Firms whose job status lives in chat, Operations that outgrew a spreadsheet.
What is different after delivery?
One card for the quote and the job. A status the team updates. Accounting stays in place. The next step is written on the record.
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