CRM + ERP revenue workflow
Quote-to-cash automation for manufacturing CRM and ERP workflows.
I connect lead, opportunity, quote, approval, order, delivery, invoice and collection follow-up into one traceable workflow so revenue teams stop losing context between CRM and ERP.
Workflow map
Lead -> opportunity -> quote -> approval -> order -> delivery -> invoice -> collection -> renewal or reorder.
Quoting control
Standardize quote versions, discounts, approvals, expiration dates and customer acceptance history.
Order visibility
Keep sales, operations and finance aligned on order status, delivery milestones and invoice readiness.
Finance handoff
Expose invoice and payment status where account teams need it without moving finance ownership out of ERP.
What determines scope and cost
- Number of quote types, product rules and approval paths
- ERP order and invoice API readiness
- Customer-specific pricing and terms complexity
- Migration of old quote/order history
- Role-based visibility across sales, operations and finance
- Reporting and dashboard requirements
Proof before build
The first artifact should be a quote-to-cash workflow diagram with state owners, system ownership, acceptance criteria and analytics events for each conversion step.
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