The CRM does not reflect the actual sale
The team updates it at the end of the month or does not update it at all.
Line 2.4
Platforms that adapt to your process, not the other way around.
We implement and integrate CRM, ERP and workflows. When the product is not enough, we build the missing module.
Context
What we solve.
Most companies don't need another system: they need those they have to share information and approvals to happen where they belong.
The ERP does not cover the process
It is resolved with parallel spreadsheets that no one audits.
Each area has its truth
Different reports for the same question.
Solutions
What we can execute on Smart Platforms.
Each solution declares its modality. The final scope is confirmed before committing price or date.
01 · Defined scope solution
CRM or ERP: implementation and integration
We configure, migrate and integrate with existing systems.
- Process and Data Design
- Configuration
- Migration
- Integration and dashboard
02 · Custom project
Approvals and workflows
Flows with rules, responsible parties and evidence.
- Business rules
- Forms
- Approvals and escalation
- Audit
03 · Project by stages
Customized modular platform
Modules that add up without redoing the core.
- Prioritized modules
- Permissions model
- Integrations
- Operation
Deliverables
What you receive.
- Process and data model
- Configuration or development
- Integrations
- Training and handover
Evidence. Declared scope. Connector availability is validated by project.
Includes
- Functional design
- Implementation
- Agreed migration
- Testing and release to production
Does not include
- Product licenses
- Development of out-of-scope modules
- Supplier support
Way of working
Four moments, with recorded decisions.
- UnderstandContext, constraints and success criteria. Without this, scope is a guess.
- DefineDeliverables, exclusions, assumptions and conditions. Here you decide whether there is a quote or a review.
- RunProposed and confirmed team, controlled access and progress by deliverables.
- Deliver and measureAcceptance, transfer and, if applicable, operation with indicators.
Tools
What we do it with.
Technologies and platforms that we implement. The level of integration is confirmed per project.
Flexiu AI
How it integrates with this line.
Connect CRM/ERP data and prepare reports. The business rules are validated by the person responsible.
Get to know Flexiu AIContext
Work with the project, documents and permissions of the case.
Agents
They prepare analyses, drafts and repeatable tasks.
Control
Human review, traceability and permissions by role.
Partners in this line
Who contributes what.
Frequently asked questions
What they usually ask before hiring.
If a question is missing, write it in the request. We added it with your response.
Are you a partner of SAP, Oracle or Odoo?
We do not publish alliances that are not documented. They are technologies that we can implement depending on the case.
Do you replace my ERP?
It is not the starting point. We first evaluate whether the problem is solved by integrating, configuring or extending.
Can you automate just part of it?
Yes. A limited flow is usually the best way to get started and demonstrate value.
Keep exploring
Related lines.
2.1
Applications
We design, build and modernize enterprise applications with an architecture that the client's team can maintain.
Explore5.1
Managed Operations Services
We diagnose, redesign and operate back office processes with clear service rules.
Explore10
Marketing
Web, ecommerce and campaigns
Explore
Next step
Does this fit what you need?
Write the case. We tell you if it corresponds to this line, another or a specialized review.