Inquiry
An inquiry from the web form goes straight into the system. An e-mail or call is logged on the customer in a few clicks, so no inquiry stays stuck in someone’s inbox.
Your business.Your system.
Custom ERP, CRM and business systems that adapt to the way your company actually works.
Lines are documents moving between departments. Hover a module.Lines are documents moving between departments. Tap a module.
Your system: Every department works in the same system. Data is entered once and everyone who needs it sees it.
- CRM and sales: Every customer, inquiry and quote in one place, with the full communication history.
- Orders: An accepted quote becomes an order without retyping. Operations sees dates and quantities at once.
- Production: Work orders come from sales orders, and production knows what it is doing today and what it needs.
- Warehouse: Stock changes when goods move, not at the end of the day. Sales sees the same as the warehouse.
- Purchasing: The system sees what is missing for open orders and proposes purchase orders to suppliers.
- Logistics: Vehicle and route planning from orders. The driver confirms delivery on a phone and the customer signs on screen.
- Finance and documents: Margin, costs and reports from data already in the system. You issue invoices in the program you already use.
- Sales reps: They see real stock and delivery dates in the quote, so they promise what the company can deliver.
- Customers: Optional: a portal where customers place orders and see where their order is.
- Management: Margin, stock, deadlines and open orders in real time, not only after month-end.
- Shop floor: Workers see the work order, drawing and material at their station and log hours and quantities.
- Warehouse staff: They get a pick list sorted by location. Every pick updates stock immediately.
- Buyers: They see what is missing for open orders and production instead of collecting it from e-mails.
- Suppliers: Optional: suppliers confirm purchase orders and dates directly in the system.
- Drivers and field: Route, documents and proof of delivery on a phone, in the browser.
- Accounting: Sees deliveries, costs and margin, and issues invoices in the program it already uses.
What does it cost you when your systems don’t work together?
An order arrives by e-mail. The price is checked in Excel. The warehouse hears about it by phone, and the delivery note is typed in by hand again.
The same data is entered three times
Every retyping takes someone’s time and is another chance for a wrong price, quantity or address.
Nobody sees the whole picture
Sales can’t see stock, the warehouse doesn’t know the promised date, and management sees the numbers only after month-end.
The process lives in people’s heads
When a key person is on holiday, work waits. When they leave the company, part of the process leaves with them.
ERP and CRM don’t have to be two worlds.
In most companies sales works in one program and operations in another, with e-mail in between. We build them as one system.
CRM
Customers and sales
- Leads and contacts
- Quotes and costing
- Communication history
- Activities and reminders
ERP
Operations
- Orders and purchasing
- Warehouse and stock
- Production and work orders
- Delivery and delivery notes
Together
A sales rep sees real stock and delivery dates while writing the quote. The warehouse knows what was sold before anyone sends an e-mail.
What a custom system looks like
Every industry has its own flow. Choose an industry, then a step, to see what the system does at that moment.
- Customer
- Metalik Ltd.
- Source
- web form
- Assigned to
- sales rep
- Status
- new inquiry
Quote
The quote is built from the price list, this customer’s discount and real stock. It is sent from the system and stays in the customer’s history.
- Lines
- 6
- Customer discount
- 12%
- Stock
- 5 of 6 available
- Status
- sent
Order
An accepted quote becomes an order in one click. Quantities and dates move to operations without retyping.
- From quote
- Q-2026-0412
- Delivery date
- 14 Oct
- Reserved
- 5 lines
- Status
- confirmed
Purchasing
For a line that is short, the system proposes a purchase order to the supplier with the exact missing quantity.
- Short
- 1 line
- Supplier
- best last price
- Quantity
- 40 pcs
- Status
- awaiting approval
Warehouse
The warehouse gets a pick list sorted by location. Every pick updates the stock that sales sees too.
- Pick list
- by location
- Picked
- 6 of 6
- Stock
- updated
- Status
- ready to load
Delivery
The driver sees the route and documents on a phone, and the customer signs the delivery note on screen.
- Vehicle
- route 3
- Stop
- 2nd on route
- Signature
- received
- Status
- delivered
Closing
The signed delivery note closes the order, and management sees the margin right away. You issue the invoice in the program you already use.
- Based on
- delivery note
- Confirmation
- signed
- Margin
- calculated
- Status
- closed
Inquiry
An inquiry with a drawing or specification lands on the customer, with every document version in one place.
- Customer
- Strojotehnika Ltd.
- Product
- housing K-40
- Quantity
- 500 pcs
- Status
- new inquiry
Costing
The price comes from the bill of materials, machine time and material prices. The same costing becomes the quote.
- Material
- from BOM
- Machine time
- 3 operations
- Margin
- per customer rule
- Status
- quote sent
Order
An accepted quote becomes an order, and the system checks material and free capacity right away.
- Lead time
- 3 weeks
- Material
- mostly in stock
- Capacity
- available
- Status
- confirmed
Planning
Work orders are scheduled across machines and shifts, alongside what is already in production.
- Machine
- CNC 2
- Shift
- morning
- Start
- Monday
- Status
- planned
Work order
The operator sees the order, drawing and operations on screen and logs quantities and time.
- Operation
- 2 of 3
- Produced
- 320 of 500
- Scrap
- 4 pcs
- Status
- in progress
Inspection
Measurements and the inspection result are stored with the order and batch, so you know later what was shipped.
- Sample
- 20 pcs
- Deviations
- none
- Batch
- S-2611
- Status
- approved
Delivery
The delivery note comes from what was produced and inspected, with no retyping.
- Delivery note
- from order
- Packages
- 4
- Signature
- customer
- Status
- delivered
Inquiry and drawing
Drawings and positions come in with the customer’s project, with versions, so everyone works from the same drawing.
- Project
- canopy H-2
- Positions
- 46
- Drawings
- revision C
- Status
- being costed
Costing
Price per kilogram, metre and machine hour, together with surface treatment and assembly.
- Weight
- 3,420 kg
- Cutting and welding
- 18 h
- Treatment
- hot-dip galvanising
- Status
- quote sent
Material
Before it proposes purchasing, the system checks stock and usable offcuts from earlier jobs.
- S235 sections
- in stock
- 10 mm plate
- to purchase
- Offcuts
- 6 usable
- Status
- reserved
Cutting lists
Positions are nested into cutting lists with the least waste, and offcuts go back to stock with dimensions.
- Bars
- 24
- Waste
- minimal
- Offcut
- recorded
- Status
- ready for CNC
Production
Cutting, drilling, welding and coating are tracked per position, with hours logged per operation.
- Position
- 18 of 46
- Operation
- welding
- Hours
- logged
- Status
- in progress
Certificates
Material certificates are linked to the heat and position, so the customer documentation assembles itself.
- Heat
- 58821
- Certificate
- 3.1
- Positions
- linked
- Status
- documents ready
Delivery
Delivery note by position and package, and after delivery you see the planned and actual cost of the job.
- Packages
- 5
- Delivery note
- by position
- Plan vs actual
- compared
- Status
- delivered
Bill of quantities
The client’s bill of quantities goes into the system and becomes the basis for the quote and later cost tracking.
- Items
- 312
- Source
- client BoQ
- Work groups
- 9
- Status
- imported
Quote
Unit prices from standards and material prices, with subcontractor quotes per item.
- Standards
- applied
- Subcontractors
- 3 quotes
- Total
- from items
- Status
- submitted
Contract
The contracted bill of quantities becomes the project budget, with stages and deadlines.
- Project
- residential building
- Stages
- 6
- Deadline
- per contract
- Status
- active
Purchasing
Material is ordered per stage and site, and every order knows which BoQ item it belongs to.
- Concrete C30/37
- 120 m³
- Rebar
- ordered
- Item
- foundations
- Status
- delivery Tuesday
Site
The site manager logs hours of people and machines, material use and photos on a phone instead of a paper diary.
- Workers
- 14
- Machines
- 2
- Photos
- 9
- Status
- diary closed
Progress bills
The interim bill comes from quantities completed per BoQ item, without adding things up by hand.
- Completed
- per item
- Progress bill
- no. 4
- Approval
- supervisor
- Status
- sent to client
Completion
Management sees project margin while work is ongoing, and the final bill comes from the same data.
- Margin
- tracked during works
- Final bill
- from progress bills
- Documents
- in one place
- Status
- closed
Advance notice
The client announces incoming goods through the portal, so the warehouse knows what arrives, when and at which dock.
- Client
- Online store
- Pallets
- 33
- Arrival
- tomorrow 7:00
- Status
- announced
Receiving
Goods are scanned at the dock and checked against the notice. Any discrepancy is logged on the spot, with a photo.
- Scanned
- 33 of 33
- Damaged
- 1 pallet
- Lots
- recorded
- Status
- received
Put-away
The system suggests a location, and the warehouse worker confirms by scanning where the pallet actually went.
- Locations
- A-12 to A-19
- Rule
- per client
- Confirmation
- scanned
- Status
- in location
Order
A dispatch order arrives from the portal or the client’s own system and gets lots by the FEFO rule straight away.
- Orders
- 118
- Rule
- FEFO
- Wave
- 2
- Status
- ready to pick
Picking
The pick list leads the picker along the shortest path through the hall. The system rejects a wrong lot or item.
- Route
- by location
- Picked
- 96 of 118
- Errors
- 0
- Status
- in progress
Dispatch
Each shipment is checked by scanning, and labels and shipping documents are printed from the system.
- Carriers
- 2
- Labels
- printed
- Delivery notes
- 118
- Status
- dispatched
Billing
Pallet positions and handling are recorded as the work is done, so each client’s monthly statement is already put together.
- Pallet positions
- per day
- Handling
- recorded
- Extra services
- 3
- Status
- statement ready
Report
A fault report from the portal goes straight into the system, and a call or e-mail is logged by the dispatcher in a few clicks, on the customer’s unit and contract.
- Customer
- Hotel Adria
- Device
- cold room 2
- Contract
- maintenance
- Status
- new report
Work order
The work order opens with the device’s service history and the parts usually replaced on it.
- Priority
- urgent
- History
- 3 visits
- Parts
- suggested
- Status
- open
Scheduling
The dispatcher sees technicians’ schedules and locations and assigns the nearest free one.
- Technician
- nearest free
- Slot
- today 14:00
- Customer notice
- sent
- Status
- scheduled
Technician
On a phone, the technician has the work order, address, device instructions and the parts in the van.
- Van
- parts stock
- Address
- in navigation
- Instructions
- for model
- Status
- on the way
Job
Labour, parts used and photos are logged on site, not in the evening from memory.
- Labour
- 1.5 h
- Parts
- fan
- Photos
- 3
- Status
- repaired
Signature
The customer signs the work order on screen and gets the report by e-mail.
- Signature
- received
- Report
- sent
- Van stock
- reduced
- Status
- completed
Closing
The job is closed the same day, with the labour and parts the technician logged.
- Labour
- from work order
- Parts
- from work order
- Contract
- applied
- Status
- closed
Vehicle purchase
A trade-in or import is recorded with its VIN, purchase price and documents.
- Vehicle
- estate, 2021
- VIN
- recorded
- Purchase price
- recorded
- Status
- in transit
Costs
Transport, customs, servicing and registration are tied to that exact vehicle.
- Transport
- added
- Service
- 2 invoices
- Total cost
- per vehicle
- Status
- updated
Preparation
The workshop sees what needs doing on the vehicle and by when, and sales sees when it is ready.
- Service
- done
- Detailing
- done
- Photos
- today
- Status
- in preparation
Listing
The listing is built from the vehicle data already in the system, with nothing typed in twice.
- Photos
- 24
- Price
- with margin
- Published
- website and portals
- Status
- live
Inquiries
Inquiries from your website land on the vehicle by themselves, and those from listing sites and the phone are logged on the same vehicle.
- Inquiries
- 5
- Test drive
- Saturday
- Salesperson
- assigned
- Status
- negotiating
Sale
Contract, financing and the trade-in of the old vehicle are handled in one place.
- Trade-in
- valued
- Financing
- approved
- Contract
- prepared
- Status
- sold
Paperwork
The contract and transfer documents come from the sale data, and you see the real margin per vehicle.
- Contract
- signed
- Ownership transfer
- prepared
- Margin
- per vehicle
- Status
- closed
A presentation example. Every system we build follows the steps your company actually has.
What the system can cover
The system covers the parts your company needs, and is extended later through the subscription as the business changes.
Pick the parts your company needs and see a sketch of your system.
Sales and customers
Operations
Field and delivery
Connections and data
One database
Pick at least one part from the list.
A sketch to talk about, not a quote. The real scope is agreed after the process analysis.
AI, where it helps
Summarising customer notes and reading data from incoming supplier documents and delivery notes. We add it only where it really saves time.
First we talk. Then we build.
Most of a good system is decided before the first line of code.
More about the processConversation
We get to know the company, the people and what is bothering you. No sales pitch: you talk, we ask.
Resulta list of problems and goals
Process analysis
We walk through real workflows, documents and the tools you use today, and write down where time is lost and why.
Resulta record of where time is lost
System design
You get a system description and screen sketches. We change them on paper until they fit the way you work.
Resultsystem description and screen sketches
Build and integration
We build the whole system and connect it to the tools you keep. Before the switch we test it with your real data, and your people try it out.
Resulta system tested on your data
Switch-over and support
On the agreed day you move to the new system, and we are there with you. After that we maintain and extend it as the company changes.
Resulta supported switch-over
Off-the-shelf software or a custom system?
It depends on your process. If it fits an off-the-shelf product well, that is often the right choice, and we will tell you so.
Off-the-shelf
A good fit if:
- You work like most companies in your industry, with no special steps
- You are willing to adapt your processes to the program’s rules
- You don’t need it to connect to the tools you already use
Custom system
A good fit if:
- Your edge is the way you work, and you don’t want to change it to suit a program
- Work passes through steps an off-the-shelf product doesn’t cover: costing, certificates, progress bills, field work
- You already have tools that work, but nothing connects them
- The system has to keep up with growth: a new plant, warehouse or product line
Not sure which side you are on? That is what the first conversation is for. Book a conversation
Keep what works. Connect the rest.
You don’t have to throw out software that works. The new system works alongside the tools you already have and adds what is missing.
What you already have
- Existing ERP
- Invoicing program
- Webshop
New system
What we add
- Customer portal
- Supplier portal
- Field web interface
- External systems (API)
- Your invoicing program stays as it is: invoices and fiscalisation are handled there and by your accountant, because regulations keep changing. The new system runs everything up to that point.
- The webshop keeps selling, and orders reach the warehouse on their own.
- The field technician works on a phone, and the data reaches the office straight away.
Show us how your company works.
Send us a short description of your process and the problems you want to solve.
Not sure where to start?
Describe what your process looks like today. We will review it and suggest where there is room to automate or connect systems.
Describe your process