Platform · Management (ERP + CRM)
From quote to invoice, in the same record.
The customer that sales registers is the same one that finance invoices, and the whole team lives in the same record: people, commissions and tax included. Nothing is typed twice.
What you do here
Pipeline and quotes
Each opportunity becomes a quote with price and margin calculated from actual cost, not from an outdated table.
An order that becomes an operation
Once closed, the order opens the production order or the stock picking by itself, with the same number from start to finish.
Finance tied to the operation
Invoiced? The receivable is born ready. Purchased? The payable likewise. Reconciliation without a parallel spreadsheet.
Inventory with identity
Balance by batch, size grid or heat, reserved by the order. What the system shows is what the shelf holds.
Account portfolio and commissions with rules
Commission for whoever sold, release of the account when the relationship goes cold, all with an auditable history.
People management
Employees, contractors and sales representatives, roles, benefits and commissions with clear rules. Whoever joins, leaves or changes role is recorded, with history.
Invoice from shipping
The NF-e (Brazilian electronic invoice) is issued tied to the order and the shipment, with taxes configured per transaction type. Tax follows the physical flow, not the other way round.
Credit check on the order
Limit, payment history and open receivables assessed the moment the order comes in. Above the authority level, it goes for approval with a trail.
Automatic quotes
The quote builds itself from the product, the current cost and the margin rule. The rep reviews and sends it in minutes, not afternoons.
Imports tied to purchasing
Import process with FX rate, costs and arrival linked to the purchase order. The actual cost of the imported part goes into the right inventory, not into an allocation spreadsheet.
Demand forecasting
Sales history becomes a forecast per product and per customer: minimum stock adjusts and the purchase happens before the shortage, not after it.
Reports without exporting
Sales, margin and delinquency by customer and by product, right on screen, with no spreadsheet to build.
What it usually replaces
Stop re-keying the same order in two systems.
No setup fee: we only charge for the cost we remove, and implementation is on us.