Why it is a separate MicroERP
The pipeline/referral/intake workflow delivers an independently useful customer-sales outcome while accepted quotes and prices can live in external services.
CRM & CustomersReviewed functional scope
Customer & Opportunity Management MicroERP
Qualified customer/opportunity and documented sales handover
Who it helpsAccount / presales representative
FROM A REAL REQUEST TO A USEFUL RESULT
The working flow.
New enquiry, partner referral or scoped work request
- 01
Capture enquiry/specification
- 02
qualify feasibility
- 03
assign follow-up
- 04
progress opportunity
- 05
record accepted outcome or decline
The useful outcome
Qualified customer/opportunity and documented sales handover
ALL FEATURES IN THEIR OWNING PRODUCT5 feature modules.
5 feature modules.
One product scope.
Open each module to review its purpose and actions. These features belong inside Customer & Opportunity Management MicroERP.
01Feasibility & Bid Decision3 scoped actions
Decide whether the business can deliver the requested work.
- Check capacity and technical constraints
- Record cost and delivery assumptions
- Approve bid or document decline reasons
02Customer Purchase History3 scoped actions
Give staff relevant purchase context for service and repeat orders.
- Sale and return timeline
- Consent-aware preferences
- Repeat-order assistance
03Work Request & Specification Intake3 scoped actions
Turn customer requests into an actionable work brief.
- Capture requested outcome and quantities
- Identify missing specifications or access needs
- Route qualified requests to an accountable owner
04Partner Work Referrals3 scoped actions
Track work passed to or received from another provider.
- Record consent and referral scope
- Follow partner acceptance and completion
- Reconcile agreed referral consideration
CLEAR OWNERSHIP. CONNECTED FUNCTIONS.
How the scope fits together.
Dependencies to plan
- Shared customer/party identity
- Quote and order references
Outside this scope
- Customer purchase history is a read projection; it does not create a second sales ledger.
REUSE THE SAME PRODUCT
Mapped to your industry.
Industry compositions select relevant products and modules. Some options apply only under particular operating conditions; review the industry page before choosing.
Retail StoresSupermarkets & GroceryFashion & ApparelWholesale & DistributionE-commerce & D2CElectronics StoresClinics & PracticesDental ClinicsPharmaciesDiagnostic LaboratoriesHospitals & Day CareWellness & Therapy
Show 51 more mapped industries
SchoolsColleges & UniversitiesCoaching InstitutesTraining AcademiesRestaurantsCafes & BakeriesHotels & ResortsCloud KitchensCatering BusinessesSmall ManufacturingTextile & Garment UnitsFurniture WorkshopsPrinting & PackagingFood ProcessingTransport & FleetWarehousingCourier & DeliveryFreight & LogisticsReal Estate AgenciesProperty ManagementConstruction ContractorsArchitecture & InteriorsCar Service & GaragesVehicle DealershipsAuto Parts ShopsAgencies & ConsultanciesAccounting FirmsLaw FirmsIT Services & MSPsRecruitment AgenciesSalons & SpasGyms & Fitness StudiosEvent PlannersPhotography StudiosAgriculture & FarmsDairy & LivestockAgri TradersFinancial ServicesInsurance AgenciesAssociations & NGOsClubs & CommunitiesRepair & MaintenanceCleaning & Facility ServicesSecurity AgenciesPest Control ServicesTravel AgenciesTour OperatorsSaaS & Software TeamsCreative & Media StudiosSolar & Installation TeamsEquipment Rentals
Start with this scope.
Confirm your workflows, required integrations, team access, migration and acceptance checks in one implementation brief.