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ERP and CRM

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Financial ERP

Connect sales with delivery and payment by managing customers, contracts, tasks and finance in one application.

03 / Interactive experience

Try the experience

Explore the interface, change parameters and try the workflows. Actions run entirely inside the demonstration.

Workflow simulation · Fictional dataOpen in a separate tab ↗Open demo ↗
Financial ERP: profitability, revenue, tax chain and net profit
Financial ERP: profitability, revenue, tax chain and net profit

What was built

An application for B2B companies covering leads, customers, contracts, project delivery, finance and tasks.

Verified in the project

  • Eight published screens show real working modules
  • One workflow connects leads, contracts, projects, tasks and finance
  • Dedicated views for profitability, cash movement, contracts and team work
Financial ERP: tax rates, payroll and administrative expense settings
Financial ERP: tax rates, payroll and administrative expense settings
Financial ERP: accounts, postings, lead forecasts and cash movement
Financial ERP: accounts, postings, lead forecasts and cash movement
Financial ERP: contracts, deals, projects and execution statuses
Financial ERP: contracts, deals, projects and execution statuses
Financial ERP: lead kanban, deal approvals and active projects
Financial ERP: lead kanban, deal approvals and active projects
Financial ERP: work tasks, overdue items, waiting items and personal focus
Financial ERP: work tasks, overdue items, waiting items and personal focus
Financial ERP: internal chats and team work discussions
Financial ERP: internal chats and team work discussions
Financial ERP: work overview, risks, accountant checks and quick navigation
Financial ERP: work overview, risks, accountant checks and quick navigation
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