Business systems primer

Why these terms matter

The labels describe what problem the system solves first. A small company may need pieces from several categories, so clarity helps decide what to implement or buy.

Short definitions

• CRM (Customer Relationship Management): manage leads, customers, and follow-ups.
• ERP (Enterprise Resource Planning): connect finance, inventory, purchasing, and operations.
• WMS (Warehouse Management System): receiving, putaway, picking, packing, and stock accuracy.
• OMS (Order Management System): capture orders and track fulfillment status.
• TMS (Transportation Management System): routing, carrier planning, and delivery tracking.
• PSA (Professional Services Automation): projects, time tracking, and service billing.
• FSM (Field Service Management): dispatching, work orders, and proof of work.
• CMMS (Maintenance Management): asset upkeep, preventive schedules, and work history.
• HRIS (Human Resources Information System): people records and HR workflows.
• POS (Point of Sale): sales transactions at the counter or device.
• MRP (Material Requirements Planning): forecast material needs for production.

How these systems relate

• CRM starts the relationship, ERP settles the money and stock, WMS moves the goods.
• OMS connects the customer order to the warehouse or service team.
• TMS handles the last mile when transport is critical.

Where Fleksi.io fits

Fleksi.io focuses on operational workflows that touch customers, tasks, and billing. It sits between CRM and ERP for small companies by connecting the work itself to invoices and reports. Warehouse and transport workflows can be modeled when the company needs them, without forcing a full ERP rollout.

When to choose each focus

• Choose CRM when sales follow-up is the main gap.
• Choose ERP when finance and inventory consistency is the main gap.
• Choose WMS when warehouse accuracy and throughput is the main gap.
• Choose FSM when field execution and proof is the main gap.

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