Choosing a system focus
Most small companies need pieces from multiple system categories. Picking the wrong starting point leads to extra work and poor adoption.
Why this matters
Most small companies need pieces from multiple system categories. Picking the wrong starting point leads to extra work and poor adoption.
A simple decision path
- Start with CRM when sales follow-up is the main gap.
- Start with FSM or PSA when service delivery is the main gap.
- Start with WMS when warehouse accuracy is the main gap.
- Start with ERP when finance and inventory are the main gap.
- Start with TMS when transport cost and delivery performance are the main gap.
Common signals by team
- Sales teams ask for CRM when customer history and next steps are unclear.
- Operations teams ask for FSM or WMS when execution data is missing.
- Finance teams ask for ERP when reporting and controls are weak.
How Fleksi.io helps
Fleksi.io lets companies start with the workflows they need most, then connect the resulting data to the rest of the business without rework.