CRM
Customer relationships, leads, and follow-ups.
One-page summaries of common business system categories.
Customer relationships, leads, and follow-ups.
Finance, purchasing, inventory, and operations.
Warehouse execution and stock accuracy.
Order capture and fulfillment status.
Routing, delivery, and proof of delivery.
Projects, time, utilization, and billing.
Dispatch, work orders, and proof of work.
Asset upkeep and preventive schedules.
People records and HR workflows.
In-person sales and transactions.
Production material planning.
Stock levels and replenishment strategy.
Sourcing, approvals, and spend control.
Projects, tasks, milestones, and delivery.
Hours, shifts, approvals, and compliance.
Dashboards, reports, and KPIs.
Incidents, requests, and SLAs.
Shop-floor execution and quality tracking.
Online storefronts, orders, and payments.
Configure, price, and quote complex deals.
Product data, revisions, and approvals.
Authentication, permissions, and security policies.
Controls, risk tracking, and audit evidence.
Procedures, inspections, and corrective actions.