Customers and sales relationships
Bring customer records, contacts and sales follow-up together. Find addresses, useful information and relationship stages in a structured record.
ERP / CRMBusiness management · Web and mobile
Your business.
A connected workflow.
From first contact to completed work, bring customers, quotes, scheduling and invoicing into one workspace. An ERP/CRM project designed to connect management with everyday work in the field.
Project in development · Ask about availability
Overview
This weekCustomers12
Quotes4
Jobs7
Scheduled work01 — 07
Activity to follow
| Record | Status |
|---|---|
| Service quote | Draft |
| Recurring visit | Confirmed |
| One-off job | To schedule |
01Connect customer relations to sales02Schedule and follow field work03Keep management in view
01 / One connected workflow
Customer relationships,
through completed work.
Useful information comes together in connected workflows, with functions suited to each person’s role.
Quotes and invoicing
Prepare services, prices and quotes, then follow invoicing documents. Draft, publication and confirmation remain distinct steps.
Scheduling and operations
Organize appointments, jobs and visits. The cleaning workflow adds recurring contracts, visits, assignments and task checklists for each service.
Teams and field work
Access employee, schedule and time-tracking functions. Mobile workflows support visits, reports, photos and closing steps according to assigned permissions.
Catalogue, purchasing and inventory
Bring services, products, pricing, supplier purchases and stock tracking together. Business needs can guide which functions are highlighted in the interface.
Finance and management follow-up
The project includes accounting, customer and supplier accounts, and profitability tracking. Real-world use requires configuration and validation appropriate to the business.
02 / Connected steps
Fewer gaps.
More continuity.
Know
Create the customer, contacts and work locations.
Propose
Prepare a quote and follow its acceptance.
Organize
Schedule jobs, people and tasks.
Follow up
Review completed work and prepare invoicing.
03 / From office to field
Management in the office.
Guidance on site.
The Web provides management functions, while the mobile app supports useful field workflows. Current development includes native cleaning workflows for managers, employees and customers.
Capabilities vary by role, version and configured server. Some advanced tools remain on the Web. iOS distribution trials do not mean the apps are publicly available in stores.
- Schedules and assigned visits
- Checklists and work reports
- Customer documents and requests
04 / In practice
A few things to know
Can I sign up or buy here?
Not at the moment. This page introduces the ERP/CRM project in development. No subscription, public account or download is offered here. Email me to discuss your needs or availability.
Is it only for cleaning businesses?
No. The core covers a range of business management functions. Cleaning has specific workflows under development and validation. This does not mean every industry already has a complete dedicated module.
What does the mobile app do?
It provides workflows for visits, field work and management or customer roles. Available features depend on the version and API; mobile does not necessarily include every Web function.
Can I connect existing tools?
The project has workflows for tools such as QuickBooks, Sage and Shopify. Each connection requires its own account, configuration and validation; code support does not guarantee full or already-active synchronization.
Is the accounting ready for every business?
Financial modules are part of the project, but their scope, settings and production controls must be validated for each context. This page does not guarantee tax compliance or out-of-the-box readiness.
A management project.
Let’s start with your reality.
Your processes, team and needs are the starting point for the conversation.
Let’s discuss your needs ↗← All products