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ERP.AI ERP + CRM

ERP + CRM

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ERP + CRM

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ERP + CRM

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ERP + CRM

Finance, sales orders and purchasing, in one system.

Pre-integrated ERP + CRM for mid-market — one vendor, one data model, one support line

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Planned scope
Item master
Order-to-cash
Procure-to-pay
Standard costing
Multi-entity
Approval chains
Audit trail
Role matrix
Period close
Intercompany

A workspace preview is not available yet.

Explore the specification

Built for your team.

Operations and finance leads who want one system of record across the company.

Defined tables
0
Operational views
0
Defined roles
0
Reports
0

Defined in the planned system specification.

What’s inside.

Pre-integrated ERP + CRM for mid-market — one vendor, one data model, one support line

Finance

General ledger, receivables, payables and period close

Finance
NumberNameStatusUpdated

Sales orders

Quotes, orders, deliveries and invoicing

Sales orders
NumberNameStatusUpdated

Purchasing

Requisitions, purchase orders and goods receipts

Purchasing
NumberNameStatusUpdated

Inventory

Items, warehouses, lots and stock moves

Inventory
NumberNameStatusUpdated

Production

Bills of material, work orders and routing

Production
NumberNameStatusUpdated

Reporting

Dashboards, statements and the audit trail

Reporting
NumberNameStatusUpdated
Workflow handoff

Order-to-cash

Finance, sales orders and purchasing, in one system.

Start now ↗
  1. 01
    Quote
  2. 02
    Sales order
  3. 03
    Pick and ship
  4. 04
    Invoice
  5. 05
    Cash applied
ERP•AI workspace

Make it work your way.

Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.

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Previews contain illustrative data from the system specification.

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