ERP + CRM · Available now

Carry customer demand into supply, delivery and the ledger.

ERP + CRM connects customer demand to the operational and financial records that follow it. Sales Rep qualifies leads, links accounts and contacts, and develops opportunities with an expected close date and forecast category.

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Manual work is free
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OverviewQuotes Awaiting Approval

ERP + CRM · Quotes

Quotes Awaiting Approval

approval waits for the sales manager

New quote

Quotes in view

Known

Review required

Reviewed exception

Quote number	Customer	Quote date	Valid until	Margin review status	Revision number
QTS-11068	Silver Reef Packaging	21 Oct	23 Oct	Known	810
QTS-33315	Morrow Peak Industries	26 Oct	30 Oct	Review required	350
QTS-89338	Dunewell Components	11 Oct	14 Oct	Reviewed exception	140
QTS-78924	Orchard Lane Assembly	23 Oct	29 Oct	Known	360
QTS-28360	Dunewell Components	04 Nov	08 Nov	Review required	870

6 of 6 records

Silver Reef PackagingQuotes · QTS-11068

Known

Quote date21 Oct

Valid until23 Oct

Revision number810

StatusSubmitted

OwnerEva Rios

Approve quoteQTS-11068 · Silver Reef Packaging

Sales Manager approves the submitted quote revision and its commercial basis.

Waiting for Sales Manager

ApproveReturn

Example screen with sample data

Tables, ready to use: 132
Saved views: 16
Roles with set permissions: 8
Reports and dashboards: 10

Features

Follow customer demand into operations

Every feature works on the same records. Pick one to see the screen your team works in.

Customer pipeline

Keep lead qualification, account identity and opportunity follow-up connected to an accountable seller.

Lead ownership
Customer identity
Forecast review

Leads
Accounts
Contact persons
Opportunities
Activities
Employees

Explore customer pipeline

OverviewMy Leads

ERP + CRM · Customer pipeline

My Leads

Leads

New

Lead number	Company name	Contact name	Status	Created date	Last activity date
LDS-73193	Farrow Point Warehousing	Talia Moreno	New	22 Oct	23 Oct
LDS-24681	Redfern Assembly Works	Ibrahim Rahman	Contacted	19 Oct	22 Oct
LDS-67624	Palisade Parts Depot	Hana Lee	Qualified	16 Oct	18 Oct
LDS-89070	Crestmill Industrial Group	Marcus Bell	Unqualified	21 Oct	23 Oct
LDS-13701	Blue Slate Storage	Nora Castillo	Converted	10 Oct	11 Oct

6 of 6 records

Farrow Point WarehousingLeads · LDS-73193

New

Contact nameTalia Moreno

Created date22 Oct

Last activity date23 Oct

OwnerMina Duarte

Example screen with sample data

Quotes and sales orders

Review the commercial revision, customer acceptance and delivery commitment before operations takes over.

Offer review
Order authority
Agreement dates

Quotes
Quote items
Sales orders
Sales order items
Contracts
Contract items

Explore quotes and sales orders

OverviewSales Orders Awaiting Approval

ERP + CRM · Quotes and sales orders

Sales Orders Awaiting Approval

Approval waits for the sales manager

New

Sales order number	Customer	Fulfilment	Grand total	Currency	Requested delivery date
SO-90229	Larkspur Fabrication	Stock	280	Euro	22 Oct
SO-57133	Westbridge Distribution	Make to order	340	US dollar	24 Oct
SO-53864	Morrow Peak Industries	Drop ship	120	Euro	24 Oct
SO-40755	Dunewell Components	Stock	90	Japanese yen	30 Oct
SO-89673	Westbridge Distribution	Make to order	350	British pound	21 Oct

6 of 6 records

Larkspur FabricationSales orders · SO-90229

Stock

Grand total280

CurrencyEuro

Requested delivery date22 Oct

StatusSubmitted

Sales repArjun Mehta

Example screen with sample data

Purchasing and suppliers

Carry approved demand into supplier commitments, accepted supply and reviewed bills.

Demand and approval
Supplier commitment
Bill matching

Requisitions
Requisition items
Purchase orders
Purchase order items
Accounts
Bills

Explore purchasing and suppliers

OverviewPurchase Orders Awaiting Approval

ERP + CRM · Purchasing and suppliers

Purchase Orders Awaiting Approval

Approval waits for the purchasing manager

New

Purchase order number	Vendor	Total amount	Currency	Required date	Status
PO-83324	Dunewell Components	190	Singapore dollar	29 Oct	Submitted
PO-94018	Cedar Bay Logistics	320	Singapore dollar	18 Oct	Submitted
PO-95564	Briarfield Supply Group	940	Euro	17 Oct	Submitted
PO-33813	Larkspur Fabrication	50	British pound	12 Oct	Submitted
PO-35610	Cedar Bay Logistics	490	Australian dollar	17 Oct	Submitted

6 of 6 records

Dunewell ComponentsPurchase orders · PO-83324

Submitted

Total amount190

CurrencySingapore dollar

Required date29 Oct

BuyerHaruto Sato

Requested byHaruto Sato

Example screen with sample data

Production planning

Connect material requirements and scheduled work to the customer demand they are intended to satisfy.

Material review
Released work
Completion evidence

MRP runs
Planned orders
BOMs
BOM components
Routings
Routing operations

Explore production planning

OverviewProduction Schedule

ERP + CRM · Production planning

Production Schedule

Work orders

New

Work order number	Product	Quantity ordered	Quantity completed	Planned start	Planned end
WO-88213	Adjustable conveyor stand, 900 mm	430	0	01 Nov	05 Nov
WO-25994	Protective machine guard, medium	930	0	27 Oct	04 Nov
WO-34087	Adjustable conveyor stand, 900 mm	200	180	21 Oct	28 Oct
WO-56841	Inspection table, 1.2 m	120	0	26 Oct	02 Nov
WO-27328	Protective machine guard, medium	40	0	23 Oct	26 Oct

6 of 6 records

Adjustable conveyor stand, 900 mmWork orders · WO-88213

Planned

Quantity ordered430

Quantity completed0

Planned start01 Nov

Planned end05 Nov

PlannerHaruto Sato

Example screen with sample data

Finance and close

Keep customer settlement, supplier release and period-close evidence tied to their source records.

Customer settlement
Supplier release
Close evidence

Invoices
Invoice items
Payments received
Payment applications
Bills
Payment runs

Explore finance and close

OverviewBills Awaiting Approval

ERP + CRM · Finance and close

Bills Awaiting Approval

Approval waits for the finance manager

New

Bill number	Vendor	Due date	Total amount	Currency	Match variance
BLL-83531	Westbridge Distribution	31 Oct	680	Singapore dollar	380
BLL-31574	Cedar Bay Logistics	27 Oct	910	Swiss franc	100
BLL-91653	Silver Reef Packaging	19 Oct	420	Swiss franc	340
BLL-18140	Morrow Peak Industries	01 Nov	450	Swiss franc	30
BLL-49333	Larkspur Fabrication	29 Oct	60	Japanese yen	290

6 of 6 records

Westbridge DistributionBills · BLL-83531

Pending approval

Due date31 Oct

Total amount680

CurrencySingapore dollar

Match variance380

Posting stateUnposted

Example screen with sample data

Assets and depreciation

Review the asset register and period charges on a declared Book or Tax valuation basis.

Asset identity
Period calculation
Event history

Fixed assets
Asset books
Asset categories
Asset events
Depreciation runs
Depreciation run lines

Explore assets and depreciation

OverviewClose Tasks Due

ERP + CRM · Assets and depreciation

Close Tasks Due

Close tasks

New

Task number	Task name	Period	Category	Due date	Status
CT-60907	Reconcile operating bank account	January 2026 close	Cutoff	18 Oct	Open
CT-12990	Review open supplier invoices	March 2026 close	Reconciliation	18 Oct	In progress
CT-16871	Post monthly depreciation	March 2026 close	Accrual	22 Oct	Complete
CT-91070	Confirm inventory valuation	June 2026 close	Depreciation	14 Oct	Not applicable
CT-81869	Match customer receipts	January 2026 close	Allocation	23 Oct	Open

6 of 6 records

Reconcile operating bank accountClose tasks · CT-60907

Cutoff

PeriodJanuary 2026 close

Due date18 Oct

StatusOpen

OwnerSora Kim

Evidencebank-reconciliation-jun-2026.pdf

Example screen with sample data

Process

From qualified demand to customer cash

Customer demand to cash ships ready to use. 3 steps need a named approval before the work moves on: Approve quote (Sales Manager), Approve sales order (Finance Manager) and Invoice customer (Finance Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

Qualify lead

Confirm the customer identity, assign the seller and record the next conversation.

Silver Reef PackagingQTS-11068 · Sales Rep
Qualify leadBy Sales Rep
Approve quote

Review the current price and margin basis before sending the offer for customer acceptance.

Silver Reef PackagingQTS-11068 · Sales Manager
Approve quoteBy Sales Manager
ApprovalSales Manager approves the submitted quote revision and its commercial basis.
Approve sales order

Review the accepted scope and resolve required credit decisions before operations proceeds.

Silver Reef PackagingQTS-11068 · Finance Manager
Approve sales orderBy Finance Manager
ApprovalSales Manager approves the order; Finance Manager decides any required credit exception.
Supply and fulfill

Follow bought or manufactured supply into accepted stock and trace each partial dispatch.

Silver Reef PackagingQTS-11068 · Production Planner
Supply and fulfillBy Production Planner
Invoice customer

Review eligible shipment or contract scope before releasing the customer invoice.

Silver Reef PackagingQTS-11068 · Finance Manager
Invoice customerBy Finance Manager
ApprovalFinance Manager approves the pending invoice revision against its eligible billing scope.
Apply cash

Attribute available receipts to the intended invoices and retain any unapplied remainder.

Silver Reef PackagingQTS-11068 · Accountant
Apply cashBy Accountant

Start with Lead to approved order

Inside a record

Keep supply and finance connected

Open any quote to see its sales orders, the roles that work on it, its process stages and its approvals on one page.

1
Record details
Quote date, Valid until, Revision number and Status.
2
Sales orders
Each line is linked to this quote.
3
Who works on it
Sales Rep and Sales Manager, each with their own permissions.
4
Process stages
Approve quote, with the role that acts.
5
Approvals
Approve quote and Approve sales order, with who decides.

Quotes Awaiting ApprovalSilver Reef Packaging

ERP + CRM · Quotes

Silver Reef Packaging

Known

Log activity

Record details

Quote date21 Oct

Valid until23 Oct

Revision number810

StatusSubmitted

Sales orders

Silver Reef Packaging

Sales order number	Customer	Fulfilment
SO-90229	Larkspur Fabrication	Stock
SO-57133	Westbridge Distribution	Make to order
SO-53864	Morrow Peak Industries	Drop ship

Sales orders: 6
Grand total: 1,960

Who works on it

Sales RepManage Leads, Accounts, contact persons, Opportunities…
Sales ManagerManage Opportunities

Process stages

Approve quoteSales Manager, Sales Rep

Approvals

Approve quoteSales Manager
Approved
Approve sales orderFinance Manager
Waiting

Example screen with sample data

Approvals

Make each commitment reviewable

Sales Rep prepares offers and Sales Manager approves them. Accountant prepares financial work and Finance Manager makes the relevant approval or release decision.

OverviewApprovals

ERP + CRM · Overview

Approvals

Signed in as Sales Manager

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine

0 selectedApproveReturn

QTS-11068Silver Reef Packaging
Requested by Eva Rios
Known2dActions
QTS-33315Morrow Peak Industries
Requested by Omar Saleh
Review required4dActions
QTS-89338Dunewell Components
Requested by Layla Hassan
Reviewed exception5dActions
QTS-78924Orchard Lane Assembly
Requested by Sora Kim
Known5dActions

Who approves what

	Decision	Approver
	Approve quoteReview the current price and margin basis before sending the offer for customer acceptance.	Sales Manager
	Approve sales orderReview the accepted scope and resolve required credit decisions before operations proceeds.	Finance Manager
	Invoice customerReview eligible shipment or contract scope before releasing the customer invoice.	Finance Manager
	Approve Quotes, sales orders	Sales Manager
	Approve Requisitions, purchase orders	Purchasing Manager
	Approve receipt acceptances, service acceptances, quality inspections	Warehouse Manager

6 approval rules · set per role in Proto

Example screen with sample data

Who can approve what

Roles

A workspace for each role

Everyone opens ERP + CRM to the work that is theirs. Pick a role to see what it starts with.

Sales Rep

Owns lead qualification, customer follow-up and preparation of offers and orders.

This is the first screen this role sees.

OverviewQuotes Awaiting Approval

Quotes Awaiting Approval

Quotes · Sales Rep

Quote number	Customer	Quote date	Valid until	Margin review status	Revision number
QTS-11068	Silver Reef Packaging	21 Oct	23 Oct	Known	810
QTS-33315	Morrow Peak Industries	26 Oct	30 Oct	Review required	350
QTS-89338	Dunewell Components	11 Oct	14 Oct	Reviewed exception	140
QTS-78924	Orchard Lane Assembly	23 Oct	29 Oct	Known	360
QTS-28360	Dunewell Components	04 Nov	08 Nov	Review required	870

6 of 6 records

Example screen with sample data

Sales Manager

Reviews commercial commitments and monitors the opportunity forecast.

This is the first screen this role sees.

OverviewQuotes Awaiting Approval

Quotes Awaiting Approval

Quotes · Sales Manager

Quote number	Customer	Quote date	Valid until	Margin review status	Revision number
QTS-11068	Silver Reef Packaging	21 Oct	23 Oct	Known	810
QTS-33315	Morrow Peak Industries	26 Oct	30 Oct	Review required	350
QTS-89338	Dunewell Components	11 Oct	14 Oct	Reviewed exception	140
QTS-78924	Orchard Lane Assembly	23 Oct	29 Oct	Known	360
QTS-28360	Dunewell Components	04 Nov	08 Nov	Review required	870

6 of 6 records

Example screen with sample data

Purchasing Manager

Prepares supplier commitments and reviews purchasing requests under the agreed authority policy.

This is the first screen this role sees.

OverviewPurchase Orders Awaiting Approval

Purchase Orders Awaiting Approval

Purchase orders · Purchasing Manager

Purchase order number	Vendor	Total amount	Currency	Required date	Status
PO-83324	Dunewell Components	190	Singapore dollar	29 Oct	Submitted
PO-94018	Cedar Bay Logistics	320	Singapore dollar	18 Oct	Submitted
PO-95564	Briarfield Supply Group	940	Euro	17 Oct	Submitted
PO-33813	Larkspur Fabrication	50	British pound	12 Oct	Submitted
PO-35610	Cedar Bay Logistics	490	Australian dollar	17 Oct	Submitted

6 of 6 records

Example screen with sample data

Warehouse Manager

Owns physical receipt, quality disposition, stock reservation and shipment evidence.

This is the first screen this role sees.

OverviewProduction Schedule

Production Schedule

Work orders · Warehouse Manager

Work order number	Product	Quantity ordered	Quantity completed	Planned start	Planned end
WO-88213	Adjustable conveyor stand, 900 mm	430	0	01 Nov	05 Nov
WO-25994	Protective machine guard, medium	930	0	27 Oct	04 Nov
WO-34087	Adjustable conveyor stand, 900 mm	200	180	21 Oct	28 Oct
WO-56841	Inspection table, 1.2 m	120	0	26 Oct	02 Nov
WO-27328	Protective machine guard, medium	40	0	23 Oct	26 Oct

6 of 6 records

Example screen with sample data

Production Planner

Coordinates material planning and scheduled manufacturing work against customer demand.

This is the first screen this role sees.

OverviewProduction Schedule

Production Schedule

Work orders · Production Planner

Work order number	Product	Quantity ordered	Quantity completed	Planned start	Planned end
WO-88213	Adjustable conveyor stand, 900 mm	430	0	01 Nov	05 Nov
WO-25994	Protective machine guard, medium	930	0	27 Oct	04 Nov
WO-34087	Adjustable conveyor stand, 900 mm	200	180	21 Oct	28 Oct
WO-56841	Inspection table, 1.2 m	120	0	26 Oct	02 Nov
WO-27328	Protective machine guard, medium	40	0	23 Oct	26 Oct

6 of 6 records

Example screen with sample data

Accountant

Prepares billing, settlements, journals, asset calculations and close evidence.

This is the first screen this role sees.

OverviewBills Awaiting Approval

Bills Awaiting Approval

Bills · Accountant

Bill number	Vendor	Due date	Total amount	Currency	Match variance
BLL-83531	Westbridge Distribution	31 Oct	680	Singapore dollar	380
BLL-31574	Cedar Bay Logistics	27 Oct	910	Swiss franc	100
BLL-91653	Silver Reef Packaging	19 Oct	420	Swiss franc	340
BLL-18140	Morrow Peak Industries	01 Nov	450	Swiss franc	30
BLL-49333	Larkspur Fabrication	29 Oct	60	Japanese yen	290

6 of 6 records

Example screen with sample data

Finance Manager

Decides financial approvals and payment release while reviewing the period and asset position.

This is the first screen this role sees.

OverviewSales Orders Awaiting Approval

Sales Orders Awaiting Approval

Sales orders · Finance Manager

Sales order number	Customer	Fulfilment	Grand total	Currency	Requested delivery date
SO-90229	Larkspur Fabrication	Stock	280	Euro	22 Oct
SO-57133	Westbridge Distribution	Make to order	340	US dollar	24 Oct
SO-53864	Morrow Peak Industries	Drop ship	120	Euro	24 Oct
SO-40755	Dunewell Components	Stock	90	Japanese yen	30 Oct
SO-89673	Westbridge Distribution	Make to order	350	British pound	21 Oct

6 of 6 records

Example screen with sample data

Roles and permissions

Reports

Explain the forecast and the actual result

Read the forecast, operational remainders and financial position from the records that support them.

Overview

ERP + CRM · Overview

ERP + CRM dashboard

This quarter

Work orders in view

Total quantity ordered

2,670

Planned

Released

Quotes by status

How far records got this quarter

Stage	Reached	Step
Draft	36
Submitted	24	67%
Approved	18	75%
Sent	11	61%

Revision number by status

Sample totals per stage

9.0k0

5.0kDraft

8.0kSubmitted

5.0kApproved

8.0kSent

9.0kAccepted

Example screen with sample data

All reports and dashboards

Who it's for

Fit the cycle to your business

See how ERP + CRM fits your kind of team.

Industrial distributors

Connect account demand, bought inventory and partial shipments to the supplier and customer balances they create.

Make-to-order manufacturers

Keep a customer commitment connected to its material requirement, manufacturing schedule and accepted output.

Equipment and maintenance suppliers

Coordinate equipment orders and recurring commercial agreements with their delivery and billing scope.

Controls

Retain the basis for each decision

Each stage of customer demand to cash names the role that acts and the status it records, so a change is never anonymous.

OverviewCustomer demand to cash

ERP + CRM · Process

Customer demand to cash

Each stage, the role that acts and the status it records

Process stages

Approval steps

Roles involved

Tables touched

Qualify lead

Sales Rep

StatusNew → Contacted → Qualified

RecordsActivities, Leads

Convert lead

Sales Rep

StatusQualified → Converted

RecordsContact persons, Opportunities, Activities

Approve quoteApproval

Sales Manager, Sales Rep

StatusDraft → Submitted

RecordsQuotes

Customer demand to cash

Start
Qualify leadNew → Contacted → Qualified
Activities
Step
Convert leadQualified → Converted
Contact persons
Approval
Approve quoteDraft → Submitted
Quotes
Approval
Approve sales orderDraft → Submitted
Sales orders
Step
Plan supplyPrepared → Calculated → Reviewed
Planned orders

Example screen with sample data

See each stage in detail

AI agent

Prepare the next decision with Proto

Ask Proto to prepare configuration and explain operational work while business owners retain their decisions.

It can

Sales Rep: Show my qualified leads, confirm the linked customer identities and prepare the next follow-up activity for review.
Sales Manager: Summarize the submitted quote revision and its margin review state before I decide whether to approve it.
Purchasing Manager: Find the supplier orders behind a material shortage and explain which quantities are acknowledged or still awaiting acceptance.
Production Planner: Compare the planned work with reported completion and identify the component requirement behind a delay.

Stays with a person

Proto needs the business's operating policy and the acting employee's authority.
Commercial acceptance, credit exceptions and payment release require the named person's decision.
A prepared bank instruction or signing request does not establish an external outcome.
Review the source and affected revision before authorizing a financial action.

Set up an agent

agent · erp + crm

For our pilot entity, show the supplier payment runs awaiting release.

For each run, identify its preparer, bank account and current revision.

Summarize unresolved bill differences for Finance Manager to review.

Prepare the review; leave release for the authorized decision.

Proto needs the business's operating policy and the acting employee's authority.

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

ERP + CRM
Banking services
Signature provider
Carrier services
Sales communication
Statutory submission services

Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 132 tables

132tables

Customer pipeline6
Quotes and sales orders12
Purchasing and suppliers10
Receiving and quality8
Inventory and fulfillment11
Production planning13
Finance and close14
Assets and depreciation9

Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

Agree the pilot
Choose the entity, warehouse and product family. Sales Manager and Finance Manager confirm the customer commitment, approval responsibilities and period to use for rehearsal.
Reconcile the foundations
Review customer and supplier identities, product units, payment terms and currencies. Reconcile opening stock, outstanding obligations, unapplied receipts and asset-book balances with their owners.
Configure decisions and access
Map employees to logins and set preparation, approval and release responsibilities. Agree credit review, purchasing escalation and financial correction policies. Test personal queues and restricted records with representative employees.
Rehearse customer demand
Convert an existing customer’s lead, review a quote and approve an order. Follow partial supply through shipment, invoice approval and customer cash application. Retain the remaining quantities and balances after each step.
Rehearse buying and production
Approve a supplier order, record partial acceptance and resolve a bill difference. Where manufacturing is in scope, follow a shortage through planning and accepted terminal output before dispatch.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

No per-user or per-seat fees
Viewing, editing, approving and exporting records in the app is free
Pay only for machine work: API calls, imports, workflows and AI agents
Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
Usage	Per $1
Record reads (list, filter, get)	20,000
Search or aggregate queries	4,000
Record writes	4,000
Imported or synced records	200,000
Workflow runs	2,000
AI agent runs	2,000
Scheduled jobs or webhooks	20,000
File uploads (MB)	2,000
CSV or PDF exports	100

FAQ

Questions, answered

Scope, rollout and pricing for ERP + CRM.

All questions

How do I get started?

Click Get started, then use Proto to configure ERP + CRM for your business. Begin with a pilot entity, a warehouse and a product family. Rehearse a qualified lead through an approved order, partial shipment, customer invoice and cash application before widening the scope.

Can we reuse an existing customer when converting a lead?

Yes. Sales Rep checks the customer and contact identity during conversion and links the existing records where appropriate. Repeating conversion should return the same linked opportunity and customer records. Agree the identity-matching procedure during setup.

Who approves quotes and customer orders?

Sales Manager reviews the submitted commercial revision. Finance Manager handles required credit exceptions. Customer acceptance, internal commercial approval and resolution of a credit hold are distinct decisions with their own evidence.

How do partial deliveries affect billing?

Order lines retain shipped and invoiced quantities, and invoice lines link to shipment or sales-allocation scope. Accountant checks the remaining eligible quantity before preparing billing, and Finance Manager reviews the pending invoice revision.

Can we handle recurring customer agreements?

Contracts retain active dates and billing details, while contract items and cycles retain the recurring scope. Agree whether each cycle produces a delivery order or direct billing and who follows signing, suspension and renewal decisions.

What happens when the supplier bills more than we accepted?

Accountant reviews the bill's matching difference against the order and accepted goods or services. Purchasing Manager resolves the supplier discrepancy before Finance Manager approves the charge. The arrival quantity and accepted quantity remain separately visible.

How does production connect to customer demand?

Material planning requirements retain the demand they support. Production Planner firms the response and releases work against a reviewed bill of material and routing. Accepted terminal output becomes the basis for finished-stock handling and later customer dispatch.

What does the asset page show?

Assets and Depreciation shows the register, category valuation, charged depreciation, event history and per-asset book schedules on a declared Book or Tax basis. Review the selected basis and posted run before comparing period charges.

Are banks, signatures and carriers part of setup?

Yes. Choose the providers and confirmation methods needed for the pilot, then configure their connections. Admin and the business owner rehearse rejected and repeated events. A local send or release action does not replace the provider's outcome.

How do we prepare for period close?

Accountant reconciles the financial sources, posts reviewed depreciation and completes assigned close tasks with evidence. Finance Manager reviews prerequisites and sign-off before moving the accounting period through the agreed close states.

Set up ERP + CRM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

Find your application

Carry customer demand into supply, delivery and the ledger.

Quotes Awaiting Approval

Follow customer demand into operations

Customer pipeline

My Leads

Quotes and sales orders

Sales Orders Awaiting Approval

Purchasing and suppliers

Purchase Orders Awaiting Approval

Receiving and quality

Receipt Acceptance Queue

Inventory and fulfillment

Shipment Board

Production planning

Production Schedule

Finance and close

Bills Awaiting Approval

Assets and depreciation

Close Tasks Due

From qualified demand to customer cash

Qualify lead

Approve quote

Approve sales order

Supply and fulfill

Invoice customer

Apply cash

Keep supply and finance connected

Silver Reef Packaging

Silver Reef Packaging

Who works on it

Process stages

Approvals

Make each commitment reviewable

Approvals

Waiting for you

Who approves what

A workspace for each role

Sales Rep

Quotes Awaiting Approval

Sales Manager

Quotes Awaiting Approval

Purchasing Manager

Purchase Orders Awaiting Approval

Warehouse Manager

Production Schedule

Production Planner

Production Schedule

Accountant

Bills Awaiting Approval

Finance Manager

Sales Orders Awaiting Approval

Admin

Explain the forecast and the actual result

ERP + CRM dashboard

Quotes by status

Revision number by status

Fit the cycle to your business

Industrial distributors

Make-to-order manufacturers

Equipment and maintenance suppliers

Retain the basis for each decision

Customer demand to cash

Prepare the next decision with Proto

It can

Stays with a person

Connects to the tools you use

Your data, in tables you can change

Roll out one team at a time

Agree the pilot

Reconcile the foundations

Configure decisions and access

Rehearse customer demand

Rehearse buying and production

Machine work rate card Included per $1 of credit

Questions, answered

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