Core business systems
ERP and CRM for finance, customer activity, and cross-team process visibility.
These platforms fit environments where teams need shared records, role-based access, and operational reporting rather than separate tools for each part of the workflow.
Best fit when: Best fit when finance, customer activity, approvals, or service work need to run from a more consistent system structure.
- Finance, procurement, and reporting
- Customer records, follow-up, and service activity
- Shared workflow ownership across teams
