Sales, operations and finance finally read the same numbers.
A custom CRM and ERP built as one system. Orders, inventory, production and finance live in a single platform shaped around how the business actually runs — not around what an off-the-shelf tool allows.
Five tools, five versions of the truth.
Sales in one system, stock in a spreadsheet, production on a whiteboard, finance in another tool. Every report was assembled by hand — and every hand-assembled report is a decision made on stale data.
Reconciliation as a full-time job
Hours each week spent making numbers from different tools agree, instead of acting on them.
No single source of truth
Two departments could both be right and still disagree, because each read a different system.
Off-the-shelf did not fit
Generic CRM and ERP forced the team to work around the software instead of the software serving the work.
One platform, not five integrations.
The hard part is not features — it is one data model that sales, warehouse, production and finance can all trust at the same time.
Unified data model
Clients, orders, stock, production and payments as one connected schema — no syncing, no duplicate records.
Sales pipeline & orders
Deals move from enquiry to order to fulfilment in one flow, with the history attached to the record.
Inventory & production
Stock levels, purchasing and production status update as work happens, visible to everyone who needs them.
Finance & reporting
Invoicing, payments and margin reporting derived from live operational data instead of monthly reconstruction.
Mapped before it was built.
Every role, every document and every state transition was written down first. In a business platform, a wrong data model is not a bug you patch — it is a migration you pay for twice.
Discovery
Process interviews, document flows, permission matrix and the definition of every record's lifecycle.
Data model
One schema covering clients, orders, stock, production and finance — designed to absorb new processes without rewrites.
Interfaces per role
Sales, warehouse, production and finance each get the view they need — same data, no training marathon.
Handoff
Repository, infrastructure keys, admin documentation and full IP — transferred, not licensed.
Decisions made on today's numbers.
The team stopped reconciling and started operating. One platform, one truth, owned outright by the client — and extensible as the business changes shape.
More work in production.
All selected work3D Lion
Buyers configure the product themselves and arrive with a priced specification.
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A digital showroom that sells bespoke builds before the first conversation.
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Architecture, prototype and a fixed quote before you commit a dollar to the build.
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