DTC

• Sales CRM — leads, opportunities, quotations and approvals, with AI lead-scoring, sources, territories and sectors.
• Tenders & projects — bid tracking through to project delivery, client visits and activities.
• Workspace & employee portal — reception, HR and an internal portal for the whole team.
• Dashboards — pipeline, conversion and activity analytics in real time.

One enterprise platform tracking 1,792 sales leads at a 24.5% conversion rate — replacing scattered tools with a single, role-based system.

The engagement spanned the core ERP, a sales CRM, tenders & projects, and an HR & employee portal. We designed the modules so sales, tendering, project delivery and HR run in one system instead of scattered tools, with each team working inside role-based views and real-time dashboards. It sits within our custom ERP practice; see the wider ERP & CRM service for related work.

→ View the live ERP