A modular ERP/CRM for managing sales, tasks and finances
BORD ONE is a modular ERP/CRM system that helps a company manage sales, tasks and employees and control finances and operational processes on a single platform. The solution brings together data on clients, services, documents and communication, cuts manual work and makes processes transparent.
Why the BORD ONE platform was built
Role management and secure access
A complex structure of employees and access levels called for flexible control over what data and features each role can see.
The need for transparency and control for management
A tool was needed to give a full view of deals, team workload and the key business indicators.
Fragmented processes and manual work
Sales, tasks, communication and finances were run in different systems, which made administration harder and reduced transparency.
Key features we built:
CRM and deal management — the full cycle from enquiry to close, with a funnel, statuses and owners.
Activity history and control — a transparent log of every change and action on enquiries and clients.
Client card — a single stream of interactions, deals and documents in one place.
Service catalog — an organized structure with categories, prices, timelines and terms.
Tasks and planning — a built-in calendar, events and reminders tied to processes.
Communication — call logging and integration with Instagram and Gmail, with one shared interaction history.
Document management — automatic document generation from templates and storage against each deal.
Finances and control — records of income, expenses and payments, plus analytics by deal and service.
Analytics and reports — data on the funnel, conversions, team and activity, with data export.
Flexible access and permissions — role setup with control over visibility and rights at the data level.
Result
The BORD ONE platform brought CRM, task management, document workflow and finances into a single tool. The solution automated processes, cut manual work, made deals and communication transparent, simplified oversight of employees and improved the efficiency of running the business.
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