CRM and ERP systems
We configure customer records, deals, jobs, tasks and resource tracking around company processes. Roles and required fields are defined and agreed data imported. One workflow is piloted with staff before expansion.
Service area
CRM, ERP and automation
We organize digital workflows so teams can work with consistent information and clear steps.
How the solution works
Select a stage to explore the work
Industrial control room and automation — Vjanodic WERSOV · Pexels Technician working in a data center — panumas nikhomkhai · Pexels Network racks in a server room — Brett Sayles · Pexels
Request. Bring the customer, task and source data into one record.
Workflow. Assign owners, stages and reminders.
Approval. Check the result and record authorised approval.
Reporting. Show status, deadlines and agreed metrics.
Service directions 12 ↗
How we approach the work
What this service covers
Solutions are designed after reviewing workflows, users, data and constraints. Features are delivered in agreed stages.
Business process automation
We map actions, owners and stage-transition rules, then add tasks, reminders and field checks. Exceptions such as rework, cancellation and reassignment are included in the workflow.
Document workflows and approvals
We create templates and approval paths with access controls and revision history. Electronic signature integration requires checking the chosen platform and interfaces and is separately scoped.
Reporting and BI analytics
Metric definitions, sources and refresh frequency are agreed first. Dashboards can cover jobs, sales, balances or workload. Figures are checked against sample records so reports use consistent definitions.
AI for business tasks
We select a specific use case such as knowledge search, draft replies or request classification. Customer examples test quality and define permitted data and human review. Final decisions and sensitive actions require agreed controls.
Illustrative scenario · not a completed project
How this could work at your site
Installation requests arrive through different channels and get lost in messages. A CRM captures records, owners and stages: estimate, approval, site visit and completion. Managers see overdue tasks while documents and history stay with the request.
Discuss a project ↗Request
Bring the customer, task and source data into one record.
Workflow
Assign owners, stages and reminders.
Approval
Check the result and record authorised approval.
Reporting
Show status, deadlines and agreed metrics.
What you receive
Deliverables and handover
- Configured records, stages and permissions.
- Agreed automations and management reports.
- Guidance and training using real workflows.
Scope, equipment, schedule and price are agreed after reviewing your requirements and surveying the site where needed. This example illustrates the approach; the final design is tailored to your site.
ТОО «СМУ БАСТАУ»
Need this service?
Tell us about the site and the task so we can discuss the right scope.