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Services / CRM & ERP Solutions CRM & ERP Solutions

Bring customers, processes, and business information into better focus

Stratrix helps businesses structure customer relationships, sales activities, operational processes, and reporting through CRM and ERP solutions designed around practical business requirements.

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The Challenge

When business information is scattered, visibility becomes difficult

Common challenges include:

Leads managed through spreadsheets or personal messages
Customer history spread across different platforms
Sales follow-up depending on individual memory
Limited pipeline visibility
Departments working with disconnected information
Repeated manual data entry
Slow operational reporting
Processes that are difficult to standardize
Our Solution

Systems designed around processes, users, and information flow

Before recommending or implementing a CRM or ERP solution, we examine:

Customer journey
Sales process
Operational workflows
User roles
Existing tools
Reporting requirements
Integration needs
Data structure
Future growth requirements
Key Capabilities

What the solution can include

01

Lead Management

Capture, organize, assign, and track opportunities through defined stages.

02

Customer Information

Maintain structured customer records and relevant interaction history.

03

Sales Pipeline Visibility

Create clearer visibility across opportunities and sales activity.

04

Follow-Up Workflows

Support structured reminders, tasks, and relevant automation.

05

Reporting

Provide better insight into relevant sales and customer activity.

ERP capabilities

Depending on business requirements and project scope, solutions may support relevant operational areas such as:

Business workflows
Inventory-related processes
Order processes
Operational reporting
Department coordination
Role-based access
Data centralization
Integration with other systems

Exact ERP scope is always defined through business and technical discovery.

How It Works

A clear path from requirement to working solution

01Business Discovery
02Process Mapping
03Requirements Definition
04Solution Design
05Configuration or Development
06Data Preparation
07Integration
08Testing
09Training
10Launch
11Support
Business Benefits

The value for your business

01

Better Customer Visibility

Keep relevant customer and sales information more structured.

02

Stronger Process Control

Create clearer stages, responsibilities, and workflows.

03

Improved Reporting

Reduce dependence on manually assembled information.

04

Better Coordination

Improve information flow across relevant teams and departments.

05

Scalable Operations

Build stronger system foundations for business growth.

Related Work

A relevant case study

CRM & ERP Solutions

Case study coming soon

We publish project case studies only after client approval.

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FAQ

Common questions

Should we choose a CRM or ERP?
The answer depends on the problem being solved. CRM generally focuses on customer and sales processes, while ERP requirements are broader and operational. Discovery helps determine the appropriate scope.
Can you improve our existing CRM?
Existing systems can be assessed for configuration, workflow, integration, usability, reporting, and automation opportunities.
Can CRM connect with our website?
Depending on the platforms and technical requirements, website forms, lead sources, and customer journeys can potentially be connected with CRM workflows.
Do you provide training?
Training and onboarding requirements can be included according to the project scope and user needs.
Next Step

Need better visibility across customers, sales, or operations?

Tell us where information and processes are becoming difficult to manage.

Discuss Your Requirements →