Travel · Sales and accounting
CRM and ERP in one system, with lead scoring built in
A travel company
The problem
Leads, bookings and accounts lived in separate places, and data was copied between them by hand.
What was built
- CRM and ERP modules on one data model
- Lead scoring and customer-interaction tracking
- Automated data-fetching jobs in place of manual imports
What changed
Sales and accounting worked from the same records, without re-keying.
The client's name is withheld. We can walk you through this project on a call.