The pain: channels that do not talk to each other
Quotes are built in spreadsheets, orders re-entered for production, export documents prepared separately and receivables chased without a full view of the customer.
How RZC solves it
The CRM and sales capabilities in R-ERP keep leads, opportunities and a 360° customer view together. Quotes become sales orders that hand off cleanly to production, and R-FINANCE links deliveries to invoices and collections so receivables are always in view.
Where to start
Begin with the quote-to-order flow for your largest channel, then add the others on the same record.
Use cases
Lead to opportunity
A 360° customer view from first contact.
- 1Lead captured
- 2Qualified
- 3Opportunity tracked
- 4Customer view built
Quote to sales order
Accepted quotes become orders without re-entry.
- 1Quote built from price list
- 2Customer accepts
- 3Sales order created
- 4Handed to production
Delivery to collection
Deliveries link to invoices and payments.
- 1Goods delivered
- 2Invoice issued
- 3Payment received
- 4Receivable closed
How RZC fits
- R-ERP — CRM, quotes and sales orders connected to production and delivery.
- R-FINANCE — Invoices, collections and receivables always in view.