DESKTalk to our teamCRM helps your team manage customer relationships and sales opportunities. ERP helps organise the work behind a sale. In Terramine Desk, the customer conversation and the order stay connected.
Explore CRM and ERP togetherCRM software brings contacts, companies, leads and deals into a shared customer record. Your sales team can see the conversation history, the owner and the next follow-up.
Start here when enquiries are scattered across inboxes, leads have no clear owner or someone has to ask what was said on the last call.
Explore B2B CRM softwareERP connects operational records and processes. Terramine Desk focuses on trading: requested items, supplier quotations, customer offers, purchase orders, stock and delivery work.
Start here when the team repeatedly copies enquiries into quotations, loses supplier responses or has difficulty tracing an order back to its source.
Explore trading ERP softwareA customer calls and emails a list of parts. CRM keeps their contact details and conversation history. ERP structures the requested items and the quotation. A task assigns the delivery check, and a person reviews the commercial terms before a reply is sent.
Explore this workflow in the demoStart with CRM, customer ownership and the sales pipeline. Connect calls and emails so follow-ups have context.
See lead managementStart with the email-to-order workflow and ERP. Review the request, supplier information and draft quotation together.
See quotation managementExplore AI phone agents and the shared sales inbox. Define which requests agents capture and which decisions your team handles.
See AI voice agentsThey overlap around the customer, but serve different needs. CRM focuses on relationships and sales opportunities. ERP focuses on the operational and commercial records needed to fulfil work. Connecting them keeps the conversation and the order in context.
Start with the problem your team needs to solve. If the main issue is lead ownership and follow-up, begin with CRM. If it is supplier quotes, purchasing and customer orders, examine the ERP workflow. A pilot can confirm the scope you need.
The demonstrated focus is trading and sales operations. Check your required accounting, manufacturing, HR and integration scope with the team rather than assuming every enterprise module is included.
The fictional example uses parts to make product references, quantities and lead times concrete. Your pilot should test your own products, sales process and required integrations.