We're currently reviewing our ERP/CRM setup as the business continues to grow, and I'd be really interested to hear what other companies are successfully using day-to-day.
Our current system does some things very well, but we're starting to notice a few limitations as we scale and evolve as a business.
We're a project-driven engineering/fabrication company, so ideally we're looking for one system that can properly handle:
✓ Planning & scheduling work efficiently
✓ A strong CRM for a growing business
✓ Applications for payment
✓ Part invoicing projects as work progresses
✓ Workflow between office planning and shop-floor supervisors
✓ Importing BOMs from SolidWorks ideally
The big thing for us is finding one platform that genuinely works together well, rather than lots of separate systems bolted together.
I'm not really after polished sales pitches. I'd much rather hear honest feedback from real businesses using these systems every day.
What are you using?
Would you recommend it?
And what industry are you in?
We've already ruled out some of the larger enterprise systems like SAP as they're probably beyond what we realistically need.
Would especially appreciate feedback from fabrication, machining, engineering, manufacturing or other project-based SMEs.
Sometimes the best recommendations come from people dealing with the same operational headaches 🔥