Customer context
Account, contact, relationship history and the current business need remain understandable across the lifecycle.
Accepted product direction
A customer journey should not become six separate records of reality.
OneCRM is being designed to preserve context as the relationship moves through sales, operational handoff and service—without pretending one system should own everything.
Lifecycle directionERP boundary retainedNo availability claim
Planned
The connected lifecycle model
This sequence is an accepted near-term direction. The Lead workflow is the verified foundation; each later stage remains planned until re-verified against implementation.
- 01LeadImplemented foundation
- 02OpportunityPlanned
- 03Requirement / RFQPlanned
- 04QuotationPlanned
- 05ERP handoffPlanned
- 06Installation & servicePlanned
Activities, documents, approvals, communication and evidence are intended to stay connected throughout the relationship. The sequence shows product direction, not current availability.
What stays connected
The relationship is more than the stage name.
Work and ownership
Activities, follow-ups, approvals, tasks and exceptions make the next responsible action visible.
Evidence
Documents, decisions and audit history are intended to be captured while the work happens.
System boundaries
CRM retains engagement and sales context while ERP remains authoritative for orders, inventory, fulfilment, invoicing, tax and accounting.
OneCRM owns
Customer engagement and sales context
The accepted system boundary keeps leads, opportunities, requirements, quotations and the customer relationship context in OneCRM.
ERP owns
Official operational and financial records
ERP remains the source of truth for sales orders, inventory, fulfilment, invoicing, tax and accounting unless an approved future decision changes that boundary.
Start with one handoff
Which part of your customer lifecycle loses the most context?
Map the current signals first, then use the result to choose one process worth validating in detail.