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Case study

A CRM and ERP hub for a multi-company retail group

An internal CRM that sits on top of the group’s ERP and connects sales, marketing, purchasing and the group’s online shops.

Book a discovery callInternal system — not publicly accessible
MKTGROUP
Client
MKTGROUP
Sector
Retail group operations
xcrm · Business Central
Lead18412k RON
Qualified11286k RON
Proposal7198k RON
CodeOpportunityEUR
OPP-2481Hotel lobby furniture48.200
OPP-2479Showroom fit-out31.750
OPP-2476Staff canteen equipment22.400
connected systems
9
hub for the whole group
1

The challenge

Several companies in the group shared one ERP but managed leads, quotes, projects and marketing data in separate tools. Sales teams needed a fast interface to Business Central data, and management needed one view of marketing performance.

What we built

  • Opportunities, pipeline stages, contacts, quotes, contracts and projects
  • Fast access to Business Central items, orders, invoices, stock and vendors
  • Meta Lead Ads captured straight into the CRM
  • Marketing reporting from GA4, Google Ads, Meta Ads and TikTok Ads
  • Microsoft 365 mail and Planner integration
  • An AI assistant that answers questions about customers, products and orders
  • Webshop orders pushed to Business Central automatically

The result

  • One place for sales, marketing and operations data
  • Online orders reach the ERP automatically
  • Faster answers for sales and management teams

More work

ServiceCore

Repair #24817

Washing machine · in warranty

Ready for pickup
  1. Received
  2. Diagnosed
  3. Parts
  4. Repaired
  5. Delivered
Manufacturer portale-Invoice (ANAF)Fiscal receipt
Pickup booked online · Thu, 10:30
Illustrative interface · sample data
Transilvania ServiceCustom software

ServiceCore — the service-management app behind Transilvania Service

ServiceCore runs Transilvania Service end to end: online booking, check-in, diagnosis, parts, warranty claims and invoicing — connected to Samsung’s service portal, the ERP and fiscal printers.

admin modules
69
integrated systems
7
Read the case study

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