Case study · Plate 03
CRM module & document automation
A custom CRM module built into an existing ERP, paired with an OCR-driven document management tool that reads, extracts, and files accounting documents automatically.
The situation
The business already ran on an ERP, but two things were missing from it: a way to track customer relationships and sales activity natively inside the same system, and a way to stop manually re-keying data from incoming accounting documents. Both gaps meant staff time spent on work that had nothing to do with actually serving customers.
The approach
Rather than bolting on a separate CRM product and living with two disconnected systems, the CRM functionality was built as a module inside the existing ERP — sharing its data model, permissions, and workflows instead of duplicating them.
Alongside it, a document automation tool was built around OCR extraction: incoming accounting documents are read, the relevant fields extracted, and the results filed directly into the right place in the system — turning a manual, error-prone step into something that happens automatically.
The outcome
One system instead of two, with customer relationship tracking living where the rest of the business data already lives, and a document pipeline that files accounting paperwork without someone re-typing it first.
Drowning in manual data entry?
If your team is re-keying data between systems that should just talk to each other, that's a problem CodeLucid solves regularly.