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CRM and ERP, explained
Plain-language answers to the questions businesses actually ask before choosing an operations platform. Written from the Clavix 360° Academy curriculum, free to read, no signup.
- 01
What Is a CRM?
A CRM stores every customer interaction as connected records — people, companies, conversations and deals. What it holds, who uses it, and how it differs from an ERP.
Read the article - 02
What Is an ERP?
An ERP runs a company's internal operations — stock, purchasing, projects, invoicing — on one shared set of records. What it covers and how it differs from a CRM.
Read the article - 03
Leads & Pipeline
How leads enter, get qualified, and move through your sales pipeline to a won deal.
In preparation - 04
Sales, Offers & Deals
From a customer request to a signed offer, a confirmed deal, and paid commission.
In preparation - 05
Dashboard & Navigation
Getting around Clavix 360°: the top bar, engines, side navigation, and role-based views.
In preparation - 06
Business Intelligence (BI)
Turning raw activity into decisions with dashboards, KPIs, and drill-downs.
In preparation - 07
KPIs & Team Performance
Measuring what matters: revenue, conversion, activity, and per-person performance.
In preparation - 08
Marketing & HR
Fueling the pipeline with marketing, and running the people behind the business with HR.
In preparation - 09
AI & Manual Offer Generation
Speed with quality: AI-drafted offers plus the manual override for the tricky ones.
In preparation - 10
Putting It Together — Clients, Roles & Your Complete Platform
The final lesson — how everything connects into one complete business system, and the mindset that turns these tools into growth.
In preparation
The remaining Academy modules are being written up as articles. Until then they are available as narrated lessons inside the Academy.
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