ERP, CRM and operations

Your business in one view.

The right people see the right work, numbers, and next actions without moving between disconnected tools.

Orders, customer records, inventory and finance connected through one operations console
Lunaris Operations Console
184Open orders
42Active leads
16Projects
93On time %
Operations health
Live handoffs
SO
Sales to fulfilment12 items moved today
LIVE
FI
Finance approval3 decisions waiting
REVIEW

The system, shaped around the work.

ERP

Manage core operations through one dependable source of truth.

  • Finance and approvals
  • Purchasing and suppliers
  • Inventory and fulfilment
  • Projects and capacity
  • Reporting and controls

CRM

Give every customer interaction context and a clear next action.

  • Customer and contact records
  • Opportunity pipelines
  • Follow up workflows
  • Service history
  • Revenue forecasting

Dashboards

See what needs attention without turning reporting into another job.

  • Role based views
  • Live operating measures
  • Exceptions and alerts
  • Clear ownership

Automation

Move information and work between teams with fewer manual steps.

  • System integrations
  • Approvals and notifications
  • Document generation
  • Data quality checks
↗ Core capabilities

What sits inside a Lunaris system?

A practical foundation for daily work, management visibility, and controlled growth.

Live operating views

Role-specific dashboards show owners the numbers, exceptions, and next actions that matter now.

Dashboards · alerts · drill-downs

Workflow automation

Rules route approvals, tasks, documents, and notifications without losing human control.

Approvals · triggers · SLAs

Access control

Permissions follow responsibilities, protecting sensitive data while keeping teams productive.

Roles · audit logs · policies

Clean business data

Shared records and validation prevent duplicates and give every team the same source of truth.

Customers · products · finance

Forecasting

Pipeline, stock, cash, and delivery signals become usable forward-looking decisions.

Trends · capacity · exceptions

Connected tools

Documented integrations move information between the software you keep and the system we build.

APIs · webhooks · scheduled sync
Technical foundation

Designed to stay dependable.

01

Data model

Shared business entities and validation rules reduce duplicated and conflicting records.

02

Access control

Role based permissions keep sensitive actions and information with the right people.

03

Integration layer

Documented API connections move data between approved systems with clear ownership.

04

Audit history

Important actions retain timestamps, ownership, and change context for accountability.

05

Continuity

Backup, recovery, monitoring, and support requirements are planned into the delivery.

See what a connected operation could look like.

Book a system review