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For startups

Build a business routine while the business is changing.

Keep early customers, quotations, invoices and spending in one workspace. Start with a practical workflow your team can use today.

Explore the workflow Compare plans

Build a repeatable customer handoff

Review customer identity and duplicate candidates, then keep the accepted quotation connected to its eligible invoice, order or project.

Give the growing team deliberate access

Use roles, record scope and sensitive-field permissions. Employee self-service supports permitted leave and private payslip access.

A clearer record for the work around the work

Early growth adds commercial administration before a startup has a dedicated person for every job. A consistent record makes it easier for the founder and first colleagues to keep track of commitments.

Keep the next customer conversation in view.

Current TerminalERP CRM opportunity showing value, stage, owner, follow-up and linked customer.
A populated opportunity keeps the next customer conversation and its commercial context together.
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A working routine for your business

1. Record the next customer opportunity.

2. Prepare the quotation and invoice.

3. Record business spending.

4. Review the relevant financial records.

Customer identity and follow-up

Keep the relationship before creating another record.

  1. Lead
    • Keep context Recorded activity
  2. Recorded activity
    • Review identity Customer link
  3. Customer link
    • Match found Prepare quotation
    • Explicit creation Confirmed new customer
  4. Prepare quotation
    • Separate next step Prepare quotation
  5. Confirmed new customer
    • Separate next step Prepare quotation
  6. Prepare quotation

Picture it in your working day

For example: A small startup records its first service customers and reviews outstanding invoices alongside monthly expenses before deciding its next administrative priority.

Before you choose your setup

Does changing the industry grant permissions?

No. Profiles organise the workspace; permissions and plan access determine what people can use.

Does a recurring invoice mean payment was collected?

No. The agreement, invoice and actual collection are separate events.

A closer look at your speciality

SaaS (Software-as-a-Service)

Organise early customer agreements, projects, expenses and billing records. Verify recurring invoicing and collection needs separately from product usage metrics.

Consumer Mobile / Web App

Keep commercial projects and business spending organised while your analytics platform measures app usage and user behavior.

Digital Marketplace & Platform

Manage your own customer and expense records with clear references. Multi-party payouts, escrow and marketplace settlements need a separate capability check.

Hardware & Deep-Tech

Connect prototype or customer work with purchasing and available production records. Use your engineering tools for design and technical validation, alongside these business records.

AI assistance

Put AI to work for your business.

Structure an investor update around your milestones, risks and available business figures.

Explore AI assistance

Help the team reach the next permitted task without creating a second set of notes. Check mobile access alongside each person’s role and workspace plan.

Choose with clarity

What this industry setup includes—and what to confirm

Start with workflows shaped around the work you do, then check the specialist and regional requirements that matter to your business.

Choosing an industry configures the workspace. It does not turn TerminalERP into a certified specialist system or prove country-specific compliance.

Relevant workflows to explore

  • Expenses & approvalsExpense capture, evidence, approval, and accounting posting
  • Bank records & reconciliationRecorded bank accounts, bounded statement import, match suggestions, and reconciliation; no bank connectivity or settlement claim
  • Customers & contactsCustomer/contact records, statements, collections, and linked activity
  • Invoices & customer billingInvoices, receipts, credits, returns, refunds, and payment status
  • Projects, tasks & timeProjects, tasks, time, milestones, budgets, and selected billing runs
  • Accounting & reportsDouble-entry accounting, bounded financial reports, bookkeeping tax records, and period controls; no statutory filing or certification

What to confirm for your business

  • Cap table, investor compliance, and SaaS usage analytics
  • Product roadmap and software development lifecycle tooling

Start with one workflow from your business.

Compare the plans or tell us the task you want to manage. Use a real example to decide whether the available workflow fits.

Compare plans Ask about this workflow