HeroBM covers the full business lifecycle, from prospecting through order intake to fulfilment, billing and reporting.
We mainly talk about HeroBM as an ERP, but one important part of the lifecycle is opportunity development, which is handled using CRM (Customer Relationship Management) functionality.
HeroBM includes a broad set of CRM features, with an emphasis on flexibility:
- An Opportunity pipeline with a user-defined lifecycle - drive your pipeline through stages that suit your business
- Opportunity record-keeping and execution through owners, activities, tasks and notes
- Contact management, associating different people with Organizations and Opportunities via user-defined roles
- Flexible Organization definition, with user-defined links between different Organizations and Contacts
- A CRM Map that visualises your business landscape, including Opportunities, Organizations and Contacts
The real advantage of HeroBM is that these Organizations and Contacts are the same ones that are used in business operations. So a prospect can seamlessly become a customer and place an order, with the existing contacts already in place; and we can associate orders with an opportunity to see the projected revenue arrive.
As with the rest of the application, all of the functionality is exposed via APIs and Webhooks, enabling you to easily integrate with other applications, or leverage AI agents to accelerate your execution.
If you want to experience it yourself, you can pull the code and deploy the application (including demo data) by following the instructions here.