AI-enabled enterprise operations solutions that run your back office
Enterprise operations solutions are the Netbase family of back-office software: a cloud ERP, CRM and workflow automation, and an integration hub that joins them to the tools a company already runs. They help operations, finance and sales leaders replace spreadsheets and disconnected apps with one workflow, from first lead to closed books, with AI reading documents, forecasting and scoring leads where it helps.
Review this solution for your workflow View relevant workReviewed by David (CEO) · Updated 17 Sep 2026
What the family covers, and where it stops
The back office is everything between a customer's yes and the money in the bank: proposal, contract, project or order, people and stock, invoice and the owner's Monday report. When each step lives in its own tool, somebody copies data between them and nobody sees the whole job.
An enterprise operations solution puts those steps on one data model, so sales, delivery, finance and management share each record. It does not replace your bank, tax adviser or every tool your team likes; it connects to them.
This family is a growth capability at Netbase: the team, the offer and the reusable modules are in place, and published client proof is still building, so every engagement starts with a discovery review rather than a promise.
Where operations teams lose time today
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- Current state
- Leads, proposals and contracts sit in inboxes and documents
- Target state
- One pipeline where every deal carries its proposal and approval history
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- Current state
- Projects and orders are set up by hand for each client
- Target state
- Templates and rules that open the project or order from the signed deal
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- Current state
- Finance rebuilds invoices from spreadsheets
- Target state
- Invoices generated from the work and contract data already recorded
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- Current state
- Managers wait for month-end to see margins
- Target state
- Live dashboards across sales, delivery and finance
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- Current state
- Every new tool adds another manual export
- Target state
- An integration layer that keeps systems in sync
Choose the solution that fits your workflow
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Cloud ERP
Run projects, finance, HR and customers on one cloud system
Typical outcome One record of each client, project and invoice, with role-based views for owners and teams
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CRM and workflow automation
Move leads, proposals, approvals and invoices without spreadsheets
Typical outcome A pipeline that routes approvals automatically and turns won deals into billable work
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Integration hub
Connect ERP, CRM, commerce and finance systems
Typical outcome One integration layer instead of point-to-point exports
Integration work also runs inside each solution and through our ERP and CRM development service.
Reusable modules, and the Netbase Business Divisions behind them
Netbase starts from its productized module library. For back-office work the usual starting points are the CRM and B2B sales engine, the workflow automation toolkit, Smart ERP Light and the AI chatbot and WorkChat integrator, and reusing productized modules can cut development time by up to 60%, depending on how much of the workflow they cover.
Cloodo, one of the Netbase Business Divisions alongside CMSmart, Printcart, Poslor and Storelly, is an AI-powered digital workplace for company profiles, services, projects and team collaboration that connects internal staff and outsourced specialists in one hybrid workspace. Our cloud ERP and CRM solutions are built on the same foundation, which includes CRM, HRM, Cloud ERP and AI modules.
AI in these solutions
Back-office AI works best on connected data. We build invoice capture, demand and cash forecasting, anomaly checks, lead scoring and call summaries into these solutions; anything that posts to finance or reaches a client keeps a human approval.
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In delivered commerce work
Recommendation engine
For 4over4.
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Available capability
Document capture, forecasting and lead scoring
Machine learning, NLP and generative AI that are not yet tied to a published operations case.
Technologies we build with
Proof from delivered work
- Cloodo Workspace, work management for service businesses. Netbase designed, built and runs this multi-tenant workspace, where profiles, services, projects, tasks and team conversations share one data model. No usage figures are published; the scope and engineering are described in the Cloodo Workspace record.
- Geo-Tek IT Solutions, Cyprus. Netbase built a responsive design and ordering platform and integrated it with Geo-Tek's existing systems, so digital orders no longer stalled in internal processing. Geo-Tek reported average order processing time down 30%, repeat transactions up 24% and revenue up 36% in the first quarter after launch, as published in the Geo-Tek case study.
Geo-Tek IT Solutions, a printing and design-services company in Cyprus, needed an online design platform that worked on every device and fitted its existing systems.
Keep Reading
Cloodo Workspace is the work-management SaaS Netbase built and operates for service businesses.
Keep ReadingIntegrations, data and technology
Typical integrations are accounting and payroll tools, commerce platforms, email, documents and messaging. Data stays in systems you control, each company or client sees only its own records, and the integration boundary is agreed in discovery. The service layer runs on the backend platforms Netbase uses across its products.
Industries and use cases
Professional services firms are the closest fit today: agencies, consultancies and IT service companies that sell expertise as projects and need the offer, the delivery and the billing to describe the same job. See professional services for the workflows we map there. Distributors, manufacturers and commerce businesses with a growing back office follow the same pattern with more stock and fewer projects.
How we engage
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Operations review
We follow one real job from lead to payment, list every tool and hand-off, and name the metrics that matter.
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Solution blueprint
We choose the solution, the reusable modules and the integrations, and agree scope, data ownership and phases.
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Build and roll out
An accountable team, remote-first from Hanoi, delivers in Agile sprints with weekly reviews your staff can test, and migrates the data you keep.
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Operate and improve
After go-live we measure cycle times and manual effort, then improve what the numbers point to.
Frequently asked questions
Not always. Many teams start with CRM and workflow automation and add finance and HR later on the same foundation.
Usually invoice capture, lead scoring or call summaries, which remove typing without touching approvals.
Usually yes. We integrate with the tools you keep and replace only the steps that cause re-keying.
Services behind this solution
AI-enabled ERP and CRM development connected to your commerce
Netbase provides custom ERP and CRM development for growing companies to run sales, operations and finance in systems shaped to how they actually work, connected to their ecommerce channels and using AI for document capture, forecasting and sales follow-up. We build on proven modules, including Smart ERP Light and the Cloodo Workspace platform, and work with packages such as Odoo and Salesforce where one already fits.
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