Map the workflow first
We chart the path from inquiry to shipment, find the most repetitive steps, then decide what to automate first and whether ERP is needed.
Once inquiries arrive, much of the team's time goes into quoting, paperwork, data entry and keeping colleagues in sync. Workflow automation moves those fixed steps through the system while people keep the decisions. ERP depends on your size and business; even without it, there is always a workflow worth automating.

We chart the path from inquiry to shipment, find the most repetitive steps, then decide what to automate first and whether ERP is needed.
Quotations, proforma invoices (PIs) and basic reports generated from your templates; people only check them.
WhatsApp, email, AI customer service, ERP / CRM, Feishu and WeCom, social media and your website stay in sync without manual copying.
Quotes, discounts and orders are approved by people; routine flow is handled by the system.
ERP / CRM set up and data migrated when needed, without forcing the team to change how it works.
The diagram shows how an inquiry actually moves through the system at TIMG's lighting brand: inquiries from the website or social media are handled by AI customer service, turned into structured requirements, filed in the CRM automatically and passed on for quotation — people step in only where judgment is needed.
ERP depends on your size and business; workflow automation is always useful. We start by automating the repetitive paperwork between inquiries and orders, leave decisions to people, and don't force the team to change habits.
Not necessarily. Many companies get enough from connecting the tools they already use, and add ERP later if volume calls for it.
WhatsApp, email, Feishu, WeCom, mainstream ERP / CRM systems and social platforms can all be connected; we confirm each one during the diagnosis.
Key steps keep human approval, and each stage goes live and is accepted separately, so it can be rolled back to the previous version.
Each service works on its own; together they reinforce each other.
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