Financial services · example workflow
Track commercial relationships and recurring contracts
Review a sample CRM pipeline, customer activities, and subscription contracts in Clidey ERP.
CRM pipeline with synthetic opportunities. Captured from a rendered Clidey ERP demo app with synthetic records. This demo data is not included in the published packages.
The challenge
Account teams need to keep opportunities, follow-ups, and contracts in view.
Explore this workflow
- 01
Review qualified opportunities
- 02
Check planned activities
- 03
Inspect customer contracts
What your team gets
A sample commercial relationship workflow; it is not a financial risk or compliance application. WhoDB supplies the connected source, modeling, workflow, lineage, and access tools to build it around your systems.
APP DEMO
See the app workflow
These are rendered Clidey ERP apps populated with synthetic demonstration records. They illustrate the example workflow; the current private ERP package releases do not include this demo dataset.
