Small Retail & E-commerce business
Type: Boutique fashion retailer with both an online store and a physical location in Toronto
Team Size: 7 employees (owner, sales reps, accountant, warehouse staff)
Sales Channels: Shopify store, in-store POS, occasional Instagram sales
Challenges: Manage inventory, sync sales channels, handle bilingual communications, and stay CRA compliant β all on a tight budget
Cloud ERP Implementation
Inventory & Order Management
- Centralized inventory management for both online and in-store sales
- Multi-location stock tracking (store + warehouse)
- Integrated with Shopify and Canada Post
- Barcode-based stock tracking and purchase order automation
Result: 30% fewer stockouts, more accurate reorder planning
Sales & Customer Relationship Management
- Captures online inquiries and social media leads
- Tracks customer lifecycle: lead β sale β repeat purchase
- Email & SMS campaigns segmented by customer type and language (English/French)
- Pipeline automation for wholesale B2B clients
Result: 25% increase in repeat purchases from personalized follow-ups
Accounting & Tax Compliance
- Fully integrated with Inventory, CRM, and Shopify
- CRA-compliant: Handles GST/HST/PST with accurate filing reports
- Auto-reconciliation with Canadian bank accounts
- Multi-currency invoicing for U.S. customers
Result: Saved $4,000/year in accountant fees, smoother year-end tax filing
HR & Timesheets
- Employee clock-in/clock-out for both warehouse and retail staff
- Time-off requests, payroll data exports
- Staff scheduling and internal announcements
Result: Less confusion with staff shifts and better time tracking
Marketing & Retention
- Automated email campaigns for new arrivals, abandoned carts
- Facebook and Instagram post scheduling
- Tracks engagement and campaign ROI
Result: 20% increase in seasonal sales from targeted campaigns
Custom App for Bilingual Support
- Built a bilingual (EN/FR) feedback form for customers
- Captures product ratings and service quality in-store and online
- Automatically syncs with CRM and triggers follow-ups
Result: Improved customer service score and online reviews
Ready to transform your Business?
Streamline your operations with a powerful, cloud-based ERP solution designed to enhance efficiency, visibility, and control across your business. Contact us today !
