Receipt Ledger Folio · No. PEG-2026-0001 0000-00-00 00:00:00
PlanExecGo CRM · ERP Systems

Operations Receipt · Copy 1 of 2

PlanExecGo

CRM / ERP & Business Tools · Moorea-Maiao PF

Order No. PEG-0042
Issued Oct 2026
Operator Config Desk
  • Resource management software Configured
  • Inventory tracking, automated Running
  • Client communication hub Unified
  • Quoting & invoicing flows Automated
  • Staff handover & training Included
Implementation & handover Included
First systems audit $0.00
Your starting line One conversation
Already invoiced? Settle online securely ↗

240+

Workflows configured

7 days

Median to first live pipeline

Zero

Spreadsheets left behind

Section 02 · The Register

Itemized Services & Rates

Every line below is a fixed-scope work order. Prices in USD, quoted before work begins — no surprise charges on the tape.

Till Receipt · Services Rates valid through Dec 2026
SKU CRM-1042

CRM Pipeline Configuration

$1,200

We map your sales stages, build the pipelines, automate follow-up reminders, and wire reports so nothing falls through the cracks.

Turnaround · 7 business days Book This Line →
SKU ERP-2110

ERP Resource Planning Rollout

$2,400

Modules for purchasing, production, HR, and finance arranged around how your teams actually work — with approval chains and audit trails.

Turnaround · 14 business days Reserve This Build →
SKU INV-3075

Automated Inventory Tracking

$1,450

Barcode or QR stock control with low-stock alerts, supplier reorders, and live valuation across every warehouse location you run.

Turnaround · 10 business days Add to Agenda →
SKU HUB-4088

Unified Client Communication Hub

$980

Email, WhatsApp, and web enquiries landing in one shared inbox — every message attached to the right client record.

Turnaround · 6 business days Schedule Setup →
SKU QTE-5120

Quotation & Invoicing Workflows

$760

Branded quotes that convert to invoices in one click, with payment links, tax rules, and automatic overdue reminders.

Turnaround · 5 business days Book This Line →
SKU DSH-6043

Sales & Cash-Flow Dashboard

$1,100

One screen for pipeline value, conversion rates, and upcoming cash — refreshed automatically from your live systems.

Turnaround · 8 business days Reserve This Build →
SKU MIG-7255

Legacy Data Migration & Cleanup

$1,650

Old spreadsheets, dusty databases, and double-entered records consolidated into one clean, validated source of truth.

Turnaround · 12 business days Start This Line Item →
SKU TRN-8011

Team Onboarding Workshop

$450

A full day on site or on video: role-based training, shortcut sheets, and written SOPs your team will actually keep using.

Turnaround · 1 training day Add to Agenda →
SKU CAR-9004

Monthly Systems Care Retainer

$320/mo

Backups, updates, small change requests, and priority response — your systems kept healthy while you run the business.

Turnaround · ongoing, cancel anytime Start Care Plan →
Subtotal · 9 work orders listed Audit before you spend: $0.00

Section 03 · How the Counter Works

Three Steps, Start to Handover

Step 01

Counter Audit

We sit with your processes, list every bottleneck, and hand you a written findings sheet — free, no obligation.

Step 02

Configuration

Your tools get built to spec: pipelines, stock rules, inboxes, and reports — reviewed with you at each checkpoint.

Step 03

Handover

Training day, written SOPs, and 30 days of aftercare so the system sticks long after we tear off the receipt.

Section 04 · Settlement

Ready to place your order?

Tell us what is slowing your operation down. You will get a written scope, a fixed price, and a start date — usually within one business day.