Worksheet

Three-system ownership matrix

A grid with customers, orders, invoices and payments down one side and CRM, ERP/production tool and accounting across the top. Each cell is marked owner, read-only or not applicable. Every fact then has exactly one authoritative source before any integration is built.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “How to Integrate CRM, ERP and Accounting Software”, www.gullysystem.com/blog/how-to-integrate-crm-erp-and-accounting-software