Getting started
How to trial ERP software on one real file (not a demo script)
ERP software trials die in sample companies. Nobody’s real packing list is in the demo. Nobody’s real donor restriction is in the script. The only trial that changes a team’s mind is the next live file: attach the papers you already have, put the approval on the record, see whether finance still needs the side spreadsheet.
Customer Flow’s trial is one month with no credit card. Open a workspace. Invite one colleague. Pick the process that already embarrasses you — an import, a purchase, a grant payment. If the file is cleaner, invite the next person. If it is not, walk away.
What not to do in month one
Do not migrate ten years of history. Do not turn on every module. Do not wait for a “change management workstream”. Cloud ERP for growing businesses is useful when the next job is easier. That is the ranking promise and the product promise: one platform, every process, starting with one file.