Compare the work you need to do.

Use a task-by-task comparison to decide where structured records would help your team.

CeramicPortal, WhatsApp and spreadsheets

When the conversation needs a shared record.Messages are useful for discussion. Product, quantity and customer records help the team continue the work after that discussion.

Start with your hardest handover.

Think about a tile change, an agreed rate, a retailer request or an amount due. Which details get lost today? Which records would need maintaining in a new system?

See the product and the commitment

See how the work moves through your business.Choose a workflow, then follow the people and records involved.Plans for the way your business sells.Compare Retail, Distribution or both within one business.