Digital transformation is often perceived as a large-scale initiative that must begin with the implementation of a full ERP system. In practice, this assumption frequently leads to unnecessary complexity, high costs, and delayed results. For many businesses, a far more effective approach is to start with a single software module that addresses the most pressing operational challenge.

This is the logic behind PLANA One App. Instead of committing to a full ERP project from the outset, companies can begin with one module of their choice—CRM, DMS, WMS, or CMS—without financial or contractual commitment. This allows organizations to experience real digitalization in daily operations and scale further only when value is clearly demonstrated.

The key question is not which module is the most advanced, but which one delivers the fastest and most relevant impact for your business today.

CRM – When customers and sales performance come first

A CRM system (Customer Relationship Management) is often the most logical starting point for companies where sales and customer relationships are central to growth. When customer data is fragmented across emails, spreadsheets, and individual inboxes, sales teams lose visibility, coordination suffers, and opportunities are missed.

Implementing a CRM creates a centralised view of prospects, customers, and sales activities. It enables teams to track interactions, manage pipelines, and base decisions on actual data rather than assumptions. Research consistently shows that companies using CRM systems achieve higher sales performance, with average increases of around 29%, alongside improved customer satisfaction.

CRM is particularly well suited for sales-driven organisations, consulting firms, and B2B companies with longer or more complex sales cycles, where relationship management is a strategic asset.

DMS – When internal processes slow the organisation down

In many organisations, the biggest inefficiencies are internal. Lost documents, delayed approvals, and unclear responsibilities quietly drain productivity and create operational risk. These issues are rarely caused by people, but by the absence of a structured system.

A DMS (Document Management System) digitises and automates internal document flows. It centralised documents, enforces access control, maintains version history, and ensures traceability across processes. According to the Association for Intelligent Information Management (AIIM), employees spend between four and six hours per week searching for or recreating documents—time that can be largely eliminated with an effective DMS.

This module is an ideal starting point for organisations with complex administrative processes, multiple departments, and a need for transparency and accountability.

WMS – When warehouse operations define business performance

For companies handling physical goods, lack of warehouse visibility often results in stock inaccuracies, delivery errors, and financial losses. Decisions based on incomplete or outdated inventory data inevitably lead to inefficiency.

A WMS (Warehouse Management System) provides real-time control over inventory movements, stock levels, and warehouse operations. It improves accuracy, accelerates order fulfilment, and reduces operational errors. According to Logistics Management, 87% of companies that implement a WMS report fewer delivery errors and improved traceability.

WMS is a strategic first step for distribution companies, wholesalers, retailers, and logistics-driven businesses that require precision and scalability, with the option to expand toward logistics or ERP integration later.