Selection guides

Business software selection guides: seven decisions, shared criteria

The selection guides are a series of seven articles that each take on the questions to ask when buying a CRM, ERP, quote tracking software, bookkeeping software, project management software, a time and attendance system, or a cloud PBX. This page gathers all seven and the criteria they share in two tables, so you pick the guide that fits your decision and read the shared criteria in one place.

Short answer

Choosing business software starts not from a feature list but from where the work breaks today; each guide asks that first question for its own field.

01.

Which question does each guide start with?

What the seven guides share is that they start the choice from the point where the work breaks, not from the software. The table sets each guide's first question beside the criteria the decision is weighed on, so you can see which one is close to your situation before opening it. For example, the CRM guide asks where customers are being lost, the ERP guide which information is written in more than one place, and the time and attendance guide why the record does not add up at month end.

The first question of the seven selection guides
GuideThe question selection starts withWhat the decision is weighed on
CRMWhere are you losing customers?Cloud or own server; modules sharing the same customer record
ERPWhich information is written in more than one place today?Module scope, hosting, accounting and e-document set-up, data migration
Quote tracking softwareWhere does the trail of a sent quote break?Team set-up, a trial with your own quote, checks before signing
Bookkeeping softwareWhere does the invoice come apart from the sale?Electronic documents, customer accounts, cash and bank, data flow with the accountant
Project management softwareWhat kind of work do you run?A tool that fits the kind of work, a demo project, a migration plan
Time and attendance systemWhy does the record not add up at month end?The record before the reader, a set-up that suits the workplace, notes on KVKK, the Turkish data protection law
Cloud PBXWhich way does a call flow today?Linking the call to the customer record beyond lines and features, contract terms
02.

Which criteria recur across the guides?

Some questions do not depend on the kind of software. A demo with your own data, the hosting decision, a migration plan, the system's limits, and keeping information in one record appear as separate sections in most of the guides.

The hosting decision also touches responsibility for data security: Article 12 of Law No. 6698 requires the data controller to take technical and administrative measures for an appropriate level of security and, where data is processed on its behalf, holds it jointly responsible for those measures. If you are looking at more than one kind of software, write these criteria down once and use the same list for every candidate.

Criteria that recur across the guides
CriterionWhy it mattersGuides that cover it in detail
A demo with your own dataA ready-made example looks good in any software; your own quote, invoice, or project shows the difference.CRM, ERP, quote tracking, bookkeeping, project management
HostingWhether data sits in the cloud or on your own server changes cost, access, and responsibility.CRM, ERP
Migration planMoving from the old set-up to new software carries as much risk as the choice itself.CRM, project management, time and attendance
LimitsKnowing from the start what a system does not do prevents disappointment later.Quote tracking, project management, time and attendance, cloud PBX, bookkeeping
One recordIf the same customer's sales, invoice, and call information sit in separate places, every decision is written twice.CRM, ERP, bookkeeping, cloud PBX
03.

Which guide was written for which decision?

Each guide was written for one decision and ends with a separate section on what Corex360 does in that work. The cards show each guide's subject and a one-sentence summary. The guides do not name competitors or compare prices, and the cases where Corex360 is not a fit are written down as well. If your decision touches more than one job, for example when sales and invoicing meet on the same customer record, read the CRM and ERP guides together.

04.

When is Corex360 not a fit for you?

A selection guide should also say where the product it recommends falls short. These cases come from the limit lines in Corex360's product records; if one of these jobs is at the centre of your decision, you are better off looking at another solution. The list covers stock and production software, payroll that calculates salaries, PBX line and number allocation, offline working in the field, and a trial version; the Corex360 demo is live and online.

  • If you are looking for a stock, production, order, or marketplace integration programme: Corex360 is not presented as software for those jobs.
  • If you are looking for payroll software that calculates salaries: Corex360 Human Resources does not calculate pay or make official filings.
  • If you need lines and numbers allocated for a PBX: line and number allocation is not presented as a Corex360 service.
  • If offline working in the field is a must: offline working is not promised for Corex360.
  • If you want to try it alone on a trial version first: Corex360 has no trial version; the demo is live and online.

Sources

  1. Law No. 6698 on the Protection of Personal Data (mevzuat.gov.tr, art. 12) Last checked

How was this page prepared?

  1. Written by: Şevket Erer, Co-founder, AI Specialist
  2. Sources: legislation, official body, and vendor information is taken from the primary sources in the Sources list on this page; each source shows the date it was last checked.
  3. Product information: sentences about Corex360 rest on the company's product fact records; unconfirmed features are not written.
  4. Use of AI: the Corex360 team writes the text; AI tools are used for drafting and translation. Publishing principles
  5. Dates: first published . Corrections policy

Frequently asked

01Which selection guide should I start with?

Start with the job that strains your decision most: CRM if you are losing customers, ERP if information is written twice, the quote tracking guide if quotes vanish into silence. If several jobs touch the same customer record, read the CRM and ERP guides together.

02Do the selection guides recommend a particular product?

The guides explain selection criteria and set out, in a separate section of each, how Corex360 meets that criterion. Cases where Corex360 is not a fit are stated too; competitors are not named and prices are not compared.

03Can I use my own data in the demo?

Most of the guides recommend running the demo with your own quote, invoice, or project. Corex360 demos are live and online; there is no trial version.

✳
Test your decision with your own data

Whichever guide you start with, the last step is following one of your own jobs in a demo; the demo is live and online.

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