CRM for Manufacturing
Sales pipeline connected to production, customer management, and quoting for manufacturers.
Manufacturers sell complexity: custom specs, long lead times, multi-step approvals, and ongoing service relationships. Off-the-shelf CRMs treat manufacturing like retail. We build systems that understand BOM-level complexity and connect your sales floor to your production floor.
Challenges We Solve
Common pain points in manufacturing, and how a custom CRM eliminates each one.
The Challenges
- Sales team can't see production capacity when quoting
- Customer complaints tracked separately from order history
- No visibility into customer profitability by product line
- Manual quoting process is slow and error-prone
Our Solutions
- CRM-ERP integration connecting sales to production
- Quality management with complaint-to-resolution tracking
- Customer profitability analysis by product, order, and account
- Automated quoting with product configurator and pricing rules
Quote to Cash, Connected
Sales configures the product, the system checks capacity, generates a quote with accurate lead times, and routes for approval. When the order lands, production sees it immediately. No handoff gaps, no miscommunication.
- Product configurator with pricing rules and BOM generation
- ERP integration for real-time capacity and lead time data
- Multi-level approval workflows for pricing exceptions
- Order tracking with milestone notifications to customers
- Quality complaint management with corrective action tracking
Account Intelligence
Know which accounts are growing, which are shrinking, and why. Product mix analysis, order frequency trends, and margin analysis help your sales team focus on the right opportunities.
Ready to Transform Your Manufacturing CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.