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.
What Our Clients Say
“Moving from Salesforce to custom saved us $4,200 per month and gave us a system that actually matches our transaction workflow. Should have done it years ago.”
Marcus Thompson
Operations Director, LakeView Real Estate
Chicago, IL
“Group tour management from deposit to departure. Automated payment reminders, packing lists, and pre-trip communications. Our guides show up to happier, better-prepared groups.”
Patrick Dunn
Director, Adventure Outbound
Bend, OR
“Fly-in/fly-out workforce management, equipment tracking, and client reporting. Our CRM handles the unique complexities of remote mining operations in WA.”
Emma Richards
Operations Manager, Outback Mining Services
Perth, WA
“Executive search requires deep relationship management over years. Our CRM tracks every interaction so when the right role comes up, we know exactly who to call.”
Brandon Hayes
Owner, Hayes Executive Search
Dallas, TX
“Managing VIP guests across 4 locations was impossible until we got a unified CRM. Now a regular at our Marina location gets recognized at our SoMa spot too.”
Yuki Tanaka
Operations Manager, Sakura Restaurant Group
San Francisco, CA
“Our compliance team finally has real-time audit trails for every client interaction. The custom reporting dashboards give us insights our old CRM couldn't dream of.”
Michael Chang
Managing Partner, Apex Wealth Advisors
San Francisco, CA
“Ad sales, subscriber management, and editorial workflow in one CRM. Our ad reps finally see subscriber engagement data that helps them sell smarter.”
Catherine Reed
Publisher, Beacon Media Group
New York, NY
“The patient recall system is brilliant. Automated reminders go out at exactly the right intervals and our hygiene schedule is consistently full for the first time ever.”
Patricia Okafor
Practice Manager, Bright Smile Dental Group
Houston, TX
Ready to Transform Your Manufacturing CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.