CRMconnect for manufacturing manages the complex commercial cycle: from RFQs and calculations to multi-version negotiations, confirmed orders, and partial delivery tracking. Each account features a complete history-including drawings, specifications, and correspondence-ensuring validated orders flow directly into the production ERP without manual reentry.
Manufacturing quotes often undergo multiple revisions involving technical, purchasing, and sales teams. In CRMconnect, every version is attached to the opportunity with a clear audit trail of authors, dates, and modification reasons, while technical documentation remains centralized in the same file.
Stage-based pipelines with weighted values and probabilities provide a clear view of forecasted capacity load for upcoming quarters. This provides production planning with the essential data they need, moving beyond simple sales targets.
Confirmed orders, finished goods inventory, and delivery statuses flow via API between CRM and your ERP/WMS. Sales teams can provide real-time updates to customers without having to call the warehouse or production floor.
Centralise quotes, negotiation history, and internal approvals for a fast and transparent sales process.
See the module for manufacturing →Plan, track, and coordinate projects natively within your CRM: tasks, teams, deadlines, and budgets all in one place.
See the module for manufacturing →Digitise internal approvals - quotes, discounts, purchases - with configurable role-based and threshold-based workflows. Eliminate email delays.
See the module for manufacturing →Organise your entire product and service portfolio in a single catalog, used across quotes, orders, and procurement.
See the module for manufacturing →Store, classify, and share company documents in a secure digital space with version history and role-based permissions.
See the module for manufacturing →Establish a bidirectional connection with your ERP and WMS for complete operational data synchronisation.
See the module for manufacturing →Start your 14-day free trial and test the RFQ-to-order workflow on a real project. No card required.