Quotes without BOM truth
Prices and lead times ignore routing and material reality.
CRM & Sales
Manufacturing CRM & Sales Software Tied to the Floor
Enquiry-to-order with BOM-aware quotes, capacity signals, and handoffs that planning can trust — so promises match WIP and free stock.
Commercial Funnel
From Enquiry to Sales Order Without Losing Floor Truth
- Enquiry
Capture requirement, drawings, and commercial terms in one record.
- Quotation
BOM-aware pricing and lead-time signals — not a static PDF guess.
- Order
Confirmed sales order that planning can convert to work orders.
- Commitment
Delivery dates visible to production and stores, not only sales.
- Stop re-typing quotes into production sheets
- Expose capacity risk before the customer hears a date
- Link order changes to open WIP impact
- Keep invoice and dispatch tied to the same order
Problems Solved
Where Manufacturing Sales Usually Breaks
Orders stuck in email
Planning discovers demand late — or never in structured form.
Over-commitment
Dates promised without WIP or free-stock checks.
Follow-ups in chat
Service and commercial status vanish from the system of record.
Need Sales Linked to Job Cards?
We scope CRM/sales with production and inventory so order changes don’t surprise the floor.
FAQ
Questions Manufacturers Ask First
How is manufacturing CRM different from generic CRM?
Quotes and orders must respect BOM, capacity, and material availability. A pipeline that ignores the floor creates delivery failures.
What does enquiry-to-order look like?
Enquiry capture, BOM-aware quotation, approval, sales order, and a handoff into planning/work orders — not a disconnected spreadsheet.
Can sales see capacity before promising dates?
Yes — that is a primary goal. Delivery commitments should reflect load and material signals, not optimism in a CRM note.
Does this replace production software?
No. CRM/sales feeds demand; production and inventory execute. They must share order and commitment truth.
Related
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Discuss Manufacturing CRM for Your Sales Team
Share how quotes and orders reach planning today. We’ll outline a commercial path the floor can execute.
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