CRM for Manufacturers
Keep the drawing, the sample result and every quote version on one deal, then hand production an order nobody has to retype.
No credit card required.
From RFQ to quote
Each RFQ keeps its own paper trail.
The drawing, the sample and the quote stay on the deal that started with the request, so nobody rebuilds the history from email. More on following up an RFQ.
- The RFQ opens a deal.Drawings and specs go in Documents, and each revision is kept as a version.
- Samples are records of their own.A custom sample record tracks what was sent, when, and what the customer decided.
- Quotes follow the revision.Each quote is a numbered version, priced in the customer’s currency when needed.
- Discounts above your line need approval.The approver’s decision is saved on the quote it belongs to.
New programs and repeat business
New programs and repeat orders, kept apart.
- New programs have their own pipeline.Stages from RFQ to award, separate from repeat business.
- Repeat orders run in a second pipeline.A reorder never competes for attention with a six-month program.
- Forecast sits beside quota.Managers compare the weighted pipeline with each rep’s target.
- Production planning stays in your ERP.The CRM ends at the accepted quote and the order it creates.
Award
See which RFQs turn into production.
Every RFQ moves through the same stages, so a stalled sample or an unanswered quote is visible before the customer goes elsewhere.
- RFQ in A deal opens with the drawing Later revisions are kept as versions, never overwritten.
- Sample stage The verdict is recorded A rejected sample goes back with its reason on the record.
- Award or loss The accepted version becomes the order When it goes the other way, the loss reason is recorded.
How a manufacturer runs it
One RFQ. Every step on one deal.
An RFQ arrives with a drawing. The drawing, the sample verdict and every quote version stay on the deal it opened, the approver signs off above your discount line, and production receives an order nobody retypes.
Clear boundaries
Engineering keeps the drawings. Sales keeps the deal.
- DrawingsFiles and their versions are stored on the deal. Senitix CRM is not a CAD viewer.
- Quote linesLines come from your product catalog, not from a configurator.
- CurrenciesQuote in the customer’s currency and report in your own.
- SignaturesContracts are signed in the tool you already use; there is no built-in e-signature.
Plan details are on the pricing page.
Customer story Building and infrastructure plastics manufacturing
Gurbetçiler carries a project deal from technical review to shipping
Gurbetçiler, an Istanbul manufacturer of plastic components for construction and infrastructure, keeps the drawing, the sample report and each quote version on one Senitix CRM deal until the approved scope reaches production and shipping. The story describes that setup, not measured results.
Read the Gurbetçiler storyManufacturing CRM questions
What is a manufacturing CRM?
A CRM for manufacturers manages the selling side: the RFQ, the drawing and its revisions, samples, quote versions and approvals, and the repeat orders that follow. Production, stock and invoicing stay in the ERP. Start with what a CRM is if you are new to it.
Is a CRM the same as production tracking software?
No. Production tracking follows work orders on the shop floor. A CRM follows the customer up to the accepted quote and the order, and hands that order to your ERP.
Can we track samples?
Yes. A custom sample record on the deal holds what was sent, when it shipped and the customer’s verdict, so the quote that follows is based on the result.
Can we quote in other currencies?
Yes. Quotes can be priced in the customer’s currency, and reports roll them up in your own.
Can we keep new programs apart from repeat orders?
Yes. Run them as separate pipelines with their own stages, so a reorder never sits behind a long program in the same forecast.
How do discount approvals work?
You set the threshold. A line discount above it waits for a named approver, and the decision is saved on that quote version. See quote management for the whole flow.
Start with one product line and its open RFQs.
Bring in the accounts and the RFQs on your desk today, and send the next quote from Senitix CRM.
No credit card required.