Central customer records
Store company details, contacts, notes and activity history so everyone works from the same customer record.
Manufacturing CRM Built into Your ERP
Track customers, opportunities and follow-ups alongside live sales and production data, so your team can manage relationships without a separate CRM system.
- Keep customer records, notes and activity in one place
- Track enquiries and opportunities through the sales pipeline
- Connect sales activity to quotes, orders and production demand
What You Can Do
Practical tools for running manufacturing workflows without disconnected spreadsheets or duplicate data entry.
Follow up sales opportunities
Track opportunities and actions before they become quotes or contracts, reducing missed follow-ups.
Connect CRM to operations
Move from customer conversation to enquiry, quote and order without re-keying information.
Manufacturing context
Give sales teams visibility of the operational information they need before promising dates or chasing work.
See the Workflow
Watch a short walkthrough of how this workflow works in practice.
Screenshots
A closer look at the screens your team will use day to day.
Customer record
Keep customer details and activity together.
Log activity
Record calls, emails and follow-up notes.
Track tasks
Keep sales actions visible to the team.
Manage Sales Activity Inside Your ERP
Track customer relationships and sales opportunities alongside your live production data.