Manufacturing CRM
Collect and store customer information as well as their previous history and interactions with your business.
What is CRM for Manufacturing?
A CRM for manufacturers lets you centralize sales conversations, meaning your sales team can manage accounts, leads, opportunities, and communications within one system. A CRM software in Manufacturing companies is a valuable tool for both potential and current customers. Having more information about your customers can help you communicate effectively with them. You will be able to better respond to customer inquiries about current orders.
Forecast your Sales
Perhaps the most important feature you should look for is the ability to help forecast sales for the upcoming month and year.
Basically, with Sales & Forecasts by Product of our CRM for Manufacturing you can view your sales (won deals) based on the products you sold and the products added to your “quotes”, based on expected closing date.
Also, Sales forecasts are also a very important tool for provisioning.
Quote Management
Professional sales quotes can be easily created from deals in 2 minutes. Manufacturing companies have the option to export as a PDF or send the offer from your email address.
Moreover, the quote template can be customized (and translated in any language) for each team, and you can use your own predefined pricebook.
New quotes can be subject to team leader/admin approval before the team members can send them to the customer.
Also, you can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).
Make prospects ready to buy
A sales pipeline will help manufacturing businesses visualize your sales process. In other words, it will show where your deals are!
A visual sales pipeline makes goals easier to achieve by breaking any process down into trackable tasks and it can make the difference in your bottom line.
Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Save time with Automations
Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities.
You will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically reassign a deal to another owner based on certain conditions, etc.
Invoices
Fully integrated invoicing software. Create multilingual and multicurrency Invoices (or Credit Notes) and send them directly to your clients in just a click.
You can send custom reminders or overdue notices, register payments and, most important, automatically turn Quotes or Subscriptions into Invoices. Use the status overview to keep track of drafts, paid and unpaid invoices. You can also create different businesses with different templates.
Try Onpipeline completely Free and without limits for 30 days
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Get startedOnpipeline™ is a cloud-based Sales CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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