RFQs pile up unquoted.
Requests for quote arrive by email with drawings and spec sheets attached. Estimating is slow and manual, and the buyer awards it to whoever quoted first.
CRM CUSTOM CRM · MANUFACTURERS
A CRM THAT SPEAKSQUOTE TO ORDER.
Sales tools do not understand RFQs, BOMs, or lead times. We build manufacturing systems around how you actually win work: RFQ to quote to order to shipment, tied to real cost and capacity, with AI reading the drawings and specs.
01 THE PROBLEM
SOUND
FAMILIAR?
Quotes drift from real cost.
Material, labor, and overhead move while the estimator works from last quarter's numbers. The job books at a margin that evaporates on the floor.
BOMs live in spreadsheets.
Bills of material and revisions get emailed around and rekeyed. A wrong revision reaches the floor and a whole run gets built to the old spec.
Sales cannot see the floor.
Order status and true lead times sit in the ERP or on a whiteboard. Sales promises a ship date the floor can't hit, and the customer relationship pays.
02 WHAT WE BUILD
YOUR WORKFLOW.
YOUR SYSTEM.
- Quote-to-order pipeline Every opportunity from RFQ to quote to PO to shipment in one board, so nothing sits unquoted and no order falls between sales and production.
- AI RFQ and drawing reading RFQs, drawings, and spec sheets parsed on upload: parts, quantities, materials, and tolerances extracted so estimating starts from data, not a blank quote.
- Cost and quoting engine Material, labor, and overhead rolled into a quote that reflects real cost and target margin, consistent across estimators instead of one person's spreadsheet.
- BOM and revision tracking Bills of material and revisions in one controlled place so the floor always builds to the current spec, not an emailed copy.
- AI follow-up and status Automatic quote follow-ups and order-status updates drafted for customers, so open quotes get chased and buyers stay informed without manual effort.
- Production visibility Order status and realistic lead times surfaced to sales from the floor or your ERP so ship dates are promises you can keep.
- Customer and account management Account history, contracts, and repeat-order patterns in one view so reps quote from relationship data, not memory.
- ERP and MRP integration Sync with your ERP or MRP so quotes, orders, and BOMs flow into production instead of being rekeyed between systems.
AI, SUPERVISED The AI layer reads RFQs and drawings, drafts follow-ups, and keeps quotes tied to cost. Your estimators price the work and your team makes the commitments. Every quote and revision is on the record.
03 HOW IT WORKS
WE COME IN.
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
WE BUILD IT.
A fixed bid, then a working system in weeks. Your stages, your fields, your rules, with the AI integrations doing the paperwork.
YOU OWN IT.
The code, the database, the accounts: yours. No per-seat pricing, no lock-in, and we stay on for iteration if you want us.
05 COMMON QUESTIONS
How is this different from our ERP or a generic CRM?
Your ERP runs production and is not built for winning work; a generic CRM tracks contacts and ignores RFQs, BOMs, and lead times. We build the quote-to-order layer around how you actually sell and connect it to your ERP, and you own the code and the data.
Can it handle RFQs, BOMs, and custom quoting?
Yes. We model your estimating logic, BOM structure, and revision control into the system so quotes reflect real cost and the floor always has the right spec, with an audit trail on every quote and change.
Does it connect to our ERP or MRP?
Yes. We integrate with your ERP, MRP, and accounting instead of replacing them. The CRM handles quoting, sales, and customer communication and keeps orders and BOMs in sync with your system of record.
What does a manufacturing CRM cost?
Fixed bid, quoted before we start, based on scope. Builds start at $7,500. You know the number up front, and there is no per-seat pricing after go-live.
How long does it take to stand up?
We scope a first working version around a 21-day build, then extend it while your team already quotes and takes orders in it. Value shows up in weeks, not after a multi-quarter ERP project.