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Manufacturing CRM

In manufacturing the sale is not a pick from a catalogue but a quote calculated from the drawing and the quantity that come in; at every revision both the price and the due date change. Machinery, moulds, metal, packaging or textiles — whichever branch you are in, the same question is asked: what was the last price and the last delivery date written to the customer?

Every revision of the quote is a separate version; price, due date and send date are its fields, earlier versions are not deleted, and the order is born from the due date field.

Manufacturing CRM
  • Record the incoming request together with the technical drawing and the specification, and produce the quote directly from that record
  • Keep every revision of the quote as a separate version; see retrospectively on which date it was sent, with which price and which due date
  • Keep the delivery date given to the customer in a field on the quote so that sales and planning read the same date
  • Tie spare part and warranty requests to the order number and gather the whole history of the same job on one card
Request and Technical FileThe customer request is a record; quantity, material and tolerance are its fields, and the drawing and the specification attachment sit on the same card.
Quote RevisionEvery revision is a separate version of the quote; price, due date and send date are its fields, and earlier versions are not deleted.
Due Date FieldThe delivery date is a field on the quote; the order is born from that field, and a change of date is written to the record as an update.
After-Sales RequestSpare part and warranty applications are request records; the order number is carried in a field, and the history of the job is collected in a single list.

In a manufacturing firm, preparing a quote is not a sales job on its own. A drawing or a specification comes in from the customer, quantity and material are asked about, the cost is worked out together with production, and then a price and a due date are written down. Then the revision arrives: the quantity changes, the tolerance changes, a coating is added. After the third revision the final state of the quote sometimes stays in the salesperson's e-mail inbox and sometimes in a copy of a spreadsheet. The promised due date is the most fragile piece of information; it is given in sales, it is not known in planning, and when the customer calls, the two sides say different dates. This picture is the same in machinery manufacturing, in moulds and in packaging — the branches change, the information that gets lost does not.

In Rapitek CRM the request, the quote and the order are records linked to one another. Every revision of the quote is a separate version; which price and which due date it was sent with, and on what date, sit in the record, and the technical drawing stays attached. Because the due date is a field on the quote, what was promised to the customer is read from a single place, and a change of date leaves a trace as an update. A won quote turns into an order and is followed from the same card as its stage moves on. A spare part or warranty application that comes in after the sale is a request record and carries the order number, so the history of the same job does not scatter. We build the connection to the ERP side; there is no out-of-the-box module — the Logo, Netsis, Mikro or SAP connection is built specifically for your project over the REST API, OAuth2 and webhooks.

The scope of the plans and the separately priced items are written on the pricing page.

Frequently asked questions

We are on the fifth revision of the same quote; can we see retrospectively which price was sent on which date?
Yes. Every revision is stored as a separate version of the quote; price, quantity, due date and send date are fields on that version. Because earlier versions are not deleted, when the customer brings up an old figure, what was written on which date is read from the record.
The delivery date sales gave the customer does not match planning's date; how does the CRM solve this?
The due date is a field on the quote record, and the order is born from that field. When the date is to be changed, this is written to the record as an update and a task falls to the relevant person; so the date told to the customer and the date discussed internally are read from the same record.
Can we tie spare part and warranty applications to the relevant order?
Yes. Spare part and warranty applications are request records and carry the order number in a field; the quote, the order and the later requests for the same job are collected in a single list.
Which is the best CRM software for manufacturing?
When choosing a CRM for the manufacturing sector, you should pay attention to sector-specific workflows, integration capabilities, customisation options and support quality. You do not set up Rapitek CRM — we do: we configure the fields, the stages and the reports around your production process, we migrate your data, and we train your team in Turkish. Before building our own platform, our team completed more than 200 enterprise CRM projects during its Salesforce years; we do the setup with that experience.
How much does a manufacturing CRM system cost?
In manufacturing, because sales and planning read the delivery date from the same record, people from both departments log into the system together. We keep current plan prices in one place and publish them openly on our pricing page; we do not put figures on this page, so that you do not read two different prices in two places. The price is determined by the number of users and the plan chosen. The scope of setup, data migration and training is not the same in every project; the scope and the setup fee, if any, are worked out together in the discovery call and shared in writing. The Rapi artificial intelligence credit and the ERP integration are separately priced items.
How are CRM integrations done in the manufacturing sector?
If you use Logo, Netsis, Mikro or SAP, your CRM talks to it — we build the connection. There is no out-of-the-box module: because access and field structure on the ERP side change from one installation to the next, a single button does not work the same way everywhere. The connection is built specifically for your project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the cost in the discovery call and share them in writing.
How does the move to a CRM system work in the manufacturing sector?
We start with a discovery call: we work out your production process together, and which fields and which stages are needed. After the call we give you a date, not a range. We migrate your data, and we train your team in Turkish. There is no call centre on our support line. Your question is answered by the team that builds and develops the product — this is a choice, not a matter of capacity.
Can mobile CRM be used for manufacturing?
Yes. Field and branch teams can update the customer card, the note and the follow-up task from their phone. The app is live on both the App Store and Google Play. The web interface also works on tablet and phone. The app does not work offline; if the connection drops while you are filling in a form, what you have written is kept on the device for 24 hours.
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