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Robotics CRM

In robotics what you sell is not a product sitting on a shelf but an application calculated for the customer's own line; if the cycle time or the part weight does not hold, the cell does not work. And the job does not close when commissioning ends, because when the line stops you are the first place they call.

A cell is a project record; the part weight, the reach and the target cycle time sit in its fields. After handover the same cell lives on as an equipment record.

Robotics CRM
  • Write the part weight, the reach and the target cycle time into the fields of the project record and attach the site survey photo
  • Follow feasibility, commissioning, the acceptance test and operator training as separate stages and see which project is waiting where
  • Keep every cell you have handed over on an equipment record and write the software version loaded and any later change to that record
  • Put the case opened at a line stoppage into the queue and route it to the engineer on duty with the assignment rule defined during setup, then close the site visit with location verification
Application FeasibilityA cell is a project record; the part weight, the reach and the target cycle time sit in its fields, and the site survey photo is attached to it.
Commissioning StagesThe acceptance test, the operator training and the handover report are stages of the project record; the steps still waiting are filtered by that field.
Installed Cell RecordA cell that has been handed over is an equipment record; the software version and any later changes are written to that record with their dates.
Line Stoppage CaseA line stoppage is a case record; it drops into the queue, its owner is set by the assignment rule defined during setup, and the site visit is closed with a location-verified task.

Selling a robot cell begins with the feasibility study: the weight of the part to be handled, the reach, the target cycle time and the free space on the line are all measured. These figures are taken at the site survey and the quote is built on them; when one of them changes later, what changes is not the quote but the design of the cell. At the commissioning stage the work moves to site — the acceptance test, the operator training and the handover report follow one after another. When these steps are kept in people's memories rather than in a file, six months later you have to ask the customer whose line has stopped which software version was loaded.

In Rapitek CRM every cell is a project record; the part weight, the reach and the target cycle time sit in the fields of that record, and the site survey photo stays as an attachment. Feasibility, quote, commissioning, acceptance test and training are stages of their own; which project is waiting at which step is read from the list. After handover the cell goes on living as an equipment record — the software version loaded and any change made later are written to that record with their dates. When the line stops, the case that is opened drops into the queue and goes to the engineer on duty through the assignment rule defined during setup; the site visit is closed from the mobile app with location verification.

What the plans cover and which items are priced separately are set out on the pricing page.

Frequently asked questions

How are the cycle time and the part weight taken at the site survey attached to the quote?
These measurements — the part weight, the reach and the target cycle time — are fields on the project record, and the quote is produced under that record. When one of the measurements changes, the quote is prepared again and the previous version stays on the record with its date; which figure was given on which assumption is not lost.
Can we find the software version of a cell we handed over afterwards?
Yes. A cell that has been handed over is not deleted when the project closes, it stays as an equipment record; the version loaded and every change made later are written to that record with their dates. A fault report that comes in years later is attached to the same record, so the history accumulates in one place.
Which engineer does the case opened at a line stoppage go to?
A line stoppage is a case record and it drops into a single queue; the assignment rule defined during setup determines its owner. Because the case is attached to the equipment record of whichever cell it belongs to, the engineer on the way reads the software version and the past interventions en route; the visit is closed from the mobile app with location verification.
Which is the best CRM software for robotics?
When choosing a CRM for the robotics sector you should look at sector-specific workflows, integration capabilities, customisation options and the quality of support. You do not set Rapitek CRM up yourself, we set it up: we configure the fields, the stages and the reports around your robotics 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 in its Salesforce years; we carry out the setup with that experience.
How much does a Robotics CRM system cost?
In robotics a line stoppage case is routed to the engineer on duty, so the people on the service side are defined in the system. We keep current plan prices in a single place and publish them openly on our pricing page; we do not put figures on this page, so that you never read two different prices in two places. The price is set 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 robotics 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 the access rights and the 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 the project over our REST API covering 183 business objects, OAuth2, webhooks and import/export. We work out the scope and the fee in the discovery call and share them in writing.
How does the move to a CRM system work in the robotics sector?
We start with a discovery call: together we work out your robotics process 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 built and develops the product — this is a choice, not a matter of capacity.
Can a mobile CRM be used for robotics?
In robotics the site visit made for a line stoppage is closed with a location-verified task. The app is live on both the App Store and Google Play. The web interface works on tablets and phones as well. 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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