Modules CRM
CRM
Leads, tenders and quotations sit in one pipeline. When you win, the quote you sent is the quote Sales confirms.
One pipeline
Leads, tenders and quotations sit in one pipeline. When you win, the quote becomes a sales order.
Lead
Every enquiry is a record
A prospect is a record. Follow-up is on that record, not in a chat only one person can see.Tender
Tender papers on the record
Every enquiry and tender is a record. The follow-up sits on it, where the next person can see it.Tender In the pipelineNorthgate Engineering · EN8 shafts
StageTenderFollow-upOn the recordQuotation
One version of the quote
The quotation is made on the same record. There is one version, not a rev2_FINAL in someone’s mail.QTN-0007 SentNorthgate Engineering · EN8 shafts 40 × 620 mm
Quoted12 × ₹32,500Quote value₹3,90,000Follow-up
Reminded before it goes cold
Set a follow-up date on a lead or quotation and get reminded before it goes cold.QTN-0007 Follow-up setNorthgate Engineering
StageQuotationReminderBefore it goes coldWon
Handed to Sales as quoted
When the customer confirms, the quote becomes a sales order. The pipeline shows it moved.QTN-0007 WonNorthgate Engineering · EN8 shafts 40 × 620 mm
StageLead → quotationBecameSO-0007Quote value₹3,90,000
Today
The enquiry came on a call. The tender papers went to a personal inbox. Follow-up sits in a chat only one person can see. When that person is on leave, the deal goes quiet.
In Mach ERP
One pipeline. One version of the quote.
The quote in CRM is the quote Sales confirms. There is not a second version in Excel.
Status is on the record: lead, tender, quotation, then a sales order when you win it.
Covers
- Leads
- Tenders
- Quotations
- One pipeline
- Set a follow-up date on a lead or quotation and get reminded before it goes cold.
- Dealers and customers see their own orders. They do not see your books.
Questions
Yes. Leads, tenders and quotations sit in one pipeline. Status is on the record.
Yes. The quote in CRM is the quote Sales confirms. There is not a second version in Excel.
Yes. Set a follow-up date on a lead or quotation and get reminded before it goes cold.
The confirmed quote becomes a sales order, and the job carries on in Sales and Production.
CRM
Bring a Tally export or an item list. We will show you what it looks like in Mach ERP.