Is CRM a separate module or part of the Sales module?

CRM is a separate module that handles the pre-order stage — lead management, follow-ups, quotations, and deal tracking. Once a deal is won, it converts to a Sales Order in the Sales module with one click. No re-entry required.

Can I see production status from inside the CRM?

Yes. From any customer or deal record, you can see the live status of production orders associated with that customer — without switching systems or calling the factory floor.

Does it handle discount approvals?

Yes. Discounts above a defined threshold require approval from a designated manager before the quotation can be sent to the customer. The approval request, approver, and decision are all logged.

Can quotations have multiple revisions?

Yes. Every revision is tracked with a version number, the changes made, and who authorised the send. The customer always receives the latest version, and the full history is preserved for reference and audit.

Can we track where our leads are coming from?

Yes. Lead source is captured at entry — trade show, referral, website, WhatsApp, cold call, or any custom source. Win rate and revenue by source helps you invest in the channels that are actually delivering.

Core Operations

Never lose a lead worth ₹40 lakh to a WhatsApp chat.

Every prospect, follow-up, quotation, and deal tracked in one pipeline — connected to production and inventory.

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app.macherp.in/crm

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Sound familiar?

The problems we hear most often.

Leads buried in WhatsApp

Potential orders worth lakhs are buried in personal WhatsApp threads. Follow-ups depend on individual memory, not a system.

No follow-up discipline

Sales reps set reminders in their heads. Three weeks pass without contact. The prospect moves to a competitor.

Quotations sent and forgotten

Quotes go out over email. No record of what was quoted, what revision was sent, or whether the customer responded.

The workflow

How CRM works.

Lead Captured

Inquiry via WhatsApp, email, or direct entry. Lead logged with source, product interest, and estimated value.

Qualified and Assigned

Lead assigned to a sales rep. Stage updated. Next follow-up date set with an alert.

Quotation Built

Quote built inside Mach ERP with product, quantity, pricing, and live gross margin visibility.

Follow-up Scheduled

Alerts fire on scheduled follow-up dates. Every call and visit logged against the lead.

Deal Won — Handed to Sales

Approved quotation converts to a Sales Order in one click. No re-entry, no data loss.

Lead Captured

Inquiry via WhatsApp, email, or direct entry. Lead logged with source, product interest, and estimated value.

Qualified and Assigned

Lead assigned to a sales rep. Stage updated. Next follow-up date set with an alert.

Quotation Built

Quote built inside Mach ERP with product, quantity, pricing, and live gross margin visibility.

Follow-up Scheduled

Alerts fire on scheduled follow-up dates. Every call and visit logged against the lead.

Deal Won — Handed to Sales

Approved quotation converts to a Sales Order in one click. No re-entry, no data loss.

Pipeline

Every lead. Every stage. Every follow-up.

Kanban pipeline board showing every active deal by stage — from first contact to quotation sent to negotiation to won. Follow-up alerts fire automatically when a deal goes cold. No lead falls through because someone forgot to call.

app.macherp.in/crm/pipeline

Screenshot coming soon

Quotation Builder

Build accurate quotes with live margin visibility.

Quotations built from the item master with BOM-linked costing. Margin computed in real time as you add or remove line items. Discounts trigger approval workflows automatically — protecting margin without slowing down the sales team.

app.macherp.in/crm/quotation-builder

Screenshot coming soon

Capabilities

What's inside CRM.

Every feature built for Indian manufacturing. Nothing generic, nothing bolted on.

Lead Management

Capture leads from any source. Tag by product, region, and estimated value. Track from first inquiry to conversion.

Any sourceRegion taggedValue tracked

Pipeline Kanban Board

Visual pipeline across all deal stages. Drag to update stage. Stalled deals surface automatically by days-without-contact.

Quotation Builder

BOM-Linked Quoting

For configured products, link the quote to a BOM. Live material cost flows into the margin calculation automatically.

Follow-Up Alerts

Set next follow-up date on every lead. System sends alert to the assigned rep when due. Deals cannot go cold unnoticed.

Deals go cold unnoticed

Communication Log

Every call, visit, email, and WhatsApp interaction logged against the lead with date, notes, and outcome.

Win / Loss Analysis

Win rate by sales rep, product, and region. Loss reasons tracked and categorised. Identify what is working and what is not.

Territory and Segment Assignment

Leads assigned by territory, industry, or customer segment. Ensures the right rep owns the right accounts.

Production Visibility in CRM

Revenue Forecast

Pipeline value by stage with probability weighting. Management gets a live revenue forecast without chasing the sales team.

Probability weightedStage breakdownLive pipeline

Full scope

Everything included. No add-ons.

CRM

Customer Relationship

4 active integrations

Lead Management

Pipeline Kanban Board

Quotation Builder

BOM-Linked Quoting

Follow-Up Alerts

Communication Log

Win / Loss Analysis

Territory and Segment Assignment

Production Visibility in CRM

Revenue Forecast

Lead Management

Pipeline Kanban Board

Quotation Builder

BOM-Linked Quoting

Follow-Up Alerts

Communication Log

Win / Loss Analysis

Territory and Segment Assignment

Production Visibility in CRM

Revenue Forecast

Every capability available from day one. No per-feature pricing.

Indian compliance

Built for Indian compliance.

Every compliance touch point specific to CRM is handled inside Mach ERP — not outsourced to a separate tool.

GSTE-InvoiceTDSAudit Trail

Quotation audit trail — every revision logged with user, timestamp, and reason

Discount approval workflow with sign-off record for audit

CA-reviewed architecture. Designed to withstand statutory audits.

Integrations

Works with every other module.

Data flows between modules automatically. No manual exports, no re-entry.

Live data flow·module: crm·connections: 4

One-way

Bidirectional

CRM

Core Operations

4 active integrations

CRM →

Sales

Quotations convert to Sales Orders.

→ CRM

Production

Live production status per customer.

→ CRM

Finance

Customer credit standing in CRM.

→ CRM

Human Resources

Territory assignment from HR records.

→Quotations convert to Sales Orders.

←Live production status per customer.

←Customer credit standing in CRM.

←Territory assignment from HR records.

4 connected modules

View all CRM features →

When you need this

You need this when…

Recovering ₹12 lakh in stalled deals

The situation

A sales team of 6 had 40+ open leads across WhatsApp, email, and a shared Excel. Follow-ups were inconsistent. Three large deals were discovered to be 6 weeks without any contact.

With Mach ERP

CRM pipeline shows every open deal with days-since-last-contact. Follow-up alerts fire on the scheduled date. The sales rep cannot miss a follow-up unless they actively dismiss the alert.

Quoting faster with accurate margins

The situation

A manufacturer was building quotes in Excel with manual BOM lookups. Margin calculation was done separately. Quotes took 2 days to prepare and revisions required starting over.

With Mach ERP

CRM's quotation builder pulls product and BOM data from the system. Live material cost flows into the margin calculation. A quote that took 2 days now takes 20 minutes.

FAQ

Common questions.

Ready to see CRM built for your business?

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