---
title: The tender died in chat
description: "The tender died in someone’s chat. CRM in Mach ERP keeps leads, tenders and quotations in one pipeline, then hands a confirmed quote to Sales."
url: "https://www.macherp.in/modules/crm"
---
[Modules](https://www.macherp.in/#s6) CRM

CRM

# 

Leads, tenders and quotations sit in one pipeline. When you win, the quote you sent is the quote Sales confirms.

[Book a demo](https://www.macherp.in/contact)[WhatsApp](https://wa.me/919205687326?text=Hello%2C%20I%20want%20to%20see%20the%20CRM%20module%20of%20Mach%20ERP.)

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 pipeline  
Northgate Engineering · EN8 shafts  
StageTender  
Follow-upOn the record
* Quotation  
### 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 Sent  
Northgate Engineering · EN8 shafts 40 × 620 mm  
Quoted12 × ₹32,500  
Quote value₹3,90,000
* Follow-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 set  
Northgate Engineering  
StageQuotation  
ReminderBefore it goes cold
* Won  
### Handed to Sales as quoted  
When the customer confirms, the quote becomes a sales order. The pipeline shows it moved.  
QTN-0007 Won  
StageLead → quotation  
BecameSO-0007  
Quote 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.

app.macherp.in/crm

![Mach ERP CRM dashboard, with leads in a pipeline.](https://www.macherp.in/images/CRM.png)

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.

[Book a demo](https://www.macherp.in/contact)[WhatsApp](https://wa.me/919205687326?text=Hello%2C%20I%20want%20to%20see%20the%20CRM%20module%20of%20Mach%20ERP.)

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.

Works with

[SalesThe ₹ 40 lakh order is still in WhatsApp.](https://www.macherp.in/modules/sales)[ProductionThe job shipped. You still do not know what it cost.](https://www.macherp.in/modules/production)

Questions

## 

### Do tenders and leads sit in the same place?

Yes. Leads, tenders and quotations sit in one pipeline. Status is on the record.

### Is the CRM quote the same as the one Sales confirms?

Yes. The quote in CRM is the quote Sales confirms. There is not a second version in Excel.

### Will we be reminded to follow up?

Yes. Set a follow-up date on a lead or quotation and get reminded before it goes cold.

### What happens when we win?

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.

[Book a demo](https://www.macherp.in/contact)[WhatsApp](https://wa.me/919205687326?text=Hello%2C%20I%20want%20to%20see%20the%20CRM%20module%20of%20Mach%20ERP.)

Publisher: ATTAINMACH33 LLP
LLPIN: ACX-7112
GSTIN: 06ACOFA1573G1ZE
Address: 630 Tower 4, RPS 12th Avenue, 2/6 Milestone, Main Mathura Rd, Faridabad, Haryana 121003
Email: contact@mach33.in
Phones: +91 85957 46459, +91 92056 87326
Facts: https://www.macherp.in/agents