The First Fully Customizable All-In-One Manufacturing CRM & ERP
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The Ultimate CRM for Raw Materials, Processing Plants, and Processed Goods Manufacturing Businesses
Streamline your manufacturing business whether you are making to stock, making to order, or making to assembly
Marketing Automation
Marketing automation attracts the right customers and builds brand awareness in the manufacturing industry. Office24by7 Manufacturing CRM captures inquiries from multiple channels such as websites, email, trade shows, and referrals. It categorizes leads based on industry, product interest, order size, and ensures targeted marketing efforts by utilizing the historical customer data from the CRM. Automated campaigns via email, SMS, and WhatsApp help engage prospects efficiently. Real-time analytics track campaign effectiveness, allowing businesses to refine strategies and maximize conversions.
Pre-Sales Management
The pre-sales process ensures every lead is properly qualified and engaged before moving to the sales stage. With Office24by7 Manufacturing CRM, leads can be prioritized and scored based on budget, purchase intent, and order frequency. The CRM automatically distributes leads to sales reps based on region, expertise, workload or any other predefined conditions allowing maxim efficiency and productivity. Integrated communication tools, including email, chat, and cloud telephony, enable seamless interactions without switching between platforms. Automated proposal and quotation generation speeds up negotiations, while digital contract storage ensures a smooth onboarding process for customers.
Sales Management
The manufacturing CRM allows teams to create orders once a deal is finalized. This ensures that product configurations, pricing models, and discounts are transparently discussed and applied correctly. The CRM provides automatic call distribution which allows leads to be assigned to agents as per your predefined criteria. It also allows for omnichannel integrations enabling the team to communicate with customers and other employees during this stage. Approval workflows allow managers to review and validate large orders before processing. You can also create invoices and send them directly to customers, reducing manual errors and ensuring timely payments. Integration with ERP systems further ensures seamless synchronization between sales and inventory.
Production Management
Office24by7 Manufacturing CRM allows real-time tracking which helps managers to monitor progress at each stage, ensuring adherence to deadlines. Quality control processes are embedded within the CRM, enabling automated inspections and defect tracking to maintain product standards. Additionally, the CRM allows you to send alerts to notify teams of potential bottlenecks, allowing them to take corrective actions before delays impact delivery timelines. By offering a centralized platform for managing production tasks, workforce scheduling, and quality assurance, the CRM enhances productivity, reduces waste, and improves overall manufacturing efficiency.
Inventory Management
Inventory management systems prevent stock shortages, overstocking, and optimizing storage space. Office24by7 Manufacturing CRM provides real-time inventory tracking, ensuring that manufacturers have a clear view of raw materials, work-in-progress (WIP) items, and finished goods. Automated alerts for stock level monitoring triggers purchase orders when inventory reaches predefined thresholds, preventing production delays due to material shortages. The CRM also supports multi-location warehouse management, allowing manufacturers to track inventory across different facilities. By streamlining inventory control, the CRM minimizes costs, improves supply chain efficiency, and ensures that production runs smoothly without disruptions.
Communications
Office24by7 manufacturing CRM centralizes all interactions, ensuring smooth coordination between sales, production, and logistics teams. Externally, keep your customers informed with automated notifications about shipment status, billing, and service updates. Integrated communication channels, including WhatsApp, Google RCS, SMS, emails and voice calls, allow support teams to keep a close loop with various participants in the process. It also allows various teams to work in unison so that products are delivered on time without any inconveniences. Post sale feedback is gathered after each transaction, enabling businesses to improve their service offerings and build long-term customer relationships.
Up-Sell & Cross-Sell Management
Increasing revenue through up-selling and cross-selling is easier with an intelligent CRM. Office24by7 Manufacturing CRM analyzes customer purchase patterns and preferences to suggest relevant or premium products. Automated follow-ups and targeted promotions help manufacturers offer complementary products or upgrades at the right time. The CRM also facilitates contract renewals, sending reminders to customers about warranty extensions and service plans, thereby increasing customer lifetime value and boosting overall sales.
Vendor & Supplier Management
The CRM helps you to centralize supplier and vendor information from the time you onboard. You can receive inquiries from existing or potential vendors and suppliers which you can collect and gather in your centralized CRM database. You can also send purchase orders to the designated suppliers based on real-time stock levels tracked within the manufacturing CRM, ensuring timely restocking and reducing procurement delays. You can also track vendor and supplier performance allowing you to assess delivery timelines, product quality and overall service quality. Invoice reconciliation within the CRM ensures that supplier invoices match received goods, minimizing discrepancies and improving financial accuracy.
Logistics Management
Manufacturers can plan and execute shipments efficiently by scheduling deliveries by sorting your customer inquiries based on priority. The Office24by7 CRM and ERP solutions allows you to track goods from production to storage. Real-time tracking capabilities provide visibility into the entire supply chain, reducing transit delays. Any queries regarding deliveries can be responded automatically using a self service IVR or a robust customer support division. Delivery confirmations can be ensured with the help of OTP verification via SMS, Email, WhatsApp or Google RCS. This also ensures that deliveries are documented, preventing any occurrence of disputes and helps to improve customer trust.
Data & Document Management
Data and document management handles key information regarding interactions like customer inquiries, sales records, and service history. It also allows you to curate and archive sensitive deal information in a centralized database. Organized categorization allows quick access to important documents such as warranties and financing agreements. Secure storage protects sensitive data, while efficient retrieval systems empower excellent customer support. Archiving ensures regulatory compliance, and secure data deletion protocols manage outdated information.
* We are currently finalizing the development of this feature, and it will be rolled out shortly.
Accounts & Billing Management
Managing financial workflows is simplified with automated accounts and billing processes. The manufacturing CRM generates invoices upon order completion and tracks outstanding receivables, sending automated reminders for due payments. It also provides real-time expense tracking, allowing manufacturers to monitor production costs, vendor payments, and overhead expenses. This ensures financial transparency and enables better decision-making for budgeting and cost control.
* We are currently finalizing the development of this feature, and it will be rolled out shortly.
HR Management
Efficient workforce management is crucial for manufacturing operations. The CRM maintains a centralized employee database, tracking roles, responsibilities, and performance metrics. Task assignment and tracking features improve productivity by ensuring clear communication and accountability. Integrated payroll and attendance tracking automate salary calculations and leave management. The CRM also supports recruitment workflows, managing candidate data, interview schedules, and onboarding processes. This ensures a seamless hiring process and smooth workforce transitions.
Performance & Reports
Data-driven decision-making is essential for optimizing manufacturing processes. Office24by7 Manufacturing CRM provides real-time tracking of key performance indicators (KPIs), such as sales performance, production efficiency, and delivery timelines. You can create custom dashboards to get instant insights into business operations, helping managers identify bottlenecks and improve workflows. Automated reporting features generate weekly, monthly, and annual performance reports, allowing manufacturers to refine their strategies and enhance profitability.
Office24by7 Integrations for Manufacturing CRM Software
A large library of integrations that are specifically tuned to meet all manufacturing businesses.
Features That Set Office24by7 Manufacturing CRM Apart
Free CRM Software
Enjoy the best CRM tool that is available at no cost, offering core CRM functionalities for managing leads and deals.
Omni-channel
Integrate multiple channels (e.g., voice, SMS, WhatsApp, RCS, email) for a consistent customer experience with our unified communication platform.
Dashboards
Visual representations of key performance metrics and real-time data for monitoring sales and customer interactions.
Archives
Save and access historical data, documents, and communications for future reference.
Integrated Cloud Telephony
Experience seamless communication through voice calls to connect with potential buyers through in-built cloud telephony.
Calendars
Scheduling appointments, meetings, and reminders to track important dates and events related to sales and leads.
Filters
Sort and search leads, deals, and other CRM data based on specific criteria using customizable filters.
Add-ons
Extend the functionality of your CRM by integrating additional features or extensions.
Email Marketing
Get access to tools for creating and sending bulk emails to leads and clients, along with tracking email campaign performance.
Tasks
Create and complete tasks related to sales and other activities. Collaborate with internal teams by assigning, tracking, and monitoring tasks.
Views
Save the filters as views to easily access the data later with a simple click.
Advanced User Privileges
Ensure appropriate permissions and security within the CRM system with customizable access rights and roles for users.
Quotes & Invoices
Generate customized quotes and invoices for transactions with clients or customers.
Reports
Generate detailed reports on sales performance, lead conversions, financial transactions, and other CRM activities.
Lists
Save the filter view as a list to execute any action or campaign on the records. Use static lists to maintain fixed records, and dynamic lists to automatically update entries as changes occur in the original data.
API Integrations
Connect and integrate the CRM with third-party tools, software, and services using APIs.
Why Get a Manufacturing CRM Software?
Read more about why CRM software is becoming a critical requirement for manufacturing businesses from top-rated resources.
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