CRM & Sales for Manufacturing — From Enquiry to Order

FOS CRM manages enquiries, quotations, and sales orders with direct links to planning and production. Unlike generic CRM, it understands BOMs, lead times, and capacity so sales promises align with what the plant can actually deliver.

Yes. Quotations can reference product structures and estimated material and operation costs so pricing reflects real manufacturing effort. Won quotes convert to sales orders without re-entering specifications or customer details.

Confirmed sales orders drive MRP and production schedules automatically. Sales sees order status — planned, in production, quality hold, dispatched — without calling the plant. Changes to delivery dates surface capacity and material impacts early.

FOS logs enquiries, quote revisions, follow-ups, and order amendments against each account. Sales teams maintain context across handoffs so plant and customer service work from the same order record.

Yes. Customer masters support multiple sites, contacts, payment terms, and tax profiles common in B2B manufacturing. Dispatch and invoicing pull the correct addresses and GST details per transaction.

FOS handles domestic GST and export documentation fields on orders and invoices. Currency, incoterms, and shipping references can be captured for international customers alongside standard Indian manufacturing workflows.

CRM dashboards show on-time delivery, open backlog, and order ageing by customer. Linking to production and dispatch data gives sales credible ETAs instead of manual updates from planners.

Configurable approval rules route large discounts, credit exceptions, and non-standard payment terms to managers before orders release to planning. This protects margin while keeping quote-to-order cycles fast.

Lead capture from websites, trade shows, or distributors can feed enquiry records in FOS. Implementation can configure import or API patterns so inside sales qualifies leads in the same system as orders.

Even with a concentrated customer base, connected CRM ensures order changes, pricing history, and delivery status stay accurate across sales and operations. Many plants start with CRM alongside planning for quote-to-cash visibility.