Manufacturing

CRM for manufacturers

Manage B2B pipelines, quote complex orders, track inventory and purchases, and reconcile finance — on one connected platform.

The challenge

What slows manufacturing teams down

!Complex quotes prone to error
!Inventory and sales disconnected
!Purchase and vendor data siloed
!Finance reconciliation manual
01Quotes accurate the first time
02Stock and sales finally agreeing
03Vendor spend with a paper trail
04Books that match the bank
How EazyCXM helps

One platform for manufacturing

In practice

A week inside a manufacturing team

The complex quote

A multi-line B2B order configures from the live catalogue; volume and tier pricing apply by rule, and the discount exception routes for approval.

Material to dispatch

Raw-material receipts post to the ledger; finished goods transfer between godowns and dispatch consumes stock with full provenance.

Month-end close

Vendor bills match POs and receipts, AA bank feeds reconcile against entries, and statements generate from a ledger that already agrees.

Capabilities

Everything manufacturing needs, included

CPQ for complex multi-line orders
Raw material and finished goods tracking
Requisition → PO → GRN → bill chain
Godown transfers with in-transit states
Discount approval workflows
AA bank feeds and reconciliation
How it flows

From first touch to lasting relationship

01

Quote

Complex orders priced correctly by rule.

02

Produce

Inventory tracked through the build.

03

Procure

Purchases and vendors managed end to end.

04

Reconcile

Finance agrees with the bank, daily.

Questions

Manufacturing CRM, answered

CPQ configures and prices complex orders with rule-based pricing and approvals.

Inventory tracks both across multiple warehouses with transfers and counts.

Requisitions, purchase orders and vendor bills are built in.

The Banking Hub uses Account Aggregator feeds for reconciliation.

Sales, inventory, purchasing and finance share one customer view.

Customer tiers and volume breaks apply automatically through the pricing rules engine.

Stock derives from movement entries, so every balance is reconstructible and auditable.

See EazyCXM for manufacturing

A guided walkthrough on workflows shaped like yours.

Talk to us

See EazyCXM on your business

Tell us a little about your team and we’ll walk you through the platform on workflows shaped like yours — your industry, your motions, your messiest Tuesday.

We reply within one business dayA real person, not a sequence.

The demo runs on your use caseBring your hardest question — that’s the fun part.

No pressure, no spamYour details are used to reach you about this, nothing else.

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