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Manufacturing CRM

From enquiry to dispatch, without the quote going stale

Quotations built in an old Excel, dispatch status held in someone's head, and payment follow-up that starts a month too late. We build the system that prices from live rates, tracks the order to the gate, and chases the money on time.

BOM quoting · Order & dispatch · Procurement · Tally · Payments

Where the margin goes

The order was profitable on paper. Then reality happened.

Nobody loses a manufacturing margin in one place. It leaks a few points at a time — a stale price, a rushed rework, a payment that came sixty days late — until the profitable order broke even.

One order, margin by stage

22% → 12%
Quoted margin22%

What the estimate promised

Stale pricing18%

Steel moved 4% since the rate card

Rework15%

A spec change nobody logged

Late payment12%

60 days of working-capital cost

Where each point is held

  • Prices pulled from a live item master, not a spreadsheet from March
  • Spec changes re-quoted and re-approved before production, not after
  • Payment follow-up that starts on the due date, not at month-end

Figures illustrative — the leaks are real, the exact points vary by product and are confirmed against your own orders.

Signature module

BOM-linked quotation

A quote is only as good as the prices under it. This one builds from the bill of materials, pulls each rate live, and flags its own margin before it goes out — so nobody sends a number that lost money the day it was sent.

Quotation · WO-4821live rates

MS sheet 2mm

1,200 kg · ₹62/kg

₹74,400

Powder coating

500 pcs · ₹48/pc

₹24,000

Fasteners set

500 sets · ₹36/set

₹18,000

Labour & machining

320 hrs · ₹140/hr

₹44,800
Material & labour₹1,61,200
Overhead₹22,568
Total₹8,42,000
Margin 22.4%Above your 18% floor — cleared to send
What we build

The shop floor and the sales desk, on one system

Enquiry to dispatch is one continuous chain. When quoting, production and accounts read from the same data, the numbers stop disagreeing.

01

Enquiry & quoting

  • Enquiry capture & qualification
  • BOM-linked quotation
  • Live rate & margin check
  • Revision history & approvals
02

Order & production

  • Order confirmation & advance
  • Production status board
  • Job-card & work-order tracking
  • Quality check & rejection log
03

Procurement & stock

  • Vendor & purchase management
  • Material indent & GRN
  • Reorder-level alerts
  • Stock & WIP visibility
04

Dispatch & money

  • Dispatch & e-way bill
  • GST invoicing & Tally sync
  • Payment milestone follow-up
  • Receivables ageing

Left to right, that is one order's journey — quoted, made, sourced, shipped and paid, on a single system.

Manufacturing questions

What manufacturers ask first

Something specific to your setup? Ask an engineer

Send us your last quotation and its actual margin

The gap between the two is usually where a system pays for itself. We will show what a BOM-linked quote and on-time payment follow-up would have changed.

  • Quotes priced from live rates, with a margin check
  • Orders tracked to the gate, not the supervisor's memory
  • Tally stays your books; nobody re-types an invoice
  • Payment chased on the due date, not at month-end