Manage customer relationships, quotations and sales activity with an integrated CRM that connects sales with engineering, production and the rest of your operation.
Bring customer information, sales opportunities, quotations and communications together in one connected system. Built directly into Genius ERP, Genius CRM gives your sales team access to customer history, pricing, previous orders and product information, while giving engineering, production and other departments the same up-to-date information when they need it.
From the first enquiry through to quotation and sales order, information flows seamlessly across the business, reducing duplicate data entry and helping your team respond to customers more quickly.
Give your sales team access to the information they need to prepare accurate quotations, whether they’re in the office or meeting customers. Because Genius CRM is fully integrated with Genius ERP, sales can access customer history, previous quotations, pricing and product information while collaborating with engineering and other departments when more complex opportunities require technical input.
Manage customers, prospects, leads and sales opportunities from a single system. Store contact information, emails, notes and communications alongside quotations and sales activity, giving your team a complete picture of every customer relationship and making it easier to deliver consistent service throughout the sales process.
Track opportunities from first enquiry through to quotation and sales order with personalised dashboards, task management and integrated calendars. Real-time visibility helps your sales team prioritise follow-ups, manage workloads and keep every opportunity moving through the pipeline.
Manage customer information, leads, opportunities and sales activity from a personalised dashboard that gives your team a clear view of the entire sales process. Create and track marketing campaigns, send targeted email communications and keep every customer interaction organised in one connected system.
Integrate Genius ERP with HubSpot CRM to connect your quotations with your sales pipeline, giving your team better visibility of opportunities and helping them stay on top of sales activity.
Whether you work in engineering, purchasing, production or management, Genius ERP gives you the tools and information you need to get the job done right.
Manage leads, opportunities, customer communications and sales tasks from one connected system. With Genius CRM built directly into Genius ERP, your sales team can access customer history, previous orders, pricing and product information to create faster, more accurate quotations from the office or while on the road. Sales can also work directly with engineering and other departments to configure products, refine quotations and move approved opportunities into sales orders.
Get a real-time view of your sales pipeline, team activity and sales opportunities from a central dashboard. Reporting and analytics help you monitor performance, identify trends and understand where each opportunity stands, giving you the information you need to forecast more accurately and make better-informed decisions.
From businesses buying their first ERP system to manufacturers replacing outdated software, companies choose Genius ERP to improve visibility, keep production moving, and gain better control across their operations. See how they’ve done it.
Manufacturing CRM software helps manufacturers manage customer relationships, sales leads, opportunities, quotations and communications in one place. Unlike a general CRM system, a manufacturing CRM connects sales activity with the information needed to create accurate quotations and move orders into production. When integrated with manufacturing ERP software, it gives sales teams access to customer history, pricing, previous orders and product information while keeping engineering, production and other departments connected throughout the sales process.
An integrated CRM and ERP system connects customer and sales information with the rest of the manufacturing business. Sales teams can access up-to-date pricing, product information, customer history and previous orders without switching between separate systems. Once a quotation becomes a sales order, the same information can flow to engineering, production and other departments, reducing duplicate data entry and the risk of errors. This improves collaboration, shortens response times and gives everyone a consistent view of the customer and their requirements.
CRM software focuses on customer relationships and the sales process, helping businesses manage leads, opportunities, quotations, communications and sales activities. ERP software manages wider business operations, including engineering, production, inventory, purchasing, scheduling, job costing and accounting. Integrating CRM and ERP software brings these two areas together, connecting customer demand with operational information. This gives sales teams better visibility while helping manufacturers move more efficiently from the initial enquiry and quotation through to production, delivery and invoicing.
Manufacturing CRM software gives sales teams access to the customer, pricing, product and order information they need when preparing quotations. Instead of searching through spreadsheets, emails or separate systems, salespeople can use current information from the ERP to respond more quickly and reduce avoidable errors. Integrated product configuration tools can also help sales and engineering work together to define customer requirements and refine complex quotations. Once approved, quotation information can move into the sales order process without having to be entered again.
Manufacturers should look for CRM software that supports lead and opportunity management, customer records, quotation tracking, email correspondence, task management, sales dashboards, reporting and analytics. The system should also give salespeople secure access from different locations and make it easy to collaborate with engineering, production and other departments. Most importantly, a manufacturing CRM should integrate closely with the company’s ERP system so that customer information, pricing, product details, previous orders and sales activity remain connected throughout the entire quote-to-order process.
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