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Manufacturing CRM CRM

CRM for BOM, MRP, work orders, suppliers, purchase orders, production planning and quality checks.

The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules

Structure the work your team already performs.

Enable only the records and actions relevant to this business category.

01

BOM

Track this workflow with controlled records, ownership, status changes and reporting.

02

MRP

Track this workflow with controlled records, ownership, status changes and reporting.

03

Work orders

Track this workflow with controlled records, ownership, status changes and reporting.

04

Suppliers

Track this workflow with controlled records, ownership, status changes and reporting.

05

Production planning

Track this workflow with controlled records, ownership, status changes and reporting.

06

Quality checks

Track this workflow with controlled records, ownership, status changes and reporting.

01

Capture

Add the customer, requirement and source record.

02

Assign

Give the work a responsible person and next action.

03

Transact

Create documents, payments and operational records.

04

Review

Use activity and reports to manage the next decision.

Review this workflow with your team.

Start a trial or discuss the modules, roles and integrations required for deployment.

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