Customer Management
Keep customer details, contacts, and communication history in one place.

Smart CRM helps manufacturers manage the entire process from customer enquiry to final confirmation - in one connected system. Instead of tracking requirements across email, spreadsheets, and paperwork, every enquiry, requirement, and approval moves through a clear, trackable process.
Capture the customer's enquiry.

Record what the customer expects and any contractual requirements.

Resolve engineering and commercial questions.

Check if the requirement can be manufactured as asked.

Prepare your internal quote.

Get sign-off from the right teams before it goes out.

Send the quote and manage the back-and-forth.

Record the customer's confirmation.

Everything you need to manage customer enquiries, quotations, approvals, and sales orders in one connected CRM—helping your team work faster and make informed decisions.
Keep customer details, contacts, and communication history in one place.
Capture and track every customer enquiry from first contact through review.
See exactly where every quote stands - draft, under review, sent, or being negotiated.
Move orders from draft to confirmed with a clear approval trail.
Generate proforma invoices directly from confirmed orders.
Check available capacity before committing to a customer's timeline.
Get a clear view of upcoming business based on quotes in progress.

Track every customer requirement and approval needed to meet IATF standards, without extra manual paperwork.
Move from enquiry to confirmed order faster, with full visibility into where each quote stands.
Keep every tender document, compliance checklist, and clarification in one place, so no bid deadline slips through.
The entire path from customer enquiry to order confirmation - RFQs, requirements and contract review, technical clarifications and feasibility, quotations, internal approvals, negotiation, and the final letter of intent.
No. Smart CRM works for any manufacturer managing customer enquiries and quotations - automotive suppliers get the added benefit of built-in IATF support.
Yes. Instead of tracking requirements across email, spreadsheets, and paperwork, every enquiry, requirement, and approval moves through one clear, trackable process.
Yes. Start with either one and add the other when you are ready - capacity checks in Smart CRM draw on the same production picture Smart PPS plans against.