Manufacturing CRM for Small Manufacturers
Telagus is a manufacturing CRM that keeps enquiries, quotes, contracts, production jobs and your team in one system. Log every request for a quote, send the quote, turn the accepted quote into a project with tasks and deadlines, and see who is available to do the work.
It runs in any web browser, so the sales office, the shop floor supervisor and the managing director all see the same customer and the same job.
Where Manufacturers Lose Track
Most manufacturers do not lose customers because of the product. They lose them in the gaps between the people who sell, plan and make it:
- Requests for quotes arrive by phone, email and web form, and some never get a reply.
- Quotes are built in spreadsheets, then typed again into an invoice, and the figures drift.
- Nobody chases a quote that went quiet, so the order goes to a competitor.
- Job progress lives on a whiteboard, so sales cannot tell a customer when their order will be ready.
- Jobs are scheduled without knowing who is on leave that week.
How Telagus Fits Manufacturing Work
Enquiries and leads
Every enquiry becomes a lead with an owner, a Lead Score and a place in your sales pipeline. See lead management.
Quotes that become invoices
Send a quote from the lead, and when the customer accepts it becomes an invoice with the same items, taxes and discounts. See the quote generator.
Signed terms
Send supply or service agreements for a handwritten signature, stored on the customer record next to their quotes and invoices. See the contract generator.
Production jobs as projects
Create a project from an accepted quote, split it into tasks, subtasks and milestones, give each task an owner and a deadline, and time the work. See project management.
Staff availability
Approve leave and see time cards in the same system you schedule work in, with pay worked out from hours. See leave management and payroll.
Repeat business
Send email and SMS campaigns to past customers and distributors, and let workflows chase quotes for you. See the campaign builder.
Example: From Enquiry to Delivered Order
- A buyer fills in the enquiry form on your website and a lead is created in Telagus.
- You assign the lead to a salesperson, who calls the buyer and logs the notes on the lead.
- The salesperson sends a quote. A workflow emails a reminder if the buyer has not replied after the wait you set.
- The buyer accepts. The quote becomes an invoice, and you send the supply agreement for signature.
- You create a project from the quote, with a task for each stage of the job, each with an owner and deadline.
- Before assigning tasks, you check who is on leave. As work moves on, tasks change status so sales can update the customer.
- After delivery, the customer joins a campaign for reorders and new products.
Why Manufacturers Choose Telagus
Telagus replaces the separate spreadsheets, quoting templates, task boards and leave calendars that most small manufacturers stitch together. Because sales, jobs and staff share one record, nobody has to ask another department for an update.
It is web-based, so there is nothing to install, and it is simple enough for a small team to set up without a consultant. Telagus does not track stock or materials, so keep your inventory or ERP system for that. You can start on the Forever Free plan and move to a paid plan when you add users.
Manufacturing CRM FAQs
A manufacturing CRM is customer relationship management software set up around how manufacturers win and deliver work: logging enquiries and requests for quotes, sending quotes, agreeing terms, then tracking each job and the people working on it until it is delivered and invoiced.
Yes. When a customer accepts a quote it becomes an invoice with the same items, taxes and discounts, and you can create a project from the quote. The project holds the tasks, subtasks, milestones and deadlines for the job, and each task has an owner.
No. Telagus manages your customers, quotes, contracts, invoices, projects and staff, but it does not track stock, materials or bills of materials. Keep using your inventory or ERP system for those.
Yes. Leave requests are approved and recorded in Telagus, and time cards show who has clocked in, so you can check who is off or in before you assign tasks. Project tasks also have a timer that records the time spent on them.
Yes. Workflows can send an email, wait for a set time and then move the lead to a new stage in your pipeline, so a quote that has had no reply still gets chased without anyone having to remember it.
Yes. You can start on the Forever Free plan, and paid plans can be billed monthly or annually with no long term contract. The pricing page shows every plan in your currency.
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