Custom CRM development connecting technical enquiries, quote revisions and customer relationships to the systems your manufacturing team uses.
Discuss your projectA request for quotation starts a conversation. Keep the customer's requirement, technical decisions and commercial agreement connected as the work moves forward.
Capture the buying company, application, drawings, requested quantity and next review.
Connect the current revision, costing input, exclusions and customer approval.
Transfer the agreed order and track acknowledgement from the receiving system.
Link the next enquiry, account review or service request to the customer history.
SYNQ develops custom CRM software and focused extensions. We examine the process first, including what your current tools already do well.
An added component changes the request. The CRM should preserve which version was quoted, what changed and what the customer actually approved.
The drawing reference, quote and approval need to agree. A requested delivery date remains a request until the responsible team confirms it.
Explore this fictional RFQ. The reviewed state records commercial approval while keeping the ERP acknowledgement visible as an outstanding check.
Original request
Reviewed revision
The original request and reviewed revision are shown for comparison.
Let sales see the information it needs. Decide which system owns each record before connecting customer, engineering and production data.
Illustrative ownership model. Your existing architecture determines the final boundaries.
Make exceptions visible. Define what happens when a customer record already exists, a revision changes after approval or a transfer fails. The receiving system should acknowledge an order before the CRM treats the handoff as complete.
Check the connection first. APIs, access rights, vendor limits and data quality determine feasibility. Our ERP and CRM integration approach explains how to scope these responsibilities.
Put the technical enquiry at the center. Connect the drawing, requested quantity, feasibility questions and quote revisions before an order reaches production.
A useful first scope can be the handoff between technical sales and estimating. Keep engineering release and production scheduling in their agreed systems.
Start with one RFQ that changed after the first quote.Make account relationships, customer-specific terms and follow-up visible. Reference current product and order information from its owner instead of maintaining a second price or stock list.
Track the buying group and agreed configuration through a longer sales process. Connect installation, warranty or service context where those records belong in the assessed scope.
Bring one anonymized RFQ, its revisions and the systems involved. Define a first workflow that sales, engineering and operations can test together.
Agree the customer, quote and revision relationships. Identify mandatory fields, approval roles and the system that owns each decision.
Output: workflow and responsibility mapReview sample records, duplicates, document references and API access. Specify migration boundaries, reconciliation and how failed transfers are retried.
Output: scoped connections and migration assumptionsTry a late drawing change, a withdrawn approval and an unacknowledged order. Agree who resolves each case before considering a wider rollout.
Output: accepted pilot and next-scope decisionChoose a relevant baseline, such as time to prepare a complete handoff or quotes missing a current drawing reference. Define how it will be measured in a CRM requirements specification; set targets after reviewing your process.
Manufacturing CRM organizes relationships with prospects, customers and partners. Its scope can include technical enquiries, quotes, account activity and service context. SYNQ assesses custom workflows and integrations around your processes rather than assuming every operational function belongs in the CRM.
That is not the default scope. Production planning, material requirements, stock and financial records may already have established owners. We define which information the CRM needs to reference and which approved events it should exchange with those systems.
Start with the problem your team needs to solve. A standard CRM may be sufficient for lead intake, contacts and follow-up. Test a real quote and revision scenario before paying for specialist features or custom development.
Keeping both is an option we assess. A focused integration or extension may address the gap. Feasibility depends on available interfaces, permissions, product plans, data quality and the responsibilities agreed for each system.
The estimate depends on workflow scope, data migration, integrations, roles and the operating model. We define those assumptions before proposing a budget or schedule. Include ongoing hosting, support and changes in the comparison.
Potential uses include summarizing an enquiry or proposing fields from a document. The original source should remain available for review. Technical feasibility, quoted prices, engineering releases and delivery commitments follow the human approval rules you define; AI is optional.
Tell us where an enquiry, revision or order handoff loses context. We can use that workflow to frame the project.
Discuss your projectsales@synq.systems