Manufacturing CRM That Takes an RFQ to a Delivered Order
Price each request from one catalog, send the quote, turn the accepted quote into an order and track delivery on the same customer record.
14-day free trial of Professional, no credit card required.
Apex Components
Northline Fabrication
Delta Fasteners
Granite Hydraulics
Pioneer Tooling
Summit Packaging
Ridge Castings
Harbor Metals
What Is a CRM for Manufacturers?
A CRM for manufacturers keeps every RFQ, quote, order and customer in one place. It tracks the account from the first request to the delivered order and the support ticket after it, while production scheduling and inventory stay in your ERP.
RFQ
Lead captured and routed
Quote
Priced from your catalog
Order
Created from the accepted quote
Project
Delivery tracked to invoice
Support
Tickets on the same record
Price Every RFQ From One Catalog
List each product once. Every quote pulls its line items from the catalog, so no one quotes from last quarter's price.
Products and categories
Keep part families, list prices and discount rules in one catalog.
Price books by customer type
Build regional, partner or enterprise price books on top of the same catalog.
Quotes that resolve the right price
A quote picks the list price or the customer's price book automatically.
Where Do Manufacturing Quotes and Orders Get Lost?
Most delays start in handoffs. Each one has a fix inside the CRM.
Challenge
RFQs sit in shared inboxes until someone notices
How KudosCRM Helps
Forms create a lead per request, routing rules assign an owner, and a task lands on their list.
Challenge
Quotes are built from old price lists
How KudosCRM Helps
Quotes draw line items from the catalog, and price books apply the right rate per customer type.
Challenge
Accepted quotes are re-keyed into orders and projects
How KudosCRM Helps
An accepted quote converts into an order, and won deals get a delivery project with tasks and owners.
Turn an Accepted Quote Into an Order Without Re-Keying
Version the quote as terms change, send it, and convert it on acceptance. Every line carries over to the order.
Quote versions
Issue a new version instead of overwriting, so the offer history stays.
Orders for fulfillment
Track each order from the list as it moves toward delivery.
On the customer record
Quotes, deals and tickets sit on the contact, one click apart.
See Every Delivery by Health, Owner and Progress
Won deals become projects. The board shows which ones need attention before you open a single one.
Health badges
Red and amber projects surface first.
Workload by person
Due-today and overdue counts show who to rebalance.
Budget versus invoiced
Per-project overruns surface while you can still act.
Sell Through Distributors, Then Support What You Ship
Run partners and territories on the sales side, and tickets on the service side, all on one account history.
Channel
Partners and Territories
Partner program
Invite, approve and review the leads each partner registers.
Territories and quotas
Carve the market into territories with assignment rules and a rep roster.
Attainment from closed deals
Quota bars reflect what actually closed, with no manual entry.
Service
Support After Delivery
Agent inbox and kanban
Work tickets from a keyboard-driven queue or a status board.
SLA timers
See how much time is left on each ticket.
Knowledge base
Turn repeat questions into help articles that suggest answers to agents.
Forecast Which Contracts Will Close This Quarter
Long sales cycles need a realistic number. Each stage carries a win probability, and the forecast weights open deals by it.
Set stages and probabilities
Model the process your sales team runs, one pipeline per motion.
Review the weighted forecast
Open deals roll up by confidence, with target against attainment by rep.
Spot stuck deals early
Rot flags mark cards that sat too long in a stage.
Forecast view. Sample workspace data.
Let Automation Handle the Follow-Up Busy Teams Forget
Automations are no-code workflows. Pick a trigger, add conditions, then add actions that fill in record details for you.
A new RFQ arrives
Start the workflow from an event, such as a new lead.
The lead is a distributor or comes from a given source
Add conditions so the workflow only fires when it should.
Assign the owner and create the first-contact task
Actions pull in record details with merge variables.
Dry-Run Before You Switch On
Test every edit first, then flip the status toggle once the result looks right.
Every Run Is Logged
Inspect each run, see what failed, fix the cause and retry.
Route RFQs to the Right Rep
Rules match on source, lifecycle stage or title and assign the owner automatically.
Book Demos and Site Visits Without the Back and Forth
Buyers want a time that suits them. Keep demos on one calendar and past customers in view.
Booking Pages for Demos and Visits
Create event types such as a product demo or a plant visit. Buyers pick an open slot and can reschedule or cancel themselves.
Explore MeetingsSequences for Reorders and Follow-Up
Enroll leads and past customers in a multi-step sequence, with delays between steps and a funnel from opens to meetings.
Explore Email SequencesTasks and Reminders
Set a reminder on any task, and use My Day to see which calls and follow-ups are due today.
Explore Task ManagementPricing
What Does KudosCRM Cost for a Manufacturing Team?
Per seat, published, with a 14-day Professional trial and no card. Small shops start on Free or Basic. Teams running several pipelines choose Professional.
Free
Small shops
$0 forever
Up to 3 seats, no card
- 3 seats and 1,000 contacts
- 1 pipeline, 10 custom fields
- 50 Kudos AI messages a month
- Community support
Basic
Small sales teams
$9 /seat/mo
Billed yearly · $12 monthly
- Up to 25 seats, 25,000 records
- 3 pipelines, 50 custom fields
- 1,000 automation runs a month
- Email support in 24–48 hours
Professional
Growing manufacturers
$24 /seat/mo
Billed yearly · $29 monthly
- Unlimited seats and pipelines
- 250,000 records, unlimited custom fields
- 25,000 automation runs, 2,000 AI messages per seat
- Priority support within 8 hours
Enterprise
Multi-plant groups
$49 /seat/mo
Billed yearly · $59 monthly
- Unlimited records
- 250,000+ automation runs
- Highest AI allowance, bring your own key
- Dedicated success manager and SLA
Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.
CRM for Every Kind of Manufacturing Team
Job shops and multi-plant groups both win on fast quotes and steady follow-up.
Integrations
Works with the Tools You Already Use
Connect Gmail or Outlook so customer email lands on the right record, Zoom for demos, and Slack for alerts. Chatra brings website chat into the same CRM.
See All Integrations
FAQ
Frequently Asked Questions
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Keep Every RFQ, Quote and Order in One CRM
Price the quote, create the order and support the customer after delivery.