Most auto parts manufacturers lose inquiries because they are scattered across email inboxes, WhatsApp groups, and Excel files. ERPDrive gives your sales team a structured pipeline to track every inquiry from first contact to confirmed purchase order, with BOM-based quotation costing and direct sales-to-production linking.
Your factory might be world-class, but if your sales process is chaotic, you are leaving money on the table.
A potential OEM customer sends an RFQ by email. It sits in someone's inbox for three days. By the time a quotation is sent, the customer has already placed the order with a competitor. There is no central system to track inquiries, assign them to sales reps, or set follow-up reminders.
A quotation was sent two weeks ago. Did anyone follow up? Which sales rep is responsible? Was the customer's feedback recorded? Without a CRM, follow-ups depend on individual memory and discipline. Leads go cold because nobody tracked the next action.
Creating a quotation means pulling up the BOM in one Excel file, checking current material prices in another, adding process costs from a third source, and then formatting everything in Word. The entire process takes half a day, and there is always a risk of calculation errors that underquote or overquote the customer.
A manufacturing-specific CRM that connects your sales pipeline directly to production.
See every inquiry, quotation, and order in a Kanban-style pipeline. Drag leads through stages: New Inquiry, Quotation Sent, Sample Submitted, Negotiation, Order Confirmed, and Won/Lost. Know exactly where every deal stands at a glance.
Create quotations by selecting a product. ERPDrive pulls the cost from the BOM including current raw material prices, process costs, and overheads. Set your target margin, add tooling charges, and generate a professional quotation PDF in minutes, not hours.
Schedule calls, meetings, and follow-up tasks for every inquiry. Get reminders before follow-ups are due. Record call notes, meeting outcomes, and customer feedback in one place. Your entire team can see the interaction history for any customer.
When an order is confirmed, convert it to a production order with one click. The production team sees the customer commitment, delivery date, and product specifications. Your sales team sees real production status without calling the factory floor.
A structured view of your sales pipeline with inquiry details, quotation status, and follow-up tracking.
| Order # | Customer | Product | Qty | Value | Status |
|---|---|---|---|---|---|
| SO-5001 | Maruti Suzuki | Brake Disc FR | 5,000 | ₹4.2L | Confirmed |
| SO-5002 | Tata Motors | CV Joint Kit | 2,000 | ₹3.8L | Processing |
| SO-5003 | Mahindra Auto | Gear Shaft Set | 1,500 | ₹2.1L | Quoted |
| SO-5004 | Bajaj Auto | Flywheel Ring | 3,000 | ₹1.5L | Confirmed |
A CRM built for manufacturing, not generic SaaS sales workflows.
Capture inquiries from email, phone, website forms, and trade shows. Assign to sales reps, set priorities, and track through the pipeline. No inquiry falls through the cracks.
Create, revise, and track quotations with version history. Each revision records the changes, the reason, and the salesperson. Compare quotation versions side by side and track customer feedback.
Maintain customer-specific rate cards and pricing agreements. When creating a quotation or sales order, the customer's negotiated price is applied automatically. Track price validity periods and renewal dates.
Track sample submissions with status updates (submitted, approved, conditionally approved, rejected). Attach dimensional reports, material certificates, and PPAP documents. Sample approval gates product for regular production.
Create sales orders from confirmed quotations. Track order quantities, delivery schedules, and dispatch status. Partial deliveries and amendments are supported with full audit trail.
Comprehensive customer records with contact details, GST number, shipping addresses, payment terms, and interaction history. View every inquiry, quotation, order, invoice, and complaint for any customer in one place.
Track sales performance by salesperson, customer, product, and period. View pipeline value, win rates, and average deal cycle time. Forecast revenue based on pipeline stages and historical conversion rates.
Send quotations, order confirmations, and dispatch notifications directly from ERPDrive. All emails are logged against the customer record. Attach drawings, specifications, and reference documents to inquiries.
Your sales process connects directly to production, billing, and quality. These modules close the loop.
Common questions about ERPDrive's sales and CRM module.
ERPDrive's CRM is purpose-built for manufacturers. Unlike generic CRMs like Zoho or HubSpot, it includes BOM-based quotation costing, sales order to production order linking, customer-specific pricing agreements, sample and PPAP tracking, and delivery scheduling against production capacity. It understands manufacturing terminology like RFQ, drawing revision, sample approval, tool development charges, and volume-based pricing.
Yes. When creating a quotation, you select the product and ERPDrive pulls the cost directly from the BOM. Material costs reflect the latest purchase rates, process costs are calculated from routing parameters, and overheads are added as configured. You can set target margins, add one-time tooling charges, packaging costs, and generate a professional quotation PDF that can be emailed directly to the customer.
ERPDrive tracks the sample submission process with status tracking including submitted, under evaluation, approved, conditionally approved, and rejected. You can record PPAP level requirements, attach dimensional reports, material test certificates, control plans, and process flow diagrams. Sample approval status determines whether a product can move from the development phase to regular production orders.
Yes. Confirmed sales orders can be converted to production orders with a single click. The production order inherits the product, quantity, BOM, routing, and delivery date from the sales order. Your production team sees the customer commitment and delivery deadline, and your sales team can track the real production status without walking to the factory floor or making phone calls.
See how ERPDrive can help you capture every inquiry, send quotations faster, and connect your sales pipeline to the production floor.