CRM for manufacturers and wholesalers
A CRM for a manufacturer or wholesaler has to do more than store contacts. It should hold every enquiry, quote and order against the customer, and know what stock and production stand behind them. Praxa Tech builds CRM into a custom system for manufacturers and wholesalers in Australia and New Zealand, so sales and operations work from the same record.
Sales in one place, the business in another.
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01
Enquiries everywhere
Phone, email, the website and social messages, with no single record of any of them.
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02
A CRM that can't see stock
Sales promise dates that operations can't keep.
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03
Pricing in someone's head
Which customer gets which price lives with whoever has served them longest.
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04
Follow-ups by memory
Quotes go quiet because nobody was reminded to chase them.
One customer record, from first enquiry to repeat order.
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01
One enquiry pipeline
Every channel lands in one list, with an owner and a next step.
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02
History on the customer
Enquiries, quotes, orders and invoices in one place.
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03
Customer-specific pricing
Price levels and agreed prices applied automatically.
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04
Sales can see stock
Available and committed, before anyone promises a date.
Invoices still go through Xero or MYOB. The CRM is part of the same system as your quoting, stock and production.
Where to look next.
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Case study
Toomey NC
CNC machining. The whole business was running out of one man's head.
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Video case study
Silvertone UAV
Drone manufacturing. Orders by phone, email and the website, all keyed in by hand.
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Solution
Quoting software
Price from real costs, send in minutes, turn a yes into an order.
What people ask first.
Do we still need a separate CRM?
Usually not. When the CRM lives in the same system as your quotes, stock and orders, there is nothing to keep in sync.
Can our website enquiry form feed it?
Yes. Website enquiries can land straight in the pipeline, alongside phone and email.
Can we bring our customer list across?
Yes. Your customers and contacts come across as part of the build.
Is the CRM sold on its own?
It is usually part of a wider custom system. Most builds come in under $35,000, fixed in writing before we start, with no per-user fees. See pricing.
See your customers in a real system.
Tell us how enquiries reach you and we'll build a working demo of it, free, in 48 hours.