Phase 1 · CRM core is live
The operating platform for custom process equipment manufacturing
Lead to inquiry, quotation, purchase order, engineering, procurement, manufacturing, quality, dispatch and commissioning — one connected record instead of a folder of spreadsheets.
Nine-stage pipeline
Drag inquiries from first contact to PO received, with value and probability rolled up per stage.
Automatic lead scoring
Stage, engagement, budget and contact recency produce a 0-100 score and hot/warm/cold band.
Follow-up cadence
Every logged interaction schedules the next follow-up at 3, 7, 14, 21 and 30 days.
Role-based access
Sales, engineering, purchase, production, quality and accounts roles from day one.