Manufacturing & distribution CRM / ERP

Link sales quotations, dealer follow-ups, inventory and order records to a single dashboard. Integrate field collections and permission-based approvals where the operational scope requires them.

Manufacturing automation examples →   WhatsApp CRM integration →

The Problem

Off-the-shelf software forces you into their process. Custom systems fit your workflow, your staff and your reporting.

Use Cases

  • Sales CRM with pipeline, follow-ups and targets
  • Inventory & order ERP for factories and distributors
  • Clinic management — patients, appointments, records
  • HR & payroll systems
  • Field sales & staff tracking
  • GST-ready reports/export

What We Build

  • Web dashboard + optional WhatsApp bot layer
  • Role-based access (owner, manager, staff, customer)
  • Custom reports and exports
  • Data migration from spreadsheets or old software
  • Training and documentation

Integrations

  • WhatsApp
  • Payment gateways
  • Existing tools (Sheets, accounting software)
  • API access for future tools

Our Process

Free automation audit → workflow & fixed proposal → build in sprints with milestone payments → launch with training & source-code handover → optional managed support.

Related Proof

See the labelled Freshtiq workflow prototype for this kind of system: View case study →

Common Questions

Ready-made suits standard processes; custom fits yours and you own the source code with no per-user fees.

Yes — dashboards are mobile-friendly and staff can operate via WhatsApp bots.

Custom CRM / ERP packages are ₹25,000 (Basic), ₹50,000 (Professional) and ₹90,000 (Elite) for the published starting scopes. Factory ERP is priced separately. Final modules and price are fixed in writing.

Ready to Automate This?

Get a free automation audit — we'll map your workflow and send a fixed proposal.

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WhatsApp CRM for distributors

For wholesale sales teams, see our guide to dealer enquiries, CRM ownership and quotation approval.

CRM / ERP scoping checklist for sales and operations

Use these checkpoints to decide what belongs in the initial project scope. Final fees, third-party subscriptions, delivery steps and approval roles belong in the written proposal.

  • One reliable source of data: Map your existing customer, SKU, dealer, invoice, inventory and collection records before planning integrations or migrations.
  • Permissions and controls: Define owner, sales, warehouse and finance permissions and which actions need approval and audit trails.
  • Practical integrations: Connect enquiry capture, quotations, approved stock updates, order status and field collections with clear failure handling.
  • Measurable rollout: Agree the initial workflow, acceptance tests, training, data export rights and recurring maintenance before expanding modules.

Explore a concrete dealer enquiry to approved quotation workflow before designing your CRM. You can also review starting prices and package scope.

CRM and ERP integration for international operations

  • Centralise lead ownership, follow-up stages, quotations, inventory visibility and reporting for distributed teams.
  • Agree permissions, data residency, migration requirements and export rights in the written scope.
  • Explore international AI automation delivery, Saudi Arabia, UAE and India service guidance before requesting a quote.

Request a free scope assessment →

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