Step 1
RFQ captured
RFQs are entered by your team or arrive from a connected email inbox or the API. Each RFQ records part numbers, descriptions, quantities, units, materials and specifications as line items.
Manufacturing CRM
A manufacturing CRM that runs RFQs to purchase orders.
Capture RFQs, keep the full customer history, run technical review and costing, send the quote and follow up — and see which accounts are due to reorder.
Who it’s for
Built for B2B manufacturers and distributors.
Manufacturers quoting engineered or made-to-order parts
Distributors handling repeat orders from established accounts
Sales and estimation teams sharing one view of every RFQ
The workflow
From RFQ to purchase order.
Workspaces set to Manufacturing start with this pipeline: Enquiry → Qualification → RFQ → Technical Evaluation → Quote → Negotiation → Purchase Order → Won.
- Step 2
Customer history in view
The account overview pulls together the customer’s RFQs, quotes and activity, so estimators see what was asked for and won before.
- Step 3
Technical review
Engineering records a technical review against the RFQ with a decision and a risk level, so the quote reflects what can actually be built.
- Step 4
Costing
Build the cost from material, labour, machine, tooling, setup, packaging, transport and overhead, then apply margin, discount and tax.
- Step 5
Quote sent
Turn the costing into a line-item quote with view tracking. Customers can review and approve RFQs from their portal link.
- Step 6
Follow-up and reorders
Quotes get a next best action and a drafted follow-up. Repeat-order patterns flag accounts that are likely due to reorder.
Where the AI helps
AI that reads the RFQ — and admits what’s missing.
RFQ assist summarises the request and lists missing information: line items, quantities, materials, deadline, technical requirements
Repeat-order signals come only from accepted quotes, need at least two prior orders and are labelled as predictions
Lead score adds manufacturing signals: RFQ received, quote submitted, purchase-order stage
The assistant never invents products, quantities, pricing or delivery terms
Plus the full CRM
Everything else your team needs is already there.
Products and parts catalogue
Visual pipeline with AI deal health
Tasks, calendar and reminders
Automations: WHEN → IF → THEN
Customer portal
Developer API and webhooks
Your team already has the data.
Give it a co-pilot.
Start a 14-day free trial and see your own pipeline with AI on top.