EasyCRM for Manufacturing & Wholesale
Long B2B sales cycles under control – from first contact to delivery.
Manufacturers and wholesalers close deals in long cycles with multiple decision-makers. EasyCRM gives you visibility over company accounts, opportunities and quotes – and integration with your ERP via an open REST API.
Company accounts and B2B contacts
Buyers, distributors and partners – one clear picture.
In B2B manufacturing sales, multiple people work on a single buyer simultaneously: a sales rep, a technical advisor, logistics. EasyCRM lets you manage companies (buyers) with multiple contacts on the customer side – each with their own role, phone number and communication history. Against each company you attach open opportunities, quotes, logged activities and order history. The sales team always has an up-to-date picture of the customer relationship – including the last call, email, meeting or quote sent. Team permissions (RBAC) ensure the sales manager sees the whole team while a field rep sees only their own customers.
- Multiple contacts per company account (buyer)
- Communication history, activities and quotes against each company
- Sales teams with customer assignment rules
- RBAC permissions – team-level and individual visibility
- Full-text search (MeiliSearch) across all records
Long B2B sales cycle
Kanban pipeline for B2B opportunities with long cycles.
Manufacturing and wholesale sales typically have cycles measured in months – from the first enquiry through technical consultations, tendering, negotiation to a framework agreement. EasyCRM lets you configure pipeline stages to match exactly this process. Each opportunity has a value, expected close date and probability (predictive score) for forecast calculation. The Kanban board shows the total pipeline value, where each deal stands and who is responsible. Activities – meetings, calls, tasks and activity plans (templates for a typical sales workflow) – are directly on the opportunity. VipTEL click-to-dial saves time when regularly contacting customers (Standard+).
- Configurable B2B pipeline stages (Free: 1, Standard: 5, Pro: unlimited)
- Kanban with pipeline value, probability and responsible sales rep
- Activity plans – sales workflow templates for each type of deal
- VipTEL click-to-dial and automatic call logging (Standard+)
- Predictive opportunity scoring – Naive Bayes on your own data (Pro)
Quotes, orders and ERP integration
PDF quotes and machine-level integration with your ERP via API.
For each B2B opportunity you create a quote directly in EasyCRM – from the product catalog with price tiers (different prices for different buyers), per-line VAT rates and clearly structured sections. The PDF is sent to the customer via email or WhatsApp directly from EasyCRM. After acceptance you convert the quote to an order with one click, using a state machine: confirmed, fulfilling, completed. Your ERP on the other side can read products, orders or customers via the REST API (31 named scopes, 1,000 req/min) and receive notifications via webhooks (11 named events, HMAC-signed) when an order is created, a deal is won or a contact is updated. No named ERP connector (SAP, Pohoda, Money, ABRA) is built in – you wire the integration exactly to your platform's needs.
- Product catalog with price tiers for different buyers
- PDF quote with VAT and sections – professional output
- Quote-to-order conversion (ORD-YEAR-NNNNN)
- REST API with 31 named scopes (Standard+)
- 11 webhook events with HMAC signing – connect to your ERP
What you gain
Benefits of EasyCRM for manufacturing and wholesale.
- Full picture of every company account, contacts and communication history
- B2B pipeline tailored to the long sales cycles of manufacturing businesses
- Quotes with price tiers and PDF output – no manual copying
- Orders with a state machine – confirmed, fulfilling, completed
- REST API and webhooks for integration with your ERP system
- Predictive scoring (Naive Bayes) – prioritise opportunities with the highest potential (Pro)
- Reports: pipeline analysis, forecast, win/loss, lead attribution
- Sales teams and RBAC permissions – field rep vs. manager
- 14-day free Pro trial – no commitment
Frequently asked questions
Manufacturing and wholesale questions about EasyCRM.
Manage B2B sales from enquiry to delivery.
Register for free and connect EasyCRM to your manufacturing or wholesale process.