A CRM for manufacturers: from quote request to shipment without calling the workshop.
Manufacturing deals are long: request, calculation, quote, samples, contract, prepayment, production, shipment. The CRM runs the deal stage by stage, takes prices and stock from 1C, reminds the manager to follow up and shows the order's status in the workshop. Management sees the pipeline, workload and money in one report.
In a manufacturing company, sales and production often live separately. A manager receives a request, asks a process engineer for a calculation, waits for costing from the economist, sends a quote from Word and corresponds from a personal mailbox. Then the order goes to the workshop, and sales learns its status by calling the supervisor. When a manager leaves, the customer history and half the open deals leave too.
A CRM for manufacturers brings this into one system: requests from email, the website, WhatsApp, Satu.kz and tender platforms, deal stages with owners and deadlines, templated quotes with prices from 1C. Once paid, an order turns into a production order, and the manager sees which work area it is currently in.
The second layer is internal automation: requests for raw materials, warehouse, shifts, quality control. It is often more convenient to build this in the same CRM or as a small web service next to 1C than to roll out a heavy ERP in full.
What we set up in a manufacturer's CRM.
Request → calculation → quote → samples and approval → contract → prepayment → production → shipment → payment. Tasks and deadlines at every stage.
A quote is assembled from items with prices and stock from 1C, with approved discounts, and exported to PDF with company details in a few minutes.
A separate pipeline for public procurement and national company purchases: platform, deadline, document pack, bid security, outcome and reasons for losing.
Dealer cards with region, terms and credit limit, plan versus actual sales per dealer, regular orders, alerts when purchases drop.
Items, prices, stock and counterparties come from 1C, invoices and orders go back; payments and shipments move the deal through stages automatically.
A paid order becomes a workshop order with contents and deadline; supervisors mark stages, and the manager and customer see the status without calls.
Raw material requests, goods receipt, finished goods stock, QC checklists and defect tracking — in the CRM or a separate module linked to 1C.
Pipeline by manager and channel, request-to-order conversion, average deal duration, receivables, production workload — a daily dashboard.
Pipelines and automations.
- «Direct sales» pipeline: request → quote → contract → production → shipment
- «Tenders» pipeline: platform, documents, submission, outcome
- «Dealers» pipeline: dealer application, contract, first purchase, regular orders
- «Workshop orders» pipeline with statuses by work area
- Automatic deal creation from website requests, email and WhatsApp
- Manager reminder if a quote has not been sent within 24 hours
- Follow-ups after sending a quote and after shipment
- Request routing by region and product group
- End-to-end analytics across ads and channels
How implementation works at a plant.
- Audit — 3–5 days: we trace an order from request to shipment, review the 1C configuration, interview sales, production and the warehouse. You get a pipeline map and an estimate.
- CRM setup — 1–2 weeks: pipelines, fields, quote templates, roles, connecting email, the website and WhatsApp.
- 1C exchange — 1–3 weeks depending on configuration changes: items, prices, stock, invoices, payments.
- Production layer — workshop orders, work-area statuses, warehouse, QC; can be a second phase.
- Training and support — managers, supervisors, executives; a month of adjustments based on real work, then support on request.
Why CRM fails to take root at a plant.
- The CRM was set up as if for trading: a short pipeline without calculation, samples and production stages — managers move deals however they see fit.
- Prices and stock are entered by hand instead of coming from 1C — within a month the data is stale and nobody trusts the CRM.
- Production is not connected — the manager still calls the supervisor and quotes the customer a lead time at random.
- Dealers are kept in the same pipeline as one-off customers — the report mixes different kinds of sales.
- Management does not look at reports, so the team stops filling in cards. We build a dashboard that actually gets opened at the morning meeting.
What drives the cost of implementation.
A basic Bitrix24 or amoCRM implementation for the sales team — direct sales and dealer pipelines, quote templates, email, website and WhatsApp, training — costs ₸350,000–₸600,000, 2–3 weeks. With 1C exchange, a tender pipeline, telephony and end-to-end analytics — ₸600,000–₸1,000,000, 4–6 weeks. A custom system for orders, production and warehouse on Next.js and PostgreSQL starts at ₸1,500,000. CRM and WhatsApp API licenses are paid to vendors separately.
Base prices and «off-the-shelf vs. custom CRM» options are on the CRM and automation page.
The short version.
How much does a CRM for a manufacturer cost?
A basic implementation for the sales team costs ₸350,000–₸600,000, with 1C exchange, tenders and analytics ₸600,000–₸1,000,000, and a custom system for sales, workshop and warehouse from ₸1,500,000. CRM licenses are separate.
Which CRM should a plant choose: Bitrix24 or amoCRM?
Bitrix24 usually fits manufacturing better: long deals, product line items, documents, cross-department tasks and standard 1C connectors. amoCRM is more convenient if the main flow is inbound requests from messengers and the website with a short cycle. We decide after the audit.
Can the CRM handle production, not just sales?
Yes, to the extent of workshop orders, work-area statuses, warehouse and QC. Full capacity planning and labor standards are a job for 1C:ERP or a custom system — we will help you draw the line.
Our 1C is heavily customized — will the exchange work?
Usually yes, through a custom exchange via HTTP services or an intermediate server. Customized configurations take longer to review, so we name the timeline and price after the audit.
When will we see results?
A single pipeline and quote templates work from the first week: requests are not lost and quotes go out faster. Analytics by channel and dealer give a clear picture in 2–3 months, once data accumulates.
Same service for other industries
Losing requests and checking order status by calling the workshop? Describe the process — we will propose a setup and an estimate.
Tell us how many managers and dealers you have, which 1C you use, whether you have a CRM now and where most of the manual work is. We will reply with an implementation plan within 1–2 business days.