In a custom-engineering job shop there is no list price. Each enquiry has to be checked for feasibility and estimated against a fresh BOM/BOR before a quote can exist. Fast CRM runs that gate — feasibility, estimation, techno-commercial review, then a quotation you can revise round after round — and converts the won quote into a confirmed order. Cloud or on-premise, for manufacturers of every kind across India and worldwide.
There is no catalogue to price against. The estimator rebuilds the numbers from scratch each time, on paper or in a spreadsheet that no one else can find when the customer calls back.
Sales commits a price and a date before engineering has confirmed the job is even doable — then the shop scrambles, the margin evaporates, or the order is quietly regretted after the fact.
The customer changes the spec three times, each new quote saved over the last. When they ask why round two was cheaper, no one can reconstruct what changed or which terms were agreed.
When a job is not won it just disappears — no reason, no record. There is no way to see which kinds of work you lose, why, or which sources are worth chasing at all.
Every custom enquiry runs the same controlled path — assessed, costed, reviewed, quoted and converted — so a busy estimation desk works on process, not memory. It runs identically in the cloud or on-premise.
Fast CRM gives estimators and sales the pipeline they keep trying to run on spreadsheets — with the feasibility gate, the costing and the revision history built in, for manufacturers of every kind, cloud or on-premise.
Capture the customer request straight as an enquiry (EQ) at status 31 — items, drawings, terms and the source it arrived from — in one place the whole desk can see. Lead & enquiry capture keeps repeat customers, their references and their agreed rates on the record, so a familiar job starts from what you did last time, not a blank page.
Feasibility & estimation is the gate. An enquiry is first assessed as doable (status 32), then costed (status 33) by building a fresh BOM/BOR for that job — material, bought-outs, machining time and process — so the price is derived, not guessed. The same structure is reused when the order is built, so the estimate and the shop floor never drift apart.
Between estimation and quotation sit the pre-quote review sub-states (37/38). Engineering confirms the method and the estimate; commercial confirms margin, terms and delivery. Only a reviewed enquiry becomes a released quotation — so no price leaves the building that the shop can't hit or the business can't afford. A not-viable enquiry is regretted (36) with a reason and kept for analytics.
Custom work is negotiated. Quotation management raises the QT against its source enquiry, prints your commercial terms, and versions every revision with full history so round three never overwrites round one. An approval gate holds each version before it re-sends, and a comparison view lines revisions — or competing options — side by side for the customer conversation.
A won quotation converts to an Order Acceptance (status 35) that hands off to the factory with no re-keying. Meanwhile follow-up dashboards chase open quotations, cloud IVR and click-to-dial log every call, and Dhruv AI answers plain-English questions about win rate, turnaround and why enquiries are lost.
Enquiry (EQ) as a structured document with drawings, terms and source — ready for reference-wise conversion reporting on the work you win and lose.
A feasibility gate then estimation against a fresh BOM/BOR per enquiry — material, bought-outs, machining and process rolled into a derived price.
QT with configurable terms, versioned revisions with full history, a techno-commercial approval gate and a comparison view across rounds.
Won quote converts to an Order Acceptance — checked, released and completed — then handed off to production and billing with no re-keying.
Follow-up dashboards per stage, a full customer view with agreed rates and history, and win-rate and lost-reason conversion analytics.
A task board, calendar, telecalling call plans and field-visit planning that keep each open estimate moving, with telephony/IVR logging calls.
Because a custom job has no list price — it must be estimated against a fresh BOM/BOR before a number exists. Fast CRM builds that on the factory's engine, so the price is real and reused when the job runs.
Pre-quote sub-states (37/38) where engineering confirms method and estimate and commercial confirms margin and terms — only then does the enquiry become a released quotation.
Yes. Every revision is versioned with full history against its source enquiry, gated by approval, and a comparison view lines rounds up side by side.
They are regretted (status 36) with a reason and kept in conversion analytics, so you can see which work you lose and why — instead of it just disappearing.
Yes. Each enquiry carries items, drawings, terms and source; the quotation references the enquiry and the order references the quotation, so the whole chain is reconstructable.
No. It serves manufacturers of every kind — component makers, capital-equipment builders and more — cloud or on-premise, in India and worldwide. The job-shop angle is a lens, not a limit.
Component, tooling and automotive makers — every enquiry costed against a BOM, with sample (SMOA) and tooling (TOA) order types.
Learn moreLong, multi-touch sales cycles chased across months with follow-up dashboards, tasks, call plans and logged calls to close.
Learn moreCapture, telephony, tasks and customer history when a sales office runs standalone and hands the confirmed order to a central ERP.
Learn moreCloud IVR and click-to-dial that route and log every call automatically against the customer, enquiry or order.
See the integrationA 30-minute demo — your enquiry, your feasibility gate, your estimation and quotation revisions on screen. See the whole custom-engineering pipeline run as one flow, cloud or on-premise.
