For makers of machined parts, tooling, assemblies and NPD samples, the price isn't a list — it's built from material and process cost. Fast CRM captures the enquiry, costs it against a BOM/BOR, sends a quotation you can revise and compare, and converts the won quote into a confirmed order — sample (SMOA), tooling (TOA) or regular. Cloud or on-premise, for manufacturers of every kind across India and worldwide.
A drawing arrives, someone puts a number on it from memory, and the margin is a guess. When the order lands, the estimate and the real BOM don't agree — and the shop absorbs the difference.
Every enquiry, drawing revision and quotation version sits in someone's inbox. No one number, no source, no status — so a hot enquiry goes cold while the engineer is on another job.
NPD samples and tool builds are chased differently from production orders — so a first-article sample stalls, the customer chases you, and the whole program is at risk before it starts.
Sales wins the quote, then someone re-types the whole thing into the ERP to make it. Items, rates and drawings drift in the copy, and the invoice never quite matches the quotation.
Every enquiry follows the same controlled path — captured, costed against a BOM, quoted, chased and converted — so quoting runs on process, not on the memory of one busy engineer. It works the same whether you deploy in the cloud or on-premise.
Fast CRM gives sales and estimation the pipeline they keep trying to run on email and spreadsheets — with the costing, the follow-up and the conversion built in, for manufacturers of every kind, cloud or on-premise.
Log a raw prospect as a lead (LD) or capture a customer request straight as an enquiry (EQ) — header, item lines, drawings and terms in one document at status 31. Lead & enquiry capture records the source every enquiry arrived from — referral, exhibition, website or existing customer — so reference-wise reporting shows which channels actually convert. Web enquiries drop straight in; nothing waits in an inbox.
Once an enquiry is judged feasible (status 32), feasibility & estimation costs it (status 33) by building an estimation structure against a BOM/BOR — material, bought-out parts, machining and process — so the price is derived, not invented. A techno-commercial review finalises it before the quote goes out, and the same structure is reused when the order is built, so the estimate and the shop floor agree.
The estimated enquiry becomes a quotation (QT) referencing its source EQ. Quotation management carries your commercial terms and parameters onto the print, versions each revision with full history, and gates the quote behind an approval step before it goes out (status 34). A comparison view lines revisions — or competing options — side by side, so a customer's third round of changes never loses the original basis.
On a win, the quotation converts to an Order Acceptance (OA) at status 35 — carrying the same items, drawings, agreed rates and references, checked, released and completed through a controlled gate. Sample orders (SMOA) and tooling orders (TOA) are tracked as sub-types with their own dashboards. The released OA is the handoff artifact: Fast ERP & Billing plan, build and invoice against it — no re-keying.
Follow-up dashboards chase open leads, enquiries, quotations and orders on one screen per stage, with a full Customer 360 — contacts, agreed rates, references and every document — behind each party. Cloud IVR and click-to-dial log calls automatically, and Dhruv AI turns a plain-English question into a safe, read-only query over your pipeline.
Lead (LD) and enquiry (EQ) as structured documents with item lines, drawings, terms and the enquiry source, ready for reference-wise conversion reporting.
Feasibility assessment and estimation against a BOM/BOR — material, bought-outs, machining and process rolled into a derived price and a techno-commercial review.
Quotation (QT) with configurable terms, versioned revisions, an approval gate and a comparison view across revisions or competing options.
Won quote converts to an Order Acceptance — regular, SMOA sample or TOA tooling — checked, released and completed, then handed off to production and billing.
Follow-up dashboards per pipeline stage, a full customer view with agreed rates and history, and enquiry-vs-order conversion analytics.
A task board, calendar, telecalling call plans and field-visit planning that keep every enquiry moving — with telephony/IVR logging calls automatically.
Because a machined part or tool has no list price — it is built from material and process cost. Estimation against a BOM/BOR derives the price you quote, so margin is real, not a guess.
Yes. Sample orders (SMOA) and tooling orders (TOA) are order sub-types, each with its own follow-up dashboard, so NPD and tool builds are chased separately from production orders.
No. The reference deployment is an engineering supplier, but Fast CRM serves manufacturers of every kind — parts, tooling, assemblies, fabrication and more — cloud or on-premise, in India and worldwide.
The quotation converts to an Order Acceptance carrying the same lines, drawings and rates; the released OA hands off to Fast ERP and Fast Production to build and invoice — no re-keying.
Yes. Each revision is versioned with full history and gated by approval; a comparison view lines revisions or competing options side by side.
Yes. Cloud IVR and click-to-dial log inbound and outbound calls automatically against the customer, enquiry or order, surfaced on the follow-up boards.
Custom-engineering firms where every enquiry needs feasibility and estimation against a BOM/BOR before a price can be quoted.
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 part, your BOM, your quotation on screen. See enquiry capture, BOM-based estimation, quotation revisions and OA conversion run as one pipeline, cloud or on-premise.
