A branch or group sales office needs to capture leads, run telephony and tasks, and keep full customer history — but production and invoicing sit in a central ERP elsewhere. Fast CRM runs standalone for exactly that: own the pipeline up to the confirmed order, then export that Order Acceptance to your central or external ERP. Cloud or on-premise, for manufacturers of every kind across India and worldwide.
To capture a lead, the branch has to log into a heavy production ERP built for the factory — slow, over-complex, and nothing to do with selling. So the team keeps its real pipeline in a spreadsheet instead.
A production ERP has no call logging, no task board, no call plan. The office runs its calls and follow-ups on paper and memory, and nothing about the customer conversation is on the record.
When a deal is won, someone re-keys the whole order into the central ERP. Items, rates and terms drift in the copy, and the factory builds something subtly different from what was sold.
Contacts, agreed rates and past quotations live in inboxes, phones and spreadsheets. When a customer calls, no one can pull up who they are, what they buy or what was last agreed.
The sales office owns everything up to the confirmed order and hands off just the released OA — so the factory system stays out of the office, and the office stays out of the factory system. Cloud or on-premise, either way.
Fast CRM gives a branch or group sales office a system built for selling — not a production ERP to fight — and a clean handoff of just the confirmed order, for manufacturers of every kind, cloud or on-premise.
The office logs leads (LD) and enquiries (EQ) in a lightweight system built for selling — items, terms and the source each came from — with web enquiries dropping straight in. Lead & enquiry capture means the branch never has to wade through a production ERP just to log a prospect, and reference-wise reporting shows which channels convert.
Cloud IVR and click-to-dial route inbound calls and log every inbound and outbound call automatically against the customer, enquiry or order — with no production system involved. The call plan lists today's and pending calls with click-to-call and outcomes, and email and SMS reminders keep the next touch on time. The whole telephony layer runs inside the sales office.
A task board and calendar schedule the office's follow-ups, while Customer 360 keeps contacts, agreed rates, references, notes and full document history on one party record. So when a customer calls, anyone in the office can pull up who they are, what they buy and what was last agreed — no scattered inboxes, no phone-a-colleague.
When a quotation is won it converts to a confirmed Order Acceptance (status 35), carrying the same item lines, agreed rates and references. That released OA is the clean handoff: it exports to the group's central or external ERP for production and billing — whether that is Fast ERP & Billing or a third-party system — so the factory builds exactly what the office sold.
Even standalone, the office gets its own reporting: a sales dashboard, targets, and enquiry-to-order conversion analytics — reference-wise and salesperson-wise — so a branch manager sees what is converting without touching the factory system. Dhruv AI answers plain-English questions over the office pipeline through a read-only sandbox.
Light, sales-side lead (LD) and enquiry (EQ) capture with source tracking and web-enquiry intake — no production ERP to wade through.
Cloud IVR routing, click-to-dial and automatic call logging against the customer, enquiry or order — running entirely inside the office.
A task board, calendar, call planning and field-visit planning to schedule and record the office's whole follow-up rhythm.
Follow-up dashboards per stage and a full customer view — contacts, agreed rates, references and document history on one record.
Quotation with configurable terms, versioned revisions and an approval gate — the whole quote-to-decision step inside the office.
Won quote converts to a confirmed Order Acceptance that exports cleanly to the group's central or external ERP — no re-keying.
Yes. It runs as a standalone sales-office deployment — capture, telephony, tasks, quotation and order — and hands the confirmed order to a central or external ERP. Cloud or on-premise.
The won quotation converts to an Order Acceptance carrying the same lines, rates and references; that released OA exports to the central or external ERP, which builds and invoices — no re-keying.
Lead and enquiry capture, quotation and revision, follow-up dashboards, a task board and calendar, call plans, visit planning and a full Customer 360 — the whole pre-factory pipeline.
Yes. Cloud IVR and click-to-dial route and log every call inside the office, independent of any production system, all tied to the party and the deal.
Yes. A sales dashboard, targets and conversion analytics run for the office alone, and Dhruv AI answers plain-English questions over its pipeline — without touching the group ERP.
No. It serves manufacturers of every kind — component and tooling makers, job shops, capital-equipment builders — whether they run the full suite or Fast CRM standalone, cloud or on-premise, worldwide.
Component, tooling and automotive makers — every enquiry costed against a BOM, with sample (SMOA) and tooling (TOA) order types.
Learn moreCustom-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 moreWhere the confirmed order goes next — production and invoicing against the exported Order Acceptance, on the same platform or a third-party ERP.
See the integrationA 30-minute demo — your capture, your telephony, your Customer 360 and order export on screen. See Fast CRM run standalone and hand the confirmed order to your central ERP, cloud or on-premise.
