A CRM built for B2B manufacturers
that tracks an RFQ from first message to shipped order
A manufacturer's RFQs usually arrive in three or four different places. A shared inbox, a Telegram group, a web form, a trade-show stack of business cards. Most never get tracked past the first reply. We build one pipeline that follows an RFQ from intake through quoting to a shipped order. It routes between reps round-robin and alerts you when a deal has gone quiet.
Where an RFQ actually gets lost
A manufacturer’s sales process usually spans more channels than any one person tracks consistently. RFQs by email, a Telegram chat with a long-time buyer, a form on the website. Business cards from the last trade show that someone meant to enter into a spreadsheet. Each channel has its own informal tracking. An RFQ quoted two weeks ago by one rep can sit untouched while another rep starts over with the same buyer, unaware a quote already went out.
A second, larger cost is the quote that goes quiet. A buyer gets a price, says they will think about it, and the RFQ simply stops existing in anyone’s attention unless the rep remembers to follow up. Industry data on B2B sales pipelines consistently shows that a meaningful share of quoted deals are lost not to a competitor’s better price. They are lost to silence, no follow-up at all, once the quote went out.
A third is visibility above the individual rep. Without a single pipeline, a sales manager cannot see total quoted value, win rate by product line, or which rep’s RFQs are stalling. Problems get noticed only once revenue is already down for the quarter, not while there is still time to fix the pipeline.
A fourth is the disconnect between the CRM, where a lead exists, and the ERP, where stock and lead-time data actually lives. A rep quoting a lead time is often guessing, or calling someone in production to check, instead of seeing it on the same screen as the deal.
What we build into your pipeline
One pipeline pulls RFQs from every channel you actually use into a single CRM record per buyer: email, Telegram, your website form, manually entered trade-show contacts. Routing rules match how your team already splits work: by product line, region, account size or round-robin. A stalled RFQ, one with a quote out and no activity for a set number of days, triggers an alert to the rep. If it keeps stalling, a manager gets the alert too, so a quiet deal gets a nudge before it is simply lost.
Dashboards show pipeline value, win rate and average cycle time by rep and product line. They pull from the same data your team is already entering, not a separate reporting exercise. Where your ERP exposes stock and lead-time data through an API, we connect it directly into the CRM record. A rep quoting a lead time sees the real number, instead of guessing or calling production to check.
Typical integrations: HubSpot, Pipedrive or Salesforce as the CRM layer, your existing email and Telegram as intake sources, your website’s RFQ form. We add your ERP’s API for live production data where one exists.
What your sales team still decides
Every quote, every negotiation and every decision about which deals to prioritize stays entirely with your sales team and managers. The system’s job is making sure nothing gets lost between channels and nobody forgets to follow up. It does not make the sales decisions itself. A rep’s judgment about a buyer’s real intent, or a manager’s call on pricing flexibility for a strategic account, stays with your people.
Price and timeline
| Model | Price | What you get |
|---|---|---|
| Agency runs it | from $2,000 | We build, launch and maintain the pipeline, routing rules and dashboards. You flag changes to routing logic as your team grows |
| Full control, handover-ready | from $3,000 | Same build, full configuration access and documentation transferred to your team, paid changes available as an option |
Both run on the same 3 to 6 week build for a standard multi-channel setup.
Related
Pair this with the AI agent for B2B manufacturers so RFQs arrive in this pipeline already qualified. Or add Google Ads for B2B manufacturers if the gap is generating RFQs in the first place, not tracking them. See the full package breakdown on the analytics service page. A round-robin lead-routing build with stall alerts for a real estate developer is detailed in the real estate lead routing case study. The production-data recovery behind connecting a CRM to a factory’s real stock numbers is in the factory ERP recovery case study. Get a written plan with a fixed price for your pipeline.
FAQ
What does it cost to start?
A CRM and routing build starts at $2,000 and takes 3 to 6 weeks. The exact time depends on how many intake sources need connecting and how your sales team is structured. A lighter routing-and-alerts layer on top of a CRM you already use starts at $1,200.
Do we need to switch CRM platforms?
Not usually. We build on HubSpot, Pipedrive, Salesforce or a self-hosted option if you already have a preference. Your existing intake sources connect into it, so your team is not learning a new system from scratch.
How does routing decide which rep gets an RFQ?
By rules you set: product line, region, account size or simple round-robin, whichever matches how your team actually splits work today. We build it from how you already route leads, not a generic default.
What triggers a stall alert?
A quoted RFQ with no logged activity for a number of days you choose, usually 5 to 10 depending on your typical sales cycle. The alert goes to the rep first and, if it keeps stalling, to a manager.
Can it connect to our ERP for stock and lead-time data?
Yes, where your ERP exposes an API or a reliable export. We have recovered and rebuilt a factory ERP from a lost cloud account before, so we are comfortable connecting to imperfect or legacy systems too.