Build stronger customer relationships
Manage leads, track opportunities, and close more deals with a CRM designed specifically for manufacturing businesses.
CRM Dashboard Preview
More Leads Converted
Faster Response Time
Sales Productivity
Visibility into Pipeline
KEY FEATURES
Everything you need to grow sales
From lead capture to deal closure, manage every step of your sales process
Lead Management
Capture leads from multiple sources, qualify them with custom criteria, and nurture them through automated workflows.
- Web form integration
- Lead scoring & qualification
- Automated lead assignment
- Follow-up reminders
Sales Pipeline
Visualize your entire sales process with customizable pipeline stages and deal tracking.
- Drag-and-drop pipeline
- Custom deal stages
- Win probability tracking
- Revenue forecasting
Contact Management
Maintain a complete 360-degree view of every customer with interaction history and communication logs.
- Unified contact profiles
- Interaction timeline
- Communication history
- Custom fields & tags
Activity Management
Schedule and track calls, meetings, tasks, and follow-ups to never miss an opportunity.
- Task scheduling
- Call logging
- Meeting management
- Activity reminders
CAPABILITIES
Tools to accelerate your sales
Deal Tracking
Monitor every opportunity from first contact to closed deal
Email Integration
Sync emails, track opens, and use templates
Call Management
Log calls, record notes, and schedule callbacks
Scheduling
Calendar sync and appointment management
Sales Analytics
Performance dashboards and conversion reports
Team Collaboration
Share notes, mentions, and deal updates
QUOTE TO ORDER
From quote to order in clicks
Create professional quotes, get customer approval, and convert to sales orders instantly. The entire quote-to-cash process in one seamless workflow.
- Professional quote templates
- E-signature and approval tracking
- One-click conversion to sales order
- Automatic inventory reservation
Create Quote
Build professional quotes with your products
Get Approval
Send for review and e-signature
Convert to Order
One click to sales order with inventory sync
Connected to your operations
CRM integrates with Inventory, Production, and Invoicing for a complete view of customer orders and fulfillment status.
Ready to grow your sales?
Start your free trial and see how WerkFox CRM can transform your customer relationships.