In manufacturing, a sale starts with a request for quote and moves through technical qualification, quote and negotiation. 4softcrm tracks each RFQ as an opportunity, with custom fields for specs, numbered quotes and weighted pipeline value — an alternative to HubSpot, Pipedrive, Salesforce and Zoho.
Each request for quote becomes an opportunity with custom fields for specs, quantities and deadlines, tracked stage by stage. Set up for sales teams in Germania, with pipelines, custom fields and reports for the sector.
Make-to-order opportunities get their own stages and a win probability per stage. Rotting deals stand out when they stall. Set up for sales teams in Germania, with pipelines, custom fields and reports for the sector.
Link the contacts involved in each deal (engineering, procurement, management) and keep every interaction on the timeline. Set up for sales teams in Germania, with pipelines, custom fields and reports for the sector.
Numbered quote documents with products and prices, attached to the deal; when the order is won, issue the invoice via 4invoices. Set up for sales teams in Germania, with pipelines, custom fields and reports for the sector.
Deal value multiplied by stage probability shows a realistic view of the pipeline. Intervene early on deals that stall. Set up for sales teams in Germania, with pipelines, custom fields and reports for the sector.
Each RFQ becomes an opportunity with custom fields for specs, quantities and deadlines. The pipeline shows which stage each one is at: qualification, technical quote, negotiation.
Each stage has a win probability, and deals with no activity are flagged as rotting, so the team can step in on time.
You create numbered quote documents with products and prices, linked to the deal. When the opportunity is won, use “Issue invoice” to issue the invoice via 4invoices.
Weighted pipeline value multiplies each deal's value by its stage probability, giving you a realistic view of the sales in progress.
