Supercharge your manufacturing business with Realx ERP – the Best Manufacturing CRM Software 2025. Manage leads, track opportunities, automate quotations, and align sales with production in a single, integrated platform. Increase customer satisfaction, accelerate deal closures, and gain complete visibility over your sales pipeline and manufacturing workflow—all in real time.
Boost your sales pipeline with Realx ERP's advanced Lead Management module. Capture, assign, and track leads from multiple sources in one centralized CRM system. Automate lead scoring, follow-ups, and conversions to accelerate sales growth and improve team efficiency.
Capture leads automatically from websites, trade fairs, email marketing campaigns, social media, referrals, and sales representatives — all integrated into one centralized lead database.
Distribute leads intelligently based on location, product category, or sales team availability to ensure quick response and improve lead-to-customer conversion rates.
Prioritize high-quality leads using AI-driven scoring based on industry, company size, budget, and engagement level for more focused sales efforts.
Maintain a full communication history including calls, meetings, emails, and WhatsApp chats. Ensure context-rich follow-ups and stronger customer relationships.
Set automatic reminders for lead follow-ups to make sure every potential customer gets timely attention — reducing missed opportunities and improving closure rates.
Convert qualified leads directly into inquiries, opportunities, or sales orders with one click. Simplify sales workflows and increase your team's productivity with ERP-connected lead management.
Manage all your customers, suppliers, distributors, and channel partners efficiently with Realx ERP's Customer & Account Management module. Centralize data, track interactions, and maintain comprehensive account profiles to strengthen relationships and drive business growth.
Maintain a unified database of all customers, suppliers, distributors, and channel partners for easy access, reporting, and relationship management.
Organize accounts by type — OEMs, distributors, dealers, or end-users — to streamline sales, marketing, and support activities.
Maintain comprehensive profiles including contact information, business type, location, preferences, and account-specific notes for personalized engagement.
Track all historical communications, emails, calls, meetings, and sales orders to ensure informed decision-making and stronger customer relationships.
Store critical documents like contracts, NDAs, technical drawings, and product manuals securely within each customer or supplier profile.
Support multi-branch organizations with parent-child account relationships, enabling consolidated reporting and better management across locations.
Empower your sales team with Realx ERP's Opportunity & Deal Management module. Track every opportunity from inquiry to order closure with a visual sales pipeline. Monitor deal progress, forecast revenue, and identify growth opportunities with real-time insights and analytics.
Create and manage opportunities with defined stages such as Inquiry, Quotation, Negotiation, and Order Won or Lost. Standardize your sales process for better visibility and control.
Track potential deal value, probability of closure, and expected timelines to forecast sales accurately and prioritize high-value opportunities.
Visualize your entire sales funnel with real-time updates. Managers and sales teams can monitor deal progress, team performance, and sales forecasts from a single dashboard.
Set automatic alerts and reminders for pending actions, follow-ups, or delays to ensure consistent engagement and timely deal closures.
Analyze lost opportunities with detailed reasons and insights. Refine your sales strategy and improve conversion rates using data-driven decisions.
Enhance your sales efficiency with Realx ERP's Quotation & Proposal Management module — a complete solution for creating, tracking, managing quotations online and send proposals instantly — all from a single, integrated system. Generate professional proposals, automate pricing, and streamline approval workflows with ERP-integrated quotation management designed for manufacturing and service industries.
Generate fully branded, professional quotations directly from CRM. Auto-fill company and customer details to ensure accuracy and consistent branding across every proposal.
Connect seamlessly with ERP and product master data to automatically fetch product information, pricing, and applicable discounts — eliminating manual errors and improving quotation accuracy.
Create quotations that support multiple currencies and tax regimes including GST, VAT, and import/export taxes — ideal for international and multi-location businesses.
Track every quotation in real time — from Draft and Sent to Approved or Revised. Empower your sales team with full visibility and better control over the proposal pipeline.
Maintain detailed version history and audit trails for all quotations. Keep records of revisions, pricing changes, and approvals for easy reference and compliance audits.
Send quotations instantly via email or WhatsApp to customers. Improve response times and enhance client experience with faster, digital communication channels.
Include Bill of Materials and complex configuration options for manufacturing quotations. Simplify sales of configurable or multi-component products with precision and clarity.
Streamline your entire order management process with Realx ERP's Sales & Order Tracking module. Convert quotations into sales orders instantly, monitor real-time order progress, and ensure on-time delivery through intelligent automation.
Convert approved quotations directly into sales orders with a single click, eliminating manual data entry and reducing processing time.
Track every sales order status — Pending, In Production, Dispatched, or Delivered — for complete visibility across departments.
Connect sales orders directly with production schedules and material availability to ensure accurate planning and timely fulfillment.
Handle partial shipments, backorders, and urgent deliveries efficiently with automated alerts and clear shipment tracking.
Notify internal teams instantly when a new order is created, updated, or modified to improve coordination and customer satisfaction.
Gain actionable insights with Realx ERP's Analytics & Reporting module. Monitor sales performance, track customer behavior, and analyze trends in real time to make data-driven decisions that improve revenue and business efficiency.
Analyze your sales funnel and conversion ratios at each stage to identify bottlenecks and optimize sales strategies for higher closure rates.
Segment customers by region, industry, purchase history, or engagement patterns to target marketing campaigns effectively and enhance sales opportunities.
Monitor individual and team performance, track key KPIs, and ensure accountability to boost overall sales productivity.
Analyze lost deals with detailed reasons to refine sales strategies, improve pitch effectiveness, and increase closure rates.
Generate reports on repeat customers and retention trends to identify loyal clients and enhance long-term revenue.
Forecast future sales based on historical trends, pipeline data, and market insights to plan resources and set realistic targets.
Monitor product-wise and region-wise revenue to identify high-performing areas, optimize inventory, and focus on profitable segments.
Realx ERP seamlessly integrates CRM with manufacturing operations to streamline inventory, production, and order management. Sync sales data with production schedules, monitor stock levels, and ensure on-time product delivery with complete operational visibility.
Sync CRM with ERP modules for inventory, production, and purchase management to maintain real-time accuracy across your manufacturing operations.
Check stock levels and production schedules directly from CRM, enabling informed decision-making and preventing order delays.
Align sales orders with manufacturing capacity to ensure resource optimization, prevent overbooking, and meet customer delivery expectations.
Automatically notify production teams of new or updated orders to streamline workflows and improve operational efficiency.
Track product delivery timelines and monitor production progress to ensure orders are fulfilled on time and maintain customer satisfaction.
Enhance customer satisfaction with Realx ERP's Customer Support & Service Management module. Manage service requests, track SLAs, and automate ticketing to ensure timely resolutions and superior after-sales service.
Handle complaints, warranty claims, and service requests efficiently using a centralized ticketing system for faster response and resolution.
Assign tickets automatically to service engineers based on region, expertise, or product type to ensure quick and effective issue resolution.
Monitor Service Level Agreements (SLAs), track resolution times, and measure customer satisfaction to maintain high-quality support standards.
Track Annual Maintenance Contracts (AMC) and product warranties, ensuring timely renewals and proactive service delivery.
Analyze past service data to predict maintenance needs and offer proactive solutions, reducing downtime and improving customer experience.
Collect customer feedback, track service quality, and implement improvements to enhance after-sales service and customer loyalty.
Streamline all your sales and customer communications with Realx ERP's Communication & Activity Management module. Track emails, calls, meetings, and messages, assign tasks, and collaborate seamlessly to improve productivity and customer engagement.
Log all interactions including emails, calls, meetings, and messages to maintain a complete history of customer communications.
Integrate with your calendar to schedule customer meetings, follow-ups, and important tasks efficiently, keeping your team on track.
Assign tasks to sales team members, set reminders, and track progress to ensure timely completion of critical activities.
Enable internal notes and collaboration tools for your team to share insights, updates, and strategies within the CRM.
Send automated alerts and notifications via email, SMS, and WhatsApp to ensure your team and customers never miss important updates.
Realx ERP Manufacturing CRM Software is a comprehensive, cloud-based solution for managing leads, tracking opportunities, automating quotations, and aligning sales with production workflows. It helps manufacturers streamline sales and operations efficiently.
Manufacturers choose Realx ERP CRM to improve sales efficiency, optimize production planning, and enhance collaboration between sales and production teams. Automated workflows, real-time dashboards, and multi-channel notifications ensure smooth operations and faster deal closures.
Key features include:
Yes. Realx ERP allows managers to monitor sales team activities, track lead progress, measure performance metrics, and generate detailed reports to make informed decisions and improve overall efficiency.
Yes. Realx ERP CRM is fully cloud-based and accessible on Web, Android, and iOS devices, enabling your team to manage sales, production alignment, and customer relationships from anywhere, anytime.
Absolutely. Realx ERP Manufacturing CRM is flexible and scalable, making it ideal for small manufacturers, mid-sized companies, and large enterprises looking to streamline CRM and production-sales workflows.
You can book a free demo with our experts. Realx ERP offers smooth implementation, training, and ongoing support to help your team improve lead management, quotation automation, and production-sales alignment quickly.
Last modified on 30 October 2025 by Realx Support Team