CRM for manufacturers: quotes and one pipeline
One place for dealer and buyer enquiries, quotations that carry your own products, and a pipeline the whole team can see.
The problem: a quotation that only one inbox has seen
Enquiries for your products arrive by phone, by email and through forms, and the quotation usually leaves from one person's inbox. When the buyer calls back a few weeks later, whoever picks up cannot see what was quoted or where the talks stand. The fix is not another spreadsheet: it is one pipeline that everyone on the team reads.
How Tickr AI fits a team that makes and sells
1. An enquiry comes in
Add an enquiry by hand, import it, or send it from your own form through the lead API. Each one becomes a contact, a company and a deal on the pipeline board.
2. You quote your own products
Each product keeps its own unit, price and tax rate in the product list. Build the quotation on the deal with the quantities and prices, generate the PDF (it uses your company profile), and email it from the deal or download it. The record and the message stay together.
3. You follow it through
Move the deal through your own stages and give every follow-up a due date as a task, so the calendar shows what is due. Mark the deal won from its card, or record why it was lost so the team learns from the deals it did not win.
One pipeline the whole team sees
Every deal, contact and company lives in one workspace, searchable and up to date the moment it changes. Filter the board by owner, source or priority, and read the dashboard and reports for pipeline value and deal counts by stage. Invite your teammates, give each a role, and an admin decides what each role can see.
Questions
Can I send a buyer a quotation with my own products from Tickr?
Yes. Each product in your product list has its own unit, price and tax rate. Build the quotation on the deal, generate the PDF, then email it from the deal or download it. The record stays on the deal.
Can the whole team see the same pipeline?
Yes. Deals, contacts and companies live in one workspace. Each person can filter the board by owner, source or priority, and an admin decides what each role can see.
How do enquiries from dealers or industrial buyers get in?
Add them by hand, import them, or send them from your own form through the lead API. Each becomes a contact, a company and a deal.
Does Tickr handle orders, production or dispatch?
No. Tickr tracks the sales side: enquiries, deals, quotations and the pipeline. It does not manage orders, production or dispatch.
Can I set my own pipeline stages and follow-up dates?
Yes. You can create and edit your own pipeline and its stages, and give every follow-up a due date as a task that shows on the calendar.