CRM
Every RFQ answered. Every quote followed up.
RFQs, quotes, follow-ups and distributor accounts in one place your sales team actually opens.
The Leak Assessment: 30 minutes, and a written plan within 48 hours, whether or not you hire us.
- Monthly plans: Your first fix goes live on the date in your written plan, or the extra hours are on us.
- Projects: Your price is fixed in writing. If delivery runs late because of us, you don't pay a cent more.
Included
- Fixed price in writing
- Written plan in 48 h
- No setup fee
- You own everything
Industry data · sales time
How much of a sales rep’s week is spent selling?
Less than a third. Reps report spending 70% of their time on tasks other than selling, such as admin and preparation.
- 70% non-selling time
- 5,500 sales professionals
- July 2024
Accounts asks
Does invoice INV-552 match the purchase order?
- Ordered
- 1.2 t
- Received
- 1.2 t · 22 Oct
- Invoiced
- 1.2 t · INV-552
- Match
- Automatic · no edits
- PO, receipt, invoice
- Matched automatically
- Exceptions only
Example screen · sample data · Cluxn Supplier sync
Cluxn builds CRM for manufacturers with 50–500 employees: every RFQ in one list with an owner, quotes priced from your own rates, follow-up reminders, and distributor and dealer accounts with their prices and terms. It connects to your ERP and accounts. A first version typically takes 8–10 weeks, at a fixed price in writing after a 30-minute Leak Assessment.
Problems CRM fixes
What it's costing you.
RFQs arrive by email, phone and the website, and nobody owns the full list.
An RFQ nobody owns gets answered late or not at all, and the buyer orders from whoever replied first.
Industry data · quoting
How much revenue do slow, manual quotes cost a manufacturer?
About 5% of annual revenue on average, across 200 mid-sized and enterprise manufacturers. Quotes that take more than a day lose deals to faster suppliers.
- 5% of annual revenue
- 200 manufacturers
- 86% lose deals to quoting
Quotes go out, and nobody follows up until the buyer has chosen someone else.
A quote with no follow-up loses to a competitor who called back, after the estimating work was already done.
Sales manager asks
Has anyone quoted Tuesday’s RFQ for 2,000 brackets?
- Quantity
- 2,000 pcs · drawing rev C
- Received
- Tue 09:02 · website form
- Quoted
- Tue 12:40 · by Sales-2
- Follow-up
- Fri 10:00, scheduled
- RFQ #2214
- 3 h 38 m to quote
- Drawing attached
Example screen · sample data · Cluxn Quote desk
Distributor prices, credit terms and past orders sit in separate spreadsheets.
A distributor quoted the wrong price or terms either costs you margin or costs you the account.
Sales head asks
What has dealer 14 ordered, and what is pending?
- DO-871
- 12 units · dispatched 3 Oct
- DO-880
- 8 units · in production
- DO-886
- 20 kits · awaiting stock
- Every order recorded
- Quantities in writing
- WhatsApp updates
Example screen · sample data · Cluxn Dealer orders
Industry data · quoting
How much revenue do slow, manual quotes cost a manufacturer?
About 5% of annual revenue on average, across 200 mid-sized and enterprise manufacturers. Quotes that take more than a day lose deals to faster suppliers.
- 5% of annual revenue
- 200 manufacturers
- 86% lose deals to quoting
Why it matters now for CRM
Why it matters now.
61%
of B2B buyers prefer to buy without talking to a sales rep.
Catalog, order status and documents need to be self-serve, not in someone’s inbox.
Source: Gartner · sales survey, June 202583%
of manufacturing purchases involve five or more evaluators.
Quality, finance and operations each check different things. Each needs an answer without a meeting.
Source: Automation.com and RH Blake · 2026 B2B Manufacturing Buying JourneyWhat's included in CRM
What you get.
One RFQ Inbox
Website, email and phone RFQs in one list, each with an owner and a due time.
Quote Builder
Quotes priced from your own rates and past jobs, sent as a PDF in minutes.
Follow-Up Reminders
Every sent quote gets a follow-up date, so none goes quiet.
Distributor & Dealer Accounts
Price lists, credit terms and order history for each account.
Sales Pipeline
Open RFQs, quotes and won orders on one screen, by value.
How we design CRM
Designed with the people who will use it.
Design starts in week one, before any code. Software people avoid is the most expensive kind.
Watch the work first
We sit with the operators, sales staff or dealers who will use it, and time how the job is done today.
Design around the job
Each screen follows one person’s real task, in the order they do it, with fewer fields and fewer clicks.
Test a prototype before code
A clickable prototype goes in front of real users. What confuses them is fixed before any code is written.
One consistent look
Every screen uses the same components, so new features ship fast and nobody relearns the system.
CRM timeline
The Leak-First Method for crm
A typical timeline to a working result. Yours is set in the written plan for your problem, so it can run shorter or longer.
01
Research & Design
Week 1
02
Pipeline & Quote Rules
Weeks 2–3
03
Build & Connect
Weeks 4–8
04
Rollout & Training
Weeks 9–10
What CRM connects to
Connects to the tools you already run.
One connection typically takes 2–6 weeks. We confirm each one during the assessment.
Accounting
QuickBooks, Xero or Sage: invoices, payments and stock values move across without retyping.
CRM
Your existing CRM: leads and quotes stay in step with orders.
Online stores
Shopify or WooCommerce: web orders land in the same order book.
EDI with large customers
Purchase orders and invoices exchanged in the format your customer requires.
Shipping carriers
Labels and tracking created from the order, status pulled back in.
Payments
Stripe and similar: payment status shows on the order.
Email and WhatsApp
Order and dispatch updates sent from the system, not typed by hand.
Barcode and RFID
Stock, jobs and batches update the moment an item is scanned.
Machines and sensors
Status and counts read from the floor into the same system.
CRM: Cluxn vs the alternatives
Not the usual choice.
QuickBooks / Spreadsheets Accounting only. No production, inventory, or dispatch visibility. | Enterprise ERP A long enterprise rollout built for companies ten times your size — not your actual workflow. | Cluxn RecommendedConfigured for your exact operation, delivered in about 6 months. | |
|---|---|---|---|
| Built for your operation | |||
| Support after go-live | |||
| Fixed, predictable timeline | |||
| No lock-in — you keep ownership |
Who CRM is for
Good fit?
Industries We Serve
Company Size
Manufacturers answering RFQs or selling through distributors and dealers
Good Fit If
- —RFQs arrive in several inboxes and some never get a reply
- —Sent quotes are followed up only when someone remembers
- —Distributor prices and terms live in spreadsheets
Before you decide
Four worries, answered.
“We tried software before and nobody used it.”
Built around your floor, with operators trained on their own screens before go-live.
“Projects run late and cost more.”
Fixed scope and price in writing, and weekly demos.
“The vendor disappears or holds our data.”
You own the code, logins and data, and there is a written exit clause.
“We can't manage developers.”
One named engineer and a weekly call.
CRM FAQs
Common questions.
They work well for many sales teams. Manufacturers often need RFQs with drawings, quotes priced from their own rates, and distributor tiers with credit terms, which generic CRMs leave to add-ons and spreadsheets. If you already use one, we can connect to it instead of replacing it.
Step 1 of The Leak-First Method
Ready to see it on your floor?
We will show you the first fix and what it costs. No pitch.
The Leak Assessment: 30 minutes, and a written plan within 48 hours, whether or not you hire us.
Find the leak
30-minute Leak Assessment
Get the plan
Tasks and a fixed price in writing within 48 hours
Fix it first
First working version in about 4 weeks
Train and hand over
Your team trained; code, docs and logins are yours
Next leak
Support, or the next fix on a monthly plan
Every project includes
- 30-minute Leak Assessment
- Written plan within 48 hours
- Fixed scope and price in writing
- Weekly demos
- Your team trained before go-live
- Code, documents and logins handed over
- Support after go-live
- Written exit clause, no license fees