CRM for custom manufacturers
Modustra IQ’s CRM keeps leads, customers, contacts, deals, quotes, and orders in one system, built around the way manufacturers sell.
The CRM is where you'll spend most of your day in Modustra IQ. Every lead, customer, and contact sits next to its quotes and orders, so an account's whole history fits on one screen. No more digging through a folder of spreadsheets and old emails.
It was built for a manufacturer's sales desk from day one, so the pipeline follows the path custom work takes: a lead becomes a customer, a request becomes a costed quote, a quote becomes an order, and the order becomes sales history you can look up the next time that customer calls. You don't re-enter anything between steps, and the numbers behind each quote stay with it.
Most days start on the dashboard. It shows open orders and quotes and what they're worth, what's late or at risk, open quotes and orders by salesperson, and invoiced sales against your target for the fiscal year. It all comes from the same records as the rest of the system.
A look at it
Deals: a pipeline your quotes keep up to date
Most pipelines go stale because somebody has to remember to update them. In Modustra IQ, the deal board is kept true by the quotes behind it. Raising a quote creates its deal, or files the quote under a deal you pick. Win the quote or close it as lost, and the deal moves with it. A deal is worth its latest priced quote, or your estimate until there is one.
The board has three columns that follow how custom work is sold: Specification, while the customer is still working out what they need; Quoting; and Negotiation / Review, once they have your quote. Drag a deal from one to the next, or mark it won or lost in one click, with Undo. On Pro, winning a deal offers to raise the order straight away.
Each deal holds what the customer is after: products from your catalog or your costed parts, or a line typed in for something that isn't on file yet, each with a rough quantity. Add a contact, a target date, and dated notes. When you raise the deal's quote, it starts with those products as its lines, priced at the customer's terms.
Above the board, the figures show total pipeline, open quote value, what you've won, your win rate, and the average days to win. A Today list shows the deals that need somebody: any deal that has gone a week without activity, longest overdue first. Give a deal a target date and it stays off the list until then, so a long sales cycle doesn't nag, but it can't be forgotten either.
Each rep sees their own deals. A sales manager with the permission sees everyone's, or one rep's at a time. Every customer's and lead's page lists their deals too.
What's inside
Leads
Log a prospect, work it into a customer, and keep every note and follow-up with it.
Customers & contacts
Accounts and the people at them, with the full history of quotes, orders, and returns in one place.
Deals
A pipeline board kept up to date by its quotes, with products, notes, target dates, and a daily follow-up list.
Quotes
Built from costed parts and labour, with currency, margin, and discounts handled right in the quote.
Open orders
Every order in flight, its value and due date, and whether it's on time, late, or at risk.
Sales history
What each customer bought, when, and at what price, ready to pull forward into the next quote.
Dashboard
Open orders, quote pipeline, late and at-risk orders, and invoiced sales against target, by salesperson.
Frequently asked questions
- How does the deal pipeline stay up to date?
- Through its quotes. Raising a quote creates its deal, or files it under one you pick, and winning or losing the quote moves the deal. A deal is valued at its latest priced quote, or at your estimate before that. The only moves you make by hand are between Specification, Quoting, and Negotiation / Review.
- Will it remind me to follow up on a deal?
- Yes. The Today list above the board shows every deal that has gone a week without activity, longest overdue first. A note, a move, or a new quote counts as activity. A deal with a target date isn't listed before that date.
- Which plans include deals?
- All of them, Lite included. Raising the order from a won deal needs Pro, the plan with orders.
- Is Modustra IQ a CRM or an ERP?
- A CRM first. The ERP side is light: it takes a won quote through order entry, invoicing, returns, and credits, then passes the accounting to QuickBooks. There's no general ledger.
- Does it handle quotes for custom or one-off work?
- Yes. One quote can mix catalog items, modified versions of them, engineering time, and one-off builds, each costed from its own bill of materials and labour.
- Can I see what a customer bought before?
- Yes. Each customer's sales history shows what they bought, when, and at what price, so you can pull it into the next quote.
- Does the dashboard show sales against target?
- Yes. Along with open orders and quotes, what they're worth, and what's late or at risk, it shows invoiced sales against target for the fiscal year, by salesperson.
Explore the other features: Margin Calculator, Revision & Drawing Control, Production, ERP, or check the plans and pricing.