OnlyCRM OnlyCRM

Built for your trade · Manufacturing and industrial equipment

Capital sales are long, technical and worth chasing.

Site study, quotation, technical approval and an order that takes months. Keep every enquiry visible for the whole of it.

No renaming, no custom fields to build. It already calls them enquiries and orders, and asks the 12 questions your trade actually asks.

What this costs you today

How the work actually runs

This is the board an engineer opens on the first morning — not a template to configure, the pipeline as it ships.

Order pipeline
  1. Enquiry
  2. Requirement study
  3. Site visit
  4. Quotation sent
  5. Technical approval
  6. Negotiation
  7. Order received work starts here
Won Commissioned
Lost, and why Lost on price Dropped

A sale is not the end of the job. Winning one opens a second board:

Order progress
  1. Order confirmed
  2. In manufacturing
  3. Dispatched
  4. Installed
Won Commissioned

What that gives you

Capacity and application on the record

What it is for and what it must do, captured at the enquiry rather than at quotation.

Stages that show their age

An approval eleven weeks old is visible on the board without a status call.

The order becomes a delivery board

Manufacturing, dispatch, installation, commissioning — each with its own date.

The questions it already asks

12 fields, grouped the way you would ask them on the telephone. Change any of them later; none of them is work you have to do first.

Requirement

  • Equipment
  • Buying timeline
  • Application
  • Capacity needed
  • Quantity

Client

  • Industry
  • Site
  • Running now

Commercials

  • Budget indicated
  • Quotation value
  • Payment terms
  • Referred by

Where the enquiries come from

Every one of these is a door that is already built. Nothing is typed in twice, and a duplicate enquiry is recognised as one.

Set up in an afternoon, not a quarter.

Choose Manufacturing and industrial equipment when you sign up and the board, the fields and the channels above are already there. Nothing to configure before the first enquiry.