From first inquiry to final dispatch. Nothing falls through.
The CRM built for Indian manufacturers, industrial suppliers, and engineering SMBs — the ones managing a hundred active inquiries across a field sales team, three distributors, and a WhatsApp group that doubles as a CRM. Track every inquiry, every quotation sent, every order confirmed, and every dealer relationship that drives repeat business. One pipeline, one screen, one team.
Auto components · Industrial equipment · Chemicals · Packaging · Textiles · Engineering goods
Four months every manufacturer has lived through. More than once.
A procurement manager from Ahmedabad sent an inquiry for 500 units in March. Your sales executive noted it on a sticky note, got busy with a trade fair, and found the note in June. The order had gone to a competitor. You had the product, the pricing, and the relationship — but nobody followed up.
Your biggest dealer called to say his customer wanted to place an order against the quotation you sent in February. Three people searched three inboxes and a shared drive for 45 minutes. The quotation had been revised twice and nobody knew which version was the right one. The dealer placed the order with someone else by the time you called back.
You have four sales executives covering Gujarat and Maharashtra. You have no idea which accounts they visited last week, which inquiries they logged, which customers they promised a price revision to, or which deals are actually progressing. The Monday meeting is the only time you find out — and by then, the moment has usually passed.
Your Pune distributor was placing orders every three weeks for two years. Then nothing for six weeks. You assumed they were managing inventory. They had switched to a new supplier who gave them better credit terms. If someone had flagged the silence at week three, you'd have had a conversation. At week six, you had a lost account.
Every inquiry captured. Every quotation tracked.
A manufacturing sales cycle has a very specific shape — inquiry, qualification, site visit or product demo, quotation, negotiation, purchase order, dispatch, invoice. Every step has its own data: product specs, quantities, delivery timelines, payment terms, revision history. A generic CRM treats all of this as notes. TatvaCRM treats it as structured pipeline data that your team can act on.
Capture every inquiry the moment it comes in — from a trade fair, a dealer referral, an inbound call, an online RFQ. Assign it to a sales executive, log the product category and quantity, and move it through the stages until it converts to a purchase order.
- Stage-by-stage pipeline built for manufacturing: Inquiry → Qualified → Quotation Sent → Negotiation → PO Received → Dispatched.
- Quotation tracking with version history — know which revision a customer is responding to, and why the previous one didn't close.
- Product and SKU tagging on every deal — filter your pipeline by product line to know which products are actually moving and which are stuck in quotation stage.
- Stale inquiry alerts — any inquiry that hasn't moved in 7 days surfaces automatically, so no hot lead ever goes cold without someone noticing.
The dealer who went silent three weeks ago.
Your dealer network is your most reliable revenue. A single distributor who's been with you for five years might represent 40% of a region's volume. That relationship lives in the head of one field executive — and when the frequency of orders drops, nobody notices until the relationship is already damaged. TatvaCRM tracks every account's buying rhythm and surfaces the ones going quiet before you lose them.
- Every dealer and distributor as a company account — with full order history, contact log, open inquiries, and outstanding payment status in one view.
- Buying rhythm alerts — when an account's order frequency drops below their historical average, it surfaces automatically as at-risk.
- Territory management — map each dealer to a sales executive, see which accounts are being visited regularly and which are being neglected.
- Dealer-wise revenue dashboard — see which distributors are growing, which are flat, and which need a conversation before they become a problem.
Your sales data is in three people's phones.
In most Indian manufacturing SMBs, the entire commercial intelligence of the business lives in the personal phones of two or three senior salespeople. When one of them leaves, you don't just lose an employee — you lose every customer relationship, every pricing conversation, every dealer contact, and every half-baked order that was three calls from closing. That's not a people problem. That's a system problem.
The customer relationship stays in the company.
Every visit, every quote sent, every price negotiation, every complaint resolved — it's all in TatvaCRM. The new person who picks up that territory walks in knowing the full history. Customers don't notice the transition. Orders don't get cancelled because nobody followed up.
The pipeline doesn't stop when you're in Mumbai.
Open TatvaCRM on your phone and see the live status of every deal in every region. Which inquiry is stale. Which quotation is waiting for approval. Which dealer hasn't been visited in three weeks. You can manage your sales operation from anywhere — without calling four people to get a status update.
Find out in the dashboard, not in the annual review.
Filter your pipeline by product category and see in thirty seconds that a particular SKU has fifteen inquiries and zero conversions this quarter. Is the price wrong? Is the competition undercutting you? Is it one region or all of them? You can ask these questions in the dashboard instead of waiting for the year-end numbers to tell you something you could have fixed in April.
Every commitment on record.
When a customer claims they were promised 60-day credit and your accounts team says 30, TatvaCRM has the activity log — every call, every visit note, every email, every promise made by every member of your team. What was said, when it was said, by whom. Disputes that used to take three weeks to resolve take three minutes.
Know what your team is doing. Before Monday morning.
Field sales in manufacturing is largely invisible to management. Your executives are travelling, meeting customers, taking calls, promising things — and none of it is captured until the weekly meeting, when half of it has already been forgotten or contradicted by a different executive who met the same customer. TatvaCRM makes field activity visible in real time, without adding admin burden to the sales team.
- Visit logging from mobile — your field executive logs a visit in 30 seconds: account visited, outcome, follow-up required. No lengthy forms.
- Activity feed per account — every manager can see which customers have been visited this week, what was discussed, and what was committed.
- Follow-up task assignments — every customer visit that ends with "I'll call you back" automatically creates a task with a due date that doesn't disappear.
- Executive performance view — see which members of your team are generating the most pipeline activity, not just who is the most vocal in the Monday meeting.
A generic CRM gives you text fields. Manufacturing needs a pipeline.
Most CRMs were designed for software sales or professional services. You can make them work for manufacturing — by adding custom fields, naming stages, and building workarounds. Or you can use a CRM that already knows what a PO number is, what a dealer account looks like, and what a field visit should capture.
(Zoho / HubSpot / Salesforce)
The problem with generic CRMs isn't that they can't be configured for manufacturing. It's that they need to be — and the configuration takes longer than the sales cycle you're trying to manage.
Real questions from real manufacturers evaluating us.
We already have an ERP. Why do we need a CRM as well?+
Your ERP is built for what happens after the purchase order arrives — production, inventory, dispatch, invoicing. Your CRM is for everything that happens before: the inquiry you need to qualify, the quotation you need to revise, the dealer you need to visit, the deal that's been stuck in negotiation for three weeks. Most ERPs have no meaningful sales pipeline module. TatvaCRM fills that gap without replacing your ERP.
Our sales cycle is 2-3 months. Will the pipeline still be useful?+
A longer sales cycle is exactly when pipeline management matters most. When a deal takes three months to close, you need to know at any point in time what stage it's in, who's responsible, what the last interaction was, and what the next step is. Without a pipeline, a long-cycle deal goes quiet and nobody notices until the customer has already bought from someone else.
Can our field sales team use this on mobile?+
Yes. TatvaCRM's mobile experience is designed for people who are in the field, not at a desk. Log a visit, add a note, update the deal stage, and assign a follow-up task — all in under two minutes on a phone. No laptop needed. The data syncs instantly so your manager sees the update in real time.
We have 6 sales executives across 3 states. Can we set up territories?+
Yes. Assign accounts to executives by territory, region, or any other grouping you prefer. Each executive sees their own accounts and pipeline. Managers see everything. Owners see the whole picture. The hierarchy is configurable to match how your team is actually structured.
How do we handle the same customer being approached by two executives?+
Every customer account is in one place. When an executive opens an account, they see every previous interaction — including which colleague last spoke to the customer and what was discussed. Duplicate outreach gets caught before it embarrasses you in front of a customer.
We sell to both dealers and direct customers. Can TatvaCRM handle both?+
Yes. You can manage distributor accounts and direct B2B accounts in the same workspace, with separate pipelines if your sales process is different for each channel. Tag deals by channel type and run your reporting separately — dealer revenue vs. direct revenue, dealer pipeline vs. direct pipeline.
Stop managing your pipeline in a WhatsApp group.
Free forever on the starter tier. 30 days of Professional on us. No credit card. Built for Indian manufacturing SMBs.
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