Long B2B sales cycles under control – from first contact to order.
Manufacturers and wholesalers close deals in long cycles with multiple decision-makers. EasyCRM gives you visibility over company accounts, opportunities and quotes – and a REST API for connecting to your ERP.
Buyers, distributors and partners – one overview.
In B2B sales at a manufacturer, several people work on one buyer at the same time: the sales rep, the technical advisor, logistics. EasyCRM lets you record companies (buyers) and several contact people under them – individuals assigned to the company. You record activities against contacts, leads and opportunities and issue quotes. Sales teams can have lead assignment rules and role permissions control what members can access.
- Company accounts with several contact people
- Activities, notes and quotes on opportunities
- Sales teams with lead assignment rules
- Role permissions for team members
- Search contacts by name, email, phone or company
A Kanban pipeline for long-cycle B2B opportunities.
Manufacturing and wholesale sales typically run for months – from the first enquiry through technical consultations, tendering and negotiation to a framework agreement. EasyCRM lets you set up pipeline stages to match that process exactly. Each opportunity has a value, an expected close date and a probability, from which a weighted forecast is calculated. On the Kanban board you see the pipeline value, where each deal stands and who owns it. Activities – meetings, calls and tasks – sit right on the opportunity, and you can use activity plans for a typical sales routine.
- Configurable B2B pipeline stages
- Kanban with value, probability and owner
- Activity plans – templates of a sales routine
- Revenue forecast by month with weighted value
Quotes with PDF and an API connection to your ERP.
For each B2B opportunity you create a quote right in EasyCRM – from the product catalogue, with a VAT rate on each line and clear sections – and download it as a PDF. After acceptance you convert the quote to an order in one click, and the order moves through the statuses confirmed, in progress and completed. Your ERP can read products, orders and contacts through the REST API and receive webhook notifications – for example on a won or lost deal, a lead conversion or a deal stage change. There is no built-in connector for a specific ERP system – you build the connection to fit your platform.
- Product catalogue with price and VAT rate
- A PDF quote with sections
- Quote-to-order conversion
- REST API with per-token permissions (from the Standard plan)
- Webhooks with an HMAC signature (Pro plan)
Benefits of EasyCRM for manufacturing and wholesale.
- Company accounts and their contact people clearly in one place
- A B2B pipeline suited to long sales cycles
- PDF quotes without manual copying
- Orders with the statuses confirmed, in progress and completed
- A REST API and webhooks for connecting to your ERP system
- Reports: revenue forecast, wins and losses, lead attribution
- Sales teams and role permissions
- 14-day free Pro plan trial – no commitment
Manufacturers' and wholesalers' questions about EasyCRM.
Manage B2B sales from enquiry to order.
Register for free and try EasyCRM in your manufacturing or wholesale process.