CRM & Sales
Customers, quotes, and sales orders in one place. Quote-to-order conversion; order history and fulfillment tracking. Connected to production and inventory for promise dates.
Problems solved
This module addresses common operational pain points in manufacturing and engineering:
- Quotes and orders in spreadsheets or separate CRM
- No link between sold config and BOM or production; promise dates guesswork
- Promise dates not backed by capacity or inventory
- Order status and fulfillment visibility lacking for customers and ops
Core capabilities
Customers: contact info, status, search and filter
Quotes: Draft, Sent, Approved, Rejected; convert to orders in one step
Sales orders: status, line items, fulfillment tracking
Demand from orders feeds planning and production
Operational outcomes
Using this module, teams can expect:
- Improve on-time delivery with capacity-backed promise dates
- Shorten quote-to-order cycle with one system
- Reduce manual coordination between sales and production
- Improve visibility into order status and fulfillment
Example workflow
How this module fits into the broader Esvos flow:
How it connects
CRM & Sales works as part of the broader Esvos system:
- Sales orders and quotes become demand for planning
- BOMs and production drive configurable product fulfillment
- Accounting and invoicing tie to orders and delivery
Connected modules
CRM & Sales works with these modules in one system:
CRM & Sales is part of the Esvos platform. Planning your rollout? See migration and implementation.
Sales
Quotes and orders in the same system as BOMs and production. Promise dates and fulfillment stay aligned.
Who uses it
Relevant roles for this module: