CRM for manufacturer's representatives

RFQ to PO, with the vendor quoting step nobody else models.

A rep agency lives on RFQs. Each one gets triaged, priced by the manufacturers you represent, turned into a customer quote, and chased until there is a purchase order or the job is lost. The vendor quoting step is the one generic CRMs do not have, and it is where half the work is. This is the process the product was first built around, so it is well worn.

Build my CRM See pricing

What the copilot builds for you

• Pipeline stages: RFQ → Vendor quoting → Customer quote → Follow up → PO → Lost
• Fields you track: RFQ number · Vendor · Quote amount · Commission rate · Requested ship date
• Follow-up rule: Customer quote with no response for 7 days: create a follow-up task.
• Saved view: Quotes awaiting customer response.

Works with

• Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.

Say it in your own words

Customers send us RFQs. We triage, request pricing from the manufacturers we represent, build a customer quote from the vendor quotes, and follow up until we get a PO or lose it. Track RFQ number, vendor, quote amount, commission rate, requested ship date.

That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.

Compare

• HubSpot alternative for teams that just need the CRM
• Salesforce alternative you can change yourself
• Pipedrive alternative with more room to grow
• Zoho CRM alternative that is one tool, not fifty
• Turn your spreadsheet into a real CRM
• Custom CRM without building a custom CRM

Built for your kind of business

• CRM for B2B sales teams
• CRM for SaaS and software companies
• CRM for consulting and professional services firms
• CRM for marketing and creative agencies
• CRM for recruiting and staffing agencies
• CRM for commercial real estate brokers
• CRM for construction contractors
• CRM for wholesale distributors
• CRM for equipment dealers
• CRM for field and technical service companies
• CRM for nonprofit fundraising

The Open CRM · Pricing · CRM decision checklist · Source on GitHub (AGPL-3.0) · Terms · Privacy