SmartContact for manufacturers

A simple CRM for manufacturers and engineering firms

Track enquiries and RFQs from first contact to purchase order, keep buyers, engineers and procurement in one place, and forecast the work coming through.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • RFQs come by email to whoever the customer knows, and some never get a quote.
  • Each customer has buyers, engineers and procurement, and they all ask different questions.
  • Sales can't say which quotes are likely to turn into orders next quarter.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for manufacturers:

  1. Enquiry / RFQ
  2. Technical review
  3. Quote sent
  4. Purchase order (Account)
  5. Lost

Lead sources worth tracking: Existing customer, Trade show, Website enquiry, Distributor or agent, Industry directory.

Custom fields to add

  • Sector: automotive, aerospace, food, construction, medical
  • Annual volume: size the opportunity
  • Approved supplier: yes/no, and when the approval runs out
  • Drawing or part number: find the record from the customer's reference

How manufacturers use SmartContact

Every RFQ on the deal board

Each quote is a deal with a value, expected order date and win probability, so the forecast shows what's coming through the factory.

Drawings and specs on the record

Attach drawings, specifications and quotes to the customer or deal, stored encrypted, so sales and engineering see the same files.

One customer, every contact

Add buyers, engineers and procurement under one company with a reports-to line, so everyone knows who decides and who specifies.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which quotes over £20,000 are expected to turn into orders this quarter?"
  • "Summarise everything we've discussed with the buyer at Axon Engineering before tomorrow's call."
  • "List RFQs received last month that don't have a quote yet."

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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Also for: IT support companies and MSPs · accountants and bookkeepers · marketing, design and digital agencies · consultants and professional services firms · architects and design practices · builders and building contractors · electrical contractors and electricians · plumbing and heating engineers · commercial cleaning companies · wholesalers and distributors