Industry package
Technical sales, from specification to purchase order
Manufacturing sells against specifications, samples and long lead times. This package gives that cycle a pipeline, and keeps the technical documents with the opportunity they belong to.
A complete B2B manufacturing workspace: industrial accounts by sector, leads, an opportunity pipeline, product lines, a service/production request workflow and dashboards.
What gets in the way
Technical qualification is a stage nobody tracks
Whether a prospect's requirement can actually be produced is decided in engineering, while the sales record shows only a generic open opportunity.
Samples and specs circulate outside the deal
Drawings, sample approvals and revised specifications are emailed back and forth, and the current version is whatever the last person opened.
Long cycles hide stalled deals
When a normal sale takes months, a dead one looks the same as a live one, and forecasting becomes an argument rather than a report.
How the package handles it
- The pipeline includes technical qualification and sample or specification review as real stages, so engineering's step is visible to sales.
- Product and requirement details are structured fields, so quotes are built from recorded specifications rather than reconstructed each time.
- An order case keeps technical documents and their approval states with the deal, so the current approved specification is unambiguous.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Opportunities
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Service / Production Request
- Specification
- Work order
- Quality report
- Delivery note
- Warranty certificate
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is an industrial manufacturer. Contacts are B2B accounts (distributors, OEMs, end users) by sector; leads are industrial leads; deals are sales opportunities with a product line; products are product lines; operational cases are service/production requests.
Start with Industrial & Manufacturing configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.