Machine Shop CRM

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The Problem: Your Business Is Scattered Across Multiple Systems

Your client data is in Excel. Quote statuses are on a shared drive or a whiteboard. Supplier contact information is in someone's email. You're missing follow-ups on stalled bids because nobody knows the quotes are pending. Machine availability is a mental note. When your lead operator is on holiday, nobody else knows which client needs what or when it's due.

You're running a £500k+ business on post-it notes and spreadsheets.

The Solution: A Single Source Of Truth

The Machine Shop CRM consolidates everything: clients, contact history, pending quotes, delivery dates, supplier contacts, and machine allocation. One system. One view.

Unlike generic CRM software (Salesforce, Pipedrive), this is built specifically for machine shops: you're not tracking "sales stages"—you're tracking quote status, delivery timelines, and repeat customer capacity.

Key Features

• Client Management: Store contact details, quote history, and repeat order frequency for every customer. Never lose context on a client relationship.
• Quote Tracking: Log all open quotes with dates submitted, expected responses, and proposal value. Get reminded when a quote is going stale.
• Supplier Database: Centralise material supplier contacts, payment terms, and lead times. Stop digging through old emails for a supplier's number.
• Machine Allocation: See which jobs are assigned to which machines and when each machine will be available. Simple capacity planning.
• Intelligent Reminders: Automatic nudges when you haven't followed up on a stalled quote, when a repeat customer hasn't ordered recently, or when a supplier's lead time is expiring.
• Activity Log: Every interaction (call, email, quote sent) is logged against the customer so your team stays on the same page.
• Mobile-Friendly: Check quote status, client history, and supplier details from the shop floor on your phone.

The Real Impact

For a typical 10–15 person shop:

• Never lose track of an open quote again (automatic follow-up reminders)
• Faster decision-making (one system instead of five spreadsheets)
• Better client retention (you remember what you quoted last time)
• Reduced admin overhead (no more searching for supplier contact details)

First-Time Setup Included

We don't hand you an empty system. Your setup includes:

• Data migration from your existing spreadsheets or files
• Configuration of your standard workflows and reminder rules
• Training for all team members on data entry and retrieval
• Integration with your quoting or accounting software if needed

Who It's For

The Machine Shop CRM is built for:

• Job shops
• Contract manufacturers
• Any shop

Pricing

£249/month — unlimited users within your organisation. Includes:

• All features: client management, quote tracking, supplier database, machine allocation
• Guided first-time setup (data migration from your existing system)
• User training for your team
• Ongoing customer support

Typical implementation: 2-4 weeks including data import, workflow configuration, and team training. No per-user fees.