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You are viewing Module 4 of the Dalloway Manufacturing OS. The CRM integrates with the Quoting Engine, Lead Finder, and HR & Time to create a complete operational system. See the full DMOS →
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.
Request A Demo