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ERP.AI Manufacturing ERP & CRM

Manufacturing ERP & CRM

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Modules

Customers & pipelineKeep customer conversations, opportunities and next steps connected. Sales & customer ordersTurn agreed offers into clear production and delivery commitments. Engineering & planningPlan each job's materials and operations from the right engineering revision. Shop floor & qualityGive operators clear work and follow each job through production and inspection.
PurchasingTurn supply requests into approved purchases and reconcile what arrives with what suppliers bill. Inventory & shippingTrack stock through receiving, production and customer shipment. FinanceConnect customer receivables, supplier payables and stock costs to each entity's books. ReportingSee customer commitments, production progress and financial results together.

Manufacturing ERP & CRM

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Processes

Lead to orderCarry the customer's requirements from the first conversation to an approved order. Order to cashCarry the accepted order through shipment, invoice approval and cash application. Plan to produceTurn approved demand and engineering into completed, accepted production.
Procure to payPurchase needed supply, accept the goods received and settle the right supplier balance. Count and adjustCount a controlled stock population and review the exact quantity and value before correction. Period closeReconcile each entity's operational balances, review currency adjustments and close the books.

Manufacturing ERP & CRM

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Industries

Industrial equipmentKeep customer commitments connected to engineering, production and delivery. Components & subassembliesCoordinate repeat orders, material requirements and controlled production batches.
Make-to-order manufacturingCarry each accepted customer requirement into a controlled production plan. Electromechanical assemblyConnect purchased components, assembly work and customer delivery commitments.

Manufacturing ERP & CRM

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Reference

Roles and permissionsGive sales, production, quality and finance clear responsibilities. Reports and insightsSee customer demand, delivery performance, production costs and financial results. Data modelExplore the records connecting customer commitments with production, stock and finance.
IntegrationsConnect customer, engineering, production and finance work with clear ownership. ImplementationPlan a rollout around the customer order and the people who deliver it. AI assistants and APIHelp teams prepare work and investigate questions from sales to the shop floor.

Manufacturing ERP & CRM

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Customers & pipelineKeep customer conversations, opportunities and next steps connected.Sales & customer ordersTurn agreed offers into clear production and delivery commitments.Engineering & planningPlan each job's materials and operations from the right engineering revision.Shop floor & qualityGive operators clear work and follow each job through production and inspection.PurchasingTurn supply requests into approved purchases and reconcile what arrives with what suppliers bill.Inventory & shippingTrack stock through receiving, production and customer shipment.FinanceConnect customer receivables, supplier payables and stock costs to each entity's books.ReportingSee customer commitments, production progress and financial results together.
Processes
Lead to orderCarry the customer's requirements from the first conversation to an approved order.Order to cashCarry the accepted order through shipment, invoice approval and cash application.Plan to produceTurn approved demand and engineering into completed, accepted production.Procure to payPurchase needed supply, accept the goods received and settle the right supplier balance.Count and adjustCount a controlled stock population and review the exact quantity and value before correction.Period closeReconcile each entity's operational balances, review currency adjustments and close the books.
Industries
Industrial equipmentKeep customer commitments connected to engineering, production and delivery.Components & subassembliesCoordinate repeat orders, material requirements and controlled production batches.Make-to-order manufacturingCarry each accepted customer requirement into a controlled production plan.Electromechanical assemblyConnect purchased components, assembly work and customer delivery commitments.
Reference
Roles and permissionsGive sales, production, quality and finance clear responsibilities.Reports and insightsSee customer demand, delivery performance, production costs and financial results.Data modelExplore the records connecting customer commitments with production, stock and finance.IntegrationsConnect customer, engineering, production and finance work with clear ownership.ImplementationPlan a rollout around the customer order and the people who deliver it.AI assistants and APIHelp teams prepare work and investigate questions from sales to the shop floor.
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Plan the first customer-to-production workflow you want to bring together.

Example workspace
Sales Orders Awaiting ApprovalSalesOrders
approval waits for the sales manager
Approval conditions

Status: Draft → Submitted → Approved follows the valid OrderAcceptance decision after current customer acceptance, credit exposure, prices/margins, product specifications and dispatch-title terms are satisfied.

Submitted
  • SO-12198 ACC-140 14 d
  • SO-85921 ACC-110 4 d
  • SO-66467 ACC-140 14 d
  • SO-30553 ACC-150 3 d
  • SO-72876 ACC-110 6 d
SO-12198
Account
ACC-140
OrderDate
03 Sep
NetTotal
870
CreditReview
CR-32106
Snapshot
DR-19851

Approval waits for the sales manager.

Sales & customer orders →
  • 1

    Start with Proto

    Click Start now, then use Proto to configure Manufacturing ERP & CRM for your business. Set up your workflows, import your data and invite your team.

    Start with the customers, product families, entities and manufacturing sites you want to connect. Follow a representative order from the sales conversation through engineering, purchasing, production, quality, shipment and finance. Name the decisions and exceptions that matter to the people doing that work.

    Start now
  • 2

    Bring your records and operating rules

    Prepare customer and supplier records, product units, approved bills of material and routings, inspection requirements, working calendars, costs and current financial balances. Include accepted orders, stock, work in progress and the completed or delivered quantities that must remain in history. Review [implementation](/erp-crm-for-manufacturing/implementation) and [pricing](/erp-crm-for-manufacturing/pricing) to define the migration and rollout work.

  • 3

    Agree the implementation and acceptance plan

    Agree the people, scope, connections and checks for the first rollout, including partial production, quality holds and financial corrections. Verify the configured workflow and reconciled opening position before enabling new operational work. Implementation is priced separately.

    $ curl -s erp.ai/skill.md | paste into your agent
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RolesRoles and permissions

Give sales, production, quality and finance clear responsibilities.

ReportsReports and insights

See customer demand, delivery performance, production costs and financial results.

Data modelData model

Explore the records connecting customer commitments with production, stock and finance.

IntegrationsIntegrations

Connect customer, engineering, production and finance work with clear ownership.

RolloutImplementation

Plan a rollout around the customer order and the people who deliver it.

APIAI assistants and API

Help teams prepare work and investigate questions from sales to the shop floor.

Modules

  • My Follow-ups
    Activity NumberSubjectAccountOpportunity

    Customers & pipeline

    Keep customer conversations, opportunities and next steps connected.

  • Sales Orders Awaiting ApprovalSubmitted
    Order NumberAccountOrder DateNet Total

    Sales & customer orders

    Turn agreed offers into clear production and delivery commitments.

  • Manufacturing DemandProposed
    Planned Order NumberProductWarehouseKind
    Make

    Engineering & planning

    Plan each job's materials and operations from the right engineering revision.

  • Shop Floor QueueReady
    Work OrderRouting OperationWork CenterAssigned To

    Shop floor & quality

    Give operators clear work and follow each job through production and inspection.

  • Purchase Approval QueueSubmitted
    Purchase Order NumberSupplierOrder DateCurrent Total

    Purchasing

    Turn supply requests into approved purchases and reconcile what arrives with what suppliers bill.

  • Count Review QueuePendingReview
    Count NumberWarehousePlanned StartPlanned End

    Inventory & shipping

    Track stock through receiving, production and customer shipment.

  • Invoices Awaiting ApprovalPendingApproval
    Invoice NumberAccountInvoice DateNet Amount

    Finance

    Connect customer receivables, supplier payables and stock costs to each entity's books.

  • Customer PipelineQualify
    Opportunity NumberNameAccountExpected Net Amount

    Reporting

    See customer commitments, production progress and financial results together.

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