Get Manufacturing CRM running in four steps.

Click Get started to create your ERP.AI account. Download Proto and describe your customer companies, the responsible organization and the first manufacturing sales request to configure. Identify the Relationship Owner and an eligible independent Sales Manager before enabling decisions.

Choose a customer request with a company code, current drawing reference and material requirement. Bring its expected close date and USD sales estimate, along with the actual customer call or email outcome. Prepare the evidence that supports qualification and the planned technical handoff.

• Map customer and internal user identities before importing dependent records.
• Agree the submitted drawing version and the reason for any later change.
• Identify the source of verified customer acceptance or loss evidence.
• Specify which external acknowledgment proves the declared engineering or correction effect.

Configure the work screens and controlled review actions, then test them with ordinary role identities. Reject owner self-review, stale revisions and out-of-scope access. Replay an accepted operation key and verify that it returns the existing result. Keep external effects unresolved until confirmation is evidenced, and inspect the customer’s retained activity before recording Won or Lost. Invite the wider team after the pilot has an explainable outcome.

Read implementation, review access and estimate usage.