Customer Relationship Management Built for Manufacturers
Track prospects from first contact through customer conversion. Manage opportunities, generate quotes, and forecast revenue with a CRM that integrates seamlessly with your complete business operations.
Complete Customer View
Pipeline Visibility
With ERP & Finance
Complete Sales Lifecycle Management
From prospect discovery to customer retention, manage every step of your sales process with visibility and control.
Prospect Management
Discover, qualify, and convert prospects into customers with systematic tracking and engagement.
- Prospect master data with lead source tracking
- Status workflow: New → Contacted → Qualified
- Multiple addresses and contacts per prospect
- Bulk import capabilities for rapid data entry
- Prospect conversion to customer workflow
Opportunity Management
Track deals through your sales pipeline with probability weighting and forecasting.
- Sales stages: Prospect → Connect → Present → Closing → Won
- Probability-weighted pipeline forecasting
- Deal value and expected close date tracking
- Salesperson assignment and tracking
- Linked quotes and activity history
Customer Management
Maintain complete customer records with contacts, addresses, notes, and relationship history.
- Customer master with pricing tier assignment
- Multiple contacts with role-based categorization
- Billing and shipping address management
- Credit limit and hold flag tracking
- Customer since date and sales history
Quote Management
Generate, track, and convert quotes to sales orders with expiration management.
- Auto-generated quote numbers with full traceability
- Quote-to-order conversion workflow
- Expiration date enforcement and renewal
- Line items with inventory linking
- Quote analytics and conversion reporting
Activity & Task Management
Log calls, emails, meetings, and tasks to maintain engagement and drive accountability.
- Multiple activity types: Calls, Emails, Meetings, Tasks
- Priority assignment and due date tracking
- Task completion management and follow-ups
- Activity linked to opportunities
- Email integration with activity timeline
Email Communications
Track sent emails, use templates, and maintain communication history with every contact.
- Email template management with variable substitution
- Email log with sent/failed/bounced status
- Recipient, CC/BCC tracking and history
- Template categories: Quote, Order, Invoice, General
- Email-to-activity linking
Sales Intelligence & Pipeline Management
Go beyond contact management with sophisticated pipeline tracking, forecasting, and performance analytics.
Pipeline Management
Visualize deals across stages, track progression velocity, and identify bottlenecks in your sales process.
- →Stage-based deal tracking with movement history
- →Expected close date forecasting
- →Win/loss ratio tracking and analysis
Revenue Forecasting
Forecast revenue with probability-weighted pipeline values. Scenario planning with best-case and at-risk views.
- →Probability-weighted pipeline forecasting
- →Period-by-period forecast visibility
- →Salesperson-based forecasting
Customer Segmentation
Organize customers and prospects by company size, geography, industry, and other criteria for targeted engagement.
- →Estimated company size classification
- →Pricing tier assignment and management
- →Territory and sort code-based organization
Sales Analytics & Reporting
Comprehensive reports on sales performance, activity effectiveness, and conversion metrics.
- →Sales by salesperson and territory
- →Quote-to-order conversion analysis
- →Activity frequency and effectiveness metrics
Managing the Customer Lifecycle
From first contact to repeat customer, PAX guides you through every stage with process discipline and visibility.
1. Prospect Discovery
Import prospects from multiple sources, log initial contact information, track lead source, and assign to sales team. Create opportunities with estimated value and timeline.
2. Engagement & Qualification
Log activities (calls, meetings, emails) to track engagement. Update opportunity stage and probability as you learn more about their needs. Manage tasks and follow-ups to keep prospects engaged.
3. Proposal & Quote
Generate professional quotes linked to the opportunity. Track quote status, set expiration dates, and notify prospects. Move opportunity to Present stage while quote is active.
4. Close & Conversion
When quote is accepted, convert to sales order and mark opportunity as won. Prospect is automatically converted to customer with order linkage. Begin fulfillment process seamlessly.
5. Ongoing Customer Relationship
Maintain customer profile with multiple contacts and addresses. Log activities and notes for relationship continuity. Create new opportunities for upsells, cross-sells, and renewals. Track all sales history in one place.
Seamless CRM & ERP Integration
Your sales data flows directly into operations. Quotes convert to sales orders. Orders drive inventory management. Invoices are generated automatically.
Quote to Sales Order
Convert won quotes directly to sales orders with one click. Line items preserve all details, pricing, and discount structure. Order immediately moves to fulfillment workflow.
Inventory Requirements
Sales orders automatically update inventory required quantities. Manufacturing and purchasing modules see real-time demand. MRP calculations factor in all customer commitments.
Financial Integration
Revenue and COGS GL entries are created automatically when orders ship and invoices post. No manual journal entries needed. Full financial visibility in accounting module.
Why Sales Teams Love PAX
360° Customer View
Every prospect, opportunity, activity, and order visible in one place. No more digging through emails or spreadsheets.
Pipeline Discipline
Enforce sales process discipline with consistent stage definitions, probability weighting, and activity requirements.
Accurate Forecasting
Probability-weighted pipeline forecasting gives you realistic revenue predictions. No more guessing.
Less Manual Work
Quotes convert to orders automatically. Orders flow to fulfillment without re-entry. Less time on data entry, more time selling.
Actionable Insights
Real-time dashboards show pipeline health, activity effectiveness, and forecast accuracy. Data-driven decisions.
Operations Integration
Sales orders automatically feed into manufacturing and fulfillment. Sales and operations always in sync.
Have Questions About PAX CRM?
Our sales experts can help. Ask us anything about our CRM system, features, implementation, or getting started.
Ready to Manage Your Sales Pipeline?
Take control of your entire sales process with PAX CRM. Track prospects, manage opportunities, and forecast revenue with a system that integrates with your complete business.