Manufacturing

A manufacturing CRM: sales and production finally in sync

Manufacturers, workshops, industrial subcontractors: your sales team promises lead times, your production must meet them, and your suppliers affect both.

Bitrix24 connects sales, production projects, documents and supplier communication in one tool. MonCRM sets it up and connects it to your existing software.

Gears and a team coordinating production and sales

The problem

What holds manufacturers back

An order is signed, but the shop floor hears about it through a forwarded e-mail. A supplier announces a delay on a messaging app nobody else reads. The client chases, and nobody knows what to tell them.

Without a link between sales and production, lead times slip, priorities change without being shared and management lacks the figures to decide.

Your challenges

Manufacturing challenges and how Bitrix24 solves them

  1. 01 The problem

    Sales and production out of sync

    Sales staff cannot see the shop floor workload, and production learns about orders too late.

    With Bitrix24

    Sales and production in one tool

    Deals and production projects tracked in one place: better coordination, fewer bottlenecks and faster decisions.

    • CRM
    • Sales pipelines
    • Kanban
    • Sales Tunnels
    • Smart Process Automation (SPA)
  2. 02 The problem

    Missed deadlines and late deliveries

    Without schedule tracking, delays are discovered when the client asks for the order.

    With Bitrix24

    Deadlines met

    Schedules tracked with risk alerts: operations stay on time and deliveries become predictable.

    • Tasks
    • Projects
    • Gantt chart
    • Automation rules
  3. 03 The problem

    Slow contract and document approvals

    Contracts, purchase orders and specifications passed around by hand, with approvals that drag on.

    With Bitrix24

    Automated approvals

    Contracts and documents managed digitally, with automatic approval workflows: fewer errors and full control.

    • Online Documents
    • Document Templates in CRM
    • Approvals
    • E-Signature
  4. 04 The problem

    Fragmented supplier communication

    E-mails and personal messaging apps: supplier information is not shared.

    With Bitrix24

    Suppliers in dedicated spaces

    Communication is centralised in shared spaces, for more transparency and speed.

    • Chats
    • Channels
    • Collabs
    • Bitrix24 Sync
  5. 05 The problem

    Several production projects at once

    Custom orders, production lines, prototypes: hard to track each one separately.

    With Bitrix24

    One project per order

    Each order or production line is managed as a project, with clear owners and deadlines.

    • Tasks in Projects
    • Workgroups
    • Access Permissions
    • Flows
  6. 06 The problem

    Limited data to forecast and steer

    Without consolidated figures, it is hard to anticipate workload, scale without disruption and track margins.

    With Bitrix24

    Profitability under control

    Performance, costs and workloads visible in real time: accurate forecasts, controlled growth and better profitability.

    • CRM Analytics
    • BI Builder
    • Work Reports

What you gain

A manufacturing business run from order to delivery

  • One system for sales, production, operations and documentation.
  • Fewer delays and missed tasks.
  • Better coordination between the shop floor and the office.
  • Full visibility for management.

Bitrix24 brings everything together, from the first client enquiry to product delivery. The result: more control, more reliable lead times and better profitability.

How we work

Rolling out Bitrix24 in your company

  1. Scoping

    Your sales cycle, the handoff from order to production, key suppliers, documents and management KPIs.

  2. Configuration

    Sales pipelines, order and production processes, project templates, approval workflows, supplier spaces.

  3. ERP integration

    Exchange of clients, orders, stock and invoices with your ERP through the Bitrix24 API or n8n. See our CRM integration method.

  4. Training and follow-up

    Training for sales staff, production managers and management, then KPI reviews.

Manufacturing CRM: frequently asked questions

Does Bitrix24 replace an ERP or production planning software?

No. Bitrix24 handles customer relations, sales, project coordination and documents. It connects to your ERP to share clients, orders and stock, as we did for Yamed Group.

Can each order be tracked as a project?

Yes. A won order can automatically create a production project with its tasks, owners and a Gantt chart schedule.

Can we work with our suppliers in Bitrix24?

Yes. Suppliers can be invited to shared spaces (Collabs) to exchange messages, share documents and follow the tasks that concern them, without access to the rest of your workspace.

How do we track team workload?

Tasks, schedules and work reports give a view of workload by team and project, consolidated in dashboards.

Where is our data hosted?

With Bitrix24 Cloud, data can be hosted in Europe. If you want to keep it in Morocco or on your own infrastructure, the self-hosted (on-premise) edition installs on your servers or in a Moroccan data centre. Either way, we include the steps required with the CNDP (Morocco's data protection authority, Law 09-08) in the project.

Running a manufacturing business?

Walk us through an order, from signature to delivery, and we will show you how Bitrix24 would make it smoother.

MonCRM advisor wearing a headset, ready to help