Industries · Manufacturing
Zoho for Manufacturing
RFQs, quotes, orders and dispatch in one connected system, from first enquiry to final payment.
- Zoho Authorized Partner
- Local team in Dubai, UAE
- Free, no-commitment consultation
Built for manufacturers and industrial suppliers
- RFQs from every channel in one pipeline
- Quotes from your product catalogue and price lists
- Sample and approval tracking
- Sales orders linked to Zoho Inventory
- Distributor and dealer management
Implemented by GNet, a Zoho Authorized Partner in Dubai.
Challenges
Where manufacturing teams lose time and revenue
The problems we see most often before Zoho CRM is in place.
- RFQs that never get quoted
- Quotes built in Excel without approvals
- No link between orders, stock and production
- No live view of win rate or backlog
The workflow
How manufacturing companies run on Zoho CRM
The complete journey with the automations GNet configures at every stage. Click the image to enlarge it.
Sales pipeline
Eight stages, each with its own automation
Every stage has a clear owner, a next step and an automation that keeps the deal moving.
1. RFQ captured
Website, email, distributors, exhibitions and tenders
RFQ acknowledged and assigned
2. Qualification
Product, specification and quantity
Manager alert if not reviewed
3. Costing and technical review
Bill of materials and costing checked
Costing task with a due date
4. Quotation
Quote from the product catalogue and price list
Price approval · quote tracked
5. Sample and follow-up
Samples sent and approval tracked
Day 3 email · Day 5 call · Day 10 reminder
6. Decision
Won: sales order in Zoho Inventory. Lost: reason recorded.
Lost quotes reviewed and re-contacted
7. Production and dispatch
Materials and production slot checked
Order status updates to the customer
8. After-sales and repeat orders
Complaints and returns logged
Reorder reminders created
Tracker
Order tracker in one view
A guided Blueprint in Zoho CRM takes the team through each step after the sale, so nobody needs to ask where a file stands.
- PO received
- Planning
- Production
- Quality check
- Dispatch
- Invoiced
- Paid
Dashboard
What management sees every day
An example of the live Zoho CRM dashboard GNet builds for manufacturing teams. Figures shown are sample data.
RFQs
Win rate
Backlog
On-time delivery
Customers
Receivables
Zoho apps in this solution
Why GNet
A Zoho partner for manufacturing
We design Zoho CRM around how your team works, with local support in Dubai.
- RFQ and quotation process mapped to your product lines
- Price lists, discount approvals and quote templates
- Zoho CRM connected to Zoho Inventory and Zoho Books
- Distributor and dealer management
Zoho One
One platform for your whole manufacturing business
One connected system for sales, finance, HR and operations, with one login.
- Zoho CRM for leads, clients and deals
- Zoho Books for invoicing, payments and UAE VAT
- Zoho People and Zoho Payroll for HR and WPS
FAQ
Zoho for manufacturing: frequently asked questions
Can Zoho CRM handle RFQs and quotations for manufacturers?
Yes. RFQs are captured with specifications and drawings, costed by the estimation team, and turned into quotes from your product catalogue with approval rules for discounts.
Does Zoho CRM connect to inventory and production?
Yes. Won quotes become sales orders in Zoho Inventory, and Zoho Creator can be used for production planning where needed, so sales can see order status without asking operations.
Can we manage distributors and dealers?
Yes. Distributors are managed as accounts with their own targets, orders and stock reviews in Zoho CRM.
Which dashboards do manufacturers use?
Typical dashboards show RFQs by source, quote win rate, order backlog, on-time delivery, top customers and overdue receivables.
Free consultation
See this workflow running on your own process
Book a free session with a GNet Zoho consultant. We will map your process and show you how it works in Zoho CRM.
