CRM for manufacturing

Give sales a clear path from customer request to shipped order.

Quotes, specifications, delivery questions and order updates should stay connected. Build your manufacturing CRM on Open Mercato and bring the ERP information your sales team needs into their workflow.

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The customer asks a simple question. Three teams chase the answer.

A won deal gets retyped downstream

Quotes, customer records and order details travel between sales and operations. Build a shared handoff with explicit record ownership and a connection to the ERP.

Sales cannot see what happens after the order

Delivery questions become calls to logistics. Give sales access to the shipment and order status relevant to the customer conversation.

Your process lives in extra spreadsheets

Specifications, exceptions and approvals need their own place. Extend records and workflows around the way your products are sold and delivered.

Connect the commercial record to the operational work.

Accounts with history

Keep companies, contacts, addresses, notes and activities linked to the relationship.

A manufacturing sales pipeline

Configure stages around qualification, quotation and commercial approval, with values and expected close dates.

Quotes that become orders

Use sales documents with line items, totals, payment and shipment context.

The ERP handoff your team needs

Scope the product, customer, order and status connections, including validation and exception handling.

Feature by feature

From a customer list to a connected sales operation.

See what a manufacturing CRM adds when customer records, quotes and fulfilment updates are currently kept in separate files.

What your team getsCONNECT THE HANDOFFSOpen MercatoCRM + sales and shipment modulesSpreadsheets + emailSeparate files and manual handoffs
Where Open Mercato adds control
Built-in links between accounts, contacts and deals✓×Manual cross-references
Convert a quote into a linked order✓×Copy and re-enter
Shipment records linked to orders✓×Separate tracking files
Application roles and feature permissions✓×File access only
Approval workflows in the application✓Configure the workflow engine×Email follow-up
Capabilities available in both
Store customer and contact details✓✓Manual records
Track pipeline stages and deal values✓✓Manual tracker
Implementation and scope
Synchronize customers and orders with your ERP↗ERP integration×Manual handoff
Plant-specific packing and carrier updates↗MDM NT reference×Manual coordination
Available in the stated scope Not included in this model Requires implementation

Baseline: separate spreadsheets and email, without an integrated business application. Custom integrations are implementation work. MDM NT demonstrates a dedicated shipping implementation alongside its existing ERP.

Reviewed 12 November 2026. Sources: MDM NT implementation · Open Mercato core · Customer records

Explore implementation and commercial details
What mattersWorkflow to checkOpen Mercato
Customer contextCan a colleague understand the relationship without asking the account owner?Linked companies, people, notes, activities and deals.
QuotationWhere are quote revisions, line items and commercial decisions kept?Quote and order foundations you can adapt to your process.
ERP handoffWhich records are entered twice and which system owns each field?Project-specific integration with agreed ownership and validation.
Shipment visibilityCan sales answer a delivery question from the customer record?Shipment records and integration options for carrier status.
Industry rulesWhich specifications and approvals make your sales process different?Custom fields, entities and workflows for those requirements.
MDM NT · manufacturing implementation

MDM NT connected the shipping information people needed.

At a 500-person manufacturer, Open Mercato connected packing records, label generation and tracking. Customer service gained shipment information inside the ERP it already used.

Read the MDM NT story ↗
Open Mercato order workspace. The case study describes MDM NT's separate custom shipping implementation.
Open Mercato core order workspace. Explore MDM NT’s custom shipping workflow in the case study.

Pilot one product line or sales team.

  1. Follow one real order

    Map the customer request, quote, approval, ERP handoff and delivery questions.

  2. Agree the data ownership

    Identify customer and product masters, ERP identifiers and the systems responsible for each status.

  3. Run the connected pilot

    Import a sample, configure stages and test both a standard order and an exception with sales and operations.

  4. Measure and expand

    Track duplicate entry, time to answer order questions and handoff errors. Use the results to prioritize the next workflow.

Questions before you take the next step.

Can we connect our current ERP?

Start by reviewing its APIs, exports and integration options. MDM NT's project shows Open Mercato operating alongside an existing ERP. Your data mappings and synchronization behavior need to be scoped.

Does this include production planning?

The CRM and Sales modules cover the commercial workflow. Manufacturing planning, recipes and LOT traceability are domain requirements that can be addressed through a specialist implementation such as TraceCore.

Can sales see stock and promised dates?

Those views depend on reliable data from your inventory and planning systems. Include availability, reservation and delivery-date rules in the integration scope and test them with real orders.

How should we judge the pilot?

Agree a baseline for re-entry, order-status response time and handoff errors. Then test the same workflow with the people who use it before expanding the rollout.

Bring one order and every handoff around it.

We can help you turn that journey into a focused CRM and integration scope.

Discuss your manufacturing workflow

Talk through your process, integrations and implementation needs with the Open Mercato team.