Features
From the first enquiry to the last invoice.
Everything ManufactIQ CRM does today, in one place. Each part works with the others, so a quote, its order and its invoices stay together on the customer's record.
Everything that ships today.
The full list, and which plans each part is on.
| Feature | What it does | Plans |
|---|---|---|
| Enquiries | Log every incoming enquiry against a company and contact, each with its own reference. | Every plan |
| Website enquiry form | Enquiries from the form on your own website wait for approval, matched to the customers you already have. | Every plan |
| Pipeline | Every live opportunity by stage and value, and what has gone quiet. | Every plan |
| Quotes | Build, send and revise quotes, with every revision kept and a PDF on your letterhead. | Every plan |
| Spreadsheet import | Import quote lines from an Excel or CSV spreadsheet. | Every plan |
| Orders | Convert a won quote into an order without retyping a single line. | Every plan |
| Invoices | Invoice an order in parts, as PDFs with your bank details, with due-date reminders. | Every plan |
| Calendar and tasks | Site visits, callbacks and deadlines on one shared view. Assign the chase-up and see what is overdue. | Every plan |
| Companies and contacts | One record per customer, with every enquiry, quote and order attached. | Every plan |
| Products | A reusable catalogue of what you make, so quotes stay consistent. | Every plan |
| Documents | Drawings, specifications and POs stored on the record they belong to. | Every plan |
| Reports | Won value, win rate, average deal, sales cycle and a weighted forecast. Export to CSV or PDF. | Every plan |
| Microsoft Teams alerts | A message in your channel when an enquiry arrives, a quote goes out, or a job is won or lost. | Every plan |
| Custom tabs and fields | Add fields such as a material grade, drawing number or job code to any tab. | Premium and Pro |
| API service | Connect ManufactIQ to the other systems you run. | Premium and Pro |
| Your logo and colours | Your own logo and colours on quotes and invoices. | Pro |
| Automations | Quote-expiry reminders, automatic tasks and customer emails. | Pro |
| Outlook add-in | Draft an enquiry from the email open in Outlook: customer, contact, items and attachments, ready to approve. | Pro |