Kojomfg

CRM · Your office

Every customer, every quote, every order — in one place, not in someone's inbox.

The office side of the portal. Requests arrive in a queue, quotes carry quantity tiers and lead times, approvals turn into orders, and trade accounts run themselves. The record of every customer is the record.

Book a demoFree · Always on. First staff user included.

CRMCustomer Relationship Management

Free

In plain words: One list of your customers, and every request, quote and order you have ever done for them. It replaces the inbox search and the “who quoted this last time?” question.

  • Quote a repeat part in minutes because the last one is on file.
  • Every request has an owner and a status, so nothing is quietly dropped.
  • Trade accounts run themselves: charge at invoice, restore on payment.

What it looks like

CRM, on screen.

Inside

Every screen, and who uses it.

Names are the ones you will see in the demo.

  • Sales, accounts

    Customers

    Organisations, contacts, portal users, credit standing, notes, calls and follow-ups — the whole relationship on one page.

  • Engineering, sales

    Requests

    The incoming queue: highest priority first, oldest unanswered on top, with attachments and a message thread. The request forms are yours to design.

  • Estimating

    Quotes

    Build quotes with quantity tiers and lead times, save drafts, revise sent quotes, and let approval flow straight into an order.

  • Office

    Orders

    The pipeline: Order received, In production, QC, Invoiced, Shipped, Completed. Promise dates with alerts when a job is at risk.

  • Accounts

    Credit

    Revolving Net 30 credit lines: applications, limits, an automatic charge at invoice and restore on payment, with credit holds instead of dead ends.

  • Accounts

    Automatic reminders

    Quote-expiry nudges, overdue-invoice reminders and monthly statements — each a switch, off until you turn it on.

  • Owners

    Reporting

    Sales, on-time delivery, margin and credit reports, with CSV export.

  • Owners

    Team & Audit log

    Per-screen access for each staff member, two-factor sign-in, and an audit trail of every sensitive action.

Do the sums

What it is worth.

Example — check the mathsCRM

Quoting the parts you have made before

Most quotes in a job shop are for something you have already made.

Assumptions
  • 20 quotes a week
  • 25 minutes each from scratch: find the drawing, the material, the last price
  • 5 minutes each when the part, method and last quote are on file
TodayWith NE Vault
Time quoting per week
20 × 25 min = 8.3 hours
20 × 5 min = 1.7 hours
Per year
≈ 415 hours
≈ 85 hours

About 6.6 hours a week back — roughly 8 working weeks a year of one person's time.

A day with it

  1. 8:00 am

    Three requests came in overnight. One is a repeat, so the quote is last time's with a material update. Two need engineering. Assign, set priority, and the queue is clear before the kettle boils.

  2. Midday

    A customer approves a quote from the portal. The order creates itself, a Net 30 charge posts against their credit line, and the job appears on the floor board.

  3. End of month

    Invoices went out as each job shipped. Statements went to the customers who owe something. The credit report shows who is over terms. Nobody opens a spreadsheet.

Connected to

It doesn't work alone.

Keep exploring

See crm on your own parts.

Open a free workspace in about a minute — no card, set up for your trade. Or book a 30-minute walkthrough on your own parts.

Start freeBook a demo