Software for Australian shops · CRM · Customer Relationship Management · Australia
A manufacturer's CRM is not a pipeline of leads — it is every customer's parts, requests, quotes, orders and terms on one record, so anyone in the office can answer the phone. NE Vault's CRM is free, comes with a customer portal, and turns an approved quote into an order with one click.
CRM and the customer portal are free. Stock and production are $39 a month each, AUD ex GST.
The reality
Requests, quotes and orders are one chain on the customer record: the quote is sent from the request, the order is created from the quote, nothing is re-typed.
Quote from the part you made last time with its price breaks; see cost and gross margin as you type; send it for online approval.
Their portal shows every order's stage, their quotes to approve and their invoices. The status calls stop.
Trade account applications, credit limits and Net 30 / 30 EOM terms; orders over the limit go on hold until you release them.
The customer record holds the agreed price breaks and the history; the quote starts from there, whoever is at the desk.
One-off customers and one-off items can be quoted straight from the quote screen, with sign-up optional.
How a job goes through it
Through the customer's portal on a form you designed — drawing, quantity, date — or logged by you after the call. It has an owner and a priority.
Parts, methods, materials and last prices; price breaks on one document; margin visible; a validity date; sent for approval online.
Lines, PO number, delivery and payment method carried across; a card payment, bank transfer or trade account. The customer sees it in their portal.
Applications, limits, holds and releases; statements and reminders; the accounts contact gets the invoice.
Contacts, activities, requests, quotes, orders, invoices, documents — one customer, one screen.
Each step is a screen in NE Vault. See all seven, with the screen for each.
On screen
What you get
Organisations, their people and roles, activities and notes.
Request forms per trade, quotes with tiers, validity and online approval.
One click; a pipeline from received to completed.
Applications, credit limits, terms, holds, statements, reminders.
Free, unlimited logins: parts, quotes, orders, invoices, documents.
Who quoted, who approved, who changed the price — on record.
Australian by default
Every open order generates calls, and every call interrupts someone.
About 4 hours a week that your office gets back, and customers who feel informed instead of chased.
Questions
No. It is the customer record a workshop needs — parts, requests, quotes, orders, terms and documents — with a portal on the customer's side. It does not do email campaigns or lead scoring.
Yes. CRM and the customer portal are free with one staff user and unlimited customer logins, no time limit and no card. Extra staff are $7 a month; stock and production are paid modules.
Yes. The quote emails with a link; they approve it there or in their portal, and the order is created from it with the lines carried across.
Yes. The quote screen lets you quote a new customer and new items in one go; they get a sign-up link only if you tick it.
Yes. A quote can carry quantity tiers on one document — the 10-off and the 100-off — with cost and margin shown for each.
A customer applies for a trade account from their portal or you grant one; set the limit and the terms (Net 30 or 30 EOM), and orders over the limit go on hold for you to release.
Related
Start free and your trade's template is applied as you sign up — or book thirty minutes and we set it up with you, on your own parts.