CRM for manufacturers and distributors

One pipeline for every dealer and distributor enquiry

B2B sales cycles in manufacturing are long, multi-touch, and easy to lose track of. HokaCRM keeps every dealer quote, sample request, and negotiation thread in one place — visible to the whole team.

How it fits your sales process

Manufacturing sales often involve multiple contacts at the same company — purchase managers, technical leads, and directors — across months of follow-up. HokaCRM tracks each relationship as a deal, logs every call and sample request, and reminds your rep when a quote has been sitting unanswered for too long. No more "I thought Rakesh was handling this."

What changes after HokaCRM

From scattered follow-ups to one pipeline your team trusts

Today

  • Dealer enquiries and sample requests handled over WhatsApp with no paper trail
  • Quotes sent but no follow-up reminder — competitor closes the deal
  • New sales rep has no context when taking over an account mid-negotiation
  • No view of how many active dealer conversations are open and at what stage
  • Monday sales review takes 45 minutes just gathering rep updates by phone

With HokaCRM

  • Full quote and contact history per dealer
  • Automatic reminders after every unanswered quote
  • New rep onboards in minutes, not weeks

How HokaCRM helps

The features that matter for manufacturing & distribution teams

  • 01

    Lead & pipeline management

    Create pipelines that match how you sell: enquiry, site visit, quote sent, negotiation, won. Assign owners, set expected close dates, and move deals without losing context from the first WhatsApp message.

    • Capture from any source
    • Build stages that match how you sell
    • Assign one owner per deal
    See full feature →
  • 02

    Reminders & task automation

    Set follow-up rules by stage — if no activity in 3 days after a quote, your rep gets a reminder. Tasks land on the right person so founders are not the default follow-up machine.

    • Set stage-level follow-up rules
    • Tasks go to the deal owner
    • Founders get a digest, not a flood
    See full feature →
  • 03

    Reports that make sense

    See pipeline value by stage, conversion rates, and rep activity for the week. Built for the Monday morning review, not for analysts who live in spreadsheets.

    • Pipeline value by stage
    • Conversion rate by stage
    • Rep activity summary
    See full feature →

Our reps were managing dealer quotes in WhatsApp and Excel. Within a week of moving to HokaCRM, we had visibility into every open deal. Pipeline reviews dropped from an hour to fifteen minutes.

Sandeep R.

Operations head · Indore

Industrial equipment manufacturer

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