Customer opportunities
Track customer discussions and owners through suggested stages.
For fabricators, makers and small manufacturers
CRM for manufacturing & fabrication
Turn enquiries and drawings into quoted, scheduled production jobs, and handle quality issues with a clear trail.
Enquiry received3Production enquiryA$1,850 · JLSpecification requestA$2,400 · JL
Specification review2Material follow-upA$4,200 · SRProduction enquiryA$640 · SR
Quote prepared1Order enquiryA$960 · AK
Materials check3Quality issueA$7,300 · MP
- Free plan
- Up to 2 people
- Industry setup
- Professional, A$39
- Card to start
- Not needed
- Data stored in
- Sydney
Sound familiar?
Coordinate customer jobs, materials follow-ups and production handoffs.
Specifications change mid-quote
The quote goes out on the wrong drawing revision.
Materials hold up production
A job is accepted before anyone checks supplier lead times.
Quality issues lack a record
Complaints are handled by phone and forgotten.
How it works for manufacturing & fabrication
A typical week with the Manufacturing & fabrication setup. Every name below is exactly what you’ll see in the app.
Enquiries arrive with the right details
Records are named the way you talk: customer contacts, customers and suppliers and production jobs. Each new production job has room for job reference, job quantity, unit of measure, drawing revision reference and required date. There are also fields for supplier lead time (days) on customers and suppliers.Production jobs move through your pipeline
- Enquiry received
- Specification review
- Quote prepared
- Materials check
- Production handoff
- Dispatch handoff
Quote it and win it
Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the production job.Customer contacts ask for help
- Order enquiryQuestions about lead times, quantities or an existing order.Normal
- Quality issueA customer reports a fault or non-conformance.High priority
- Specification requestRequests for drawings, specs or technical details.Low
Reply in a click
Ready-made replies come with it: “Enquiry received” and “Issue closed”. Each one fills in the person’s first name and can be edited before it’s sent.Follow-ups happen on their own
- Follow up with a new customer contact. Create a next-day task linked to the new customer contact.
- Qualify every new customer contact enquiry. Create an immediate high-priority task linked to the new customer contact enquiry and notify the team.
A worked example
From first contact to finished work
A customer sends a drawing. The job is Enquiry received, then Specification review with the drawing revision reference and quantity. At Quote prepared, a quote goes out; at Materials check the supplier lead time is recorded before Production handoff and Dispatch handoff. If a part arrives out of tolerance, it’s a Quality issue with an owner and an “Issue closed” reply when sorted.
What the starting point sets up
Choose Manufacturing & fabrication when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.
Procurement follow-through
Record suppliers, purchase orders and receipts alongside project work.
Operational review tasks
Make the next human review visible without replacing production planning.
- Your records are called
- Customer contacts, Customers and suppliers and Production jobs
- Pipeline stages
- Enquiry received → Specification review → Quote prepared → Materials check → Production handoff → Dispatch handoff
- Extra fields
- Job reference (production job), Job quantity (production job), Unit of measure (production job), Drawing revision reference (production job), Required date (production job), Supplier lead time (days) (customer or supplier)
- Production handoffs register
- Handoff status, Batch reference, Owner, Required date
- Request types
- Order enquiry, Quality issue, Specification request
- Ready-made replies
- Enquiry received, Issue closed
- Automations
- Follow up with a new customer contact; Qualify every new customer contact enquiry
Questions about NovaSoft One for manufacturing & fabrication
Still unsure? Read every question or start free and look around.
Is this an MRP or production scheduling system?
No. It covers enquiries, quotes, handoffs and customer issues. Use your MRP or ERP for bills of materials and scheduling.
Can I record drawing revisions?
Yes. Production jobs have a Drawing revision reference field.
Can customers raise quality issues?
Yes, on Starter and above, through the customer portal with photos attached.
Can I change what the manufacturing & fabrication setup creates?
Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.
Can I bring my existing customers across?
Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.
What does it cost?
Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.
Good to know
Not MRP, production scheduling, bill-of-material consumption or quality certification. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.
Try NovaSoft One for manufacturing & fabrication.
Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.