Unlock sales opportunities using CRM with quoting

Use Katana’s management software and implement CRM quotes seamlessly into your business. Katana manages all your customer information alongside sales and manufacturing, giving your sales teams a powerful platform for data analysis.

Generate and manage your finances with quoting software

Quotes aren't just philosopher phrases you use to impress your friends. Equip your sales manager with CRM software that generates quotes without committing any resources to production.
Tracking physical inventory counts with Katana

Generate new quotes for sales in Katana ERP software

Start sales quoting clients while keeping on top of your open sales orders simultaneously. Create quotes with estimated delivery deadlines for customers, and once the quote is approved, Katana will automatically commit stock to the order. With Katana, you can:

  • Negotiate with customers while not affecting your current inventory levels
  • Provide your customers with current price offers with easy-to-download PDF copies
  • Quickly sort and filter all quotes and manage them in bulk
Full manufacturing order and inventory visibility with Katana

Streamline your sales with omnichannel order management

Multichannel order management is a strategy that allows manufacturers to control every part of their sales pipeline across every sales channel. Those channels could be brick and mortar stores, websites, social media, mobile apps, or even a call center. To implement an multichannel order management system, manufacturers need to have a single view of the customer, their order history, and inventory management across all channels. Katana can help you with:

  • Managing online and store sales, inventory and order fulfillment in one platform
  • Connecting multiple stores to Katana, and you can map each store to a specific location
  • Getting an overview of all order statuses, customers’ names, date of purchase, shipping address all in one place
  • Having all your bills of materials (BOMs) in one place, and getting precise manufacturing costs and stock readings of material availability straight from Katana
Here are the 7 best inventory management software available on the market in 2023. The selection ranges from software that supports manufacturers to restaurants.

Connect business tools and CRM with quoting tools for more transparent business

Katana can integrate with various manufacturing CRMs. Katana’s CRM integrations enable you to manage product recipes and ensure on-time purchasing of materials in line with real-time data from your sales CRM. Other key integrations include:

  • Third-party integrations with Prospect CRM and Salesforce to simplify your sales process and collect customer information
  • Native integrations with accounting software like QuickBooks Online and Xero, in case you’re thinking about centralizing workflow and tracking finances
  • Reliable shipping partners like ShippyPro and 2Ship so you can fully automate and manage all your shipping needs
  • Simple access to Katana’s open API, which lets you connect your preferred CRM software for quoting with Katana. Please note that you need to build the integration yourself, if you opt for that route

Try out Katana's ERP software

Give it a try, test CRM quotes, and explore how Katana’s ERP system improves business processes.
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Software that integrates with your favorite tools for a smooth workflow

Katana integrations spider

Native integrations, codeless templates, and fully customizable API integrations

Katana’s software gives users access to the API, allowing you to create custom workflows and connect your business apps to manage your sales, manufacturing, and accounting on one platform. Automate data transfers between the services you use to level up efficiency. Take a look at Katana’s API documentation to learn more.

Katana’s bill of materials (BOM) is a tremendous help. Integrations with Shopify and Xero also play a significant role in business management, and we can now manage both B2B and B2C orders with greater ease.”   

I think that Katana had a much lower barrier to entry. It was still some work to get up and running, but I was able to gradually build my processes into Katana’s system over several months.”

We chose Katana because it seemed to be the most user-friendly software we tried – it is very easy to use and the customer service is great!”

Katana integrates everything, making for effective company-wide resource planning and control.”

CRM with Quoting FAQs
What is a CRM?

CRM stands for customer relationship management. CRM software is a system that helps businesses keep track of their customers and manage their interactions.

What are the benefits of using a CRM?

There are many benefits to using a CRM, including:

  • Improved customer satisfaction — CRMs help businesses keep track of their customers and their interactions
  • Increased sales — CRMs can help companies to target their marketing efforts and track their sales pipeline
  • Better team collaboration — CRMs can help sales teams stay organized and track their progress on projects
  • Reduced costs — CRMs can help businesses automate their processes and reduce the need for manual data entry
How important are quotes in CRM software?

CRM quotes are essential to CRM software because they can help businesses track their sales pipeline and close more deals. Quotes help manufacturers manage their customer relationships by providing a controllable record of interactions.

Please keep in mind that Katana ERP won’t ever commit any items to your pending sales orders until the client accepts the quote.

What is the difference between CRM software and a quoting system?

A CRM is a customer relationship management platform that helps businesses keep track of their customers and manage their interactions.

A quoting system is a tool that allows companies to generate and manage quotes and invoices. Quoting systems are often integrated with CRMs, but can also be used as standalone tools.  

Can I create quoting templates within CRMs?

Yes, if those CRMs are equipped with quoting management (not every CRM is). Quoting templates allow you to quickly and easily generate quotes for your customers.

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