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.
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
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
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
Want to see Katana in action?
Book a demo to get all your questions answered regarding Katana’s features, integrations, pricing, and more.
Software that integrates with your favorite tools for a smooth workflow
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.”
Nadia Hussain
Supply Chain Manager at Raw Coffee Company
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.”
Richie Duncan
Founder of KODAMA
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!”
Candice Murno
Founder and Designer at Buttercream Clothing
Katana integrates everything, making for effective company-wide resource planning and control.”
Danielle Louw
Production Manager at CT LAB
CRM with Quoting FAQs
CRM stands for customer relationship management. CRM software is a system that helps businesses keep track of their customers and manage their interactions.
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
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.
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.
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.
Get visibility over your sales and stock
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