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CRM

Customer Relationship Management

From first enquiry through to aftermarket support. Pulse PLM manages your customers, quotations, sales orders, service cases, and spares — all connected to your product data.

Why CRM Matters

Sales and Service Connected to Your Products

Generic CRM tools know nothing about your products. Sales teams waste time looking up part numbers, checking availability, and manually building quotes. Service teams cannot see what was shipped or when.

Pulse PLM is built on top of your product data. Quotes pull from actual BOMs and pricing. Service cases link to serial numbers and build records. Everyone sees the same truth.

Product-Aware

Quotes and orders built from actual product data, not spreadsheets

End-to-End Visibility

From enquiry through production to delivery and aftermarket support

Team collaboration and customer management

Customer, Service & Aftermarket

Manage the complete customer relationship from first contact through ongoing support.

Customer & Contact Management

Central database with accounts, contacts, addresses, and interaction history. See every touchpoint with a customer in one place.

Sales Orders & Quotations

Quote from product data, convert to orders, and track through fulfilment. Pricing rules, discounts, and approval workflows included.

Service Management

Log service cases, track resolution, and maintain equipment and warranty records. Link cases to serial numbers and build history.

Aftermarket Support

Manage spares, returns, and repairs linked back to serial numbers and build records. RMA handling with stock-disposition management and repair documentation.

Order Fulfilment

Track orders from confirmation through production scheduling, dispatch, and delivery. Customers and sales teams see real-time status.

Warranty Management

Warranty-period tracking per product with claim validation, coverage status, and claim history. Integrated with serial numbers for accurate entitlement checks.

Integration

The Customer-Facing Layer

CRM connects your customers to your products and processes. Sales quotes from real product data. Service cases linked to actual build records.

PDM

Supplies product data for accurate quotations

MRP

Checks stock availability for order promising

MES

Schedules production from confirmed orders

QMS

Routes customer complaints into the CAPA process

The Business Impact

A CRM that knows your products delivers better outcomes for everyone.

Faster Quotes

Build accurate quotations directly from product data in minutes, not hours.

Higher Win Rates

Respond faster with accurate pricing and realistic delivery dates backed by real production data.

Customer Retention

Excellent after-sales service and proactive support keep customers coming back.

Aftermarket Revenue

Spares, warranty claims, and repairs become a managed revenue stream, not an afterthought.

Ready to connect?

Every manufacturing operation is unique. Let's discuss your specific challenges and show you how Pulse PLM can help.

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