AI CRM that knows what the plant can actually deliver.
V5 Ultimate ships a CRM in every workspace, on every plan — pipeline, RFQs, samples, quotes, contacts, price lists, sequences and forecast — sitting on the same data model as production. AI writes the account brief, drafts the customer email, ranks what to chase next, and the commercial record runs straight through to the batch that fulfils it.
You're looking at an AI CRM because the generic one doesn't know anything about what you make.
The CRM holds the opportunity; the plant holds the truth, and they never meet
Quoting means asking production whether the line can take it, by email
Sample requests live in someone's inbox until the customer chases
A complaint arrives and nobody can tie it to the lot that shipped
Reps write the same three emails forty times a week
The forecast is a sales opinion, not a capacity-aware number
A manufacturer's commercial desk, with AI on the admin.
AI account and contact briefs
A snapshot of the account assembled from live data — open opportunities, RFQs, samples, orders, shipments, complaints and communications — so a rep walks into the call already briefed.
AI-assisted communications drafting
Customer emails and follow-ups drafted from the account's real history and the templates your team approved. The rep edits and sends; the message is logged to the contact timeline.
Ranked worklists
What to chase next, ordered by stale opportunities, overdue tasks, unanswered RFQs and samples past their promised date — instead of a pipeline sorted alphabetically.
RFQ → sample → quote → order → batch → shipment
One chain, one audit trail. The quote knows the price list, the order becomes the work order, the shipment carries the lot, and a complaint lands back on the same record.
Quotes that know the plant
Pricing, inventory position and production commitments sit in the same system, so a commitment to a customer is made against what the floor can actually deliver.
Commercial KPIs beside operational ones
Pipeline value, wins, samples, activity and forecast are dashboard tiles next to yield, OEE and deviations — one home screen for the business.
Why manufacturers use this instead of a generic CRM.
- Included on every plan at no extra cost — no seat-by-seat CRM bill
- The commercial record and the production record are the same record
- Complaints trace to the lot, the batch and the operation without an integration
- Contacts, addresses and price lists flow onto quotes, orders and POs with frozen snapshots on printed documents
- Already on Salesforce or HubSpot? Complaints and customer records can come in by API instead
Where commercial meets regulated.
Complaint handling — 21 CFR 820.198 / ISO 13485 clause 8.2
A customer complaint captured on the account is the same record quality investigates, linked to the shipped lot and its batch history.
21 CFR Part 11
Quotes, orders and customer-facing documents carry signature and audit-trail controls where they touch regulated records.
Traceability to the customer
Shipment, lot and CoA delivery are logged, so a recall or a customer query starts from evidence rather than reconstruction.
Role-based access
Commercial users get commercial surfaces; warehouse and QA keep read access to customer-facing wording so nobody promises what the spec doesn't say.
Data residency
Customer and commercial data stay inside your tenant. AI inference runs there too, and your data is not used for model training.
AI CRM for manufacturers, answered.
Does V5 really include a CRM?
Yes — it ships in the main menu of every workspace, on every plan, at no extra cost: opportunity pipeline with stages and forecast, RFQ register, sample requests, prospects, customers, contacts, price lists, tasks, templates, logged communications and follow-up sequences.
Is this trying to replace Salesforce?
No. V5's CRM is a manufacturer's commercial desk, not a platform for a 200-rep enterprise sales org. Its advantage is that the RFQ, the quote, the batch, the shipment and the complaint are one chain. If you already run Salesforce or HubSpot, customer records and complaints can arrive by API.
What does the AI actually do here?
It writes account and contact briefs from live data, drafts customer communications from real history, and ranks worklists so the next action is obvious. It does not price, commit or send on anyone's behalf.
Can the CRM see production reality?
Yes — inventory position, production commitments and lot history are in the same system, so a delivery promise is made against the actual plan rather than a guess.
Do CRM tasks show up alongside production?
Yes. CRM tasks are a first-class event type on the shared scheduling calendar, next to production, orders and maintenance.
What does it cost?
Nothing additional. It is part of the platform, which is usually the difference between this and adding a CRM subscription per seat on top of your manufacturing stack.
See an RFQ become a sample, a quote, a batch and a shipment on one record.
Free trial. No sales gate. CRM included on every plan.