Manufacturing CRM for Trade Accounts, Samples and Forecasts

A manufacturing CRM should know which products each account buys, who signs off a new part, how many samples turned into production orders and what volume key customers expect this year. Describe your accounts and sales process to Mythex and it builds the CRM with a real database and logins for sales and production planning.

Who it's for

Manufacturers whose customer knowledge lives in the sales director's inbox, who send samples nobody follows up, and who buy raw materials without any forecast from the customers who will use them.

What you can build

Accounts with buyer, engineer, quality and accounts payable contacts
Product codes and specifications each account buys
Sample requests tracked to first production order
An RFQ pipeline with win and loss reasons
Annual volume forecasts per account and product
Reorder reminders for regular buyers who go quiet

Contacts by role

A trade account is several people. The buyer places orders, the engineer approves new parts, quality asks for certificates and accounts payable needs the right PO on every invoice. Record each with their role so the right person gets the right message, and note when someone leaves; a new buyer often reviews suppliers in their first months.

Role on every contact
Note job changes
Contact history per account

From sample to production order

Samples cost money and are often forgotten after they ship. Track each one: requested, made, shipped, feedback, and first order or lost. A follow-up date two weeks after delivery keeps the conversation going, and a monthly report of sample conversion tells you whether samples are worth their cost.

Forecasts that help the factory

Ask your top accounts for a rough annual forecast per product and store it in the CRM. Even an imperfect number lets purchasing buy long-lead materials early and planning book capacity before the rush. Compare forecast with actual orders each quarter and you learn which customers forecast well.

Forecast per product per year
Quarterly forecast against actual
Shared with purchasing and planning

Mistakes to avoid

Do not store pricing in personal spreadsheets; put agreed prices and their validity on the account. Do not record only won RFQs; loss reasons are where you learn. And do not import every contact from the last decade; start with accounts that ordered in the past two years.

A prompt to start from

Make a CRM for my manufacturing company. Accounts have contacts with roles (buyer, engineer, quality, accounts payable), the product codes they buy with agreed prices and validity dates, and an annual forecast per product. Track samples from requested to shipped, feedback and first order, with a follow-up date. RFQs move through received, quoted, won, lost with a reason. Flag regular buyers with no order in 60 days.

Questions

Can the CRM track samples?

Yes. Each sample has stages from requested to first order, with a follow-up date after delivery. A report shows how many samples became orders.

Can production see customer forecasts?

Yes. Give planning and purchasing staff a role that sees forecasts per product without editing sales notes.

Can I import our customer list?

Yes. Export accounts and contacts to CSV and ask Mythex for an import, then add roles and products.

Do I need technical skills?

No. You explain your sales process in plain words and Mythex builds the CRM. Ask in chat for any change.

Is it free?

The Free plan needs no card and gives daily credits to build and publish. Pro is $25/month for a custom domain, code editing and export.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Account Health Dashboard Template — Renewal view with risk scores
Hiring Pipeline Tracker Template — Kanban stages with AI copilot
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
B2B Content Hub Template — Gated library with podcast episodes
Applicant Tracking System Template — Drag-and-drop pipeline with scorecards