The CRM That Lives Inside Your ERP
Your pipeline, quotes, and customer data, all connected to operations. No integrations to build. No data to sync. One system for sales and manufacturing.
The CRM module is quick and easy with the flexibility to be as detailed as you want to be. This system frees up time for our team members to do more valuable work: salespeople have more time to sell, manufacturing team members can focus on production, and finance and business leaders have more time to analyze and strategize!
Steve O., President & CEO
Impulse Medical Technologies, Inc.
Medical device manufacturer · ISO 13485 · Since 1975
Sound Familiar?
Most manufacturers we talk to are dealing with at least one of these problems.
Sales lives in spreadsheets
Your salespeople track prospects in personal spreadsheets that nobody else can see. When someone leaves, their pipeline leaves with them.
Every prospect, opportunity, and activity lives in a shared pipeline, while each rep sees only their own pipeline by default.
Quotes are disconnected
Quotes get created in Word or Excel, disconnected from your actual inventory and pricing. When a deal closes, someone re-enters everything into the ERP by hand.
Quotes pull from real inventory data and convert to sales orders with one click. No re-entry.
Your CRM doesn't talk to your ERP
You're paying for a generic CRM like HubSpot or Salesforce that has no idea what you manufacture, what's in stock, or what your lead times look like.
CRM and ERP share the same database. Your sales team sees real inventory, real costs, and real order status.
From First Contact to First Order. One System.
PAX CRM is not a bolt-on. It's built into the same platform as your accounting, inventory, and manufacturing. When your sales team closes a deal, operations sees it immediately.
Track and qualify leads
Generate from real pricing
One-click conversion
Inventory auto-updates
GL entries post automatically
No integrations to build. No data to sync. No third-party connectors. One system.
What You Can Do With PAX CRM
Everything your sales team needs to manage prospects, close deals, and keep customers coming back.
Pipeline Management
See every deal at every stage. Drag-and-drop Kanban board for visual pipeline management. Track deal values, probabilities, and expected close dates so you always know what's coming.
- Drag-and-drop pipeline with stage tracking
- Probability-weighted revenue forecasting
- Win/loss analysis and conversion metrics
- Activity history tied to every opportunity
Quote-to-Order
Generate quotes linked to your real inventory and pricing. When the customer says yes, convert the quote to a sales order with one click. Line items, pricing, and discounts carry over automatically.
- Quote creation with inventory-linked line items
- One-click quote-to-sales-order conversion
- Expiration tracking and renewal management
- PDF generation for professional quotes
Email Campaigns
Most manufacturing CRMs don't include marketing automation. PAX does. Build targeted email campaigns with audience segmentation, template management, and send analytics. Reach the right customers with the right message.
- Audience segmentation by customer attributes
- Template builder with variable substitution
- Campaign analytics with open and delivery tracking
- Bulk email with Resend integration
Complete Customer View
Pull up any customer and see everything: contacts, addresses, order history, open quotes, activity log, credit status, and communication history. When a customer calls, your team has the full picture in seconds.
- Multiple contacts and addresses per customer
- Full order and invoice history
- Activity timeline with calls, emails, and meetings
- Credit limit tracking and hold management
Prospect Management
Track every lead from first contact through qualification. Bulk import prospects, assign them to sales reps, and convert them to customers with one click when they're ready to buy. Nothing falls through the cracks.
- Lead source tracking and status workflows
- Bulk import for fast data entry
- One-click prospect-to-customer conversion
- Salesperson assignment and territory management
Sales Analytics and Reporting
Know which reps are performing, which deals are real, and where your revenue is coming from. Forecast with probability-weighted pipeline values instead of gut feel.
- Sales performance by salesperson and territory
- Quote-to-order conversion analysis
- Customer lifetime value reporting
- Activity frequency and effectiveness metrics
Who Uses PAX CRM
See your entire pipeline
Forecast revenue, track team activity, and know which deals are moving and which are stuck. Hold your team accountable with real data instead of weekly status meetings.
Know which deals are real
See which customers are growing, which reps are performing, and where your revenue is actually coming from. Make decisions based on data, not gut feel.
No more surprises
When sales closes a deal, you see it immediately. No re-entry, no “I forgot to tell you about that order.” Sales orders flow straight into fulfillment.
Free trial, full access
Typical setup time
Extra cost for CRM
Implementation fees
CRM included at every tier. No extra cost.
Stop paying for a CRM that doesn't know anything about your manufacturing operation. When CRM and ERP are disconnected, deals die. PAX gives your sales team pipeline visibility, quote automation, and email campaigns alongside your full ERP.