Custom Development

CRM for Industrial Robot Manufacturers

While a manufacturer or integrator prepares a proposal, the customer may change the production process or acceptance criteria. We’ll design a CRM that connects technical assumptions, agreed commissioning milestones and service history for installed equipment.

Discuss CRM Development Features

When the technical specification and commercial proposal diverge

Complex deals involve several decision-makers, including engineers, technical directors, procurement teams and owners.
Pilots and demonstrations need careful follow-up so commitments don’t get lost in lengthy online negotiations.
Service schedules for hundreds of installations in different countries are easy to mix up.
Integrators and distributors have varying levels of expertise and need support.
Equipment downtime is costly for customers, so a quick service response is critical.

Proposal versions, acceptance and installed robot systems

These modules can be included in the project. We’ll agree on the scope and workflow rules after reviewing your processes.

Proposal, commissioning and service register

The account manager links the technical specification to a proposal version. After acceptance, the service team can see the serial number, site and agreed support terms.

Proposal version approval

Engineering and sales check the scope, acceptance criteria and specification revision. If the scope changes, the customer receives a revised quote.

Support for installed equipment

After commissioning, the service team sees the owner, contract and case status for the specific asset. Scheduled work and ad hoc requests can be tracked separately.

Additional Features

Engineer visits and spare parts preparation: Dispatch can track a request by serial number, site and agreed access window for the line. Before traveling, the engineer checks parts availability and site clearance. If confirmation is missing, the request can stay in the preparation queue with a follow-up date.
Project handover between integrator and manufacturer: The account manager can record the integrator, plant contact and support responsibilities for the project. A case handover records the materials shared, the new owner and the response deadline. The partner sees only the projects and documents assigned to them.
Outstanding acceptance items: The project lead can compare the acceptance report with outstanding items, deadlines and assignees. If the robot has moved to service, the engineer can see which work remains a project obligation and which items are new service cases. The designated party confirms closure.

CRM Workflow Examples

How teams can divide responsibilities and handle exceptions after rollout.

The customer refines process requirements

The engineer logs the change and reviews its impact on acceptance criteria. Sales updates the proposal, with the current version still available for comparison.

A service case opens after commissioning

Dispatch finds the installed system by serial number. The engineer reviews its acceptance history and identifies the materials needed to proceed.

What to Include in the First Release

We’ll take one deal from site survey to service handover. Engineering records requirements, sales manages proposal versions, and service receives the installed system record. We’ll cover a change in acceptance criteria and outstanding items after installation.

Once we agree on the requirements, we design the screens, build a pilot, and try it against the agreed use cases. We plan the rollout and follow-on modules with your team.

Discuss the First Phase

Development FAQ

Can we track factory and site acceptance tests separately?

Each stage can record agreed criteria, date, owner and outstanding items. An authorized engineer confirms the result under the customer’s procedure.

How do we track multiple robots on one line?

Each asset can be tracked by serial number and linked to the line, plant and service contract. Cases can be attached to the relevant asset or system.

How do we migrate the installed robot register and open service cases?

We’ll match serial numbers, lines, sites and active support contracts. On a sample, the engineer checks relocated equipment and requests that apply to an entire line. Records without a confirmed site or contract stay under review before service handover.

What affects the estimate for an industrial robotics CRM?

We’ll review a project from technical proposal through acceptance and the first service case. Scope depends on specification revisions, the asset hierarchy and integrator access. Parts and field visits can be estimated after reviewing inventory and engineer scheduling sources.

Let’s Discuss Your CRM

Tell us your industry, describe one process you want to automate, and let us know which tools your team already uses.