Solutions

CRM for manufacturers, from IndiaMART enquiry to an approved quotation

DigiPix Flow is a CRM for manufacturers and industrial suppliers who sell to factories, contractors, dealers and distributors on enquiry. It collects IndiaMART buyer enquiries as often as every five minutes, adds your website, ad and trade-fair leads to the same list, keeps each buyer as a company with its people, and carries every enquiry through a quotation your manager approves to a deal marked won or lost with a reason.

  • IndiaMART enquiries collected every five minutes
  • Buyers kept as companies with their contacts
  • Quotation discounts approved before they go out
An example of the DigiPix Flow Leads screen while an IndiaMART sync lands. The IndiaMART chip on the capture bar resets to last synced just now and a new enquiry from Deepak Kulkarni about a milk storage tank opens at the top of the list; a repeat enquiry from the same sync is skipped because its query ID was already collected; an assignment rule gives the lead to Neha Patil with a follow-up task; and Neha calls the buyer, moving the lead to Contacted.
shortest gap between IndiaMART enquiry checks
5 min
approver roles for discounts and big wins
3
win rate window on the pipeline report
30 days

Where B2B buyer enquiries come from

  • IndiaMARTBuyer enquiries on a schedule
  • Website formsRequest-a-quote forms on product pages
  • Google Ads lead formsSearch campaigns for your products
  • Meta lead adsFacebook and Instagram lead forms
  • CSV importTrade-fair and expo visitor lists
  • Lead APIEnquiries from your dealer app or site
THE PROBLEM

Where manufacturers lose orders

See how it's fixed
  1. IndiaMART enquiries waiting in a panel nobody opens

    Buyer enquiries pile up in the IndiaMART seller panel while the sales team is on the shop floor or at a customer site. By the time someone downloads them on Friday, the buyer asking for 40 stainless steel tanks has already received three quotes from your competitors.

  2. Every salesperson has their own quotation file

    Quotations are typed in Excel from whatever price the rep last remembers, and discounts are agreed on the phone to close before the month ends. Nobody can see which version a buyer was sent, and the margin on a big order is only discovered after the goods have left the plant.

  3. The same buyer, two reps, two rates

    A contractor enquires through IndiaMART in June and through your website in August. Without one account holding both enquiries, a different rep picks up each one, quotes a different rate, and the buyer plays your own people against each other.

INDIAMART

IndiaMART buyer enquiries in your CRM without downloading them

Paste your IndiaMART CRM key once and DigiPix Flow collects new buyer enquiries on a schedule, as often as every five minutes, which is IndiaMART's own limit. An enquiry already collected is skipped, so an overlapping check never creates a second lead. Each enquiry lands with IndiaMART as its source, and the connector shows its last successful check and why a check failed.

  • Enquiries collected as often as every five minutes
  • Repeats skipped on IndiaMART's own enquiry ID
  • IndiaMART kept as the source on every lead
  • Connector health with the last successful check
See the IndiaMART integration
An example of an IndiaMART enquiry becoming a lead in DigiPix Flow: on the left, what IndiaMART sent for Deepak Kulkarni of Kulkarni Dairy Equipment, with a 10-digit mobile number; on the right, the lead with first name Deepak, last name Kulkarni, mobile +91 98220 41376, email and company filled in and IndiaMART as the source; below, the product, message, city and enquiry time saved with the lead's source record.
ONE LIST

Manufacturing CRM: website, ad and trade-fair leads in the same list

Put a request-a-quote form on your product pages, hosted or embedded, and let Meta and Google Ads lead forms post straight in. After an exhibition, import the visitor list as a CSV with a column for its source. Your dealer app or website can create leads through the signed lead API. Every new lead is checked against existing ones on email and phone.

  • Request-a-quote forms on your own website
  • Meta and Google Ads lead forms in the same list
  • Trade-fair lists imported with their source
  • Possible duplicates flagged for a person to review
Explore the lead inbox
An example of the DigiPix Flow Capture hub: Meta Lead Ads, Google Ads lead forms, IndiaMART, website forms, the lead API and CSV import listed as sources, each with its connection status and the number of new leads it brought in today.
ROUTING

Send each enquiry to the rep who sells that product line

Assignment rules run in the order you set and check a lead's source, company name, score, status and segment. Share IndiaMART enquiries round robin between your inside-sales reps, send any enquiry that names a key account to its owner, and give website enquiries to whoever has the fewest open leads, all within working hours. A fallback owner catches anything no rule matches.

  • Rules on source, company name, score and segment
  • Round robin, weighted, fixed or least-loaded sharing
  • Assignment that respects working hours
  • A fallback owner, so no enquiry waits unassigned
Explore assignment rules
An example of DigiPix Flow's assignment rules with an IndiaMART rule first, sharing IndiaMART enquiries round robin between Neha Patil and Rahul Kumar within working hours, a second rule for website and Meta leads, and a default owner, Amit Mehta, when no rule matches; below, Deepak Kulkarni's IndiaMART lead is assigned to Neha Patil within a minute, with a call task and a 30-minute first-contact timer running.
COMPANIES & CONTACTS

Keep every buyer, dealer and distributor as one account

When a qualified enquiry becomes a deal, DigiPix Flow creates or links the contact and the company, so a contractor who enquires again is matched to the account you already know. Each company has one owner and a domain, with its purchase, engineering and accounts contacts linked by a relationship type and a primary contact marked. The company page shows its contacts, leads, deals, timeline and files.

  • Enquiries converted into a deal, contact and company
  • Contacts linked with a relationship type and a primary
  • Leads, deals, timeline and files on one company page
  • Possible duplicate companies paired by name and domain
Explore companies
An example of the contacts linked to Rao Interiors in DigiPix Flow: Priya Sharma as decision maker and primary contact with a filled star, Sneha Nair in finance, Deepak Kulkarni as site contact and Arjun Rao in procurement, each with an unlink button, and a panel linking Rohit Joshi to the company with a relationship type, noting that a contact belongs to one company.
QUOTATIONS

Quote from the deal, with every version kept

Build the quotation on the deal: line items with a description, quantity and unit price, then one discount amount and one tax amount for the whole quotation, in the currency you choose. Every revision after a negotiation becomes a new numbered version, and a buyer's link always opens the version they were sent. Once approved, it is emailed with a PDF and a link for each recipient.

  • Line items of description, quantity and unit price
  • One overall discount amount and one tax amount
  • A new numbered version for every revision
  • Emailed with a PDF and a link for each recipient
Explore proposals
An example of a DigiPix Flow proposal's versions: v3 is current with an active customer link, while the links sent for v2 and v1 show as superseded, each version keeping its own change note and total. Opening an old link tells the buyer a newer version exists, and customer links expire after 30 days.
APPROVALS

Quotation approval before the buyer sees the price

Write approval rules on a quotation's amount band and discount percentage, and choose who decides: a sales manager, finance or an org admin, with a due time in hours or business days. You can also require approval before a big deal is closed as won. Nobody approves their own request, a rejection needs a comment, and overdue requests are escalated.

  • Rules on amount band and discount percentage
  • Approval before closing a large deal as won
  • Routed to a sales manager, finance or an org admin
  • No sending until the request is approved
Explore approvals
An example of the DigiPix Flow approval matrix in Settings: two proposal rules, Large quotes from five to twenty-five lakh for a sales manager within two business days and Deep discounts of twelve percent or more for Finance within eight hours, and three deal rules for closing as won above ten lakh, a line-item discount of fifteen percent and entering Negotiation, the last one switched off. A preview shows that a ₹6,40,000 proposal with an 8 percent discount would go to any sales manager with a two business day due time.
PIPELINE

Know why orders are won and lost

Shape stages the way you sell, such as Enquiry, Technical discussion, Quotation sent, Negotiation, Won and Lost, and set rules a deal must meet before it moves, like an amount or a next step booked. The buyer accepts the quotation online with a typed name or a drawn signature. A won deal needs a close date, and a lost one needs a reason from your own list.

  • Custom stages in one pipeline
  • Stage rules, such as an amount or a next step
  • Online acceptance with name, time and version
  • Won and lost reasons captured on every close
Explore the pipeline
An example of closing a deal in DigiPix Flow: the Mark deal lost dialog with a lost reason chosen from the team's list and a note, a warning that two follow-ups and one task will be cancelled, and an automation that starts when a deal is won.
REPORTS

See whether IndiaMART or your website brings the buyers

Reports show leads by source, open pipeline value by stage and your win rate over the last 30 days, so you can compare IndiaMART with your website, ads and trade fairs. Save a report, schedule it daily, weekly or monthly with an in-app notice when it is ready, and export it as CSV. Each rep sees their own numbers, and managers see the team's.

  • Leads by source, IndiaMART included
  • Pipeline value by stage and a 30-day win rate
  • Saved, scheduled and exported as CSV
  • Totals scoped to what each role may see
Explore reports
An example of DigiPix Flow's leads by source report for the last 30 days: 480 leads, with IndiaMART bringing 32 percent, Meta Lead Ads 27 percent, Google Ads 18 percent, website forms 13 percent, CSV import 6 percent and the lead API 4 percent, shown as bars, a share bar and a breakdown table.
HOW IT WORKS

From an IndiaMART enquiry to a closed order, in five steps

  1. STEP 01

    Collect the enquiry

    IndiaMART, website, ad and trade-fair leads arrive in one list.

  2. STEP 02

    Route to a rep

    Rules on source and company name pick the rep for the product line.

  3. STEP 03

    Qualify the buyer

    The enquiry becomes a deal linked to the buyer's company and contacts.

  4. STEP 04

    Quote and approve

    A versioned quotation, with a big discount signed off before sending.

  5. STEP 05

    Close with a reason

    The buyer accepts online, and the deal is marked won or lost with a reason.

THE DIFFERENCE

DigiPix Flow vs spreadsheets and WhatsApp only

What it coversSpreadsheets and WhatsApp onlyDigiPix Flow
IndiaMART enquiriesDownloaded from the seller panel when someone remembersCollected as often as every five minutes
Who picks up an enquiryWhoever happens to open the panelThe rep your assignment rules choose
A buyer who enquires againA fresh start with a different repFlagged as a possible duplicate and matched to the company
The quotationAn Excel file in each rep's folderA numbered version on the deal, emailed with a PDF
DiscountsAgreed on the phone and found out laterApproval rules on amount band and discount percentage
Lost ordersNobody records whyA lost reason required on every lost deal
Which channel brings buyersA guess at the monthly meetingLeads by source, saved and scheduled
INTEGRATIONS

The sources a manufacturing sales team connects

Buyer enquiries arrive from IndiaMART on a schedule, from request-a-quote forms on your website, from Google Ads lead forms and from trade-fair lists by CSV, and your dealer app can send leads through the lead API.

Manufacturing CRM questions, answered

What is a CRM for manufacturers?

It is where every B2B enquiry lands, gets an owner and is followed through to a quotation and a won or lost order. DigiPix Flow collects IndiaMART enquiries on a schedule, adds website, ad and trade-fair leads, keeps buyers as companies with their contacts, and handles quotations with discount approvals and online acceptance.

Does DigiPix Flow connect to IndiaMART?

Yes. Paste your IndiaMART CRM key on the Integrations page and DigiPix Flow collects new buyer enquiries as often as every five minutes, IndiaMART's own limit. Enquiries already collected are skipped. Replies to the buyer go from DigiPix Flow by call, email, WhatsApp or SMS; nothing is sent back to IndiaMART.

Does DigiPix Flow replace our ERP or accounting software?

No. DigiPix Flow does not manage stock, plan production, raise bills or track dispatch, and it does not connect to accounting or ERP software. It covers the sales work before an order: enquiries, follow-ups, quotations, approvals and the pipeline. Your plant and accounts teams keep their own systems.

Can a quotation include GST?

A quotation has one overall tax amount, which you enter, alongside one overall discount amount and its line items of quantity and unit price. DigiPix Flow does not split tax into components or calculate it for each line, so enter the figure your accounts team works out.

Who approves a discount on a quotation?

The role your rule names: a sales manager, finance or an org admin, or a specific person. The requester is always skipped, the approver sees the exact numbers submitted and must comment to reject, and overdue requests are escalated. With the approval switch on, as it is by default, an unapproved quotation cannot be emailed.

Can we keep dealers and distributors as accounts?

Yes, as companies. Each has one owner, a domain and its contacts linked with a relationship type, and its page shows the leads, deals, timeline and files for that account. Companies are created when an enquiry becomes a deal or added by hand; contacts can be imported from CSV.

Can we import leads from a trade fair?

Yes. Save the visitor list as a CSV file, map its columns and add a source column such as the exhibition's name, so those leads are easy to find and report on. Rows whose email is already a lead are skipped, and you can choose to route the imported leads through your assignment rules.

Can we see why we lose orders?

Yes. A lost deal needs a reason from your own list, such as price too high or bought elsewhere, and a note. Won deals need a close date. Pipeline reports then show value by stage and your win rate over the last 30 days.

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