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Rodok for manufacturers

CRM for manufacturing: long sales cycles, quotes and OEM accounts

Keep long B2B deals moving: every RFQ, quote and reorder tied to the account and the people on it.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Keep long B2B deals moving: every RFQ, quote and reorder tied to the account and the people on it. Built around how manufacturers actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages manufacturers actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for manufacturers

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • RFQ, quote and order pipeline
  • Accounts with several buyers and engineers
  • Email and calendar next to each account
  • Reorder follow-up reminders

Not what Rodok is for

  • ERP, MRP and inventory
  • Production scheduling
  • Order fulfillment and invoicing

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for manufacturing companies tracks the sales side: the engineers, buyers and quality managers at each account, every RFQ and quote, and the next step on long cycles that run for months. It is not an ERP or MRP system. Orders, bills of materials and production schedules stay in your manufacturing software.

How selling works in manufacturing

Manufacturing sales is slow and has many hands on each deal. A typical account has an engineer who specifies, a buyer who negotiates, a quality manager who approves and sometimes a plant manager who signs. If you sell through distributors or reps, they sit between you and the end customer.

Most manufacturers name the stages like this: inquiry or RFQ, quote, sample or prototype, first article, supplier approval, first purchase order, repeat orders. Programs for OEMs can run in two phases: a long qualification, then years of repeat volume. That makes two things matter: who is involved at each account, and what has been promised.

Customer requirements can define the sale. One NIST Manufacturing Extension Partnership story describes an Indiana supplier whose aerospace and medical device customers pressured it to obtain ISO 9001 certification to meet vendor requirements. That is one company's account, not a rule, but it shows how a quality requirement can sit between a quote and an order. Record it as a field on the account.

What to look for in a CRM for manufacturing sales

  • Several contacts per account, each with a role. Engineer, buyer, quality, plant manager. Know who has said yes and who has not.
  • Custom fields for the deal. RFQ number, part or product family, annual volume estimate, required certifications, quote expiry date.
  • A way to separate direct, distributor and rep accounts. One field, then a saved view per channel.
  • Follow-up after a quote. A quote goes out and nothing happens for weeks unless something prompts you. Set the reminder when you send it.
  • Email and files on the record. Drawings, quotes and spec sheets live in email threads. Gmail or Outlook sync attaches them to the deal.
  • Forecast by stage. You want to see sample-stage deals separate from quoted ones.

Signals worth watching

A plant expands or changes sourcing in public before it buys. Rodok's Pro trackers follow LinkedIn posts, job changes, hiring and company news.

EventWhy it mattersTracker to type in Rodok
A manufacturer posts about a new plant, line or expansionNew equipment and supply needs follow"Manufacturers in (region) posting about a new plant, production line or expansion"
A new VP of operations, plant manager or purchasing manager startsThey often review suppliers"People who started as plant manager, VP of operations or purchasing manager in the last 90 days at manufacturers in (region)"
A company hires supply chain managers, buyers or manufacturing engineersA program is ramping"Manufacturers in (region) hiring supply chain managers, buyers or manufacturing engineers"
An OEM launches a new productComponents must be sourced"Companies in (industry) posting about a new product launch"
Someone posts that they are exhibiting or attending a trade showA reason to meet"People posting that they are exhibiting or attending (trade show name)"
A request for quote is posted in a private buyer portalDirect opportunityRodok does not see portals or RFQ boards

More on this approach: sales trigger events, the product launch signal and account-based marketing.

A first message example

An example with made-up names. Replace the details with your own.

Hi Tom, I saw Ridgeline Controls is hiring two manufacturing engineers for the new Ohio line. We make precision machined housings for motion control products, and our last first-article run passed on the first submission. Who handles supplier approval for new parts? I can send the quality package.

Where Rodok fits and where it does not

Rodok's Starter plan ($29 a month for 3 seats) is the CRM: companies, people and deals, Gmail and Outlook sync, calendar, booking links, reports and team chat. Pro ($79 a month for 3 seats, $19 per extra seat) adds LinkedIn trackers, a lead database and sequences.

Rodok does not do quote costing from a bill of materials, configure products, plan production, manage inventory, track quality documents, or run purchasing. That is ERP, MRP, CPQ and quality software. If you need quotes generated from product rules and cost models, choose a configurator or an ERP module. Rodok suits a manufacturer with a small sales team that wants to track accounts and chase quotes. If you resell other makers' products rather than make your own, see CRM for distributors.

Frequently asked questions

Do manufacturers need a CRM if they already have an ERP?

Usually yes. An ERP records orders, inventory and production after the sale. A CRM tracks the people and conversations before and around it, such as who asked for a quote and what happens next.

How should a manufacturer track quotes in a CRM?

Create a deal for each RFQ, store the quote number, value and expiry date, attach the quote by email and set a follow-up for a week later. Move it through stages like quoted, sample, approved and first order.

Can a CRM handle OEM and distributor accounts together?

Yes. Use a field for channel and one saved view for each. Keep the OEM's engineers and buyers as contacts on the company, and record the distributor on the deal.

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