Customer-specific pricing
A separate price list is attached per customer and the right one loads automatically when a quote is generated.
Most of our Bursa clients are manufacturers. In those businesses after-sales processes have to live inside the CRM as much as sales does; quality and sales need to see the same record.
At a glance
With few customers a CRM looks unnecessary, but that is exactly where the risk sits: losing one customer leaves a large hole in revenue.
Where the effort sits for manufacturers in a supplier position:
A separate price list is attached per customer and the right one loads automatically when a quote is generated.
Sample dispatch, customer approval and series production release are tracked as separate stages.
A complaint opens as a record, the quality team receives a task, and sales sees the closure.
Expected order volumes per customer are recorded and made visible for production planning.
Customer visits are logged from the mobile app, making it visible who was visited and when.
Customers with no orders or contact for a defined period are flagged automatically.
In manufacturing, particularly in a supplier position, how a complaint is handled directly affects the next order. Even so, in most firms the complaint lives in the quality team's own file and the sales rep visits the customer unaware there is an open issue. Opening the complaint in the CRM as a task attached to the customer record removes that gap: the rep sees open complaints before a visit, and the quality team knows where the commercial relationship stands.

In a company that earns half its revenue from three customers, the CRM's job is not finding new customers but not losing the ones you have. That is why Bursa implementations lean on early warning: customers whose order frequency is falling, whose contact gap is widening, or whose complaints stay open too long are flagged automatically and escalated to management. The problem becomes visible before it grows.
What differs from a standard pipeline is that sample and validation become stages in their own right.
| Stage | What happens | Typical duration |
|---|---|---|
| First contact | Enquiry received, drawing or specification shared | 1–2 weeks |
| Feasibility | Manufacturability and cost assessment | 2–4 weeks |
| Quotation | Price and lead time issued, revisions run | 2–6 weeks |
| Sample | Sample produced and shipped | 3–8 weeks |
| Validation | Customer approval and series production release | 4–12 weeks |
| Series production | Order flow begins and becomes recurring | Ongoing |
How would this work in your process?
In a free 30-minute call we listen to your workflow and map out how this would run in your company.
We start by hearing sales, quality and production planning together.
The path from enquiry to series production is mapped, including sample and validation steps.
Stages and customer-specific price lists are built, preserving your existing quote format.
The complaint and corrective action flow is connected to the CRM and the quality team is brought into the system.
Alert rules are defined on order frequency, contact gaps and open complaint duration.
The modules we most often roll out alongside this one; they reinforce each other in the same setup.
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A performance conversation should start from data both sides accept. We configure Bitrix24's task reports, workload charts and efficiency scores around the way your company actually works.
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With few customers the CRM's job is not keeping a list but protecting the relationship. If most of your revenue comes from a handful of accounts, one of them quietly drifting away is a serious risk. That is why our Bursa builds concentrate on early warning reports and complaint tracking.
No. Your quality management system can stay in place; we keep the customer-facing complaint record and its closure in the CRM so sales can see it too. An API connection between the two systems can be built if you want one.
Yes. Price lists are visible by permission, so you define which user sees which customer's pricing. Field staff see their own accounts and not others.
Yes, and we build it as a distinct stage of the pipeline. Sample request, production, dispatch and customer approval open as tasks, and the time each step spends waiting is measured. That makes it visible where validation is getting stuck.
Book a free intro call and we'll walk through your process and show which settings fit you.