WhatsApp CRM · Manufacturers
A WhatsApp CRM for manufacturers — dealers, quotes and SAP in one place
Dealer and buyer enquiries come in on WhatsApp. Lead Pattern turns them into tracked leads with a stage, an owner and full history, and — with the native SAP Business One connector — sends quotations, order confirmations and invoices from SAP into the same chat.
Last updated: 8 November 2026
ChatGPT
Claude
Perplexity
Patel Engineering
Stage: Quotation sent · Owner: Rajesh
🏷 Dealer · Gujarat · Pumps
⚡ Auto from SAP
Quotation shared for your review.Quotation.pdf
PDF · from SAP
Quick answer
A WhatsApp CRM for manufacturers keeps every dealer and buyer enquiry — product, region, stage and owner — next to the WhatsApp chat, on one company number. Lead Pattern adds a native SAP Business One connector (add-on on Growth and Enterprise), so quotations, sales orders, deliveries, invoices and payment reminders from SAP reach the dealer's WhatsApp, and replies land back in the shared inbox.
Pipeline example
Dealer enquiry stages a manufacturer can track
Create a Status list field with your own stages. This is one example.
1
Enquiry
A dealer or buyer asks about a product. Tagged by product line and region, assigned to the regional salesperson.
2
Quotation sent
With SAP Business One, the quote PDF can go out from SAP as soon as it's created.
3
Negotiation
Questions handled in the chat; internal notes keep pricing context for the team.
4
Order confirmed
The SAP sales order confirmation reaches the dealer automatically.
5
Repeat dealer
Gets new product and scheme broadcasts; dispatch, invoice and payment updates keep coming from SAP.
CRM features for manufacturers
Sales, dispatch and accounts on one dealer chat
Every dealer enquiry becomes a lead
Dealers, distributors and buyers message one company number. Each becomes a customer record with tags (product line, region, dealer type) and custom fields such as dealer code or city. Import your current dealer list from Excel.
- Several tags per dealer
- List fields keep options clean
- Up to 10,000 rows per Excel import
Route enquiries to the right person
A bot can ask what the dealer needs and assign the chat to sales, dispatch or accounts — or route by region with a custom field, using round robin across the agents you pick. Reassign with an internal note when a chat moves between departments.
- Assign Agent: random or round robin
- Full chat history on handover
- Roles for sales, dispatch and accounts
SAP Business One updates in the same chat
With the SAP B1 connector, each SAP event you choose — quotation created, sales order confirmed, delivery posted, invoice, payment due — sends the approved WhatsApp template, with the PDF when needed. No custom code inside SAP. When the dealer replies, your team sees it in the shared inbox with the order context.
- Add-on on Growth and Enterprise
- SAP S/4HANA and ECC coming soon
- Not on SAP? Use webhooks, the API or Excel uploads
Follow-ups and reports
Send new products or schemes to a saved dealer segment, and see first response and resolution times per teammate in conversation metrics. Stage changes can also start a bot, for example to send a product catalogue PDF when an enquiry is qualified.
- Scheduled broadcasts to segments
- “Attribute changed” trigger on the stage
- Per-teammate response times
How to start
Your manufacturing CRM, live step by step
1
Connect your number
We set up the official WhatsApp Business API for free and help with Meta verification.
2
Import your dealers
Upload your dealer list from Excel with tags for region and product line.
3
Set stages and routing
Add a Status list field and a bot that assigns enquiries by region or department.
4
Connect SAP Business One
Our SAP specialists link SAP B1 and you pick which events send which template. Most customers go live in 2–4 weeks.
WhatsApp CRM for manufacturers FAQ
Does it work with SAP Business One?+
Yes. The native SAP Business One connector is an add-on on Growth and Enterprise. It sends quotations, order confirmations, delivery, invoice and payment updates from SAP to WhatsApp. SAP S/4HANA and ECC support is coming soon. SAP × WhatsApp →
We don't use SAP. Can we still use it as a CRM?+
Yes. The CRM — inbox, tags, fields, stages, bots and broadcasts — works on its own. Your own software can send updates through webhooks and the API, or you can send from an Excel file.
Can sales, dispatch and accounts share one number?+
Yes. Each person has their own login and role in the shared inbox, and chats are assigned to one owner at a time with internal notes for handover.
Can dealers reply to SAP messages?+
Yes. Replies land in the shared team inbox with the order context, so the right person can answer.
Can I keep dealer phone numbers away from some staff?+
Yes. Without the “View customer phone number” permission the number shows as Unknown, and roles also control who can export contacts.
How much does it cost?+
Plans start at ₹15,000 a year (Starter, one user). For a team, Growth is ₹35,000 a year for the owner plus 5 agents with the shared inbox, roles and unlimited bots. Prices exclude GST, Meta's message fees are charged at cost with zero markup, and Growth has a 14-day free trial. There is no free plan. See pricing →
Related
WhatsApp CRM
How Lead Pattern works as your CRM.
Learn more →WhatsApp API for manufacturers
Order, dispatch and invoice updates to dealers.
Learn more →Lead Management
Tags, fields, stages and owners.
Learn more →Shared Team Inbox
The whole team on one number.
Learn more →Pricing
From ₹15,000/year, Meta fees at zero markup.
Learn more →WhatsApp CRM for distributors
Retailers, beats and repeat orders in one place.
Learn more →WhatsApp CRM for real estate
Buyer leads from enquiry to site visit to booking.
Learn more →WhatsApp CRM for education
Admission enquiries for coaching, schools and colleges.
Learn more →SAP × WhatsApp
Native SAP Business One connector.
Learn more →Bring dealers, quotes and SAP into one WhatsApp CRM.
14-day free trial · No credit card · Free WhatsApp API setup