Fabritec Docs
English
  • English
  • Arabic
Learning Center
Support CenterChangelogAPI
Learning Center
Support CenterChangelogAPI
English
  • English
  • Arabic
English
  • English
  • Arabic
  1. CRM
  • Getting Started
    • Introductions
    • Installing Fabritec as a Desktop or Mobile App
    • User Profile & Change Language
    • Notification Settings and Push Notifications
    • Home
  • Administration & Setup
    • Company Setup
      • Company Profile
      • Preferences
      • License Info
      • Settings
    • Users & Permissions
      • Roles
      • Departments
      • Users
      • Logs
  • Production Setup
    • Production Stages
    • WorkStations
    • Workstation Groups
    • Categories
    • Routes
  • Workforce & Scheduling
    • Daily Operations
      • Shift Calendars
      • Timesheets
    • People
      • Labours
      • Labour Titles
      • Labour Group
      • Crews and Shift Rotations
    • Schedule Rules
      • Shifts
      • Work Calendars
      • Holidays
  • CRM
    • Introduction to CRM
    • Forecast Dashboard
    • CRM Pipeline and Enquiry Management
    • CRM Quotations
    • CRM Customers
    • CRM Analytics
    • CRM Settings
  • Projects
    • Customer & Project Basics
      • Contacts
      • Create New Project
      • Overview
      • Details
      • Buildings
    • Documents & Communication
      • Documents
      • Messages
    • Phases, Items & Revisions
      • Phases
      • Phases Explorer
      • Schemas for Excel and CSV Import
      • Phases Explorer: Manual Item Entry, Drawing Validation, and Smart Allocation
      • Revisions: Bulk Paint Update & Selective Item Deletion
    • Routing & Production
      • Routing Setup
      • Tracking
    • Project Quality Control
      • Quality Control
    • Project Shipping
      • Shipping Status
      • Shipping
    • Site Completion
      • Erection
    • 3D model
      • 3D model viewer
  • Production Execution
    • Production
    • Production Access
    • Production Logs
    • Revert & Refabricate Items in Production
  • Tasks Managment
    • Task Manager
    • Task Templates
    • Task Schedule View
  • Documents Module
    • Documents
  • Quality Control
    • Inspections
    • Quality Control Access
  • Shipping & Delivery
    • Shipping Yard
    • Shipping Calendar
  • Maintenance
    • Maintenance Workstations
    • Maintenance Orders
    • Maintenance parts cost analytics
    • Maintenance Plans
    • Planning Calendar
  • Insights, Reports & AI
    • Dashboards
    • Reports
    • Connecting Fabritec with AI Assistants: Claude AI and ChatGPT
    • Productivity
      • Workstation Productivity
      • Andon Board
      • Labour Productivity
      • Production Stage Productivity
  • Fabritec Workflow
    • Fabritec Project Lifecycle workflow
    • Fabritec Dashboards and Reports workflow
    • Production Setup & User Management Workflow
  1. CRM

CRM Customers

The CRM Customers page provides a commercial view of every company connected to Fabritec.
image.png
It combines customer and prospect records with live CRM information, allowing sales and management teams to understand:
Which companies are active prospects
Which companies are established customers
Which records have no CRM activity
How many open enquiries each company has
The commercial value currently in the pipeline
The value of won opportunities
The total estimated tonnage associated with each company
When the latest CRM activity occurred
Unlike a standard customer directory, the CRM Customers page connects each company with its visible enquiries, forecast values, won opportunities, and operational customer profile.
This gives sales, estimating, project, and management teams a single place to review the full relationship with each company.

📍 Where to Find CRM Customers#

Navigate to:
General → CRM → Customers
The page displays companies that are available to you according to your CRM permissions and data-access scope.

Understanding Company Classifications#

At the top of the page, Fabritec groups companies into four classifications:
All
Prospects
Customers
No activity
The number displayed beside each classification shows how many companies are currently included in that group.

All#

Displays every company available to you, regardless of its current relationship classification.
Use this view when you need a complete commercial company list.

Prospects#

Displays companies that have CRM enquiry activity but have not yet become established project customers.
A prospect may have:
One or more open enquiries
Quoted opportunities
Won commercial value
Estimated tonnage
Recent CRM activity
A company can still appear as a prospect after an enquiry is marked as won when the won opportunity has not yet been connected to or converted into a Fabritec project.

Customers#

Displays established customer records, normally including companies already connected to Fabritec’s project and customer-management workflow.
Customers may also have CRM enquiries, pipeline value, and won opportunities.

No activity#

Displays company records with no visible CRM enquiry activity.
These records normally show:
Zero open enquiries
Zero pipeline value
Zero won value
Zero CRM tonnage
No last CRM activity date
This view is useful for identifying unused, incomplete, duplicate, or newly created company records.

Customers Table#

The main table summarizes the commercial relationship with each company.

Company#

Displays the company name.
When a company code is available, it appears beneath the company name.
The letter icon beside the record is generated from the company name.

Classification#

Shows whether the company is currently classified as:
Prospect
Customer
No activity
This classification helps users distinguish active commercial prospects from established customers and inactive records.

Open Enquiries#

Shows the number of enquiries currently in an open commercial outcome.
This may include enquiries using statuses categorized as:
Open
Hold
Won, Lost, and Cancelled enquiries are not included in the open-enquiry count.

Pipeline Value#

Shows the total commercial value of the company’s visible open pipeline.
It is calculated from open and on-hold enquiries available to the current user.
Values are displayed in the configured CRM base currency.

Won Value#

Shows the total value of enquiries marked as Won for that company.
This allows account managers to compare current pipeline potential with historically secured work.
A company may show won value while still being classified as a prospect when its won enquiry has not yet been converted into or linked to a project.

Total Tonnage#

Shows the combined estimated tonnage recorded against the company’s visible CRM enquiries.
Tonnage is calculated from the units and quantities entered in enquiry commercial lines.
The value is shown only when tonnage visibility is enabled in:
CRM → Settings → General settings

Last CRM Activity#

Shows the date of the latest CRM activity associated with the company.
CRM activity may include the creation or update of an enquiry linked to that company.
A dash indicates that no CRM activity is currently recorded or visible to the user.

Actions#

The Actions column may contain the following options:
View
Edit
Delete
The available actions depend on the company record, its related activity, and the user’s permissions.

View#

Opens the full customer profile.
The profile combines:
CRM enquiry insights
Projects
Contacts
Tasks
Notes
Documents
Customer master data

Edit#

Opens the customer form so authorized users can update the company’s information.

Delete#

The delete action is available only when the company can be safely removed.
It is typically shown for records with no related CRM or operational activity.
Fabritec protects company records that are already connected to enquiries, projects, or other dependent records.

Searching and Filtering Companies#

Classification Filters#

Select one of the classification buttons to display only:
Prospects
Customers
Companies with no activity
Select All to return to the complete list.

Search#

Use the search box to find a company quickly.
Search is useful when working with large customer and prospect lists.

Column Filters#

Filter icons are available in supported table columns.
Use them to narrow the list by values such as:
Company
Classification
Open enquiry count
Pipeline value
Won value
Tonnage
Last CRM activity

Clear Filter#

Click Clear filter to remove applied table filters and return to the current classification’s complete list.

Columns#

Use Columns to show or hide table columns.
This allows each user to customize the page according to their role.
For example:
A sales representative may focus on open enquiries and pipeline value.
A sales manager may focus on won value and last activity.
A production manager may focus on tonnage.

Refresh#

Click Refresh to reload the latest company and CRM values.
Use this after enquiries, statuses, values, or company records have been updated.

Reset Cache#

Click Reset cache when the table appears to be showing outdated information after major data changes.
This forces the page to rebuild its displayed information from the latest available system data.

Exporting CRM Customer Data#

The page supports:
Excel Export
PDF Export
Exports follow the current table context, including the applied classification and supported filters.
Use exports for:
Sales account reviews
Customer pipeline reports
Prospect follow-up lists
Management reporting
Commercial meetings
CRM data-quality reviews

Adding a Customer#

To add a company directly from the CRM Customers page:
1.
Navigate to General → CRM → Customers
2.
Click Add Customer
3.
Enter the company information
4.
Click Save
A newly created company without enquiries or projects will normally appear under No activity until it is connected to CRM or project activity.

Add Customer Fields#

Customer Name#

Required field.
Enter the official company or customer name as it should appear throughout Fabritec.
Use a clear and consistent name to avoid duplicate company records.

Code#

Optional internal company code.
Use this field when your organization has a customer or account coding convention.

Email#

Enter the company’s primary email address.
This may be a general company email or the main commercial communication address.

Phone#

Enter the company’s primary telephone number.

Website#

Enter the company website.
Example:
www.company-name.com

Tax Number#

Enter the customer’s tax registration number when applicable.

Commercial Registration Number#

Enter the company’s official commercial registration number.
This supports complete customer master data and formal company identification.

Address#

Select an existing address associated with the company.
Address information may later support:
Project creation
Shipping
Commercial documentation
Customer reference

Is Vendor#

Enable this option when the company also supplies products or services to your organization.

Is Manufacturer#

Enable this option when the company operates as a manufacturer.
A company may be identified as a customer, vendor, manufacturer, or a combination of these roles.

Saving the Customer#

After completing the form:
1.
Review the entered information
2.
Click Save
The company becomes available for:
New CRM enquiries
Customer contacts
Project creation
Tasks
Notes
Documents

Viewing a Customer Profile#

To open a customer or prospect profile:
1.
Navigate to General → CRM → Customers
2.
Find the company
3.
Click the View icon
The Customer Details page provides a consolidated view of the customer’s commercial and operational relationship with Fabritec.

Customer Profile Header#

The profile header may display:
Customer name
Active status
Customer code
Email
Phone
Website
Tax Number
Commercial Registration Number
Address
Click Edit Customer to update the company information.

Customer Profile Tabs#

The profile contains the following tabs:
Overview
Enquiries
Projects
Contacts
Tasks
Notes
Documents
These tabs connect CRM activity with the existing customer-management workflow.

Overview Tab#

The Overview tab combines two types of information:
CRM commercial insights
Project and operational customer statistics

CRM Insights#

The CRM Insights section is calculated from enquiries visible to the current user.
This means two users may see different values when their CRM data permissions are different.
For example:
A sales representative may see only their own enquiries.
A manager may see team enquiries.
An authorized administrator may see all CRM data.

Open Pipeline#

Shows the total value of the customer’s visible open and on-hold enquiries.
The card also shows the number of open enquiries contributing to the value.

Won Value#

Shows the total value of visible enquiries marked as Won.
The card also shows the number of won enquiries.

Weighted Forecast#

Shows the probability-adjusted value of the customer’s open pipeline.
The calculation is:
Enquiry Amount × Probability
Example:
An enquiry worth USD 621,200 at 50% probability contributes:
USD 310,600 to the weighted forecast.

Total Tonnage#

Shows the combined estimated tonnage from the customer’s visible CRM enquiries.

Open Tonnage#

Shows the estimated tonnage associated only with open and on-hold enquiries.
This is useful for understanding the potential future production workload connected to the customer.

Enquiries#

Shows the total number of CRM enquiries visible to the current user for the selected company.
The date shown with this indicator represents the latest CRM activity date.

Project Summary Cards#

The lower part of the Overview tab contains customer-level project indicators.
These include:
Total Projects – Total number of projects linked to the company
Open Projects – Projects that are currently open
Closed Projects – Projects that are completed or closed
Total Weight (t) – Combined weight of linked projects
Total Surface Area (m²) – Combined surface area of linked projects
Last Project Date – Date of the most recent linked project
These indicators are separate from CRM enquiry values.
An enquiry does not affect project statistics until it is linked to or converted into a project.

Top Projects by Weight#

The Top Projects by Weight section identifies the company’s largest linked projects based on project weight.
When the company has no projects, the section remains empty.

Enquiries Tab#

The Enquiries tab displays CRM opportunities associated with the company.
Use this tab to review:
Open enquiries
On-hold opportunities
Won and lost enquiries
Commercial values
Probabilities
Expected award dates
Sales ownership
Enquiry status
This provides a complete commercial history for the account.

Projects Tab#

The Projects tab displays operational Fabritec projects associated with the company.
A won enquiry may appear in the CRM history before a project exists.
The project appears here after the won enquiry is:
Converted into a new project, or
Linked to an existing project

Contacts Tab#

The Contacts tab stores people associated with the company.
Examples include:
Commercial contacts
Tender contacts
Engineering contacts
Project representatives
Site contacts
Finance contacts
Logistics contacts
Contacts created or selected while managing enquiries remain connected to the same customer profile.

Tasks Tab#

The Tasks tab displays tasks linked to the company.
Use customer-linked tasks for activities such as:
Sales follow-ups
Tender submission reminders
Quotation follow-ups
Customer meetings
Technical clarification requests
Purchase-order follow-ups
Approval coordination

Notes Tab#

The Notes tab stores internal customer-related information.
Examples include:
Account-management notes
Customer preferences
Meeting outcomes
Commercial observations
Relationship history
Special requirements

Documents Tab#

The Documents tab stores customer-level files.
Examples include:
Commercial registration documents
Tax records
Customer agreements
Prequalification documents
Correspondence
Account documentation
Enquiry-specific attachments should remain under the relevant enquiry, while company-wide documents can be stored in the customer profile.

Editing a Customer#

To edit a company from the CRM Customers page:
1.
Find the company
2.
Click the Edit icon
3.
Update the required fields
4.
Click Save
You can also open the customer profile and click Edit Customer.
Editing the company updates the shared customer record used throughout Fabritec.

How CRM Customers Connects with the Pipeline#

The CRM Customers page is updated automatically as enquiries are created and managed.
For example:
Creating an enquiry for a new prospect adds CRM activity to the company.
Changing the enquiry value updates the company’s pipeline value.
Changing probability updates the weighted forecast.
Marking an enquiry as won updates the company’s won value.
Updating commercial quantities may update CRM tonnage.
Converting a won enquiry into a project updates the customer’s project statistics.
Adding later enquiries continues building the company’s commercial history.
Users do not need to calculate these totals manually.

Governance Rules#

Customer Name is required when creating a company.
Avoid duplicate company records.
CRM insights include only enquiries visible to the current user.
Pipeline and won values are calculated automatically from enquiries.
Project statistics are calculated only from linked projects.
Won enquiries do not automatically become projects.
A company may remain a prospect until its commercial opportunity is connected to the project workflow.
Companies with related activity cannot be freely deleted.
Tonnage values depend on the units and quantities entered in commercial lines.
The CRM base currency is used when aggregating company values.

⭐ Best Practices#

Search for the company before creating a new record.
Use official and consistent company names.
Add customer codes when your organization uses account numbering.
Keep company registration and tax information updated.
Create contacts under the correct company.
Review companies under No activity to identify unused records.
Use the customer profile during sales and account-review meetings.
Review both CRM insights and project statistics to understand the complete relationship.
Convert or link won enquiries promptly so operational teams can begin project planning.
Use tasks and notes to preserve account history and follow-up responsibilities.
Keep CRM permissions aligned with the user’s role and territory.

🔗 Related Articles#

Task Manager – Create, assign, and track operational tasks
Projects – Create and manage manufacturing projects
Documents – Manage project and customer documents
Reports – Analyze production and project performance
Dashboards – Track production productivity and trends
Modified at 2026-07-20 11:22:42
Previous
CRM Quotations
Next
CRM Analytics
Built with