Make-to-order manufacturing
Quote requests reach your team already read and prepared.
Crafteer.ai reads what comes in by email and WhatsApp, pulls out the specs, including from PDF and image attachments, and drafts the quote with prices from your ERP. Your team reviews and approves; the quote goes to the customer and to the ERP. With the same people, the company answers more requests.
Book a demoWhat weighs on the team today
Quotes stuck in the inbox
The request arrives with material, dimensions and quantities scattered through the email. Until someone opens it and keys it in, the customer waits. When the answer takes too long, they ask another supplier.
The same data typed several times
The salesperson copies the specification into the ERP, then into the quote spreadsheet, then into the reply. It is repeated work that keeps your best people away from customers.
Lead-time questions that interrupt everyone
“When can you deliver the 300 parts?” To answer, someone checks the production plan or asks the shop floor. The same question comes back several times a day from different customers.
One quote request, from email to proposal
- 1An email arrives asking for a quote on 500 stainless steel brackets, with a drawing attached and delivery in six weeks.
- 2Crafteer.ai reads the request and extracts customer, material, quantity, dimensions and requested date.
- 3It checks the customer record and production lead times in your company data.
- 4It drafts the request with the data from the ERP and leaves the proposal and reply ready in the chat.
- 5The account manager approves: reviews, adjusts whatever is needed and clicks approve and send.
How Crafteer.ai helps
Reads the request and extracts the specifications
From the email or the WhatsApp message, Crafteer.ai takes what matters: customer, reference, material, dimensions, quantities and requested date. Your team gets a tidy request with nothing to copy.
Draft quote, with ERP prices
Crafteer.ai works out prices from the ERP or from a table set up in Crafteer.ai and drafts the quote. Once approved, it goes to the ERP (PHC, Primavera, Sage or another).
Drafts the proposal and the reply
Using the request data, it drafts the proposal and the email. The draft waits for approval in a card in the chat. Your colleague approves and sends it, or asks for changes in writing or by voice.
Answers questions on lead times and orders
In the chat, ask “where is this customer’s order?” or “what is the lead time for this part?”. The answer comes from your company’s own data.
What Crafteer.ai handles at a made-to-order manufacturer
Quote requests
Specs read from the email and from PDF and image attachments, with a draft quote.
ERP prices
Worked out from the ERP or from a price table set up in Crafteer.ai.
Orders
Drafted and sent to the ERP as soon as someone approves.
Quotes with no reply
Reminds your team about quotes that got no answer and drafts the follow-up.
Order status
Ask the chat where an order stands and the answer comes from the ERP.
Invoices coming due
Drafts the reminder to the customer before the due date, for your team to approve.
FAQ
Can Crafteer.ai read technical drawings sent as attachments?
Yes. Crafteer.ai extracts information from PDFs, images and other attached documents, as well as from the email text.
Do we need to change our ERP?
No. Crafteer.ai works on top of the system you already use. It is integrated with PHC, Primavera and Sage, and it can also put the data into Excel. We also look at integrating with other ERPs, such as SAP Business One, Microsoft Dynamics 365, Odoo, Eticadata or Gestecno. When an ERP has no API, we use other integration techniques, assessed case by case.
Does Crafteer.ai work out the price?
Crafteer.ai works out prices from the ERP or from a price table set up in Crafteer.ai, and drafts the quote for someone on the team to approve.
Can a proposal go out without anyone seeing it?
Only if your company sets it up that way. In each procedure you choose which steps run on their own and which wait for approval. Those that wait sit in a card in the chat, with the draft ready to approve and send, or to adjust in writing or by voice.
How does Crafteer.ai learn our quoting process?
Each process runs as an SOP, a step-by-step procedure. You create one by describing the process in writing or by voice, as you would to a new colleague. During implementation, the LucidHorizon team sets up the first SOPs with your team.
Who handles implementation and how long does it take?
Implementation is carried out by the LucidHorizon team, after a demo. Timing depends on each company and is assessed after the process review.