CRM Manager

About Us \- Since 1990, we have been one of the most trusted manufacturers of premium kitchen equipment, delivering high\-quality, durable, and innovative solutions to commercial kitchens across the industry.

The candidate will act as a key coordination point between **customers, sales, design, purchase, production, stores, dispatch, accounts, and management** to ensure smooth execution of customer requirements from enquiry through quotation, order confirmation, production, dispatch, and after\-sales follow\-up.

Key Responsibilities1\. CRM \& Customer Management

• Maintain and regularly update customer and enquiry details in the CRM system.
• Record all customer enquiries, requirements, discussions, quotations, follow\-ups, and order status.
• Maintain a proper database of existing, new, and potential customers.
• Track customer interactions and ensure timely follow\-up.
• Maintain customer\-wise history for future business opportunities.

2\. Enquiry \& New Business Management

• Receive and register new enquiries for kitchen equipment and related products.
• Understand customer requirements and coordinate with the sales/design team for technical details.
• Track enquiries from initial contact until quotation and order confirmation.
• Identify and follow up on new business opportunities.
• Maintain a **Lead / Enquiry / Opportunity Pipeline** in the CRM.
• Follow up with customers on pending enquiries and quotations.
• Track lost enquiries and record the reason for loss.

3\. Quotation Preparation \& Follow\-up

• Coordinate with the sales, design, costing, and purchase teams to prepare quotations.
• Prepare and issue quotations based on customer requirements.
• Ensure quotation details such as specifications, quantities, pricing, taxes, delivery period, payment terms, and validity are accurate.
• Maintain quotation records in the CRM.
• Follow up with customers on submitted quotations.
• Track quotation status: **Draft / Submitted / Under Discussion / Negotiation / Won / Lost**.
• Coordinate quotation revisions based on customer requirements.

4\. Order Tracking

• Record confirmed orders in the CRM/ERP system.
• Track customer orders from **Order Confirmation → Purchase → Production → Quality → Dispatch → Installation/Completion**.
• Coordinate with internal departments to obtain regular order status updates.
• Provide customers with timely updates regarding order progress.
• Highlight delays, pending approvals, material issues, or other concerns to the concerned manager.
• Maintain accurate order status and expected delivery dates.

5\. Vendor Management

• Maintain records of new and existing vendors/suppliers.
• Coordinate collection of vendor details, product information, pricing, lead time, and commercial terms.
• Support the purchase team in identifying and onboarding new vendors.
• Maintain vendor quotations and comparison details where required.
• Track vendor\-related information in the CRM/ERP system.
• Coordinate with purchase and accounts teams regarding vendor\-related requirements.

6\. Internal Coordination

* Coordinate closely with

• Sales Team
• Design / Engineering Team
• Purchase Team
• Production Team
• Stores Team
• Quality Team
• Dispatch / Logistics Team
• Accounts Team
• Installation / Service Team
• Ensure important customer commitments and requirements are communicated to the relevant departments.
• Follow up on pending actions and ensure timely closure.

7\. Customer Follow\-up \& Relationship Management

• Conduct regular follow\-ups with customers regarding quotations, orders, delivery, installation, and pending payments where applicable.
• Maintain professional communication with customers through phone, email, WhatsApp, and other approved communication channels.
• Record important customer feedback and complaints in the CRM.
• Coordinate with the concerned department for resolution of customer issues.
• Support the sales team in developing long\-term customer relationships.

8\. CRM Reporting \& MIS

• Maintain accurate and up\-to\-date CRM data.
• Prepare daily/weekly/monthly reports on:
• New enquiries
• Active leads
• Quotations submitted
• Quotations pending
• Orders received
• Orders under production
• Orders pending for dispatch
• New vendors
• New customers
• Lost enquiries
• Sales pipeline
• Provide management with regular updates on business opportunities and order status.
• Ensure there are no missed follow\-ups or outdated CRM records.

Pay: ₹30,000\.00 \- ₹35,000\.00 per month

Benefits

• Cell phone reimbursement
• Flexible schedule
• Provident Fund

Work Location: In person