Industry preset · Sales and support

CRM for Manufacturing & distribution

Long sales cycles, a dealer network, and warranty claims that arrive years later. Stretto ties the original order to the claim.

Setup mode is chosen for you. Change it any time in settings.

Manufacturing & distribution pipeline board

Pipeline stages, preloaded

Objects switched on

Anything not listed is hidden from the sidebar, not deleted. Turn it on in settings.

Properties added

On top of the standard contact, company, deal and ticket properties.

How teams in Manufacturing & distribution use it

Dealers are companies with tiers and territories. Reps see their whole territory as one board.

A claim opens against the company with the serial number. The original deal is one click away.

A formula property on last order date drives an active list of accounts due to reorder.