Social Zip / CRM for manufacturers

Orders, distributors and reps, connected.

See every quote, order and distributor conversation in one system, from first enquiry to delivery. Built and running for manufacturers in South Africa.

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See it working

Walk through the system.

Hover over the dashboard and it walks you through each part of the CRM. On a phone, it plays as you scroll. A full video walkthrough is coming soon.

● ● ●Social Zip CRMHover to walk through ↗

Dashboard

Open quotes18
Orders this month42
Reorders due9
Rep visits16

Pipeline

Enquiry

Distributor order
Trade enquiry
Quote

Trade enquiry
Sample request
Order

Sample request
Delivered

Reorder

Contacts

Distributor: Coastal SuppliesReorderOrder
Trade: BuildRightSample requestNew
Retail: FreshMartTrade enquiryQuote
Rep: Durban NorthRoute visitFollow up
Trade: BuildRightTimeline

Enquiry received

Reply sent automatically

Call booked with your team

Automations

Trade enquiry
Quote prepared
Approval by manager
Order confirmed
Delivery update sent

Calendar

Rep visits and deliveries

Mon
Tue
Wed
Thu
Fri

Reports

EnquiriesWon
1/6 The dashboard shows today’s numbers at a glance.

Fictional sample data for demonstration

What it does

Built around how manufacturers work.

01

Quote to order

Follow every quote until it becomes an order.

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02

Distributor records

Each distributor’s orders, pricing tier and contacts in one place.

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03

Reorder reminders

Know when a customer is due to reorder.

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04

Rep activity

See visits and follow-ups by area.

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How we set it up

Understand. Map. Build.

01 / Discover

We learn how your enquiries, work and follow-ups run today.

02 / Map

We map the process and agree what the CRM must do first.

03 / Build and train

We set it up, train your team and review it with you.

CRM for other industries

Keep exploring.

Find your route into practical AI.

● ● ●Social Zip / learning space
$ learn –together

One-to-one AI training

Practical learning with coaching and mentoring, built around your work.

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● ● ●Social Zip / learning space
$ plan –next-session

CRM & business systems

Built and running for estate agencies, manufacturers, e-commerce stores and appointment businesses.

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● ● ●Social Zip / learning space
$ read –perspective

Ideas & insights

Explore thinking on AI, work and business systems.

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Your next chapter

What could work better?

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MEET THE TEAM

Led by Shamz, supported by AI agents. Every piece of work is checked by a person.

Meet the team ↗