From a quotation to a measurement request: how CRM and LIMS work together

X-Lab Suite connects commercial work with customers and laboratory processes. In X-Lab CRM you can keep companies, contacts, quotations, and contracts, and then open a measurement request in X-Lab LIMS from a contract. The main details are carried over, so the customer and contract data do not have to be entered again.

1. Customers and contacts

X-Lab CRM keeps a database of companies and contacts, and the history of interactions with them. Calls, emails, meetings, messages, and other customer interactions can be recorded there.

Leads organize work with potential customers. They can be handled in turn, with attention to new inquiries and to those that have had no contact for a long time. When a lead becomes a real customer, its data can be turned into a contact or a company record, and the information already entered is kept.

2. Preparing a quotation

A quotation is created for a specific company and contact. It states how long the quotation is valid, the objects, and the services offered.

Services are linked to the matching objects, so the quotation shows which work is planned for each object.

When the quotation is agreed, a contract can be created from it. If the contact has signing details and the authority to sign, those details are carried into the contract. After the contract is saved, the quotation is marked successful.

3. Contracts and completion certificates

The contract is the basis for the work that follows with the customer. One or more completion certificates can be prepared from it, using the list of services on the contract.

Completion certificates can be prepared for a chosen month or quarter. Contracts and completion certificates are saved as PDF from the selected template and can be sent to the customer by email.

Sent messages appear in the interaction history. The correspondence and the documents stay linked to that commercial work.

4. A measurement request in X-Lab LIMS

When the contract includes the work, a measurement request can be created in X-Lab LIMS from X-Lab CRM.

Contract data is carried into the request. That reduces repeated entry and connects the commercial agreement with the laboratory work.

The contract journal shows which contracts already have a measurement request. The contract also shows the hours staff recorded for the measurement work and the related protocols.

The commercial process and the laboratory work stay connected in one system, from the terms agreed with the customer to the measurement request.

What to keep in mind

Some capabilities are still in development or have limits. The invoice journal is still in development. A qualified electronic signature cannot be applied in the browser.