X-Lab CRM — customers, quotations, and contracts
X-Lab CRM helps organize the laboratory's commercial work: a database of companies and contacts, leads, quotations and contracts, completion certificates, and time tracking.
When a contract includes the agreed laboratory work, it can open a measurement request in X-Lab LIMS. The commercial agreement becomes the starting point for the work in the laboratory.
From a quotation to the laboratory work
- Quotation
- Contract
- Measurement request
- Laboratory work
A quotation can be converted into a contract, and a contract opens a measurement request.
What X-Lab CRM covers
- Companies and contacts
- Leads and interaction history
- Quotations
- Contracts and completion certificates
- Time tracking on the contract
- Handoff to X-Lab LIMS
Companies, contacts, and interaction history
X-Lab CRM keeps companies, contacts, and leads in one place. Calls, emails, meetings, and other customer interactions are recorded in each customer record, so the history with the customer stays available for the work that follows.
Staff can follow the relationship and keep the context as a first inquiry becomes a quotation and then a contract.
From a quotation to a contract
Quotations are created in CRM, and a contract can be drawn up from a quotation. Completion certificates can be prepared from the contract, and the files can be sent to the customer.
The contract and the related work keep the commercial information in one place. Time recorded against the completed work is also shown on the contract.
Handoff to X-Lab LIMS
X-Lab CRM is linked with the X-Lab LIMS section. When the contract lists the work, it can open a measurement request in LIMS, and the work continues in the laboratory process.
The commercial side and the laboratory work stay connected: the contract is the basis for the request, and the time recorded against the work is available on the contract.
This streamlines the transition from accepting the order to organizing the work in the laboratory.
CRM and LIMS, one working process
X-Lab CRM is for work with customers and contract documents. X-Lab LIMS helps organize the laboratory work: requests, measurement assignments, samples, and protocols.
Together the sections connect commercial agreements with the laboratory's work, from the quotation and the contract to a measurement request and the work that follows.
See X-Lab CRM at work
Open the demo to look through company records, quotations, contracts, and the link from CRM to LIMS.