CRM for Discrete Manufacturing: Manage Every Customer Relationship End to End
Streamline your sales, service, and project processes with COSMO Discrete Manufacturing CRM and Microsoft Dynamics 365 for full visibility and greater efficiency
The manufacturing CRM that gives you full visibility into your processes and customer data
With COSMO Discrete Manufacturing CRM, you manage your sales, service, and project processes in one place. Built on Microsoft Dynamics 365 CRM, the solution delivers a seamless end-to-end process that covers every customer interaction from the first inquiry through after-sales service. This eliminates data silos and creates a single data source for your entire team.
A 360-degree view of every customer, combined with a centralized machine inventory, keeps you up to date on sales activities, equipment in use, and open service cases. Automated workflows, task management, and Power BI integration enables your team to handle customer requests quickly and accurately, and make confident, data-driven decisions. COSMO Discrete Manufacturing CRM scales with your business needs and delivers lasting efficiency and competitive advantage.
Using CRM to provide a 360 view of Grenzebach's customers
Customer success at a glance
COSMO's CRM for Discrete Manufacturing unites engineering, sales, and service into one integrated team
COSMO CONSULT's CRM for the discrete manufacturing industry structures even complex projects and custom machinery in a clear and traceable way. All relevant project data, documents, and communication history are stored centrally and accessible at any time. This makes collaboration between sales, engineering, and service seamless and transparent.
IoT data integration and the machine inventory give you a complete picture of installed equipment, maintenance status, and service history. Optional CPQ functionality for industrial machinery enables a fast and accurate quotation process, even for highly configurable products. The result: lasting gains in efficiency and higher customer satisfaction.
How COSMO Discrete Manufacturing CRM Solves Your Biggest Challenges
Power BI Integration: Deeper insights into your customers and projects
With Power BI integrated directly into COSMO Discrete Manufacturing CRM, you gain powerful analytics and dashboards directly within the system. This gives you full visibility into all key metrics, sales activities, and service performance, and enables more confident decisions based on real-time data.
Centralized data management ensures that all information from sales, service, and project management flows into a single location. You can easily create custom reports and analyses tailored to your specific needs. The result: full visibility, smarter decision-making, and continuous process improvement.
Features
360-degree customer view and machine inventory
Complete visibility into all customers, installed machines, and competitive products – tailored for discrete manufacturing and industrial machinery
End-to-end processes from lead to after-sales
Seamless workflows across marketing, sales, service, and after-sales on a single platform
No-code/low-code customization
Easily adapt the solution to your unique business processes with no coding required
Microsoft Power BI, Teams, and Outlook integration
A unified data foundation, collaborative workflows, and powerful analytics built right into the CRM
Automated workflows and task management
Less manual work, clear ownership, and higher efficiency across every team
Fit-gap analysis with key user involvement
Ensures high user adoption and a solution that truly fits your requirements
Scalability and modularity
The solution grows with your business and can be expanded at any time
Optional CPQ functionality (Configure, Price, Quote)
For companies with complex, highly configurable products, an optional CPQ solution for industrial machinery is available
Take a look—here's how the system works in practice
Revenue breakdown and product details in the CRM for manufacturing and industrial machinery
Fully integrated with Microsoft Dynamics 365 CRM, so your customer processes work together seamlessly
COSMO Discrete Manufacturing CRM integrates natively with Microsoft Dynamics 365 CRM, leveraging a shared data foundation across all sales, service, and project processes. With all relevant information and activities on a single platform, data silos are eliminated from day one.
The integration with Power BI, Microsoft Teams, and Outlook enables collaborative work, powerful reporting, and efficient task management. Centralized data management delivers transparency, security, and end-to-end process control. The result is a future-ready foundation for the digital transformation of your manufacturing operations.
COSMO CONSULT: Your implementation partner for CRM in discrete manufacturing
With COSMO CONSULT, you get a proven partner for CRM implementation in discrete manufacturing and industrial machinery. We guide you through every step, from process analysis and implementation to training and ongoing support, always focused on delivering the best fit solution.
Our consultants understand the challenges of your industry and ensure seamless integration into your existing Microsoft infrastructure. Through strategic advisory, hands-on delivery, and continuous development, we build a solution that your team will actually use, and that creates lasting value for your business.
Recent Awards
6x Microsoft Solutions Partner
Awarded Microsoft’s highest quality seal in all categories.
Microsoft Dynamics Inner Circle
Ranked among the top 1% of Microsoft partners worldwide every year since 2014.
Top-Arbeitgeber
Among the top 0.4% of all employers in Germany.
BARC-Studie 2026
Leading data and analytics partner: 11× Leader, multiple #1 rankings, and a 100% recommendation rate.
Our software is already being used successfully by these companies
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