Efficient manufacturing CRM for the process industry – Sample-to-Sale and complaint management
With COSMO Process Manufacturing CRM, you manage your sales, sample and service processes centrally and transparently. The CRM is built on a seamless process chain that spans from the sample request to the sales close. All relevant data, feedback and test results are documented directly in the CRM for manufacturing. This gives you a clear overview of the status, costs and success of your orders at all times.
The integrated complaint management enables you to handle complaints in a structured way at batch and recipe level. Marketing, sales and quality management all use the same data foundation, allowing you to identify and fully leverage cross-selling and upselling opportunities. Thanks to seamless integration with Microsoft Dynamics 365, you avoid media breaks and benefit from centralised data management. The result: measurable efficiency gains, higher customer satisfaction and a fast ROI.
Hit the ground running with CRM industry templates – flexible, fast and modular
The COSMO Process Manufacturing CRM industry template incorporates best practice functions drawn from years of project experience in the process industry. You benefit from a modular and flexible solution that can be quickly adapted to your individual workflows using Low-Code/No-Code technology – without complex programming and with high user acceptance.
Seamless integration into the Microsoft Dynamics 365 ecosystem ensures a continuous flow of information between sales, service and production. This reduces initial costs, shortens project timelines and gets you up and running faster. The industry template is ideally suited to companies that prioritise investment security and scalability, and want to digitalise their processes in a future-proof way.
How COSMO Process Manufacturing CRM tackles your challenges
Low-Code/No-Code: rapidly adapt the CRM system to the process industry
Thanks to Low-Code/No-Code technology, COSMO Process Manufacturing CRM allows you to flexibly adapt your CRM system to your industry-specific requirements – without any programming effort. Fast implementation and low initial costs are a clear added value.
COSMO Process Manufacturing CRM can be customised with ease. This ensures high user acceptance and makes your Manufacturing CRM future-proof. You benefit from a solution that grows with your processes, can be extended at any time – and requires no complex custom development. This keeps your company agile and enables you to respond directly to new market demands.
Features
Sample-to-Sale process management
Manage and track sample orders through to the sales close without gaps.
Integrated complaint management
Document and process complaints based on batches, products and deliveries.
360° Customer view and centralised data management
All customer interactions, samples, opportunities and service cases are centrally accessible in the Manufacturing CRM.
Customer segmentation and campaign planning
Segment order history, batches and product specifications, and plan marketing activities directly in the CRM system.
Seamless integration with Microsoft Dynamics 365
Sales, service and production processes interlock seamlessly and are connected to Business Central and Power Platform.
Low-Code/No-Code customisability
Industry templates can be quickly adapted to individual processes without programming effort.
Automated workflows and escalation processes
Manage service and complaint cases with automated notifications and escalations.
Take a look—here's how the system works in practice
Sales dashboard with lead overview, sales opportunities and notifications for process manufacturing.
Fully integrated with Microsoft Dynamics 365
COSMO Process Manufacturing CRM integrates seamlessly into the Microsoft Dynamics 365 platform. All sales, service and production processes converge centrally – without media breaks or interface issues. Integration with Business Central, Power Platform and Microsoft 365 ensures a continuous data flow and strong investment security.
Your teams access a shared data foundation. Information from sales, service and production is therefore always current and consistently available. This facilitates collaboration and enables well-informed decisions. Rely on a Manufacturing CRM solution that connects your processes digitally and efficiently.
COSMO CONSULT – Your partner for manufacturing CRM in the process industry
With COSMO CONSULT, you have an experienced partner at your side for the implementation of Manufacturing CRM solutions in the process industry. We support you from the analysis of your workflows through implementation to training and support – always with the goal of making your processes efficient and future-proof.
Our consulting team is familiar with the requirements of chemicals, food, pharmaceuticals and other industries. Together, we develop a software solution that integrates seamlessly into your Microsoft Dynamics 365 environment and supports you optimally. Trust in tailored consulting, practical implementation and continuous support – for your lasting success.
How our manufacturing CRM is being used
+5-10
percentage points higher conversion rate from samples to orders
-25–40%
less processing effort through structured recording at batch/recipe level
100%
centralised documentation of samples, complaints and feedback
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.
What our customers say – straight talking from the process industry
Frequently asked questions
Found what you were looking for?
Start your intelligent search now
