CRM & Marketing Management for Growing Manufacturers
Your customer data shouldn't live in three different places
Sales uses one spreadsheet. Operations uses another. Finance has QuickBooks. Nobody has the full picture when a customer calls. Rover CRM puts every interaction, every order, every quote in one place so when a customer asks “where’s my order?” anyone in your company can answer with confidence, not guesswork.
Core Capabilities
Everything you need to manage customer relationships
From prospect tracking to campaign management to order history. Rover is built for manufacturers who need every team working from the same customer data.
Customer & Prospect Management
Separate databases for customers and prospects, with full visibility into contacts, interactions, and conversion status. Everyone sees the same picture.
Prospect Tracking & Conversion
Track prospect activities, quotes, and interactions. Then convert to customer with one click when they buy.
Unlimited Contact Records
Multiple contacts per customer or prospect, each with their own addresses, phone numbers, and email preferences.
Multi-Ship Address Management
Store unlimited shipping addresses per customer. Orders default to the right location every time.
Flexible Lookup & Search
Find any customer or prospect by name, phone, address, contact, or custom criteria you define.
Interaction Tracking & Activity Logs
Every call, every email, and every meeting documented and accessible to anyone who needs context. No more asking “who talked to this customer last?”
Unlimited Call & Activity Logs
Track every customer interaction – what was discussed, who was contacted, and where they are in the sales cycle.
Follow-Up Reminders
Set reminders for callbacks and follow-ups. The system alerts you when it’s time to reach back out.
Document Attachments
Attach any file type – PDFs, quotes, contracts, photos, Excel files – directly to customer and contact records.
Email Integration
Send emails from customer records. Correspondence links to the account.
Quotation & Sales Pipeline
Create quotes, track their status, and convert them to orders without re-keying data. Your pricing matrix and inventory status are already connected.
Quote Generation & Tracking
Send quotes to customers and prospects via email, fax, or print. Track which quotes are open, accepted, or expired.
Pricing Matrix Integration
Quotes pull from your pricing rules automatically, by customer, part, or volume. No manual price lookups.
Quote-to-Order Conversion
When a prospect says yes, load the quote directly into a sales order. Zero re-entry, zero transcription errors.
Sales Rep Commission Tracking
Assign reps and split commissions by line item. Reports show exactly what each rep is owed.
Marketing Campaigns & Customer Intelligence
Define campaigns, segment your audience, and track what’s working, all without exporting customer lists to external tools.
Campaign Management
Create campaigns, assign marketing groups, and track action steps. See which campaigns drive results.
Customer Segmentation
Group customers by any criteria: industry, region, purchase history, or custom codes. Target the right audience every time.
Complete Purchase History
See what every customer bought, when they bought it, and what they paid, all linked from the CRM record.
The Real Cost
What disconnected customer data actually costs you
A customer calls with a rush order. Your sales rep pulls up their contact info in the CRM. Checks inventory in a separate system. Opens QuickBooks to verify payment terms. Emails operations to check production capacity. By the time they get back to the customer two hours later, the order went to a competitor who answered in fifteen minutes.
Meanwhile, your marketing team just sent an email campaign to 300 customers including twelve who haven’t paid in 90 days, three who specifically asked to be removed from promotional emails, and one who placed a $50K order last week and is now getting generic “new prospect” messaging. Your sales team finds out when the complaints start rolling in.
This isn’t a communication problem. It’s a systems problem. When customer data lives in silos, every interaction becomes a scavenger hunt. Your team wastes hours. Your customers notice. And the opportunities you’re missing don’t announce themselves they just quietly go somewhere else.
Response Time
Sales reps spending hours hunting for information instead of closing deals
Missed Opportunities
Quotes lost because nobody knew the prospect was already talking to operations
Customer Embarrassment
Wrong messaging, duplicate emails, and promises that contradict what finance said yesterday
How it works
See Rover in action
Integrations
Connect with your existing stack
Rover connects with the tools you already use. From accounting platforms to shipping carriers, our integrations eliminate manual data entry and keep your operations synchronized in real time.
CUSTOMER SUCCESS
How our customers regain control with Rover
Legacy Migration / Operational Continuity
From 40% data risk to operational triumph
Toolrite Manufacturing secured high-risk legacy data and eliminated manual entry bottlenecks by migrating to Rover ERP, transforming disorganized systems into real-time operational insights.
ERP Integration / Manufacturing Scalability
Outgrowing Sage 50: A "remarkable" operational shift
Carr Manufacturing eliminated the “double entry” bottleneck and software bugs of Sage 50 by transitioning to Rover ERP, replacing a limited plugin with a fully integrated, customizable ERP and accounting solution.
Legacy Migration / Business Continuity
Modernizing 25 years of custom legacy data
US Wheel successfully migrated a quarter-century of complex custom data to Rover ERP, replacing a vulnerable, programmer-dependent application with a scalable Windows-based interface and advanced ERP features.
FAQS
Your questions answered
Can we keep using our existing CRM tool alongside Rover ERP?
You can, but you’ll lose the main benefit. Standalone CRM tools create data silos — sales updates a contact in Salesforce while operations updates the same customer in Rover, and neither sees the other’s changes. Rover CRM is built into the same database as your orders, inventory, and financials, so everyone works from the same real-time customer data. No exports, no sync lag, no duplicate records.
How does Rover CRM handle quote-to-order conversion?
When a prospect accepts a quote, you load it directly into a sales order with one click. Customer details, line items, pricing, and shipping addresses transfer automatically — zero re-entry. The pricing matrix is already integrated, so quotes always reflect your current customer-specific pricing rules. Once converted, the order history links back to the original quote for full traceability.
Can we segment customers for marketing campaigns without exporting to Excel?
Yes. You can group customers by any criteria — industry, region, purchase history, or custom codes — and generate targeted mailing lists directly from Rover. The system pulls from live data, so you’re not sending campaigns to customers with overdue invoices or outdated contact info. You can track which campaigns drive results without manual reconciliation between marketing tools and your ERP.
What happens to our existing customer data during implementation?
Our implementation team migrates customer databases from spreadsheets, QuickBooks, Salesforce, and legacy CRM systems into Rover. We handle contact imports, duplicate detection, and data mapping. Most CRM modules go live within the first few weeks of the broader ERP rollout — often before inventory or production modules. No dedicated IT staff required on your end.
Can operations and finance see CRM data, or is it sales-only?
Everyone with the right security permissions can see customer data. When operations needs to check a customer’s preferred ship-to address, it’s there. When finance needs to review payment history before approving a credit increase, it’s in the same record. When customer service answers “where’s my order?” they see the full context — recent sales calls, open quotes, shipment status, and A/R aging — all in one view.
See Rover in action
A 30-minute demo, tailored to your industry and pain points. No slides, no pitch deck. Just your questions and real answers from people who know manufacturing.
