A machine shop owner reviews a quote on her laptop beside a CNC machine

CRM for custom manufacturing

Quote an RFQ by material, machine time, and margin.

A line item and a quantity don't cover what goes into a custom part. Coeffection lets you price RFQs the way your estimator does, protect the margin you need, and send the order to accounting without retyping.

Sound familiar?

Estimates live in one person's spreadsheet

Material, setup, machine time, finishing, and margin are worked out in a sheet only the estimator understands. When they're out, quotes stop.

Margins slip on rush and repeat work

A discount here and a rush fee waived there, and the job ships at a margin nobody approved.

Orders get re-entered for invoicing

The customer's PO comes in, and someone types the whole order again into QuickBooks or NetSuite.

How Coeffection fits

One CRM you shape to the way you actually work.

RFQ pricing that does the math

Build pricing formulas for material, setup, machine time, labor, and finishing. Quotes calculate cost and margin as you build them, with quantity breaks.

Margin floors and approvals

Set a minimum margin by product family. A quote below the floor is blocked or sent to a manager for approval, with the reason recorded.

Parts, drawings, and history together

Keep drawings, revisions, and past quotes linked to the customer and the part, so repeat orders start from the last price.

Signed orders go to accounting

Approved and signed quotes become invoices in QuickBooks Online or NetSuite, so the numbers match what the customer agreed to.

See it in action

Your work, set up the way you already run it.

Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.

A machine shop quote in Coeffection: two machined parts priced from material, cycle time and quantity break, plus setup, anodizing and a first article report, with the internal margin — Each part priced from material, cycle time and quantity break, plus setup, finishing and first article. Margin shows as you build.

A machine shop pipeline board: RFQ Received, Quoting, First Article, In Production, Shipped — RFQs move from received to shipped on stages you name.

Integrations

Works with the tools you already use.

Coming in 2027Paperless PartsJobBOSS²ProShop ERP

Frequently asked

Is Coeffection an ERP or MRP?

No. Coeffection handles the front end of the order: RFQs, quotes, approvals, customer communication, and invoicing. It connects to NetSuite and QuickBooks for accounting.

Can I price by material and machine time?

Yes. Pricing formulas can take inputs like material, quantity, setup, and machine hours, and calculate cost, price, and margin.

Can I keep reps from quoting below a margin?

Yes. Margin floor rules can block a quote or require a manager's approval when the margin drops below what you set.

Does it connect to NetSuite?

Yes. Coeffection connects to NetSuite and QuickBooks Online, and signed quotes become invoices there.

Quote your next RFQ without the spreadsheet.

Start a free 14-day trial and price one real part by material, machine time, and margin.

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