MachinePilot goes beyond quotes: it manages the full commercial cycle. CRM with history, B2B outsourcing marketplace for jobs outside your scope, consultation pipeline with full audit trail, lost opportunity tracking with machine ROI suggestions.
Customer profile, quote history (won/lost/pending), order history, contact people, VAT, billing/shipping addresses. Filters for most profitable / blacklisted / to-recontact.
Jobs outside your scope (5-axis, wire EDM, precision grinding) get published as RFQ to verified partners. You receive offers right in the original quote. Auto-emails with part details.
When a customer asks for machine advice, it enters the pipeline: New → In contact → Negotiation → Won/Lost. Each transition records author, timestamp and note. Stage filters + live counters.
Each lost quote or refused job is tracked with reason. AI aggregates data to suggest: 'you lost €47k of 5-axis work in 6 months: this machine model would have 14-month payback'.
“The marketplace lets me never say 'no' to a customer: if I can't, I forward to a partner and earn a small commission. Win-win.”
Answers to the questions we hear most often from workshop owners and CAM programmers.