CRM for ERP For India — Atlantis NDT ERP

CRM for NDT sales: lead scoring, service lines, drip emails and branded quotations

Overview

The CRM in the Atlantis NDT ERP is set up for selling inspection services. Leads and opportunities carry the service line, lead source, NDT service type, industry sector, site country, and estimated technicians and days, so estimators see the size of the job before quoting. An NDT lead score from 0 to 100 classes each lead as hot, warm, nurture or cold, helping sales focus on the enquiries most likely to become work. Leads can be imported from CSV, and a lead can be enrolled in a drip email sequence, with an AI-personalised email preview before anything is sent. The Business Cards app turns a photo of a card into a CRM lead in one click, reading name, company, title, email, phones and website. Website enquiry forms feed the CRM directly. When an opportunity is ready, a quotation is created with job type, site, project dates and applicable codes, NDT service products flagged by method and category, and an optional global discount. The quotation PDF is branded, and the client can accept and sign it online, which converts it to a sales order.

Why inspection and testing businesses run it differently

NDT enquiries rarely look like standard sales leads. A refinery maintenance planner wants a UT and MT crew for a shutdown; a fabricator needs RT on a batch of welds next week. Capturing service type, industry, site country and estimated technicians and days on the lead means the operations manager can judge crew needs early, and the lead score helps separate a real job from a general enquiry. Quotations carry applicable codes and method-flagged service products, so the scope in the quote matches what the crew will actually do.

Capabilities

Lead and opportunity fields for service line, lead source, NDT service type, industry sector and site country
Estimated technicians and days on each opportunity
NDT lead score 0 to 100 with hot, warm, nurture and cold bands
Lead import from CSV
AI-personalised email preview and enrolment in drip email sequences
Business Cards app: card photo to CRM lead or mailing list
Quotations with job type, site, project dates, applicable codes and global discount
Branded quotation PDF with online acceptance and signature converting to a sales order

How the workflow runs

An enquiry arrives through the website form, email or a business card collected at an event, and becomes a lead with service type, industry and site country. The lead score places it as hot, warm, nurture or cold. Nurture leads can be enrolled in a drip sequence for the relevant service line. Hot leads move to an opportunity where the estimator records estimated technicians and days and builds the quotation from NDT service products. The client receives a branded PDF, accepts and signs online, and the quote becomes a sales order, ready to open as a project.

Standards and compliance covered

Applicable codes and standards recorded on each quotation
Client contract review before acceptance (ISO 9001:2015)
Unsubscribe handling in drip sequences
Data protection requirements configured for your region during implementation
Online client acceptance and signature on quotations

Integrations

Open REST API — SAP, Maximo, NetSuite and any other system that accepts API connections
Quotations and Sales (online acceptance to sales order)
AI Marketing and Email Marketing (drip sequences)
Business Cards (card photo to lead)
Website (enquiry forms)
Project (accepted work to NDT project)

Measured impact

Sales stop losing enquiries in inboxes, because every lead lands in one place with the details operations needs. Scoring helps the team spend time on real jobs first. Quotes go out faster and in a consistent branded format, and online acceptance removes the back-and-forth of signed PDFs.

Frequently Asked Questions

How is the NDT lead score worked out?

Each lead gets a score from 0 to 100 and a band of hot, warm, nurture or cold based on its NDT details. The scoring rules can be tuned during implementation.

Can clients accept quotations online?

Yes. The branded quotation can be accepted and signed online by the client, which converts it to a sales order.

Can we import our existing contact lists?

Yes. Leads can be imported from CSV, and business cards can be added from a photo using the Business Cards app.

Compare the platform before you shortlist

Most companies arrive at a city page and actually want one of three things. If you are evaluating systems, start with NDT inspection software — what inspection companies actually need. If report turnaround is the pain, go to NDT reporting software compared. If the question is whether a generic system could work, read why generic ERP breaks on inspection work and the NetSuite comparison.

Request a demo or a tailored quote — tell us methods, levels, headcount and timing, and a consultant calls you back prepared.

Also useful: inspection management software for companies inspecting other people's assets, the full business management platform, and the evaluation checklist to run vendors against before you demo anything.