Custally for manufacturers & industrial equipment companies
When you sell machines, the relationship starts at installation. Custally tracks dealers and end customers, installation projects, service tickets, engineer visits and service-contract renewals in one place.
Who it’s for
Machinery, equipment and industrial product makers selling through dealers or directly to plants.
Start with
The problems manufacturing & industrial equipment teams tell us about.
Installations run on email
Installation and commissioning steps are tracked in mail threads and phone calls.
Service is reactive
Breakdowns are logged on WhatsApp; nobody sees the pattern across a customer’s plants.
Dealer visibility
You can’t see which dealers’ customers are unhappy.
Service contracts lapse
AMC and warranty renewals depend on someone remembering.
Every module, applied to your business.
An installation the customer can follow
A fictional company, a real workflow — step by step.
Week 0
The machine deal is won. An installation project is created on the plant’s account.
Week 1
Site readiness is a milestone with the plant engineer as client POC. The customer sees it in the portal.
Week 3
Commissioning is delayed — the delay is logged with its reason category, and shows on the account timeline.
Week 4
The service engineer checks in at the plant; the commissioning sign-off is uploaded to the project.
Month 11
The service-contract renewal deal appears on the Renewals dashboard with the plant’s ticket history.
What to switch on in week one.
Everything here is configured by your admin — no code, no developer.
Modules
- Accounts & Contacts
- Projects
- Tickets
- Tasks with geofencing
- Deals & Products
- Kairo (WhatsApp)
Custom fields to add
- Machine serial number
- Installation date
- Warranty end
- Dealer
Automations to start with
- Deal won → installation project task
- Ticket from WhatsApp → assign by region
- Warranty end in 60 days → AMC renewal deal task
Click through it yourself.
Custally’s real look and feel on sample data. Replies are scripted — nothing here calls an AI or saves anything.
Accounts
6 of 6 accounts
| Account | ARR | Health | Renewal | Open tickets | CSM |
|---|---|---|---|---|---|
| Logistics | ₹1.24 Cr | Red · 44 | 23 days | 6 | PMPriya M. |
| Retail | ₹81 L | Amber · 61 | 47 days | 3 | RSRahul S. |
| Healthcare | ₹98 L | Green · 86 | 180 days | — | AKAnita K. |
| Fintech | ₹52 L | Amber · 58 | 90 days | 2 | PMPriya M. |
| FMCG | ₹33 L | Green · 79 | 200 days | 1 | RSRahul S. |
| Automotive | ₹1.46 Cr | Green · 82 | 132 days | 1 | AKAnita K. |
Tip: open Acme Logistics to see why it’s Red.
Accounts: Filter by health, open Acme Logistics, read why it’s Red and turn a next best action into a task. This is a scripted mock-up on sample data — no AI runs and nothing is saved.
Custally for Manufacturing & industrial equipment: questions.
Can we track both dealers and end customers?
Yes. Model dealers and customers as accounts (with a custom field or user groups for the dealer relationship) and give each role access only to what it should see.
Do engineers need a laptop?
No. Tasks, check-ins and tickets work in the phone browser, and Cornea reads visiting cards and screenshots with the phone camera.
Stop managing activities.
Start saving customers.
See Custally with your own process: in a 30-minute session we’ll map your customer success, sales, delivery and support flow onto it — and show you which of your accounts it would flag first.