Customers & contacts
Keep customer and supplier relationship context.
Explore Customers & contactsPixie CRM for resource suppliers, quarry operators and mining-service businesses
CRM for Mining & Resources
Resource-sector customer work can involve technical requirements, procurement conversations and delivery coordination across several teams. Pixie can organise the relationship and commercial administration surrounding that work, giving colleagues a shared view of the accepted scope and next action.
Mining & Resources · A connected workflow
Connect commercial commitments across complex operations.
Illustrative process · configured around your team
- 01Qualify the requirement
- 02Agree the commercial scope
- 03Coordinate the handover
- 04Maintain the relationship
How Pixie fits your business
Connect commercial commitments across complex operations.
A revised supply requirement can be discussed by commercial and operational contacts at different times. Keeping the decision and its owner associated with the customer helps teams check the current agreement.
For resource suppliers, quarry operators and mining-service businesses, the value of a CRM is the working context it gives the next person. Start with customer and contact records, then connect the delivery and service activities that matter to your team. An account owner should be able to find the current commitment, the open question and the person taking it forward.
A practical starting point
Walk through one real example from qualify the requirement to maintain the relationship. Use your own documents and handovers to decide which fields, roles and modules the first release needs.
The work, step by step
A shared thread from enquiry to the next conversation.
Give each stage a clear owner and an agreed handover. These are example steps for mining & resources; the final process should reflect your service model and the systems you already use.
- 01
Qualify the requirement
Record customer specifications, quantities and decision contacts.
- 02
Agree the commercial scope
Keep quotation assumptions and accepted terms accessible.
- 03
Coordinate the handover
Assign procurement and delivery-document follow-up.
- 04
Maintain the relationship
Connect commercial queries, billing and future demand.
Build around the work you do
Relevant modules for mining & resources.
Use these capabilities as a focused shortlist. Module availability, configuration and any integration work are confirmed for your proposed setup; you can review the complete module catalogue for additional requirements.
Estimates
Prepare quotations with clear commercial assumptions.
Explore EstimatesContracts & e-signatures
Maintain the accepted commercial scope.
Explore Contracts & e-signaturesPurchase order management
Coordinate purchasing administration.
Explore Purchase order managementDelivery note management
Organise fulfilment-document follow-up.
Explore Delivery note managementInvoicing
Prepare billing from the agreed commercial record.
Explore InvoicingAcross the workflow, assess staff roles and permissions, automation rules and reporting together. Agree who can act, which reminders are useful and how exceptions will be reviewed.
A considered rollout
Make the first release useful to the people doing the work.
Assess extraction planning, geological data, site safety, environmental obligations and specialist logistics independently. CRM administration does not operate or certify a mining site.
Review the integration directory and security information against the scope you actually need. Ask for a demonstration of the handover that currently causes the most friction.
- Map one real journey. Identify the contacts, documents, decisions and exception that make the example representative of your business.
- Agree data ownership. Decide which system owns each record, what moves between systems and who reviews an update that fails.
- Configure and validate. Test roles, field requirements, communication and the billing handover using representative information before a wider rollout.
- Support adoption. Give the workflow an internal owner, provide practical team guidance and review whether the setup helps colleagues complete their next action.
Use the CRM implementation guide and migration checklist to prepare the first discussion.
Specialist workflows to explore
These additional capability pages are available on request. Review their stated scope with Pixie before selecting a configuration or assuming a specialist requirement is covered.
Useful answers
Questions from mining & resources teams.
Use these answers to shape the conversation about your proposed configuration.
Can we coordinate long-term supply accounts?
Define account contacts, accepted terms and review responsibilities first. Demonstrate a change in demand and confirm how the commercial decision reaches the relevant operational owner.
Which modules should our team start with?
Start with the relationship record and the most important handover in your mining & resources process. The module shortlist above explains the role of each suggested capability. Select the smallest useful first scope, then review permissions, data preparation and any specialist connection before rollout.
How do we connect the systems we already use?
List the systems involved in qualify the requirement and maintain the relationship. For each connection, agree the record owner, supported interface, matching rules and exception process. The integration planning guide explains what to prepare before a live sync.
How can we review pricing and implementation scope?
Use the current pricing page as your starting point and discuss the modules, users, data and connections your workflow needs. Confirm the proposed configuration and implementation work with the Pixie team before treating an example industry workflow as a complete deployment.
Let’s map your next better working day.
Bring one real mining & resources customer journey, your existing tools and the handovers you want to improve. We’ll help define a practical first scope.