Capture the lead
Inbound requests, referrals and outbound activity land in one pipeline with owners and next steps.
Add-on
CRM
From contact to signed deal and invoice — with cable economics inside
Sales management built for manufacturers: pipelines, quotes and invoices with LME-linked cost and gross-margin control.
On request
Available forProAdvancedEnterprise
What you get
- Contacts, organisations and activity timeline
- Opportunity → lead → deal pipelines
- Quotes, contracts, proformas, invoices with PDF output
- Price lists with gross-margin control
- Material structure, LME-linked cost base, packaging economics
- Projects, tenders and delivery schedule
How it works
CRM, step by step
Keep the commercial pipeline and the factory on the same set of facts.
Quote from real data
Quotations use live product structures, costs and capacity — not a sales-only price list.
Convert to orders
A won deal becomes a sales order and demand signal without re-entry, so planning sees it immediately.
Grow the account
Order history, margins and service records inform renewals, upsell and churn risk.
See CRM running on your own process
Book a 30-minute session — we walk these steps through with your data and give you a rollout estimate for CRM.
Capabilities
Everything inside CRM
Contacts, organisations and activity timeline
Opportunity → lead → deal pipelines
Quotes, contracts, proformas, invoices with PDF output
Price lists with gross-margin control
Material structure, LME-linked cost base, packaging economics
Projects, tenders and delivery schedule
Mobile field work and AI assistant
Binotel IP telephony integration
A commercial loop, not a generic CRM
In factory.online CRM the manufacturing specifics are part of the product logic, not bolted on top. Key material prices (LME) shape the current cost base before a manager quotes a customer.
Customer memory stays with the company
Contacts, organisations, activities and the change history accumulate in the system — not in a manager's personal notes. When a manager leaves, the relationship history stays.
Price and margin under control
Price lists, material structure, packaging (drum, coil, cut), tenders, delivery schedule and PDF documents run through one end-to-end process. Positions below target gross margin are visible before the risk becomes a signed offer.
Mobile and AI assist
Field teams keep working at exhibitions and on-site: mobile dashboard, search, customer cards. The AI assistant turns a business-card photo into a contact draft and starts a deal from natural language.
Editions
CRM editions
Pick the edition that matches how deep you need to go.
Basic
For teams replacing spreadsheets and organising the basics
On request
- Contacts
- Organisations
- Activities
- Change history
- Opportunities
- Leads
- Deals
- Product catalogue
- Sales dashboard
- Sales funnel
- Customer memory
- factory.online integration
Standard
For teams that need the full sales-to-document process
On request
- Everything in Basic
- Quotes
- Contracts
- Proformas
- Invoices
- PDF preview and print
- Commercial reference data
- Process configuration
Professional
Recommended for cable manufacturers
On request
- Everything in Standard
- Price lists
- Gross-margin control
- Materials and price history
- LME linkage
- Cost base
- Material structure
- Packaging variants and price logic
- Projects and tenders
- Delivery schedule
- Risk reports
- Binotel IP telephony
Enterprise
For multi-team models, deeper adaptation and customisation
On request
- Everything in Professional
- Advanced reporting
- Drill-down analytics
- Process adaptation
- Document adaptation
- Pricing logic adaptation
- Priority support
- Model customisation
FAQ
CRM — frequent questions
Short answers to what teams ask before switching this module on.