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.

ตามคำขอ
Available forProAdvancedEnterprise
CRM shown as a schematic isometric scene

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

มันทำงานอย่างไร

CRM, ทีละขั้นตอน

รักษาเส้นทางการค้าและโรงงานให้อยู่ในข้อเท็จจริงชุดเดียวกัน

Capture the lead

Inbound requests, referrals and outbound activity land in one pipeline with owners and next steps.

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.

ดูสิ CRM ทำงานตามกระบวนการของคุณเอง

จองเซสชั่น 30 นาที เราจะอธิบายขั้นตอนเหล่านี้พร้อมกับข้อมูลของคุณและแจ้งประมาณการการเปิดตัวให้กับคุณ CRM.

ความสามารถ

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.

รุ่น

CRM editions

เลือกรุ่นที่ตรงกับระดับความครอบคลุมเชิงลึกที่คุณต้องการ.

Basic

For teams replacing spreadsheets and organising the basics

ตามคำขอ

  • 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

ตามคำขอ

  • Everything in Basic
  • Quotes
  • Contracts
  • Proformas
  • Invoices
  • PDF preview and print
  • Commercial reference data
  • Process configuration

Professional

Recommended for cable manufacturers

ตามคำขอ

  • 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

ตามคำขอ

  • Everything in Professional
  • Advanced reporting
  • Drill-down analytics
  • Process adaptation
  • Document adaptation
  • Pricing logic adaptation
  • Priority support
  • Model customisation

คำถามที่พบบ่อย

CRM — frequent questions

คำตอบสั้น ๆ สำหรับคำถามที่ทีมงานถามก่อนเปิดใช้งานโมดูลนี้.