Don’t set it up. Say what you need.
CRM Factory is a CRM for small and mid-sized B2B companies. Answer five quick questions and the right modules switch on. Later, ask the assistant for a change or an answer. Every change can be undone.
How it works
Set up in five taps.
Language, company and country, invoice details, what you’ll use it for. Done.
How it works
Ask, and it changes.
The assistant changes your CRM when you ask. Every change comes with undo.
How it works
Then get to work.
Pipeline, quotes, invoices and email in one place.
What’s inside.
Thirteen modules. Switch on what you use.
Pipeline
Every deal on one board, with a win chance per deal worked out from your own history.
Quotes
Customers read and sign online. Offer a discount for a longer contract and let the customer choose. A signed quote becomes an invoice.
Invoices and contracts
Recurring invoices are prepared as drafts, and a person always presses send.
Send from your own Gmail, Microsoft 365 or SMTP mailbox. Mail is filed on the right customer and deal, or offered to you when it isn’t sure.
Dashboards
Click any number to see the rows behind it.
Website leads
Leads from your website’s form land straight in your pipeline.
Salesforce import
Bring your customers, deals, quotes, invoices and history across.
Watch the tour
See a workspace being set up and changed from the chat.
Start with five questions.
Create a workspace, answer five questions, and start working.