First release

CRM & sales

A full CRM built into the factory: leads, deals, quotes and orders that know what production can actually deliver.

What changes for your factory

  • Answer “when can you deliver?” with a real date, in minutes
  • Every quote and order in one place, never lost in a spreadsheet
  • Know the margin before you say yes

What it does

  • Accounts and contacts with a complete customer 360 view
  • Leads, deal pipelines, activities, calls, meetings and follow-up reminders Version 1.0
  • Quotes for catalogue items and cost-based estimates for custom orders
  • Sales orders that reserve stock or trigger production automatically
  • Delivery dates promised from real stock, and from capacity with version 1.0
  • Price lists, discounts and credit limits
  • Returns and sales forecasts Version 1.0

Who uses it

Sales managers, sales representatives, estimators, order desk and key account managers.

Labels show what you can use today and what comes next. “Available now” works in the product today. “First release” marks what we are finishing for the first full release, “Version 1.0” what follows it, and “Roadmap” what comes later.

Included in every plan

Every module comes with every plan as it arrives, at no extra cost. Start your factory with a 14-day free trial.