CRM & Sales That Close More Deals
Track leads, create quotations, convert to orders, and never lose a follow-up. Built for small manufacturers who sell B2B.
Included in FactoStack at ₹299/month
The Real Cost of Manual Processes
These problems cost manufacturers hours and money every day.
Leads Lost in WhatsApp and Excel
Quotes and follow-ups scattered. No single view of pipeline. Deals slip because no one followed up.
Slow Quotation Turnaround
Manual quotes take hours. By the time you send, customer has moved to a competitor.
No Visibility on Pipeline
Owner doesn't know which deals are hot. Sales team has no shared view of opportunities.
Duplicate or Inconsistent Quotes
Same customer gets different prices from different people. Damages trust and margins.
No Customer History
Hard to see past orders and payments. Every conversation starts from zero.
How FactoStack Solves It
Purpose-built for manufacturing operations teams.
Centralized Lead & Quote Management
All leads and quotes in one place. Track status, send quotes fast, convert to orders with one click.
Fast Quotations with Material Costs
Pull material costs from inventory. Generate professional quotes in minutes, not hours.
Pipeline Dashboard
See all opportunities at a glance. Know what's in quote, negotiation, or ready to close.
Consistent Pricing & Approval
Standard pricing rules. Optional approval for discounts. One source of truth.
Customer History & Context
Past orders, payments, and notes in one place. Better conversations and repeat orders.
Key Capabilities
Everything you need, built specifically for manufacturing.
Lead & Contact Management
Store contacts, track interactions, assign leads to team members.
Quotation Builder
Create GST-ready quotes with product and material costs. Convert to order when approved.
Pipeline & Stages
Visual pipeline from lead to order. Never miss a follow-up.
Sales Reports
Quote conversion, order value, customer-wise sales. Simple reports that matter.
How It Works
From setup to results in four simple steps.
Capture Lead
Add lead from call, WhatsApp, or form. Assign to salesperson.
Create Quote
Add products, apply pricing. Send quote to customer.
Track & Follow Up
Move through stages. Set reminders. Never drop a follow-up.
Convert to Order
One-click convert approved quote to order. Production and inventory update.
How CRM & Sales Connects
Seamlessly integrated with the rest of FactoStack.
Inventory
Material costs and stock availability for accurate quotes.
Orders
Convert quote to order. No re-entry of data.
Invoicing
Completed orders become invoices. One flow from quote to payment.
Tally
Export invoices to Tally. Accounting stays in sync.
Excel vs FactoStack
| Feature | Excel / Manual | FactoStack |
|---|---|---|
| Lead & quote in one place | ❌ Scattered | ✅ Centralized |
| Quote to order in one click | ❌ Re-type everything | ✅ Convert instantly |
| Pipeline visibility | ❌ No | ✅ Yes |
| Customer history | ❌ Manual files | ✅ In system |
| Material cost in quotes | ❌ Manual lookup | ✅ From inventory |
See It In Action
Real screens from the FactoStack platform.
Sales Dashboard
Pipeline and performance at a glance
Quotations
Create and send professional quotes quickly
Customer View
History, orders, and notes per customer
Reports
Conversion and revenue analytics
Included in Your Subscription
Frequently Asked Questions
Is CRM included in the lowest tier?
Yes. Compliance Starter (₹299/month) includes basic CRM: leads, quotes, and conversion to orders.
Can I assign leads to my sales team?
Yes. Factory Manager and above support unlimited users. Assign leads and track who is following up.
How do quotes link to orders?
When a quote is approved, you convert it to an order with one click. No re-entry. Production and inventory get updated.