ERP truth on every customer record — with AI that drafts, scores, and routes on live ERP data.
Built for B2B distributors, manufacturers, and service teams on SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, or Infor CloudSuite SX.e.
Quote from live inventory. Log activities automatically. Answer “where's my order?” without tab-hopping — so reps and support stop reconciling spreadsheets against the warehouse.
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We're building CRM Factory for teams who live in ERP every day — where inventory, pricing, and order history should drive what you do next, not yesterday's CRM fields. Early access is limited so we can ship hands-on setup and migration support with every seat.
Your CRM and ERP are two different worlds
Your ERP holds the truth — customers, orders, inventory, pricing. Legacy CRMs bolt on AI and batch syncs. CRM Factory is built so reps, support, and agents work from that truth in real time.
Your team becomes dramatically more productive
AI-native workflows and live ERP data — not a pile of add-on SKUs from a legacy vendor.
AI workflow automation
When a record changes or a message lands, route work automatically: create tasks, update fields, notify a channel, or kick off AI + ERP steps in one run — with a full run log for debugging.
AI sales & support assistant
Score leads, flag at-risk deals, draft follow-ups, summarize long case threads, and suggest replies — grounded in the same CRM + ERP context your best rep would use.
ERP-powered intelligence
“What’s in stock in warehouse B for part 4492?” — answered from live ERP, on the opportunity or case, and available to automations and external agents via MCP.
Omnichannel inbox (WhatsApp & SMS)
Unified threads with templates, delivery tracking, and AI-first triage before handoff to humans — tied to contacts and accounts like every other channel.
Browser softphone + post-call AI
Click-to-dial, inbound screen pops, recordings, transcription, and summaries with action items — optional AI voice agent for inbound coverage when you need it.
REST API + MCP for builders
85+ REST endpoints with OpenAPI and OAuth 2.0, plus an MCP server so Claude, ChatGPT, and Cursor can search and act on CRM data with your org’s guardrails.
What ERP-Native Actually Means
Legacy CRMs sit on one side of a wall. Your ERP holds the truth — customers, orders, inventory, pricing — on the other. CRM Factory tears down the wall.
Real-Time Data
Inventory, pricing, order history, and AR — live from your ERP. No batch syncs, no stale snapshots, no waiting until tomorrow.
No Duplicate Entry
Reps work in one place. Orders, updates, and notes write back to the ERP automatically — no re-keying, no copy-paste.
No Middleware
Native connectors to your ERP — included in every plan. No $50–100K integration project, no ongoing maintenance burden.
Native integrations — not bolt-ons
AI-native isn't a chatbot. It's an architecture.
Every record has AI. Every workflow can use AI. And when your AI sees live ERP — not a nightly snapshot — it can prioritize what actually moves revenue and keeps customers whole.
Bolted-on AI (legacy CRMs)
- AI sold as add-on SKUs on top of base CRM
- Lives in a sidebar or tab — not on the record where work happens
- Sees CRM fields first; ERP data often batch-synced and stale
- Hard to wire external agents to your real permissions and data
- Prioritization from activity counts and manual rules — not revenue signals
AI-native (CRM Factory)
- AI on records, channels, and workflow steps — core product, not an extra SKU
- Assistants can search, read, draft, and update with your org’s rules applied
- Live ERP context: orders, inventory, contract pricing, and AR when you need it
- 30+ typed tools via MCP for Claude, ChatGPT, and Cursor — same guardrails as the app
- Outreach and triage can rank by order cadence, open cases, and account load — not vanity metrics
Insights on every record
Opportunity risk, lead scoring, case summaries, suggested replies, and note help — without opening a separate “AI” product.
AI steps inside workflows
Classify, score, draft, and extract alongside ERP validation and order steps — one builder, one run log, one place to debug.
ERP-grounded prioritization
Example: “They usually reorder every few weeks — it’s been longer; call today.” “AR is stretched — hold the upsell.” “Home warehouse is low — suggest the alternate branch.”
Open to your agents
External copilots use the same capabilities as in-app AI, with your tenant boundary intact. Details in docs — not a separate integration tax.
Read the docs →Same class of models you already trust — grounded in your CRM and ERP data, with permissions enforced the same way as the rest of the product.
WhatsApp & SMS in the same inbox as everything else
Customers text on their terms. An AI agent handles the first reply, classifies intent, and escalates to a human when needed — with templates, delivery tracking, and automations on top of the same record model as email and voice.
- ✓Unified conversation threads tied to contacts and accounts
- ✓AI-first triage with seamless handoff to your team
- ✓Same automations and ERP-aware steps as the rest of the platform
“Need 40 of SKU 4492 to job site tomorrow — same PO as last month.”
Pulled contract pricing, checked branch inventory, and queued line items for rep approval before ERP submit.
Approve & send confirmation + delivery window.
From messy text to a validated ERP order — in one flow
A customer drops SKUs, quantities, and ship-to notes in plain language. AI extracts structured lines, validates parts and pricing against your ERP, runs pre-submit checks, and hands a clean draft to a rep for one-click approval.
Illustrative UI — product screens evolve with each release.
Browser softphone, recordings, and AI after every call
Click-to-dial from any record, inbound screen pops, voicemail that can open a case, transcription, and post-call summaries with action items — plus an optional AI voice agent for inbound calls when you want coverage without adding headcount.
One workflow engine for AI steps and ERP steps
Triggers and actions you expect — plus AI classify, score, draft, and extract alongside ERP validate, pre-submit checks, and order submit. Build flows like: high-value lead arrives → validate credit in your ERP → assign owner → draft the intro email — without duct-taping five SaaS tools together.
One platform vs. a stack of add-ons
Typical teams stitch Salesforce Sales Cloud, Service Cloud, Flex or partner dialers, Celigo or MuleSoft for ERP, and a separate messaging product. CRM Factory is designed to replace that sprawl for B2B teams on SAP, NetSuite, Dynamics 365, or Infor SX.e.
| Capability | Typical legacy stack | CRM Factory |
|---|---|---|
| Sales pipeline & forecasting | Sales Cloud | Included |
| Cases, SLA, queues | Service Cloud / add-ons | Included |
| WhatsApp & SMS inbox | Marketing Cloud / Flex / partners | Included |
| Browser telephony + AI summaries | Dialer + transcription vendors | Included |
| Live ERP on every screen | Middleware + consultants | Native connectors |
| External AI agents (MCP) | Custom integration | Built-in MCP server |
Illustrative comparison — your current stack may vary. We'll map it during onboarding.
Built for builders — REST, webhooks, and MCP
85+ REST endpoints with OpenAPI, OAuth 2.0, cursor pagination, bulk operations, and webhooks — plus an MCP server so Claude, ChatGPT, and Cursor can work with the same data your reps see, under the same org boundaries.
Coming from Salesforce — or another CRM?
Full guided migration is live for Salesforce today. Connect your org, get a readiness view, and move in days — not months. Additional CRM sources are on the roadmap.
Coming next: HubSpot · Pipedrive · Microsoft Dynamics CRM · Zoho
Connect
OAuth to your source CRM (Salesforce today)
Analyze
Objects, fields, workflows, customizations — scanned and mapped
Migrate
Automated import with progress you can track in the product
What Salesforce migrations include today
A fraction of the cost of legacy CRMs
We onboard a limited number of teams each month to guarantee white-glove setup and migration support. ERP connectors and migration tooling are included in every plan.
Starter
Full CRM for teams ready to ditch spreadsheets
- 5–10 users
- 100K contacts & opportunities
- 1 sales pipeline
- Email sync (Gmail or Outlook)
- 5 dashboards & reports
- Custom fields
- Rule-based lead scoring
- AI Pay-As-You-Go ($0.05/credit)
- Salesforce migration (standard objects)
Growth
AI + omni-channel for teams that sell by phone
- 11–25 users
- 100K contacts & opportunities
- Unlimited pipelines
- 250 AI credits/user/month
- AI lead scoring & opportunity insights
- AI email drafting
- WhatsApp & SMS conversations
- Browser softphone & click-to-dial
- Visual workflow builder (500 runs/mo)
- Cases (basic)
- Salesforce migration (standard objects)
Professional
Voice agents, ERP, and SLA for scaling orgs
- Up to 100 users, unlimited contacts
- 500 AI credits/user/month
- AI Chat Assistant (full)
- AI Voice Agents (inbound)
- Post-call AI analysis & transcription
- Case management with SLA & queues
- Workflow builder + AI & ERP steps (25K/mo)
- ERP integrations (SAP, NetSuite, +2)
- MCP server (Claude, ChatGPT, Cursor)
- Sandbox environments
- Salesforce migration (+ custom objects)
Enterprise
Compliance, SSO, and unlimited everything
- Everything in Professional
- Unlimited users & AI credits
- Custom AI model fine-tuning
- SAML/SCIM SSO
- HIPAA compliance
- Custom data residency
- CRM migration (+ workflows, white-glove)
- Federated analytics (BYOD Databricks)
- 99.99% SLA uptime
- Dedicated CSM
Connects with the tools you already use
Native integrations with the tools you already use. Build the ones you need with the AI Module Builder. Plus MCP servers for AI agent access.
Product tour
A full video walkthrough is coming soon. The in-page preview shows shell and layout only — Log in for live ERP-backed data.
Frequently asked questions
Straight answers about ERP, AI, channels, and how to get started.
- CRM Factory is an AI-native, ERP-connected CRM platform designed for B2B sales and support teams. It combines pipeline management, helpdesk, omni-channel messaging (WhatsApp and SMS), telephony with a browser softphone, native ERP integration, and AI assistance in a single product.
Ready to put ERP truth in front of every rep?
We onboard a limited number of teams each month for hands-on setup, migration support, and ERP connector configuration.