Purpose-Built for Distribution

The Only CRM With Native SX.e Integration

Your CSRs live in two systems. CRM Factory collapses them into one. Real-time ERP lookups, AI-powered order processing, and workflow automation — at a fraction of what you pay Salesforce.

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Electrical
Plumbing & HVAC
Industrial MRO
Building Materials
Janitorial & Sanitation
Fasteners & Components

Salesforce doesn't speak ERP

Every generic CRM sits on one side of the divide. Your ERP is the source of truth for customers, orders, and inventory — but your CRM can't see any of it.

CSRs toggle between CRM and ERP 100+ times per day
One screen: customer data, orders, inventory, pricing — live from SX.e
Every order means bouncing between CRM and ERP, copying data by hand
AI extracts order details, validates against ERP, and routes for one-click approval
CRM shows stale batch-synced data from last night
Real-time REST gateway to SX.e — inventory, pricing, and order status are always current
Salesforce doesn't know what's in your warehouse
AI assistant answers "What's the stock on part X in warehouse Y?" from live ERP data
$50-100K+ to build custom ERP middleware that still breaks
Native SX.e integration included — no middleware project, no maintenance
Reps quote prices from memory or PDFs because CRM has no pricing data
Contract pricing, customer-specific discounts, and list prices pulled from SX.e in real time
Order Processing Automation

From constant system-switching to one-click approval

Today your CSRs bounce between CRM and ERP for every order. CRM Factory handles the heavy lifting so they only touch what matters.

Today: Manual, Multi-System

1Open email, read order request
2Switch to ERP, look up customer
3Switch back to CRM, create case
4Switch to ERP, check inventory for each line item
5Switch to ERP, look up pricing / contract rates
6Switch to ERP, enter order manually
7Switch to CRM, update case with order number
8Send confirmation email to customer

With CRM Factory

1
Inbound request arrivesAutomated

Email, SMS, WhatsApp, or voicemail

2
AI processes the requestAutomated

Extracts items, validates against ERP, applies pricing

3
CSR reviews and approvesHuman

One click to confirm the pre-built order

4
Order submitted + customer notifiedAutomated

Created in SX.e, confirmation sent automatically

8 manual steps → 4 total, only 1 requires a human

Built for how distributors actually work

Not a generic CRM with bolt-on integrations. Every feature is designed around the distribution workflow.

SX.e Gateway

REST API to SX.e for customers, orders, inventory, pricing, warehouses, ship-vias, and terms

AI Order Processing

Emails, voicemails, and SMS parsed by AI to extract order details and validate against ERP

Visual Workflow Builder

Drag-and-drop automations with built-in ERP steps: validate customer, check inventory, submit order

WhatsApp/SMS Orders

AI agent collects orders over text, validates against SX.e, and submits — no human needed

Browser Softphone

Click-to-dial from any record, screen pops, call recording, AI transcription, post-call analysis

AI Chat Assistant

"What's the status of order 45892?" answered from live SX.e data. Draft emails, score leads, summarize cases

Case Management + SLA

Queues, routing, SLA policies, escalation, and customer satisfaction tracking

Salesforce Migration

Connect your SF org, get a readiness report in 60 seconds, migrate in days

The real cost of generic CRM

Generic CRMs charge per seat and still can't talk to your ERP. The integration project alone can cost more than a year of CRM Factory.

OptionCostERP Integration
Salesforce Enterprise (per user/mo)$165-330None — requires custom middleware
HubSpot Professional (per user/mo)$90-150None — requires custom middleware
Custom ERP middleware project$50-100K+One-time build + ongoing maintenance
CRM Factory Professional (per user/mo)$149Native SX.e integration included
Not shown above: Multi-platform admin overhead, duplicate training costs, data storage overages, and the ongoing maintenance burden of keeping a custom middleware integration alive.

Purpose-built for companies that run on Infor SX.e

Over 4,000 distribution companies run on Infor. CRM Factory is the only CRM that connects to SX.e natively — no middleware, no batch sync, no custom integration project.

0

Tab switches needed — ERP data lives inside the CRM

<200ms

Real-time SX.e lookups — inventory, pricing, and orders on demand

Days

Salesforce migration timeline, not months — guided wizard included

SOC 2 compliant infrastructure
8-12 week migration timeline

Stop paying for a CRM that can't talk to your ERP

Run the free Salesforce Migration Analyzer to see exactly what a switch looks like — or book a live demo of the SX.e integration.

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