Stop Quoting Blind. Your CRM Now Sees the Factory Floor.

When your CRM lives inside the ERP, every quote is grounded in real inventory, capacity, and lead times. Leads from trade shows, third-party platforms, and web forms convert to priced sales quotes without re-entering a single field.

The cost of slow lead response

Every Minute Counts in Manufacturing Sales

The average B2B manufacturer loses 35-50% of inbound quote requests to slow follow-up and disconnected systems. Naologic closes the gap between first contact and first quote.

  • 78% of B2B buyers choose the vendor who responds first to their quote request
  • 5 min ideal lead response window before conversion rates drop by 80%
  • $0 in integration costs connecting your CRM to quoting, inventory, and production
  • 1-click to convert a qualified lead into a formal manufacturing quote with all context preserved

The real problem

Your CRM and Your Factory Have Never Met

Disconnected sales tools create a data black hole between the first inquiry and the first shipment. Here is exactly where manufacturers lose revenue every single day.

The Data Re-Entry Tax

Reps manually copy lead details from Salesforce into ERP quoting screens. Every keystroke risks a pricing error that costs you the deal.

Follow-Ups Lost in Outlook

Reps log calls on sticky notes and schedule meetings in personal calendars. Management has zero visibility into who contacted which prospect and when.

Quoting Blind to Capacity

Sales promises delivery dates without visibility into actual machine schedules or raw material stock levels.

The Spreadsheet Graveyard

High-value leads buried in Excel trackers and shared Outlook folders. One missed row, one lost $200K deal.

Unified lead-to-quote pipeline

From First Contact to Formal Quote in One System

Naologic replaces your disconnected sales stack with a single intake engine. Leads flow directly into your ERP, where reps qualify, track, and convert them into formal quotes without switching apps or re-entering data.

  • Track lead status, opportunity value, and sales channel natively
  • Assign salesperson attribution at the point of capture
  • Convert leads to opportunities with one click
  • Auto-generate quotes directly from qualified opportunities
  • Link every sales activity back to its source lead or account

Your CRM Lives Inside Your Factory, Not Beside It

Because Naologic's lead management is native to the ERP, every prospect record has direct visibility into inventory levels, production schedules, and material availability. Sales reps stop quoting in a vacuum and start grounding promises in actual factory reality.

Accounts Receivable

Accounts Payable

Reconciliation

Bank Transactions

Chart of Accounts

Lead Management

Opportunities

Sales Activity Calendar

Account Management

Quotes

Manufacturing Orders

Production Scheduling

Scrap Management

Quality Inspections

Nonconformance

Inventory Operations

Warehouse Management

Demand Replenishment

Barcode Management

Shipping

Vendor Management

Procurement

Tax Calculations

Fixed Assets

Financial Reporting

Lead to Quote in Three Steps

Capture, qualify, convert.

  • 0 keystrokes of double data entry between lead capture and formal quote generation

Capture from Any Channel

Leads arrive from web forms, trade shows, ZoomInfo, or ConstructConnect APIs. Naologic ingests them automatically, enriching each record with sales channel, country, and estimated opportunity value.

Qualify and Route Instantly

Generate Quotes Without Re-Keying

Your lead management toolkit

Lead Management at a Glance

  • Native Lead Database
    • Track every prospect by name, status, deal weight, sales channel, and country. Assign salesperson ownership at the point of capture for clean attribution.
    • Lead status tracking and funnel stages
    • Opportunity value and deal weight scoring
    • Salesperson and sales channel attribution
    • Country and region segmentation

Automated Lead Sourcing

  • Connect directly to ZoomInfo and ConstructConnect via API. Set sourcing schedules and demographic filters to continuously ingest qualified prospects.
  • Recurring API pulls from third-party databases
  • Custom sourcing schedules (daily, weekly)
  • Demographic and firmographic target filters
  • Custom enrichment rules per connector

One-Click Deal Progression

  • Convert leads to opportunities and opportunities to quotes without leaving the screen. Historical context, notes, and activities carry forward automatically.
  • Lead-to-Opportunity single-click conversion
  • Opportunity-to-Quote auto-generation
  • Many-to-one and one-to-many quote linking
  • Full data inheritance with zero re-entry

Sales Activity Command Center

  • Log calls, meetings, and follow-ups directly from any prospect profile. Every activity links back to its specific lead, quote, order, or account.
  • Interactive Sales Activity calendar
  • Prioritized to-do list for daily execution
  • Deep relational links to leads, quotes, and orders
  • Team-wide visibility for sales managers

See Your Entire Pipeline at a Glance

Stop chasing status updates across email threads and spreadsheets. Naologic gives your sales leadership a visual Kanban board where deals move through customizable stages, and every stalled opportunity is immediately visible.

Sales activity tracking

Every Call, Meeting, and Follow-Up Linked to the Deal

Calendar reminders that say "Call John" are worthless when a rep manages 50 accounts. In Naologic, every single sales activity is relationally linked to its specific lead, opportunity, quote, or account. Click the task, load the full deal history, and dial with total context.

Automated lead sourcing

Fill Your Funnel While You Sleep

Your SDRs should be selling, not exporting CSVs from ZoomInfo at 7 AM. Naologic connects directly to third-party enrichment databases via API and automatically ingests qualified prospects on a recurring schedule. Set your ideal customer criteria once and let the pipeline fill itself.

API-Driven Ingestion

  • Connect to platforms like ZoomInfo and ConstructConnect natively. Configure a sourcing schedule (daily, weekly, or custom) and define target demographics. The system automatically fetches matching records and creates new Lead entries in your CRM workspace without manual CSV uploads or file imports.
  • Supports recurring schedules with configurable frequency

Custom Enrichment Filters

  • Not every lead deserves your rep's time. Define strict enrichment rules per connector to pre-filter incoming data. Set mandatory criteria like minimum company revenue, target industry, or geographic region. Non-compliant records are discarded automatically before they ever reach the CRM.

Flexible deal architecture

One Opportunity, Multiple Quotes. Or Multiple Opportunities, One Quote.

Manufacturing sales are rarely simple. A single inquiry often requires Good, Better, and Best pricing tiers. A large customer might submit three separate opportunities that converge on one master quote. Naologic supports many-to-one and one-to-many linking between opportunities and quotes, so your pipeline mirrors reality instead of forcing deals into rigid, one-dimensional structures.

Built for the People Who Actually Sell

  • VP of Sales: Get real-time pipeline visibility across your entire team. See which deals are stalling, which reps need coaching, and where revenue is concentrated, all without asking for a status update.

  • Business Development Manager: Capture inbound inquiries from trade shows, web forms, and enrichment APIs in one place. Qualify technical leads with full visibility into whether your factory can actually deliver on the specs.

  • RevOps Leader: Tie every sales activity directly to its source deal. Track attribution from first touch to closed-won. Report on pipeline velocity, conversion rates, and rep productivity from a single data model.

Why switch

Naologic vs. Your Current Stack

Manufacturers typically cobble together Salesforce or Pipedrive for leads, Excel for tracking, and email for specs. The result: double data entry, lost deals, and zero visibility from lead to shipment. Here is what changes when your CRM lives inside your ERP.

The Manufacturer's Guide to Eliminating CRM-ERP Data Silos

Most manufacturing companies spend $15,000-$50,000 per year integrating standalone CRMs with their ERP. This guide breaks down the five most common data silos between sales and operations, and shows you exactly how a native CRM-ERP architecture eliminates them.