# Lead to Shipped Order. One System. Zero Handoffs. Every system handoff between your CRM, quoting tools, and carrier portal is where deals stall, prices drift, and delivery dates break. Eliminate the handoffs and your reps quote faster, ship on time, and get paid without chasing. Why manufacturers switch ## Revenue operations by the numbers Disconnected CRMs cost manufacturers 14% of annual revenue in lost deals, shipping errors, and manual rework. Naologic collapses the entire order-to-cash cycle into one system. - **80%** reduction in quoting time when sales reps build quotes connected to live inventory and automated pricing - **$0** in re-keying errors when orders flow directly from quote acceptance to warehouse pick-pack - **3x** faster carrier rate comparison using multi-provider aggregation instead of manual portal hopping - **100%** commission attribution accuracy with permanent salesperson-to-order tracking from lead to invoice ## The problem Your CRM, your ERP, and your shipping portal have never met each other. Sales reps quote products that aren't in stock. Warehouse teams re-type addresses into FedEx. Finance chases invoices disconnected from the original order. Three departments, three systems, zero shared truth. Every manual handoff between your front office and your dock is a place where revenue leaks, delivery promises break, and customers lose trust. ## Tailor-made for manufacturers ### Revenue operations for every manufacturing model #### Plastic injection molding Quote custom mold configurations with weight-per-unit pricing. Track production progress per cavity against the sales order. Ship with Certificate of Conformance attached to every Bill of Lading. #### Metal fabrication Handle complex engineer-to-order quoting with configurable approvals. Manage blanket orders for annual steel supply contracts. Rate-shop LTL freight for heavy pallet shipments. #### Packaging manufacturers Build multi-tier price lists for volume-driven buyers ordering 100K+ units. Automate partial shipments across staggered monthly deliveries. Track blanket order consumption in real-time. #### Food and beverage Enforce strict lot traceability from sales order through production through shipment. Attach compliance certificates to outbound freight. Block dispatch until QA clears the batch. #### Industrial components Manage complex distributor networks with customer groups and account-level pricing. Deploy global tariff surcharges across thousands of SKUs in one executive action. #### Contract manufacturing Run blanket orders for your largest OEM clients. Track consumption rates against annual commitments. Alert account managers when purchasing pace falls behind forecast. ## Full Sales suite ### All the Sales, CRM, and Shipping you need for your Manufacturing operations #### CRM & Pipeline - Lead management - Dynamic lead sourcing - Opportunity pipeline - Sales activity calendar - Activity-to-entity linking - Custom enrichment rules - Market segmentation #### Accounts & Contacts - Master account profiles - Multi-address support - Account payment terms - Account-level discounts - Customer groups - Customer portal - Master Account Explorer #### Quoting & Orders - Dynamic quote calculations - Approval workflows - Quote-to-order automation - Blanket sales orders - Partial shipments - Invoicing policies - Sales GL attribution #### Shipping & Fulfillment - Multi-carrier integration - Shipping aggregator - Zebra label printing - E-signature on handover - Bill of Lading splits - Delivery exception recovery - Shipping forecast calendar ## Connected revenue operations Naologic replaces the fragmented stack. Your CRM pipeline feeds directly into quoting. Won quotes auto-convert to sales orders. Sales orders trigger warehouse fulfillment and carrier label generation. Invoices link back to the original opportunity. No exports, no imports, no broken syncs. - Lead-to-opportunity conversion in one click - Live inventory visibility inside every quote - Auto-generated sales orders from signed quotes - Multi-carrier shipping from the same order screen - Invoice-to-order reconciliation with zero manual matching ## Core CRM capabilities ### Win more deals with native pipeline management #### Leads that convert faster - Source leads via ZoomInfo API, promote to opportunities in one click, and auto-generate quotes with inherited context. Zero re-typing between pipeline stages. - Dynamic lead sourcing via API connectors - One-click opportunity-to-quote generation - Sales activity calendar and to-do lists - Custom enrichment rules by connector #### Opportunities grounded in factory reality - Track deal value and ownership while checking live inventory and production capacity. Reps never promise what the plant cannot deliver. - Advanced visual status flow for opportunities - Many-to-one opportunity-to-quote linking - Salesperson and channel attribution - Market segmentation tagging #### 360-degree account intelligence - Centralize every contact, address, payment term, shipping preference, and document on one master profile. Run a full QBR in one click with Master Account Explorer. - Multi-address billing and shipping support - Account-level discounts and price lists - Custom shipping instructions per account - Notes, attachments, and contract storage #### Self-service customer portal - Clients log in via passwordless magic links to review quotes, track shipments, and download invoices. Cut inbound support emails by 40%. - Magic link authentication, no passwords - Live quote review and e-signature - Order and shipment status tracking - Invoice download and payment history ## Quote-to-order engine Turn conversations into contracts in 10 seconds, not 10 minutes. Your quoting engine should do more than format a PDF. Naologic quotes pull live pricing from multi-tier price lists, calculate taxes via Avalara or manual rules, enforce approval workflows for high-discount deals, and auto-convert to executable sales orders the moment a customer signs. Every field carries forward. Nothing is re-typed. ### Dynamic B2B pricing - Build multi-tier price lists with volume breaks, bind them to specific accounts or warehouses, and let the system calculate the exact correct price on every line item. When a VIP customer also qualifies for a seasonal promotion, custom logic resolves the collision automatically, protecting your margins or rewarding the buyer based on your rules. ### Approval flows and compliance - Junior reps cannot send a margin-negative quote. Hardcoded approval workflows trigger when discounts exceed your thresholds or deal values cross a configurable ceiling. The quote locks until the designated manager reviews and approves, preventing catastrophic pricing errors before they reach the customer. ## Track every order from signature to factory floor to loading dock The sales order is the operational nexus. It bridges your front office with the factory and the warehouse. Every order carries live manufacturing progress, real-time shipping status, and linked invoice data in one document. Reps see exactly what percentage has shipped. Finance sees exactly what has been billed. Operations sees exactly what is still in production. **See the full quote-to-cash flow live** Walk through a real scenario: lead capture to signed quote to fulfilled shipment to paid invoice. See how every handoff is automated and every document links back to the source. ## Shipping and fulfillment ### Ship from your ERP, not from five different portals Every shipment in Naologic is born from a sales order. Addresses, weights, and carrier preferences inherit automatically. Rate-shop across FedEx, UPS, DHL, and USPS in one click. Print Zebra-compatible labels directly from the order. Attach Certificates of Conformance to the Bill of Lading. Split shipments when half the order ships today and half ships tomorrow. The dock team never touches a separate portal. ## Pricing automation ### Don’t let taxes hold you back Stop losing margin to manual pricing mistakes. Your sales team should never reference a printed cheat sheet to find the right price. Naologic automates every layer of B2B pricing complexity. Tiered volume discounts calculate automatically when a rep enters a quantity. Account-specific contractual rates override the global catalog. ### How it works ## From first lead to delivered freight in four steps Every manufacturer's revenue cycle follows the same path. Naologic connects each stage so data flows forward automatically and nothing is re-entered. 1. **Capture and qualify leads** - Source leads via API from ZoomInfo or trade show imports. Assign salespeople, estimate deal weight, and promote qualified prospects to active opportunities with a single click. All historical notes transfer automatically. 2. **Quote with precision** - Build dynamic quotes tied to live inventory and multi-tier price lists. Enforce approval workflows on high-discount deals. Send secure magic links to customers for interactive review and e-signature. 3. **Execute and fulfill** - Won quotes auto-convert to sales orders. Orderlines cross-reference live inventory and factory capacity. Partial shipments, blanket order consumption, and multi-address routing happen without manual intervention. 4. **Ship and track** - Rate-shop across carriers, generate Zebra-compatible labels, enforce e-signatures on handover, and track every shipment from dock to destination. Delivery exceptions auto-spawn replacement manufacturing orders if inventory runs short. ## Authenticate once, ship everywhere. FedEx, UPS, DHL, USPS, and EasyPost aggregation built in. Stop managing five carrier portals. Connect your carrier accounts directly inside Naologic. The system automatically fetches live shipping methods, pulls real-time rates, and syncs tracking numbers back to your sales orders. The shipping aggregator compares dozens of options simultaneously, surfacing the cheapest or fastest route in one click. Your dock team prints compliant labels without ever leaving the ERP. ## Three pillars of revenue acceleration - **Velocity from lead to cash** Every stage of the revenue cycle is connected. Leads convert to opportunities. Opportunities generate quotes. Quotes auto-convert to orders. Orders trigger fulfillment. No manual handoffs, no re-keying, no broken syncs between departments. - **Real-time operational visibility** Sales reps see live inventory before quoting. Warehouse teams see order priority and delivery deadlines. Finance sees invoice-to-order links. Leadership sees blanket order consumption and pipeline health. One source of truth across three departments. - **Margin protection at every step** Approval workflows block rogue discounting. Global pricing rules react to tariffs in one click. Price-per-mile guardrails prevent freight overspend. Quote validity windows expire stale offers. Your profitability is enforced systemically. ### Sales automation ## Automate the work your reps hate doing manually - One-click document cloning - Automated follow-up emails - Quote-to-order auto-conversion - Permanent lead attribution ## Legacy stack replacement ### Eliminate the tools you duct-taped together Manufacturers running Salesforce bolted onto QuickBooks with ShipStation on the side spend more time syncing data between systems than actually selling and shipping. Naologic replaces the entire fragmented stack with one connected platform. ## Sales deep dive Naologic's Sales, CRM, and Shipping modules span four functional areas. Expand each section below to see the specific features, how they solve real manufacturing problems, and how they connect across your entire operation.