The CRM your ERP wishes it had.
Inventory, quoting and customer portal on live ERP data. Built for distribution.
+ Sage X3 · Acumatica · your ERPLayout preview · sample data · Open the app
Why distributors pick Factory Labs
Quote from live stock. Answer from the real order. Never open the ERP to do it.
One record for the quote desk, the phones and the warehouse.
Quote-to-cash in hours
AI drafts the quote from live ERP pricing and inventory. Reps approve, send and follow up without leaving the screen.
One screen instead of three
Account, order history, open quotes and live inventory on the same page. No alt-tabbing between Salesforce and the ERP.
Live ERP truth on every touch
Reps and bots see the same prices, the same stock and the same order status the warehouse sees.
ERP-native depth
Powered by your ERP, inside your CRM
Inventory visibility, customer portal and ERP-aware quoting ship as CRM features, fueled by the same integration backbone.
- Real-time inventory snapshots on accounts and contacts
- ERP order history in the timeline next to CRM activities
- Opportunity line items priced from live ERP contracts and availability
- Customer portal narrative tied to ERP truth (buyer-visible preview from the account)
- Open AR balances and credit holds flagged on the account before reps quote
- Returns/RMA workflows that reconcile back through integration (where connectors support)
Your rep has three tabs open and still has to guess.
Your ERP holds the truth about customers, orders, inventory and pricing. Factory Labs puts that truth on every screen, in real time.
Six capabilities. One data model.
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 and 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 and 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.
ERP-native, end to end
Inventory, pricing, orders and AR live on the same record as your customers, pulled in real time from the ERP that already runs your business.
Real-time data
Inventory, pricing, order history and AR, live from your ERP on every customer touchpoint.
Single source of truth
Reps work in one place. Orders, updates and notes write back to the ERP automatically.
Native connectors
Bi-directional connectors to your ERP, included in every plan and maintained alongside the product.
Native ERP integrations
AI that can see inventory, AR and the last order date.
Every record has AI. Every workflow can use AI. And when your AI reads the ERP live, it can prioritize what moves revenue and keeps customers whole.
Factory Labs vs legacy CRMs
AI-native (Factory Labs)
- AI on records, channels and workflow steps, as core product
- 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, with the same guardrails as the app
- Outreach and triage rank by order cadence, open cases and account load
Bolted-on AI (legacy CRMs)
- AI sold as add-on SKUs on top of base CRM
- Lives in a sidebar or tab, away from 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
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 the docs.
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.
All in one license
Sales pipeline, support cases, omnichannel inbox, browser voice and live ERP, included with every Factory CRM tenant. Built for B2B teams on SAP, NetSuite, Dynamics 365 and Infor SX.e.
| Capability | Typical legacy stack | Factory Labs |
|---|---|---|
| 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.
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. 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 and customizations: scanned and mapped
Migrate
Automated import with progress you can track in the product
What Salesforce migrations include today
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.
Infor SX.eSAP S/4HANAOracle NetSuiteDynamics 365Frequently asked questions
Straight answers about ERP, AI, channels, and how to get started.
- Factory Labs 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.
The arguments behind Factory CRM
- CRM
Why ERP-Native CRM Wins for Distributors
A traditional CRM bolted to an ERP through middleware is a different architecture from a CRM that treats your ERP as the source of truth. Here is why the difference matters.
Read post - Pricing
The Real Cost of Salesforce + Boomi vs. ERP-Native CRM
A line-item walkthrough of what a Salesforce-plus-middleware CRM actually costs a B2B distributor over five years, and how the same workload looks on an ERP-native CRM. The hidden costs dwarf the license costs.
Read post - Migration
Salesforce to Factory Labs: A Migration Playbook for Distributors
A pragmatic, field-tested checklist for moving a B2B distributor off Salesforce. What to migrate, what to leave behind, and how to avoid the three failure modes that derail most CRM migrations.
Read post
Put your ERP in front of every rep.
We onboard a limited number of teams each month for hands-on setup, migration support and ERP connector configuration.