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Sales, CRM & Shipping
Overview
Unified sales and shipping
Leads
Source, score, convert
Opportunities
Track deals to close
Quotes
Quote, send, win faster
Blanket Orders
Volume contracts
Order Management
Price lists and rules
Shipping
Track, ship, deliver, prove
Manufacturing & Quality
Overview
End-to-end production
Scheduling & Operations
Schedule, report, optimize
Shop Floor Management
Real-time floor tracking
Production Planning
Routes, BOMs, work centers
QMS
Inspect, comply, document
Procurement & Inventory
Overview
Real-time stock control
Stock Operations
Real-time inventory control
Demand, Replenishment
Automated reordering
Warehouse Management
Locations, bins, transfers
Vendor Management
Suppliers and performance
Purchasing
POs, RFQs and receipts
Barcode Management
Scan-based stock tracking
Inventory Reporting
Movement and audit logs
Finance & Accounting
Overview
Finance & accounting suite
Accounts Receivable
Accelerate cash flow
Accounts Payable
Manage payables
Assets & Depreciation
GL mapped asset register
Periods & Close
Month and year-end closing
Bank Reconciliation
AI transaction matching
Bank & Cash
Manage banks and cash
General Ledger
Granular ledger control
Revenue Recognition
Auto revenue compliance
FInancial Reporting
Live report drill-downs
Tax
Automated tax compliance
Global
User & Role Management
Permissions and roles
Security & Compliance
Access control and audits
Reporting
Analytics and dashboards
Imports
Data pipelines and migration
Integrations
Third-party connectors

VP of Sales / CRO

Quote in 4 Minutes. Close with Delivery Dates You Can Guarantee.

Replace your Salesforce-plus-ERP stack with native CPQ that pulls live BOM costs and validates Available-to-Promise capacity before your rep hits send.

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The Revenue Blockers

3 Gaps in Your Current Stack Killing Win Rates

Mid-market manufacturers lose deals at three failure points - all caused by disconnected systems.

4-7 days

Average quote turnaround when pricing requires a BOM cost chase through engineering and purchasing.

Pricing from Stale Spreadsheets Guarantees Margin Erosion

Every custom quote requires chasing engineering and purchasing for updated BOM costs - a 2-4 day process that forces reps to pad pricing to cover uncertainty, or quote at a loss using outdated data.

No Available-to-Promise Visibility Means Broken Delivery Promises

Salesforce-to-ERP Double Entry Burns 3 Hours Per Closed Deal

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From First Contact to Final Invoice in One Unbroken Data Thread

Naologic's CRM and ERP share a single database - leads, quotes, orders, and invoices flow forward automatically with zero re-entry, no middleware, and no sync delay between your pipeline and the shop floor.

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Pipeline and CRM

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Quote and CPQ

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Order and Fulfillment

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Account Intelligence

Native CPQ

Quote Custom-Configured Products in Under 4 Minutes

Live BOM costs replace the 2-4 day pricing chase - every quote pulls current item costs directly from your live inventory master. ATP validation cross-references open production orders and warehouse stock to guarantee every delivery date before the quote leaves your CRM.

Quote validity auto-expiry protects against stale pricing
Approval flows block margin-negative quotes before sending
One-click duplication of complex multi-line historical quotes
Auto-convert accepted quotes to production orders instantly
Multiple quotes per opportunity for Good/Better/Best tiers
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Sales Motions

From Cold Lead to Blanket Enterprise Contract - Every Sales Motion Covered

Lead-to-Opportunity Pipeline

Promote a qualified lead to an active opportunity with one click directly from the leads table. All historical notes, activities, and sales channel attribution carry forward - reps never start a deal blind or re-enter data.

Native CPQ with Live BOM Pricing

Generate margin-verified quotes directly from an active opportunity. Live item costs and ATP capacity validation replace the spreadsheet pricing chase, compressing a 4-day process to under 30 minutes.

Blanket Sales Order Management

Manage 100,000-unit annual contracts with automated balance consumption. Each child shipment order deducts from the master commitment, and alerts trigger when fulfillment pace falls behind schedule.

Account Intelligence and Customer Portal

Give buyers secure self-service access to active quotes, order statuses, and invoice history. Cut inbound status-check emails by 40% while strengthening account relationships with zero extra rep time.

Revenue and Pipeline Reporting

Query your full pipeline in plain English - ask "Which reps closed the most margin-positive deals last quarter?" and get the answer in seconds with zero SQL or analyst time required.

Revenue Protection

4 Revenue-Protecting Features Built Into Every Quote

These four capabilities prevent margin erosion, rogue discounting, and missed delivery promises - each grounded in real-time operational and financial data from your ERP, not a disconnected CRM.

Approval Flows Block Margin-Negative Quotes

Conditional triggers lock any quote where the discount or total value breaches your defined threshold. The rep cannot send it until a designated manager approves - zero rogue discounting at the point of sale.

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Master Account Explorer Drills Into Every Active Deal

From one screen, surface every quote, order, active shipment, and open invoice for any account. Eliminates the five-report pre-QBR scramble and gives leadership a full account health check in one click.

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Quote Activity Log Shows Exactly When Your Customer Opened It

Every internal edit, manager approval, and external customer interaction is logged chronologically on the quote. Know precisely when a buyer viewed your pricing - follow up before a competitor fills the silence.

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Blanket Order Alerts Catch Year-End Shortfalls Early

Monitor real-time fulfillment progress on every enterprise contract with live consumption tracking. Alerts trigger when a blanket order falls behind contracted pace before it escalates to a customer-facing breach.

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80% Faster Quoting. Zero Middleware. Zero Double Entry.

80%

Reduction in quote turnaround time

3x

Faster quote-to-cash vs. Salesforce+ legacy ERP

40%

Fewer inbound customer status emails

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Manual re-entry from CRM to production order

Replace Salesforce, GlobalShop, and Your CPQ Add-On. One native platform - no middleware, no add-on subscription fees, no manual re-entry between your pipeline and the shop floor.

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Salesforce Plus Legacy ERP Two subscription fees, brittle middleware, and 20-minute manual re-entry for every closed deal. One native platform eliminates all three failure points.

Compare vs. Salesforce + ERP
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GlobalShop and DELMIAWorks Desktop-bound systems your outside reps cannot access on the road. Naologic is fully cloud-native - quote, check stock, and confirm capacity from any device, anywhere.

Compare vs. On-Premise ERPs
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Odoo, SAP, and NetSuite CPQ Add-Ons Expensive third-party CPQ bolt-ons that require a sync layer to share data with your ERP. Naologic's CPQ is native - live BOM costs, no sync required.

Compare vs. CPQ Add-Ons

Full Feature Coverage

40+ Sales, CPQ, and CRM Features Spanning Pipeline to Payment

Explore four functional groups covering first-touch lead attribution through blanket order fulfillment and AI-driven revenue reporting.

Lead management

Track every top-of-funnel prospect by status, projected value, salesperson, and sales channel in one native database - no separate CRM subscription, no data wall between pipeline and ERP.

Dynamic lead sourcing via APIs

Pull new prospects automatically from third-party databases including ZoomInfo and Construct Connect on a recurring schedule. Leads arrive pre-populated in your pipeline without manual import.

Opportunity generation from Leads

Promote a qualified lead to an active opportunity with one click from the leads table. All historical notes, activities, and channel attribution carry forward - zero re-entry, full context preserved.

Intelligent sales activities created based on Leads

Create calls, meetings, and follow-ups directly from a lead or opportunity profile. Each activity automatically links back to its parent record, giving managers a complete, auditable rep activity log.

Opportunities

Track projected deal value, assigned owner, and sales channel for every active negotiation. Because your CRM is native to the ERP, opportunities have direct visibility into live inventory and production capacity.

Advanced status flow for opportunities

Move deals through Discovery, Quoted, Negotiating, and Closed Won stages via a drag-and-drop Kanban board. Changing a card's column automatically updates the underlying status and triggers downstream automations.

Sales Activity calendar

Plot every call, meeting, and follow-up across your entire team on one centralized interactive calendar. Managers overlay individual rep schedules to identify coverage gaps and rebalance workload in real time.

Sales activity to-do list

Prioritize every pending follow-up, email, and call in a centralized task dashboard. Reps see exactly who to contact next - eliminating the natural instinct to tackle easy admin work instead of revenue-generating calls.

Sales associations between activities and leads, quotes, orders, accounts

Every sales activity is relationally anchored to its specific lead, quote, order, or account. One click from any reminder surfaces the full deal history - zero context-hunting before a follow-up call.

Quote in minutes. Close with confidence. Ship on time. See live BOM pricing, ATP delivery dates, and quote-to-cash automation in a 30-minute demo - no setup required.

© 2026 Naologic, Inc.