Turn deals into projects with Factorial CRM
Manage deals and pipelines inside our CRM—and turn closed sales directly into projects without switching tools.
Managing customer relationships often means juggling multiple tools for sales, invoicing, and communication. With the launch of our CRM, we’re simplifying this process by bringing everything into one ecosystem—so your sales pipeline connects directly to your quoting/invoicing.
This release includes:
- Deals & Pipelines: Track opportunities from first contact to closed deal with clear stages and visibility.
- Integration with Projects: Once a deal is closed, a quote can be generated using billing rates and linked to our invoicing functionality—turning sales into billing without manual handoffs.
Unlike traditional CRMs, Factorial CRM is natively connected to your company’s operations, reducing silos, eliminating duplicate work, and giving your team more time to focus on building customer relationships.
And this is just the beginning—our roadmap will expand CRM capabilities, including upcoming features like in-CRM conversations, making Factorial your all-in-one hub for HR, operations, sales, and client management.
