Using the CRM & Contact Management Tools
Built-In CRM
Faktorist includes a lightweight CRM system so you can manage leads and contacts without leaving the platform.
Kanban Board
The CRM Kanban board lets you drag and drop leads through stages: New → Contacted → Qualified → Proposal → Negotiation → Won/Lost. Customise stages to match your sales process.
Contact Management
Save contacts from the marketplace, lead generation, or manual entry. Each contact record stores name, email, phone, company, notes, and full activity history.
Activity Timeline
Every interaction with a contact is logged automatically: messages sent, RFQs created, quotes received, and meetings scheduled. You can also add manual notes.
Team Assignment
Assign leads to specific team members. Each person sees only their assigned leads in the dashboard, while managers see the full pipeline.
Contact Requests
When you request contact details from a supplier or buyer, the request is tracked. Once approved, the contact information is added to your CRM automatically.
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