The 9 Best CRMs for Manufacturing Industry 2024 (Free & Paid)

Are you managing a manufacturing company seeking CRM software? If yes, you must choose suitable CRM software for the manufacturing industry. Manufacturing CRM systems is the software tool that enables manufacturing companies to create, use, and maintain the repository of customer details like correspondence addresses, phone numbers, demography, and pain points. The sales representatives leverage the information to understand the customer requirements better, identify the opportunities you can offer them, and close the sales faster. The manufacturing CRM software benefits an organization in terms of high-quality leads, higher engagement rates, better performance in sales, accurate forecasting, excellent customer service, more visibility in the supply chain, and simplified and optimized manufacturing. Furthermore, it enables the marketing and sales department to prepare detailed reports, considering customer behavior. If you are serious about increasing your sales and ROI, make a wise decision by prospecting for the list of the best CRM for manufacturing companies right away!


Our Score98/100
  • Pipedrive
  • United Kingdom
  • $14.90/month/user
  • Yes

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Our Score98/100
  • Salesforce
  • United States
  • Not provided by vendor
  • Yes

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Our Score98/100
  • Creatio
  • United States
  • $25.00 /month
  • Yes

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What are the CRM software for the manufacturing industry?

» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.

Best Manufacturing CRM Software | CRM Software for Manufacturing Industry

1. Freshsales - Best CRM to Boost Customer-Centricity

Freshsales - Best CRM for Manufacturing Industry

› Why We Choose Freshsales as The Best CRM Software For Manufacturing Industry?

Our analysis says that Freshsales from Freshworks is one of the best CRM software for the manufacturing industry. It assists companies in boosting customer-centricity in every aspect of their manufacturing business. Using its Freddy AI, companies can analyze every customer interaction and gain crucial insights to improve customer experience.

Moreover, Freshsales is an AI-powered CRM that has a user-friendly UI. It also offers robust features with easy learning curves. Hence, different teams of companies can get used to the software quickly and start working on leads and deals as soon as possible.

Freshsales CRM offers a completely free version for a lifetime. It is a perfect fit if users have just started their manufacturing business and have a limited budget.

› What are The Core Features of Freshsales CRM For The Manufacturing Industry?

    • User-friendly UI: Less technical staff can operate the CRM swiftly due to the tool’s user-friendly UI.
    • Templates: Eye-catching pre-defined templates to give the sales team a head start to save time.
    • Freddy AI: Leverage multi-purpose AI assistant Freddy to get actionable insights and make smarter business decisions.
    • Unified View: Get a unified view of previous interactions through channels like chat and phone to increase engagement.
    • Website Tracking: Know the source of website visitors and also track which web pages they visited using Website Tracking.
    • Automated Territory Management: Auto-assigns lead to a suitable salesperson in a round-robin manner.
    • Webforms: Capture website visitors' crucial details using cutting-edge web forms.
    • Modern Views: Access, organize, and manage customer data as you want using modern views.
    • Custom Pipelines: Create multiple custom pipelines based on different criteria like products, regions, and projects.
    • Segment: Choose from variables like demography, location, industry, and more to segment contact lists.
    • Campaigns: Amazing tool to start personalized campaigns for end users and targeted industries to increase leads.
    • Real-time Reports: Use robust sales and marketing reports to pinpoint and solve customer pain points.
    • Freshsales Mobile App: A powerful mobile application to fasten sales cycles and scale business.
    • Multi-currency: Approach deals in more than 150 currencies as per business requirements.
    • Email Templates: Use email templates to create personalized emails and increase customer engagement.

› What is The Pricing of Freshsales CRM Software?

Freshsales CRM offers 3 simple and cost-effective pricing plans: 1) Growth, 2) Pro, and 3) Enterprise. It also provides free CRM for up to 3 users. Additionally, you can use Freshsales’ paid plans without any subscription charges for up to 21 days. Freshsales’ lowest pricing plan starts at $18 per user/month/billed monthly. Its high-tier plan pricing is $83 per user/month/billed monthly. It offers add-ons as well. Visit Freshsales’ official pricing page to learn more.

2. Method:CRM - Top CRM to Automate Manufacturing Processes

MethodCRM - Best CRM for Manufacturing Industry

› Why We Choose Method:CRM as The Top CRM For Manufacturing Businesses?

Our dedicated research team has conducted thorough research for the top manufacturing CRM. As a result, we have found Method:CRM software. It is one of the top-class CRMs to automate manufacturing business processes.

Method:CRM is a renowned cloud-ready CRM solution. It offers powerful yet easy-to-use features that help in increasing manufacturing capacity. Additionally, the tool can help businesses explore new opportunities and manage existing customers.

Furthermore, Method:CRM can easily connect sales and accounting data. Users can easily sync QuickBooks and Xero data with the CRM platform. Using this instant synchronization, users can quickly convert estimates into invoices and make customer follow-ups faster. Read Our Detailed review of Method:CRM Software

› What are The Core Features of Method:CRM Software For Manufacturing Businesses?

    • QuickBooks Sync: This amazing software syncs QuickBooks accounting data with the CRM in real-time.
    • Automation: Great CRM solution to fast-forward mundane tasks using powerful automation.
    • Lead Generation: Plugin web forms into websites and add visitors as leads to streamline lead generation.
    • Lead Database: Get a comprehensive view of individual leads from a centrally accessible lead database.
    • Sales Opportunities: Efficiently manage opportunities by tracking the progress of every deal you nurture.
    • Order Management: Create sales orders, analyze shipping costs, and more to manage orders effortlessly.
    • Track Interactions: Great software to track and record every interaction, like phone calls and emails, for future use.
    • 360-degree Customer View: From past interactions to buying history, get everything in one centralized place.
    • Mobile App: Use Method:CRM mobile app to follow up with leads on the go.
    • Email Marketing: Amazing CRM solution to launch compelling email marketing campaigns and boost marketing efforts.
    • Inventory Management: Easily view and track current inventory levels by generating custom reports.
    • Online Payments: Empower customers to make secure and fast online payments using online portals.
    • Integration: Superb native integrations with Gmail and Outlook to enhance CRM functionalities.
    • Customization: Fully customizable CRM software with an easy drag-and-drop platform.

› What is The Pricing of Method:CRM?

Method:CRM has 3 pricing packages: 1) Contact Management (CM), 2) CRM Pro (Pro), and 3) CRM Enterprise (CE). They are simple, budget-friendly, and come with a 14-day free trial. Its budget-friendly package price is $28 per user/month/billed monthly. Its high-tier package price is $85 per user/month/billed monthly. You can access more pricing-related data at Method:CRM’s official pricing page.

3. Pipedrive - Best Modern CRM Software

Pipedrive - Best CRM for Manufacturing Industry

› Why We Choose Pipedrive as The Best CRM Software For Manufacturing Companies?

According to our research, Pipedrive is one of the best modern CRM software. It offers robust and easy-to-implement features. Companies can get a 360-degree customer view and improve operational efficiency using these features. They can also create a solid supply chain to boost sales and enhance customer experience.

Additionally, Pipedrive CRM offers a cloud-storage facility to store all customer and distributor data safely. Companies can easily access crucial data, like communication history, order history, invoices, and more, practically from anywhere.

Companies can also benefit more from using this modern-age CRM. They can create custom sales pipelines and workflows. They can build, initiate, and monitor lead-generation campaigns. They can also track and monitor inventory efficiency and revise their manufacturing operations accordingly. Read Our Detailed review of Pipedrive CRM Software

› What Are The Core Features of Pipedrive CRM For Manufacturing Companies?

    • Contact Management: A centralized repository to store and manage comprehensive contact data.
    • Dynamic Sales Pipelines: Create sales pipelines that dynamically change sales cycles according to order modification.
    • Reporting: Great CRM to analyze purchasing history and generate crucial reports for accurate sales forecasting.
    • Campaign Management: Amazing CRM software to efficiently track and manage offline & online campaigns.
    • Documents: Create documents using templates and empower them with e-signs to speed up the deals process.
    • Automation: Increase manufacturing outcomes by automating routine tasks like invoice reminders & follow-ups.
    • Customer Feedback: Collect customer feedback, identify bottlenecks, and optimize manufacturing operations accordingly.
    • Order Management: Top CRM to manage and get an overview of order activities for identifying hidden patterns.
    • Custom Workflows: Robust CRM to create powerful custom workflows for streamlining manufacturing operations.
    • Analytics: Robust CRM to analyze new and existing customers and gain insights for maximizing customer retention.
    • Activity Calendar: Excellent feature for scheduling meetings and activities to avoid double bookings.
    • Integration: Sync CRM with 400+ business apps like Asana, Xero, and Google to expand its potential.
    • Internal Communication: Great CRM to streamline internal communication and provide full transparency between teams.
    • Mobile CRM App: Use Pipedrive’s mobile CRM app to track and manage manufacturing operations on the move.

› What is The Pricing of Pipedrive CRM Software?

Pipedrive has 5 transparent and affordable subscription packages: 1) Essential, 2) Advanced, 3) Professional, 4) Power, and 5) Enterprise. Users can leverage a 14-day free trial for each package as well. Its most affordable subscription package cost is $11.90 per user/month/billed monthly. Its high-tier subscription package pricing is $74.90 per user/month/billed monthly. You can find in-depth pricing details for each subscription package at Pipedrive’s official website.

4. Creatio - No-code Manufacturing CRM Software

Creatio - Best CRM for Manufacturing Industry

› Why We Choose Creatio as One of The Top Manufacturing CRMs?

Suppose you are looking for CRM software that is easily adaptable even for your non-technical employees. You are at the right spot. Based on our analysis, Creatio is a top-notch no-code CRM for manufacturing businesses. By practicing a no-code approach, you can get groundbreaking outcomes for your manufacturing business.

Furthermore, you can strengthen the digital transformation of your manufacturing business by creating robust workflows using no-code/low-code technology. For instance, you can enhance team collaboration by empowering them with centralized communications.

Additionally, teams can share documents and knowledge, plan meetings, and review & manage approvals. Creatio CRM also offers robust omnichannel self-service and help desk portals to streamline customer support.

› What Are The Core Features of Creatio CRM Software For Manufacturing Businesses?

    • Opportunity Management: Manage different types of sales opportunities (B2B, B2C) to increase conversions.
    • Contact Management: Manage contacts from one place and get 360 views of contact interactions, profiles, and more.
    • Mobile App: Perform sales activities like reporting and order placement from anywhere using Creatio CRM mobile app.
    • Freight Orders: Automate freight order placement to increase online orders and customer satisfaction.
    • Forecasts: Generate different types of sales forecasts based on criteria like territories, divisions, and more.
    • Lead Management: Amazing CRM to automate the entire lead management lifecycle to increase conversion rates.
    • Campaign Management: Create marketing campaigns optimized by omnichannel to increase customer engagement.
    • Product Catalog: Create digital product catalogs to keep product info like price lists, margins, and more in sync.
    • Quotes: Use a single source of product data and generate accurate quotes and invoices.
    • Invoicing & Billing: Great tool to create invoices, track their status, and gain full visibility over payment flow.
    • Order Processing: Top software to automate order processing workflows for ensuring timely delivery of products.
    • Product Lifecycle: Efficiently manage the product's full lifecycle to reduce production time and streamline deployment.
    • Resource Assignment: Best software to allot, track, and manage resources between different teams.
    • Performance Monitoring: Superb app to track and monitor production assets' performance in real-time.
    • Inventory Management: Share product data across divisions and sync them in real time to manage inventory levels.

› What is The Price of Creatio CRM?

Creatio CRM comes with 3 different pricing packages, including a 14-day free trial. They are 1) Growth, 2) Enterprise, and 3) Unlimited. Its low-tier package pricing is $25 per user/month. Its high-tier package pricing is $85 per user/month. Every package requires a minimum of 5 users to subscribe. Additionally, Creatio offers 3 products: 1) Sales, 2) Marketing, and 3) Service. Users can include any product with the subscription package. Each Product costs $15 per user/month. Please explore Creatio CRM’s official pricing page to learn about its billing cycle and other pricing-related information.

5. Insightly - Amazing CRM to Unify Business

Insightly - Best CRM for Manufacturing Industry

› Why We Choose Insightly as The Best CRM Software For Manufacturing Businesses?

Per our evaluation, Insightly is one of the best CRMs to unify your manufacturing business around your customers. It offers excellent features that provide an outstanding customer experience to retain existing customers and attract new customers.

Insightly is uniquely designed and developed for the manufacturing industry. It has an easy-to-use and adaptable user interface. Your employees can efficiently operate Insightly without any prior experience working with CRM.

Moreover, Insightly enables you to create a comprehensive and centralized contact database to align your sales, marketing, and service teams and processes. Additionally, the software is customizable and flexible. You can easily customize workflows and views per your unique manufacturing business requirements. You can also build custom real-time data dashboards to track and monitor workflows. Read Our Detailed review of Insightly CRM Software.

› What Are The Core Features of Insightly CRM For Manufacturing Businesses?

    • Customer Database: Amazing tool to enhance collaboration across companies using a centralized database.
    • Lead Management: Efficiently manage leads to prioritize them and create new opportunities.
    • Sales Pipelines: Create sales pipelines to get a 360-degree view of each deal status.
    • Automation: Easily automate monotonous routine tasks to reduce the risk of human error.
    • Validation Rules: Great CRM tool to empower every crucial field with updated data compliance and accuracy.
    • Product Data: Create complete price books of products so your teams can engage with leads using the right product data.
    • Project Management: Efficiently manage every project by tailoring them with page layouts and custom fields.
    • Customization: Excellent customizable CRM tool to fulfill your business needs.
    • Dashboards: Customizable performance dashboards to track and monitor KPIs.
    • Email Marketing: Easily create unique marketing emails and start email marketing campaigns to nurture leads.
    • Landing Pages: Awesome CRM tool to make professional-looking landing pages for capturing visitors' attention.
    • Forms: Engage with leads and collect crucial data using embedded web forms.
    • Insightly CRM App: Use the Insightly CRM mobile app to access key customer data from anywhere.
    • Dynamic Segmentation: Cool software to enhance targeting using dynamic list segmentation.

› What is The Pricing of Insightly CRM?

Insightly provides 3 all-in-one transparent pricing packages: 1) Plus, 2) Professional, and 3) Enterprise. These packages include sales, marketing, service, and integrations. The tool also offers other packages based on particular segments. The starting package is Plus. Its pricing is $349 per user/month/annual billing (2 users included). The last package is Enterprise. It will cost $2599 per user/month/annual billing (10 users included). Users can get a 14-day free trial for the Plus and Professional packages. Visit Insightly’s official pricing page to get comprehensive details of each package.

6. OnePageCRM - Action-focused CRM Solution

OnePageCRM - Best CRM for Manufacturing Industry

› Why We Choose OnePageCRM as The Top CRM For Manufacturing Companies?

Based on our analysis, we believe that OnePageCRM is an action-focused CRM software. It helps organize, sort, and filter data related to distributors, suppliers, and customers. It assists companies to gain more control over business processes to maximize sales. Moreover, it can help do all that with its out-of-the-box features.

According to OnePageCRM system’s real users, the software is highly flexible, simple, easy to use, and adaptable. Furthermore, the tool’s simple yet powerful features helped them enhance user experience.

OnePageCRM software offers an outstanding follow-up system. Sales reps can set reminders to contacts using this one-of-a-kind system. They can also include due dates and filter them based on priority.

› What Are The Core Features of OnePageCRM Tool For Manufacturing Companies?

    • Follow-up Reminders: Great tool to set follow-up reminders for urgent tasks & contacts.
    • Contact Management: Get comprehensive contact details on a single scrollable page to generate 360 customer views.
    • Two-way Email Sync: Use this feature to streamline email communications with dealers.
    • Automation: Amazing CRM to automate routine manufacturing tasks and save time for important tasks.
    • Reporting: Create easily understandable custom reports to track the team’s progress.
    • Sales Pipeline: Build custom sales pipelines to customize deal stages to best suit the company’s sales process.
    • Collaboration: Superb CRM to inform team members of the latest updates and changes to improve collaboration.
    • Mobile CRM: Robust CRM mobile app to manage clients' communications on the go.
    • Integrations: Integrate CRM with crucial business apps to create a unique experience.
    • Segment: Top CRM to segment customer databases based on your manufacturing business requirements.
    • Speed Dialer: Call clients and dealers directly from mobile CRM and maintain log call notes.
    • Focus Mode: Enjoy an uninterrupted work environment by enabling focus mode to see only the most crucial tasks.
    • Kanban View: Leverage the Kanban view to move deals within the pipeline quickly.
    • Product Catalog: Excellent CRM software to create eye-catching catalogs for your products and services.
    • Sales Quotes: Fetch data directly from CRM and generate professional-looking sales quotes.

› What is The Price of OnePageCRM?

OnePageCRM has 2 simple and affordable subscription plans, Professional and Business. Users can leverage a 21-day free trial for both plans. The Professional plan pricing is $15 per user/month/billed monthly. The Business plan cost is $29 per user/month/billed monthly. Additionally, users can choose a yearly billing cycle and get 4 months free. Please explore OnePageCRM’s office pricing page to know more.

7. monday sales CRM - Robust CRM For Manufacturing Businesses

monday sales CRM - Best CRM for Manufacturing Industry

› Why We Choose monday sales CRM as The Best CRM For The Manufacturing Industry?

Our comprehensive evaluation says that monday sales CRM is one of the robust CRMs for the manufacturing industry. The tool offers cutting-edge features to manage customer relationships and sales funnels. It also helps manufacturing companies maintain product quality and sustain business growth.

We also found that monday sales CRM is very flexible and customizable. Companies can easily customize manufacturing operations using pre-defined templates. They can also create new workflows, campaigns, or any business processes from scratch and tailor them to business requirements.

Furthermore, monday sales CRM software has an intuitive interface. Its drag-and-drop features allow companies to build workflows effortlessly. Additionally, companies can leverage visual boards to monitor these workflows and extract crucial insights to get things done faster and wiser.

› What Are The Core Features of monday sales CRM For The Manufacturing Industry?

    • Contact & Account Management: Keep contact and account info in one place to get 360 views.
    • Lead Management: Amazing software to manage leads efficiently throughout their lifecycle.
    • Deal Management: Manage deals quickly by dragging & dropping them between stages. 
    • Dashboards: Visualize data-based insights and make informed business decisions confidently.
    • Lead Scoring: Reduce nurture time and increase conversions using the powerful lead scoring feature.
    • Integrations: Perfect solution to integrate with the tools you use daily, like Google, Outlook, and Shopify.
    • Automation: Great CRM to automate activities like status updates, time tracking, email notifications, and more.
    • Gantt Chart: Leverage Gantt Charts to visualize project milestones and essential dates.
    • Kanban: Use Kanban boards to view and manage team activities and progress.
    • Workdocs: Empower teams with co-editable and instantly sharable docs to enrich collaboration.
    • Files: Start communicating directly on the files to comment and give feedback for bypassing back and forth.
    • Forms: Easily create forms like Order, Registration, Contact, Legal request, and more to streamline the process.
    • Emails: Integrate with your ESP to send and receive emails within the CRM environment.
    • Mobile App: Leverage mobile app to access CRM data on any mobile device.

› What is The Pricing of monday sales CRM?

monday sales CRM offers 4 different pricing packages with straightforward and cost-effective pricing (minimum 3 seats required). They are 1) Basic, 2) Standard, 3) Pro, and 4) Enterprise. It also offers a 14-day free trial for each pricing package. Its low-cost pricing package starts at $12.5 per seat/month with monthly billing. monday sales CRM’s high-tier package is Enterprise. You must contact the sales team to know its pricing. Please visit monday sales CRM’s official website to learn more about its pricing packages.

8. SugarCRM - Top-level Automation CRM Software

SugarCRM - Best CRM for Manufacturing Industry

› Why We Choose SugarCRM as The Top CRM Software For Manufacturing Businesses?

In our complete assessment, we found that SugarCRM is a top-level automation CRM software. It has intuitive features that can automate any business process. Manufacturers can automate and streamline data collection processes to update customer databases. They can also automate essential processes like approving quotes and routing leads.

Furthermore, SugarCRM has transparency and flexibility under the sleeves to help businesses deliver unforgettable customer experiences. It offers robust customization features to enable flexibility. Businesses can tailor the app based on the industry requirements and accelerate manufacturing digital transformation through customization.

SugarCRM is specially designed and developed to get outstanding benefits like improving customer engagement, streamlining operations, and boosting overall efficiency.

› What Are The Core Features of SugarCRM For Manufacturing Businesses?

    • Account Management: Know what’s happening with your customers by getting a 360 view.
    • Contact Management: Amazing CRM to manage key contacts and grow personal reparations with them.
    • Lead Management: Take control of how leads are processed, analyzed, and qualified to increase conversions.
    • Opportunity Management: Efficiently track the progress of opportunities to engage with them at the right time.
    • Quotes: Great CRM tool to create quotes & contracts and manage them from one place.
    • Pipeline Management: Easily move opportunities as they level up and track the pipeline’s health.
    • Quote Management: Empower reps with role-specific views and track quote attainment.
    • Analytics: Superb app to analyze customer data and get real-time and actionable insights.
    • Reporting: Generate reports for different activities and KPIs to track their performance.
    • Mobile App: Trigger automation, create opportunities, and access dashboards on the go using a mobile CRM application.
    • Omnichannel Support: Communicate with customers on the most popular channels like call, email, or chat.
    • Collaboration: Bolster teamwork in different departments of businesses to do more work in less time.
    • Intelligent Lead Prioritization: Leverage AI-based predictive lead scoring to prioritize leads smartly.
    • Email Integration: Access CRM data directly from Gmail or Outlook using flawless email integrations.
    • Geo Mapping: Tag distributors who are at the closest distance to each other and define the most suitable routes on the map.

› What is The Pricing of SugarCRM Software?

SugarCRM offers 3 straightforward and reasonable pricing packages: 1) Sell Essentials, 2)Sell Advanced, and 3) Sell Premier. Its low-cost package is Sell Essentials, which costs $49 per user/month/billed annually (Minimum 3 users, Maximum 5 Users). Its high-cost package is Sell Premier. Its pricing is $135 per user/month/billed annually (Minimum 10 users). SugarCRM also offers other subscription packages besides these 3 pricing packages. Users must explore its official pricing page to get in-depth details for each subscription package.

9. Nutshell - All-in-one Manufacturing CRM Software

Nutshell - Best CRM for Manufacturing Industry

› Why We Choose Nutshell as The Best CRM Software For Manufacturing Businesses?

Suppose you are looking for a go-to CRM to help you build healthy, long-lasting relationships with your clientele and prospects. You might find Nutshell CRM interesting. According to our research, Nutshell is an all-in-one manufacturing CRM software. It provides incredible features along with a user-friendly UI. You can leverage these features and unlock more loyal customers, conversions and revenue for your manufacturing business.

Nutshell CRM offers a centralized cloud-based repository to store comprehensive customer information in one place. Hence, your teams can access an up-to-date customer database whenever needed. Additionally, Nutshell provides free assistance for data importing. You can easily and quickly import your emails, contacts, and calendars from any source.

In short, Nutshell consists of everything in a unified platform that you might need to increase product sales and move your manufacturing business to the next level.

› What Are The Core Features of Nutshell CRM For Manufacturing Businesses?

    • Contact Management: Nutshell’s simplified contact management makes finding conversations and contacts easy.
    • Sales Automation: Great CRM to automate sales processes for reducing time and closing deals faster.
    • Pipeline Management: Top CRM with different pipeline views to track, filter, and manage leads.
    • Reporting: Visualize and track the sales team performance quickly by creating reports.
    • Analytics: Superb tool to generate and analyze previous sales reports for accurate sales forecasting.
    • Email Automation: Amazing software with one-on-one personal email sequence to initiate drip marketing campaigns.
    • Templates: Use email templates for sending responses to leads quickly.
    • Filter: Awesome software to filter and group contacts by industry, location, or other custom attribute.
    • Forms: Leverage intelligent forms to capture leads from websites.
    • Team Collaboration: Cool software to improve collaboration between teams by keeping conversations crystal clear.
    • Integration: Perfectly integrates with other business tools like Outlook, Intercom, MailChimp, QuickBooks, and more.
    • Mobility: Use a dedicated Nutshell CRM mobile app to win more deals while on the move.

› What is The Price of Nutshell CRM?

Nutshell CRM has 3 straightforward and reasonable subscription plans with a 14-day free trial: 1) Foundation, 2) Pro, and 3) Enterprise. Its most affordable subscription plan pricing is $19 per user/month/billed monthly. Its high-cost subscription plan pricing starts at $79 per user/month/billed monthly. It offers add-ons as well. Users can subscribe to any package with a yearly billing and save up to 15%. Explore Nutshell CRM’s official pricing page for in-depth details about its subscription plans and add-ons.

Manufacturing CRM Software Buyer’s Guide

» What is a manufacturing CRM?

Manufacturing CRM software helps a company's operations by providing a way for the company's various departments to work together for efficiency, accuracy, and effectiveness. These software systems track materials, workforce, orders, and other business-related activities. CRM in the manufacturing industry is used in industries such as aerospace engineering, where the vast production scale requires coordination among many people at different locations and under various time constraints.

Manufacturing CRM software helps companies meet targets set by management and eliminate errors that could otherwise cause expensive delays or losses in revenue. A CRM system for manufacturing can also provide visibility into inventory levels across multiple locations while managing payroll costs more effectively with automated tax filing capabilities.

In addition to being used for business management, manufacturing CRM software can also be used for personal productivity. Companies commonly use these solutions for employee scheduling and HR management and help employees keep track of their time on the job. Some systems even allow users to track individual productivity levels with waypoints and charts.

Best CRM for a manufacturing business is now available as a cloud-based solution for companies of all sizes. The systems do not require technical expertise to create and can integrate with a company's existing network infrastructure. The designs can be expanded in terms of functionality by adding modules as needed. These modules include easy payroll functionality, tax reporting, employee scheduling, and more.

» Why Does Your Business Need Great Manufacturing CRM software?

Every manufacturer needs a reliable CRM to manage their time and money more efficiently, but finding the best software for your company can be tricky. Here are four reasons why your business needs a quality manufacturing CRM system:

1. One of the most critical aspects of your business is communication. Otherwise, you risk substantial damage to your customer relationships and quality control. All manufacturers should equip themselves with a robust CRM solution that will ensure better personal and professional communications among employees.

2. The best CRM for small manufacturing businesses has predictive analytics capabilities so that everything from sales forecasts to installation times can be accurately forecasted ahead of time. Without this feature, your business will be disadvantaged in planning and execution.

3. Manufacturing CRM software should include customer service modules because properly managing customer service requires a more up-close and personal relationship with customers. The best manufacturing CRM software incorporates everything from live chat to social media sharing into the solution to facilitate this kind of communication.

4. Manufacturing businesses that use CRM software also have a meager turnover rate among employees—mainly because there is much less stress in the industry thanks to better organization, planning, and scheduling courtesy of the software.

Sophisticated manufacturing CRM software can save your business time and money by streamlining communications, enhancing your ability to plan and schedule, and providing access to better customer service. A good software program can even help you keep more of your employees by creating a more cohesive environment for them to work in. If you're looking for a CRM in the manufacturing industry, take some time to investigate the various available programs, then find one with everything you need to run your business efficiently. Before moving forward, take a look at the features.

» Standard features of Manufacturing CRM software

1. Inventory tracking

One of the most basic features that manufacturing CRM systems should have is inventory tracking. This allows the sales team to track when and where they need to restock their inventory to maximize their profit potential. A manufacturing CRM system with this feature will allow different users access to information at different levels, giving managers valuable insights into how their products are performing while allowing sellers an easy way to see what's selling concerning what they already have in stock.

2. Product repository

Manufacturing managers are commonly looking to set up their ERP systems. Still, a more common approach is to use an off-the-shelf CRM system that has the necessary features and functionality but is adapted accordingly in terms of the needs of the manufacturing environment. A product repository is an essential feature of any enterprise-level manufacturing CRM software, giving users access to all relevant information about their products. This information can be used for inventories, forecasting data, sales, and marketing efforts, as well as for any other strategy requiring precise data about a product.

3. Order/purchase tracking

Manufacturing managers have to deal with hundreds of orders annually. CRM in the manufacturing industry that comes with order/purchase tracking gives them access to every new order or purchase information. This lets them see what their clients are looking for and how they can meet specific needs; it also lets them keep track of important details about individual orders, such as quantities, shipping information, and expected delivery dates.

4. Quote management

Manufacturing companies often need quick quotes on products from different suppliers, but a CRM platform with quote management allows buyers to view the needs of their clients in a single place. This is important as companies ask different buyers for different quotes. If they are not provided with the information necessary for their business needs, those individuals could become frustrated and consider leaving their company for another provider.

5. Sales forecasting

Sales forecasting is an essential part of any manufacturing strategy. A CRM system with sales management capabilities provides precise data about what products are selling in which industries. This information helps sales teams, which helps keep manufacturers competitive in the market and also keeps them competitive with other manufacturers in the industry.

6. Contact management

Manufacturing managers often look for new clients, especially when their current customers consider new products or contact them about possible needs. A manufacturing CRM software with contact management capabilities lets users efficiently manage all of their connections and follow up on opportunities, making sure that they stay up-to-date with client needs as well as staying ahead of potential competitors by ensuring that they have established relationships with potential clients.

7. Lead and sales pipeline management

A manufacturing firm has to deal with thousands of potential prospects when looking for new clients. A CRM platform explicitly designed for this industry comes with lead and sales pipeline management capabilities that allow sales professionals to see the status of their potential clients. This is important as it gives them access to information that helps them to set up specific strategies that will allow them to engage with manufacturers in the early stages of their buying cycle. At the same time, their products are still fresh in their minds.

8. Task and workflow management

Manufacturing companies tend to have a lot of different tasks, and with manufacturing CRM software designed for manufacturing, users can organize them into workflows tailored to their needs. This allows them to send information about their orders and sales directly to the relevant departments at their company, which enables them to optimize their manufacturing processes and gives them access to important information about how this relates to other methods.

9. Document management

Anyone working in industrial environments is constantly presented with hundreds of documents related to business transactions, from plans and proposals over contracts to receipts, bills, and invoices. The best manufacturing CRM software gives users easy, direct access to all documents relevant to their business needs, allowing them to store and manage all of the papers they receive and create new records on the go.

10. Advanced sales force automation

Sales force automation capabilities are essential in any industry but may be especially important in manufacturing environments. This is because manufacturing managers have a lot of different sales teams selling their products across a wide range of industries. Creating customized workflows that match these needs can streamline how their sales teams interact with clients daily.

11. Integration

Manufacturing CRM systems integrate data with existing business models and workflows. This allows the system to provide insight into user behavior patterns and gives the company a better idea of how users interact with their daily jobs. Manufacturing CRM software is also highly configurable, with many settings that allow users to customize it as needed for specific business needs. The manufacturing CRM software is often configured to integrate with other systems and workflows, including company websites and other business applications.

» Top Benefits of a Manufacturing CRM Software

1. Improved client management

Manufacturing CRMs are designed to manage your company's relationships with its clients. With manufacturing CRM software, you can store information about your customers and then try to establish new connections with people that could be potential clients.

2. Manages Data

A manufacturing CRM software stores data about all the people the company contacts, but it also gathers data from your other business systems and feeds this information into the system. This ensures that every update to a customer's record is immediately reflected in the corresponding forms for all your other databases containing any relevant data about this person and any relevant notes or comments.

3. More effective sales figures

Salespeople can also create new clients based on any new leads they generate. This is because the information in the system is checked against all other vital parts of a company's business and finds out who has been contacted about a potential client. This means that you always know, which leads you to need more attention paid for them to develop into new customers, and this way, you can make more informed decisions.

4. Effective lead management

A manufacturing CRM system can also manage or monitor other aspects of a company's business, such as its finances. This includes keeping track of outstanding receivables and orders to ensure no unfulfilled payments are pending and that the corresponding records are up to date. It can also be used to keep track of things such as the total number of orders the company has received, how much money it has paid out in terms of invoices, and how much money it has recuperated in terms of refunded amounts.

5. Strengthening Network

Manufacturing CRM software allows you to establish new connections with other people that you would like to be more closely connected to in terms of your business. This involves using any available information on your database and then sending it to a third party for them to input it into their system and thereby make the necessary update records on their database.

6. Managing demand forecast

Manufacturing CRM software can also be used to manage demand forecasts and the resources needed to meet this demand. This is because the information it contains can be used to send out the appropriate sales representatives to visit potential clients to make contact and then arrange meetings with them.

7. Improved communication

As well as being able to improve your own business, a manufacturing CRM also helps you better communicate with other people you may want to work with but don't know about your business. This is because the information contained within the manufacturing CRM can be used to send out updates on your business and then improve communication with other people.

8. Improves reporting

A manufacturing CRM system can also manage all types of business reports, such as managing reports that contain information about sales receipts or management reports that contain sales forecasts. In addition, it can also be used to generate industry or even company-specific reports, such as a report on the total number of orders received during certain months or a report containing a list of all clients' contact details stored within your databases.

9. Efficiency in managing stock levels

Manufacturing CRM software can also manage all types of information about your stock levels so that it can track your inventory levels and help you determine whether any items within your inventories are out of date or whether there is a peak time for producing products. It can also help you forecast any forthcoming increases or decreases in demand for your products, allowing you to decide what type of new products should be developed and ordered.

10. Effective data management

Manufacturing CRM software helps you effectively manage your databases by allowing you to closely monitor the information they contain and keep them up to date. This means that you can always access the most up-to-date information on your clients, contacts, and other relevant employees to ensure that you can make the most informed decisions when dealing with new clients or maintaining any existing relationships.

» How to choose the best Manufacturing CRM?

1. Personalization:

The best CRM software will have personalized features to keep your business relevant to your users. For example, someone who shops for clothing regularly might see various personalized styling suggestions or articles about style trends, capturing the user's interest in the process. The software would then tailor product recommendations just for them.

2. Hidden Costs:

You may have to cover additional costs for the software, like storage space. CRM software for manufacturers also tends to require a monthly payment for their services, as does data storage which is used to keep track of the information your business collects. The best software will be upfront about data storage costs so you can choose the right option for your company.

3. Data Safety:

How safe is your data with this company? Is it appropriately handled? Is it in line with any privacy laws? Is there anything else you could do to ensure this data is secure and protected as much as possible?

4. Integration:

Manufacturing CRM software can be integrated with email servers to allow users to exchange messages related to business transactions. For example, an ERP manufacturing system may send a message to the CRM system notifying it of a new purchase order being approved. The manufacturing CRM system then sends a confirmation message to the user who initiated the purchase order, providing them with details regarding their order. This functionality allows users to instantly receive critical business information before it appears in any other department or workflow.

5. Know What Features:

It is essential for a good CRM software company to detail the features that their app offers in an easy-to-use list, as well as detail any required subscription fees or up-front costs that may apply.

6. User Experience:

It is essential to create CRM software that is easy for your users to understand how it works and how they can use it. Good software should be able to easily explain access levels (admin, employee, customer), the best way to navigate around the program, and just what all of the features are.

7. Ease of Working:

How effortless is it for a user to learn the system? Are there other options that help users get through the learning process faster? Does the company offer any training videos or articles?

» Conclusion

Manufacturing CRM software is also excellent for integrating office work with the rest of the business world. The systems allow companies to track progress toward crucial project milestones while tracking material order status in real time. This gives employers a better idea of how long individual tasks will take to complete, giving them more accurate estimates of their overall deadlines. So make sure you choose the best for your company.