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!
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Best Manufacturing CRM Software | CRM Software for Manufacturing Industry
1. Pipedrive – Best CRM for manufacturing industry
About Pipedrive: Pipedrive is the best CRM software for any sized business. With a clear dashboard, easy-to-use features, and an expansive library of integrations with other apps, it’s the perfect CRM for anyone who wants to be more productive with their business strategies. Pipedrive provides the easiest way to manage your business and customer relationships. With its intuitive interface, advanced filtering tools, and powerful reporting capabilities, this CRM eliminates a lot of the hassles that come with keeping up with current opportunities.
Pipedrive Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“Using Pipedrive’s CRM is one of the best decisions we’ve ever made. We’ve seen our annual revenue explode, and the outlook just keeps getting sunnier.” – Mitchell Workman
501 – 1000
2. Salesforce Manufacturing Cloud – Connect the value chain.
About Salesforce Manufacturing Cloud: Salesforce CRM is a software company that offers cloud-based customer relationship management solutions for small, medium and large businesses. Salesforce CRM manages the company’s relationships with current customers as well as potential customers and partners. Salesforce offers a range of features including phone, email, chat, social media monitoring and enterprise content management. The solution is available in numerous languages and offers thousands of plugins, including those that extend the system’s functionality beyond basic CRM to business analytics, email management and marketing.
Salesforce Manufacturing Cloud Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“With Salesforce, we’re building a unified information source to help us reimagine collaboration across our entire platform. This will enable NBCUniversal to continue delivering the highest level of transparency, insights, and results for our customers.” – Linda Yaccarino
Not provided by vendor
3. Creatio CRM – Manufacturing CRM & workflow automation software with no-code
About Creatio CRM: Creatio CRM is a cloud-based customer relationship management software for small businesses. This program allows users to manage their business and customer relations using their private domain. It uses an intuitive, easy-to-use interface which makes it easy for new users to learn how to use the platform without difficulty. Being made available on a monthly subscription basis, this software is accessible at any time, whether you’re at work or home. For those who are equally interested in using the system daily, there are also several add-ons that can be purchased that offer paid features such as phone support and more features.
Creatio CRM Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“With Creatio, we consolidated all customer data, tuned lead and opportunity management using business rule capabilities, and streamlined the sales process.” – Jana Sergejenko
501 – 1000
4. Oracle NetSuite CRM – Best CRM for enterprise manufacturing companies
About Oracle NetSuite CRM: Oracle NetSuite CRM specializes in CRM software for wholesale distributors among other industries. Its modern suite of features like CPQ complex products, salesforce and marketing automation, mobile access, partner relationship, and customer service management provides full insight into customer activity, products, leads, and sales. It also has advanced features like quote creation, multinational sales prediction, and in-built eCommerce services that ensure customer satisfaction.
Oracle NetSuite CRM Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“Helping deliver the products that our customers need sounds straightforward. But shifting product availability, price changes and multiple distribution models add complexity. With NetSuite, we can make simple adjustments, saving time and helping customers transact on updated information.” – Michael Anderson
5. Freshsales – Redefine customer-centricity with the leading CRM for manufacturing
About Freshsales: Freshsales CRM is a sales CRM designed to be used with Gmail and Google Calendar. It helps you keep in touch with your prospects and manage your meetings from Gmail. Freshsales CRM is integrated perfectly into Gmail, which means you can use all the features of Gmail without having to switch to an additional window or program when checking emails. You can also manage your contact details and create sales campaigns and reminders with the help of Gmail and Google Calendar.
Freshsales Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“As soon as we were given a demo of Freshsales, we knew it would resolve some of our most pressing sales challenges, to begin with. In fact, after a short set-up period and minimal training, we were able to hit the ground running from Day 1. And it hasn’t disappointed till today.” – Jean-Philippe Thiery
1001 – 5000
Not provided by vendor
6. Insightly – Unify Your Manufacturing Business With the #1 CRM for Manufacturing
About Insightly: Insightly CRM is a software solution for small and large businesses. Insightly CRM has plenty of features to help you manage your workflow and stay in touch with your customers. Insightly CRM is available for U.S. and Canada only. It is available in several languages, including English, French, German, Italian, Spanish, Dutch, and more. CRM system is designed for teams that want to manage their clients, leads, and contacts on the go. It’s a very flexible tool that can be adapted to different industries with its modules.
Insightly Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“Bridging the gap between sales and marketing has always been important to us, and Insightly makes it easy to facilitate open communication between departments. We are excited to continue to capitalize on the tools that we’ve never had before. The opportunities within Insightly are endless.” – Chris Reider
51 – 200
7. OnePageCRM – The action-focused CRM your manufacturing business deserves.
About OnePageCRM: OnePageCRM is a free and open-source web-based cloud application that allows users to create diagrams of their contact networks. Individuals can map the relationships in their personal or business life as well as track activities that involve multiple parties. With OnePageCRM, users can provide a list of other contacts for each person in order to get a clearer picture of who knows whom better and who is more connected overall. OnePageCRM’s updates are also automatically pushed to users real-time, meaning that users do not have to refresh data in order to utilize the most current information.
OnePageCRM Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“The process goes like this. We create a deal, send the quote, discuss it with a client, and then follow the Next Actions that start to organically unfold. That process keeps me focused on what needs to be done next. I would recommend OnePageCRM to any small business that want to grow their business. It’s a fantastic tool” – Quint Boa
11 – 50
$29.00 /month /user
8. SYSPRO CRM – Best CRM for Manufacturing & Distribution
About SYSPRO CRM: SYSPRO is a CRM solution perfect for companies selling to other businesses, which facilitates automation and organization of business processes. SYSPRO reduces time spent dealing with customer service issues, increases salesperson productivity, and improves customer satisfaction. The software covers areas such as current and prospective clients, sales leads and opportunities, quotations, orders and invoices, projects and tasks, products, contacts and suppliers. Among the software’s features is the ability to assign business processes to any member of a company’s staff and delegate them with the previous information.
SYSPRO CRM Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“SYSPRO’s CRM has had a great impact on us. Our team has the ability to see sales order history, recent customer service issues, and other pertinent items related to each customer—no matter where they are” – Performance Machine
501 – 1000
Not provided by vendor
9. Workbooks CRM – Best CRM for Manufacturing Industry
About Workbooks CRM: A CRM for manufacturing processes that helps the manufacturers or producers for bringing an improvement in the return on investment in the marketing and sales department of the company. This software also enhances the customer experience and also enables new streamlining for revenue. This manufacturing CRM also helps in improving productivity and delivering greater value to the customers and thus helps in gaining competitive advantages. Connecting systems together permits in flowing of the data which are turned into important insights.
Workbooks CRM Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“We chose Workbooks because the Workbooks team really understood us. They listened to what we wanted and presented the solution that would achieve that. They clearly demonstrated that they could address our needs and they also offered a strong implementation strategy.” – Jose de Almeida
11 – 50
$34.00 /month /user
10. CentraHub CRM – One-stop CRM to manage distributors, retailers & consumers
About CentraHub CRM: CentraHub CRM is an innovative, reliable, customizable CRM solution that will help you manage your sales data and improve customer relationship management. The CentraHub CRM solution has a much smaller learning curve than traditional software. This makes it less costly for you and no time-wasting when getting started. The CentraHub CRM includes easy-to-access widgets that allow for visual analytics, which can even be exported into excel sheets or PowerPoint presentations for later use.
CentraHub CRM Features: Contact Management, Interaction Management, Lead Management, Campaign Management, Opportunity Management, Partner Management, Sales Pipeline Management, Sales Performance, Task Management, Workflow Management, Document Management, Inventory Tracking, Product Repository, Purchase Tracking, Quote Management, Sales Forecasting, Supply Chain Visibility, Sales Automation, Customer Support, Vendor Management, Reporting and Analytics
“CentraHub CRM is a Highly customizable solution. The solution is more of a platform that you can build your processes and workflows upon. There are obvious best-practice templates to start off from, but if you really get invested in the implementation process of the solution you will discover endless possibilities to really make the software work for you and not the other way around.” – Hani
501 – 1000
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.
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?
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?
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?
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.