CRM Software for Manufacturing Industry

Improve planning, production scheduling, and communication with a manufacturing CRM

Accurate data is essential to manufacturers. And while no one can forecast with total accuracy, a manufacturing CRM can help by serving as a central hub for company data. Along with storing data, a CRM provides sales and production forecasts, asset tracking, lead nurturing, and integration with ERP.

FAQs

What are the best manufacturing CRMs?
How to select the best CRM for your manufacturing company?
What are the features to consider when selecting manufacturing CRM?
What is CRM in manufacturing?
How can CRMs be used as a strategic tool in the manufacturing industry?
What are the benefits of CRM in manufacturing?

Industries

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Higher Education

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Insurance

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Construction

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Healthcare Industry

Improve patient outcomes with a CRM for healthcare

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Insurance Agents

Reduce risk and increase profits with CRM for Insurance

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Manufacturing

Improve planning, production scheduling, and communication with a manufacturing CRM

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Real Estate

Manage properties, buyers, and sellers on a unified platform with CRM for real estate

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eCommerce

Improve customer relationships and reach new markets with CRM for eCommerce

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Small Business

CRM is an inexpensive software solution to scale your business

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SaaS Companies

Reduce churn and attract more customers with a CRM for SaaS

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Nonprofits

Raise more money, motivate volunteers, and grow strategically with CRM for nonprofits

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Retail

Add a personal touch to every shopping experience with CRM for retail

Comparisons

SharpSpring

SharpSpring

VS
Enagagebay

Enagagebay

SuiteCRM

SuiteCRM

VS
SugarCRM

SugarCRM

Insightly

Insightly

VS
Capsule

Capsule

Zendesk Sell

Zendesk Sell

VS
Keap

Keap

Pipedrive

Pipedrive

VS
Zoho CRM

Zoho CRM

HubSpot

HubSpot

VS
Salesforce

Salesforce

Sales Forecast Reports

A CRM system can track performance against quotas in real-time, allowing users to make quick adjustments to their sales strategy. You don’t have to wait until the end of quarter to see performance results; a manufacturing CRM lets you view sales KPIs instantaneously. Pipeline dashboards and reports reveal potential bottlenecks and rotting deals. The sales staff can act quickly to save deals or speed up any lagging opportunities. A manufacturing CRM can also calculate the likelihood of a deal closing at each stage to produce more accurate forecasts.

Better Production Forecasts

Overly optimistic sales forecasts have plagued the manufacturing industry, resulting in excess inventory and lost capacity. On the other hand, forecasts that are too conservative lead to backorders, higher costs, extra overtime, and unmet orders. You can avoid the pitfalls of poor forecasts with a manufacturing CRM. Better sales forecasts yield better production forecasts. A clear grasp on expected output lets manufacturers plans their inventory levels, delivery schedules, and capacity planning for workers.

ERP Integration

With a CRM and ERP integration, sales orders can move seamlessly to the back office and production floor. This significantly speeds up the sales cycle, allowing you to scale and generate more revenue. You also eliminate a lot of manual entry, which cuts costs, saves time, and reduces human error. CRM for manufacturers with ERP software also streamline relationships between salespeople, back-office workers, and operations on the floor. Data flows between both systems, keeping departments in sync when changes are made. You can always be sure of consistent, consolidated data across the entire manufacturing process.

Track Assets

A manufacturing CRM can track all your sold goods and link them to their current owners. For example, if a recall or update is issued for a specific part, a report can be run and shared with service and tech support teams allowing them to proactively service clients. Every product’s service history can be filed and viewed in the customer’s record to improve outcomes, save time researching previous issues, and increase customer satisfaction and retention.

Improve Sales Productivity

CRM for manufacturing can sort leads by conversion rates and win-probability. Sales staff know which accounts to prioritize and which to put on the back burner.

Why Manufacturers Need CRM

Investing in a CRM for manufacturing improves reporting accuracy and works in tandem with ERP systems to keep communication open between sales, production, finance, inventory, and other departments. It can also identify the best opportunities and help sales teams close more deals. Finally, it allows manufacturers to keep tabs on sold items, ensuring the best after-care for customers.

What Is a Manufacturing CRM?

CRM software for manufacturing industry allows manufacturers to keep track of client information such as addresses, phone numbers, demographics, and their difficulties. Salespeople can use this data to gain a deeper understanding of their consumers, define opportunities, and close deals faster.


In the manufacturing industry, timing is everything. If you produce anything too soon, it will sit in a warehouse and destroy your revenues. If you wait too long, you’ll wind up with a product that nobody wants. CRM manufacturing software makes perfect sense because it’s all about precision planning and communication.

Many manufacturers rely on accurate forecasting. It serves as the foundation for the organization’s plans, schedules, orders, and purchases. Historical sales data and percentage growth must be paired with real-time measurements on what is truly moving — right now. CRM for manufacturing offers all of this and more.

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Features Specific to Manufacturing CRM

The search for the proper CRM can be stressful because there are so many CRMs and so many features offered by each. What features do manufacturers require the most? What matters the most? The following are some features specific to manufacturing CRM:

Productivity Forecasting

It will be easier to focus your manufacturing business efforts if you have a clear picture of your past sales success and present pipeline. If sales of your specialized lights are slowly falling, or if you have a large customer in the latter stages of negotiating a huge order, having this information on hand can help your production staff decide what to work on. This may encourage your team to focus on the most valuable goods.

Collaboration

A well-designed CRM will capture data that will be beneficial to sales, production, and management, allowing for greater cooperation and decision-making. For instance, if the sales team has had a communication with a significant client regarding upgrades the customer would want, these facts can be entered into the CRM and recorded for the production manager. All of these snippets of information would typically go lost in the day-to-day operations of the business if the CRM didn’t capture and record them.


ERP & Accounting Integrations

If you’re going to invest in a CRM, be sure it integrates with your current systems. When you combine the front-office data from a CRM with the back-office financials from an ERP, your forecasting and reporting capabilities skyrocket. CRMs can also be linked to email programs, allowing users to log discussions and enter data more quickly. Tell your CRM expert about all of your current systems and inquire about how they will integrate with your intended CRM.

Integrations with Email

The best CRM for manufacturing industry should integrate effortlessly with your email provider, whether it’s Gmail, Outlook, Lotus Notes, or another.

Mobile and Offline Capabilities

No matter where it’s accessed, the CRM should be accessible and easy to use. To accommodate even the most remote user, look for a CRM that has an easy-to-use mobile app and offline features specific to manufacturing CRM.

Ability to Track Sold Products

When a product is sold, the account may be transferred inside your company. A good CRM will monitor the transfer of data from one end user to the next and allow for the addition of other data to the file. For example, using a mobile device to take a picture of the equipment sold and uploading it to the CRM for reference.

Capabilities in Issue Management

Look for a CRM with a knowledge base and/or customer portal where you can collaborate with other users, discover answers to queries, submit support requests, and stay up to date on the latest product news. These extra contact points will be beneficial in the long run.

Tracking Distributors

Is it possible for the CRM to locate locations and rapidly get terms and pricing? Consider the distributor data you want to track and whether the solution provides the appropriate channels for doing so. eSignature Functions In the CRM manufacturing industry, there are numerous contracts that must be signed and tracked. Check to see if your CRM integrates with your current eSignature solution, or if you can quickly install one if you want to.
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What Type of Buyer Are You?

The basic principle behind CRM for manufacturers is that they help businesses to gain a deep understanding of their customers’ requirements and needs. At the same time, CRM allows them to improve their customer relationships, which is a win-win situation for both parties. CRM will make it easier for the company to understand its customers and make better, faster decisions.


Customer interactions must be prioritized in the manufacturing industry. In many circumstances, this might be the dealer network. On the one hand, CRM helps in increasing productivity. On the other hand, it is the most effective technique to enhance many company operations. As a result, CRM is currently one of the most crucial tools in the manufacturing industry. Every plan is intended to increase profits while also increasing sales.

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How Can We Help You?

Choosing a CRM might be difficult with so many vendors on the market. FindMyCRM has taken care of the legwork for you. To assist you in becoming a knowledgeable CRM buyer, we’ve created numerous articles, white papers, and user guides. On the FindMyCRM website, you’ll find all the information you need. We’ve put up a list of the best CRM systems for the manufacturing business and detailed reviews with features specific to manufacturing CRM.

From our site, you may browse and compare hundreds of CRM systems. After decades in the business, you have a sense of which questions are most important to ask when choosing a CRM platform. We’ve condensed our knowledge into a quick online survey that only takes a few minutes to complete. Our system will then generate a CRM vendor shortlist that is customized to your business requirements.

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