Best Manufacturing CRM Software of 2026
Updated March 3, 2025 at 2:30 PM
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Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesse...Read more about Claritysoft CRM
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Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, config...Read more about HubSpot Sales Hub
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Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell mo...Read more about Thryv
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Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insi...Read more about Pipeliner CRM
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CallProof is built for leaders who manage outside and field sales teams and want a simple way to know what’s really happening in...Read more about CallProof

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with lea...Read more about LeadMaster

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation soluti...Read more about SalesNOW
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monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such ...Read more about monday CRM
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Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. It centrali...Read more about Document360
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Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing aut...Read more about Zoho CRM
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SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses mana...Read more about SAP Customer Experience
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Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an ...Read more about Creatio CRM
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Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing au...Read more about Salesforce Sales Cloud
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Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge b...Read more about Zendesk Suite
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HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution....Read more about HelpCrunch
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SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft...Read more about SalesOutlook CRM
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Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of age...Read more about Universal Knowledge

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on grea...Read more about Bigin by Zoho CRM
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Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, email campaig...Read more about Brevo
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Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professi...Read more about Google Contacts
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LiveAgent is a cloud-based help Ddsk solution for eCommerce businesses at the small and midsize levels. The platform offers live...Read more about LiveAgent
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The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processin...Read more about The Mortgage Office
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Veloxy is a sales enablement solution that helps businesses using Salesforce CRM track potential leads, schedule and send emails...Read more about Veloxy

EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service...Read more about EngageBay CRM
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Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guid...Read more about Yonyx
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Buyers Guide
This detailed guide will help you find and buy the right manufacturing crm software for you and your business.
Last Updated on March 03, 2025Manufacturing companies know that building a great product alone is not enough. They must also have processes in place for managing customer relationships and improving product sales. To do that, manufacturing companies should look to customer relationship management (CRM) software designed for their industry.
Known as manufacturing CRM, this type of software allows manufacturers to organize customer data within a single tool. It helps their sales agents better understand buyer requirements, close deals more quickly, and identify upselling or retargeting opportunities.
That said, there are many manufacturing CRM tools on the market, and choosing the right one can be tricky. Businesses need to be aware of these tools' core features, deployment options, suitability for their business size, etc.
To help businesses save time on software research, we've created this buyer's guide, which explains the different factors to consider when evaluating manufacturing CRMs.
Here's what we'll cover:
Common features of CRM software
Features specific to manufacturing CRM
What is a manufacturing CRM?
Manufacturing CRMs are software tools that manufacturing businesses can use to create a repository of customer details, such as addresses, phone numbers, demography, and pain points. Sales agents can leverage this information to understand customers better, identify opportunities, and close sales more quickly.
These repositories also allow businesses to glean insights into the needs and motivations of customers, which serve as guidelines for improving existing products or developing new ones.
Common features of CRM software
Most CRMs, including those designed for manufacturers, offer the following features.
Create a tagged and searchable customer and vendor database. Store and update details such as contact information, company name, industry type, geographical location, and product subscriptions. | |
Interaction management | Capture communications with new or existing customers, such as emails, chat histories, social media conversations, and phone call records, in a single location. Use this data to set up meetings and perform follow up. |
Capture information about prospective customers, or leads, from channels such as web forms and emails. Categorize and score leads based on factors such as demography and job title. Set up leads on the sales pipeline and track conversions. | |
Task and workflow management | Create and track tasks for sales agents using built-in calendars. Automate task assignments using predefined workflows so sales agents know what to do next as a customer moves along the sales pipeline. Receive updates and alerts for completed and pending tasks. |
Create a centralized library of documents, such as contracts, images of products, marketing collateral, pricing sheets, and more. Tag documents to specific customers and leads allowing sales agents quick access to relevant information when communicating with a particular client. | |
Reporting and analytics | Track performance of sales agents with daily, weekly or monthly status reports. Get insights into sales performance with reports on contracts won or lost and identify potential bottlenecks in the sales pipeline. |
Features specific to manufacturing CRM
Manufacturing CRMs will typically offer the following features to address specific requirements of manufacturing businesses.
Inventory tracking | Track the movement of raw materials and finished goods with batch and serial numbers. |
Product repository | Create a searchable database of products that includes details such as product images, dimensions, pricing, and additional tags. |
Order/purchase tracking | Track customer orders and purchases, with details such as order due dates, customer address, item type, etc. in a single location. |
Quote management | Allow sales agents to create and send quotes by automatically calculating product costs and taxes and adjusting discounts. |
Compare historical sales data and understand bottlenecks in your production pipeline to make accurate sales forecasts. |
What type of buyer are you?
Manufacturing CRMs vary in pricing and features, and the right tool for your business depends on your budget and business size. Below are two types of manufacturing CRM buyers and their chief concerns:
Small and midsize business buyers (up to 1,000 employees): These buyers typically have smaller software budgets, so a primary concern pricing. As a result, the right tool for them will generally be cloud-based tools that come with a low monthly or annual subscription fee and low or no upfront costs.
Enterprise buyers (more than 1,000 employees): These buyers are looking for software that offers advanced functionalities, such as built-in help desk software modules, and integration with existing solutions such as project management software and manufacturing execution systems.
Key considerations
In addition to features offered and the software's suitability, you must take into account some additional factors such as the deployment, integration options, and advanced functionalities.
Deployment options: Businesses can choose between on-premise and cloud-based manufacturing CRM solutions. The former option comes with a one-time, upfront license cost and the latter with a monthly/annual subscription fee. Small manufacturing businesses would be better off buying cloud-based solutions as the vendor takes care of software maintenance and data storage. On-premise is suitable for large businesses that have their own data center and IT team to take care of software upkeep and storage.
Additional functionality: Besides the common functionalities of manufacturing CRMs, such as lead and task management, some businesses might need additional features. For instance, if you're a manufacturing business that also offers product maintenance services, you'll want to look for features such as service desk, field service management, and mobile CRM. These functionalities will help your technicians and service reps resolve customer issues more quickly.
Integration options: The ideal manufacturing CRM should be able to integrate with the other solutions that a business currently uses. An example is integration with email marketing software, which allows businesses to seamlessly transfer customer data from the CRM to the email marketing software for launching targeted email campaigns. Likewise, businesses should check for integration with software such as project management solutions.
Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.


