# Best Manufacturing CRM Software - 2026 Reviews & Pricing

> Find the best Manufacturing CRM Software for your organization. Compare top Manufacturing CRM Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/category/3825-manufacturing-crm

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Manufacturing CRM Software

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# Best Manufacturing CRM Software of 2026

Updated June 22, 2026

On this page

1.  Popular Comparisons
2.  Buyers Guide

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297 results

### Compare Products

Showing 1 - 25 of 297 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

[Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/)

4.50

[(251)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Claritysoft is a cloud-based customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Key features include account management, activity management, calendar management and pipeline management. Claritysoft CRM features a contact management module that allows users to import and unify contact lists from different sources such as Excel documents, Outlook and QuickBooks. It allows users to view contact location in Google Maps, which helps them plan routes for sales representatives. The email-marketing feature allows users to design email templates and pull contacts from contact lists based on filters and preferences. Users are able to access their stored CRM data in Claritysoft’s offline mode, and then synchronize changes with the cloud when the application is online again. Pricing is per user per month subscription. Support is offered via phone, email or web ticket.... [Read more](https://www.softwareadvice.com/crm/claritysoft-profile/)

### Best rated features:

Campaign Management

5.0

Configurable Workflow

5.0

Calendar Management

5.0

Real-Time Notifications

5.0

[See all features](https://www.softwareadvice.com/crm/claritysoft-profile/#key-features)

[Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/)

4.40

[(18786)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)

Best for:Mid-size businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/)

### What users love

-   Strong customer relationship tools
-   Comprehensive sales process management
-   Highly adaptable platform customization

### To take in mind

-   Significant costs and add-on fees
-   Steep learning curve for users
-   Complex and limited reporting tools

### Best rated features:

Drag & Drop

5.0

Proposal Generation

5.0

Job Scheduling

5.0

For Real Estate

5.0

[See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features)

### Starter Suite

$25.00/month

For up to 5 users

### Pro Suite

$100.00/month

This plan is designed for any size team and is billed annually.

### Enterprise

$165.00/month

This plan is designed for any size team and is billed annually.

[See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans)

[LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

4.13

[(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/)

### Best rated features:

Search/Filter

5.0

Sales Pipeline Management

5.0

CRM

5.0

Interaction Tracking

5.0

### Worst rated features:

Reporting/Analytics

4.0

Lead Management

4.0

[See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features)

### Basic

$10.00

[See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans)

[HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

4.54

[(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Supercharge your sales process with Sales Hub, a powerful and easy-to-use sales CRM that includes sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics and reporting for growing teams. Optimize your sales process with HubSpot CRM. Achieve total visibility with sales analytics and reporting. Streamline your outreach with sales engagement tools. Close more deals faster with configure-price-quote (CPQ) functionality. Sales Hub is built on the HubSpot Growth Platform, where you can bring your customer data, tools, and teams together in one central system of record. You can connect the tools you use with Sales Hub with over 500 apps in the HubSpot App Marketplace, APIs, and solutions partners. Sales Hub is made for growing teams and offers four editions to help those looking to get started or who are growing rapidly. Get started with Sales Hub Free, Sales Hub Starter, Sales Hub Professional, or Sales Hub Enterprise. You shouldn’t have to outgrow your CRM -- HubSpot has got you covered every step of the way.... [Read more](https://www.softwareadvice.com/crm/hubspot-sales-profile/)

### What users love

-   Comprehensive sales process tracking
-   Responsive and helpful support team
-   User-friendly and intuitive design

### To take in mind

-   Clunky navigation and customization limits
-   Expensive for growing teams

### Best rated features:

Automatic Call Distribution

5.0

Conversation Intelligence

5.0

For Startups

5.0

Lead Scoring

5.0

### Worst rated features:

Field Sales Management

3.0

Channel Management

3.0

Real-Time Reporting

3.5

Document Management

3.6

[See all features](https://www.softwareadvice.com/crm/hubspot-sales-profile/#key-features)

### Free

$0.00

### Starter

$15.00/month

### Professional

$90.00/month

[See full pricing details](https://www.softwareadvice.com/crm/hubspot-sales-profile/#pricing-and-plans)

[SalesNOW](https://www.softwareadvice.com/marketing/salesnow-profile/)

4.64

[(81)](https://www.softwareadvice.com/marketing/salesnow-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesNOW by Interchange Solutions Inc. is a cloud-based customer relationship management (CRM) and sales force automation solution that allows sales teams, management and executives to manage aspects of sales cycle including contact, deal, case and lead management, company tracking and sales reporting. It is also available for on-premise deployment. SalesNOW allows users to take sales notes, log their calls, and capture emails automatically; train new employees by keeping corporate account histories of clients; gain a dashboard view of activities of sales representatives; and view various sales data, including next steps on leads, deals, and cases.SalesNOW also allows users to customize tabs, reports, and data fields and provides visual, graphical representations of sales forecasts, funnels, and activity reports. The solution offers a mobile application for Android, iPhone, iPad, and Blackberry devices. SalesNOW is available on a monthly subscription basis that includes support via phone, email and through product tutorials and manuals.... [Read more](https://www.softwareadvice.com/marketing/salesnow-profile/)

### Best rated features:

Forecasting

5.0

Email Marketing

5.0

Segmentation

5.0

Workflow Management

5.0

### Worst rated features:

Quotes/Estimates

4.0

[See all features](https://www.softwareadvice.com/marketing/salesnow-profile/#key-features)

### Basic

$19.95

[See full pricing details](https://www.softwareadvice.com/marketing/salesnow-profile/#pricing-and-plans)

[Coevera](https://www.softwareadvice.com/product/113892-Coevera/)

4.60

[(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/)

### Best rated features:

Reminders

5.0

Forecasting

5.0

Source Tracking

5.0

Lead Nurturing

5.0

### Worst rated features:

Collaboration Tools

3.0

Prospecting Tools

3.0

[See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features)

### Basic

$65.00/month

[See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans)

[Document360](https://www.softwareadvice.com/crm/document360-profile/)

4.66

[(292)](https://www.softwareadvice.com/crm/document360-profile/reviews/)

Best for:Knowledge Base Management

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Document360 is an AI-powered knowledge base platform built for enterprises that need secure, scalable documentation. It centralizes your organization’s knowledge into one unified workspace whether you’re building public help centres, private internal wikis, SOPs, user manuals, API documentation or product playbooks. Who It’s For: By Role: Customer support teams deflect tickets, technical writers publish faster, product managers align teams and engineers document APIs and workflows effortlessly. By Industry: SaaS, IT & consulting, finance, healthcare, education, and manufacturing Key Capabilities: AI Writing Agent: Instantly turn text, video, or prompts into structured, ready-to-publish documentation. AI Search: ChatGPT-style assistant that delivers precise, context-aware answers from your docs. SEO Automation: Auto-generate titles, tags and glossaries to improve content discoverability. Powerful Editors: Markdown for speed and WYSIWYG for rich visuals both with real-time previews and drag-and-drop media. Step-by-Step Guides: Auto-capture on-screen actions to create interactive guides; edit steps and customize highlights in seconds. Category Manager: Organize and restructure content effortlessly with drag-and-drop control. Interactive Demos & Video: Record screens, add videos and embed guided walkthroughs directly into articles. Custom Workflows: Set review stages, owners and deadlines to fit your documentation process. Pro Analytics: Measure performance, engagement, search trends, feedback and ticket deflection. Brand Customization: Tailor portal design, layout and color themes to your brand. Security: SOC 2 and GDPR-aligned with SSO, JWT, SAML and IP restriction Localization: Supports 50+ languages... [Read more](https://www.softwareadvice.com/crm/document360-profile/)

### What users love

-   Responsive and proactive support team
-   User-friendly and accessible interface
-   Robust and intuitive knowledge base

### To take in mind

-   Occasional slowdowns with large content

### Best rated features:

Customizable Templates

5.0

Activity Tracking

5.0

Social Media Integration

5.0

Documentation Management

4.8

### Worst rated features:

API

3.5

Version Control

4.0

Widgets

4.0

[See all features](https://www.softwareadvice.com/crm/document360-profile/#key-features)

### Professional

Custom

Pricing available upon request

Built for growing teams to scale documentation efficiently.

### Business

Custom

Pricing available upon request

Advanced features and tracking controls for mid-sized teams.

### Enterprise

Custom

Pricing available upon request

Custom AI solutions for enterprises with high-scale and high-security needs.

[See full pricing details](https://www.softwareadvice.com/crm/document360-profile/#pricing-and-plans)

[Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/)

4.31

[(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/)

### What users love

-   Intuitive and flexible usability
-   Affordable plans and free options
-   Comprehensive and customizable features

### To take in mind

-   Slow and inconsistent support response
-   Cluttered and overwhelming interface
-   Limited and complex email tools

### Best rated features:

Client/Property Matching

5.0

Remote Access/Control

5.0

For Financial Institutions

5.0

Customer Activity Tracking

5.0

### Worst rated features:

Chatbot

2.0

Social Marketing

3.0

Sales Forecasting

3.0

[See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features)

### Free

Custom

Pricing available upon request

Up to 3 Users

### Standard

$14.00/month

### Professional

$23.00/month

[See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans)

[Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/)

4.42

[(329)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects and processes. It is used across industries such as construction, manufacturing, government, and solar to coordinate workflows and stakeholders. The platform addresses challenges in project management, resource allocation, field service coordination, compliance tracking, and workflow automation. It features a low-code development environment that allows users to create custom applications without requiring traditional coding skills. Quickbase includes automation tools to reduce manual tasks, mobile applications for field and remote work, and administrative controls for governance and security. It also provides analytics tools for data visualization and extensions for additional functionality. An artificial intelligence assistant, Quincy, is available to answer system-related questions. The platform’s architecture supports various use cases, enabling organizations to manage projects, optimize resources, automate workflows, and coordinate field operations. It includes pre-built applications for tasks such as contract management, compliance management, and hazard identification. Quickbase offers real-time visibility into operations, helping teams track progress, manage budgets and equipment, and maintain communication between office and field personnel.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/)

### What users love

-   Responsive and knowledgeable support
-   Flexible platform for customization
-   Streamlined workflow automation tools

### To take in mind

-   Expensive for growing teams

### Best rated features:

Compliance Management

5.0

Status Tracking

5.0

Warehouse Management

5.0

Territory Management

5.0

[See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features)

### Free trial

Custom

Pricing available upon request

### Team

$35.00/month

Minimum of 20 users

### Business

$55.00/month

Minimum of 40 users

[See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans)

[SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

4.25

[(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)

Best for:Features

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses manage communication and interactions with existing and potential customers. It helps businesses to manage the sales pipeline, customers and marketing operations. SAP Customer Experience features built-in sales automation, marketing automation, customer support, help desk and channel management capabilities. The solution can also be deployed on-premise. The sales module helps organizations acquire and retain new business by effectively managing the sales pipeline. The marketing module is designed to develop, execute and manage effective marketing campaigns, and to score and nurture leads. The service module aids organizations in improving client satisfaction and retention rates by providing superior levels of customer support. Other modules include channel management, interaction center, web channel, and business communications management. SAP Customer Experience offers support through an online knowledge base, support portal and via phone.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/)

### What users love

-   Holistic customer relationship management
-   Comprehensive customer service tools

### To take in mind

-   Complex and unintuitive interface

### Best rated features:

Customer Complaint Tracking

5.0

Client Management

4.8

Customer Database

4.8

Interaction Tracking

4.8

### Worst rated features:

Campaign Planning

3.0

Pipeline Management

3.8

Forecasting

3.8

Campaign Management

4.0

[See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features)

### Basic

$58.00/month

[See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans)

[SalesOutlook CRM](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

4.25

[(71)](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesOutlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as 'opportunity' or 'customer inquiry' directly from the email interface. By right-clicking on a customer name, users can access contact information, providing instant visibility into all the necessary information related to any particular buyer. The Outlook CRM is a specialized system that builds upon a frequently used email medium to create a CRM that will optimize user efficiency and boost customer satisfaction.... [Read more](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/)

### Best rated features:

Mobile App

5.0

Segmentation

5.0

Contact Database

5.0

Forecasting

5.0

### Worst rated features:

Referral Tracking

3.5

Territory Management

3.7

Internal Chat Integration

4.0

Email Marketing

4.0

[See all features](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#key-features)

### Basic

$40.00/month

[See full pricing details](https://www.softwareadvice.com/crm/salesoutlook-crm-profile/#pricing-and-plans)

[Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/)

4.41

[(4081)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large. Zendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images. Zendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/)

### What users love

-   Centralized multichannel support experience
-   Robust and flexible ticketing system
-   Intuitive and user-friendly interface

### To take in mind

-   Escalating costs and restrictive tiers
-   Email handling and notification issues
-   Limited and complex reporting tools

### Best rated features:

Predictive Dialer

5.0

Batch Communications

5.0

Tagging

5.0

Online Forums

5.0

### Worst rated features:

Widgets

2.7

Account Alerts

3.0

Interactive Content

3.0

[See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features)

### Suite Team

$55.00/month

### Suite Growth

$89.00/month

### Suite Professional

$115.00/month

[See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans)

[Universal Knowledge](https://www.softwareadvice.com/help-desk/universalknowledge-profile/)

4.62

[(13)](https://www.softwareadvice.com/help-desk/universalknowledge-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Universal Knowledge is a knowledge management solution designed by Knowledge Powered Solutions to increase the efficiency of agents and reduce operational costs. The modules offered include call center, customer service, web self-service, help desk and knowledge management. It provides a multi-deployment option and can be hosted either on cloud or on-premise. As part of the knowledge management platform, companies can integrate the system with existing knowledge sources, eliminates the need to duplicate or relocate information. It uses a natural language search, so users can ask questions instead of using keywords. The web self-service module integrates directly with a company website and offers features like automatic FAQ lists, automated query escalation and posting of trending topics. It helps companies reduce operational costs by diverting a large volume of unnecessary customer calls to IVR (interactive voice response). It provides APIs to integrate with CRM, ITSM and Helpdesk applications. Support is offered by email and phone.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/)

### Best rated features:

Document Storage

5.0

Full Text Search

5.0

Text Editing

5.0

Catalog Management

4.5

### Worst rated features:

Discussions/Forums

1.0

Collaboration Tools

3.0

Customizable Reports

4.0

Knowledge Base Management

4.0

[See all features](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#key-features)

### Basic

£10.00/month

What’s included? Everything! This makes it simpler and more cost effective for KPSOL customers. Of course, you can control what content a user can see and which functions they can perform using our highly configurable security model.... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans)

### SaaS Named User Pricing

£10.00/year

Has full user rights (rights controlled by the customer) and will always be granted access to the system. 1-20 users - £ 25 per month 21-50 users - £20 per month 51-100 users - £15 per month 101-500 users - £12.50 per month 500 + users- £10 per month... [Read more](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/help-desk/universalknowledge-profile/#pricing-and-plans)

[HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/)

4.78

[(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution. The solution helps support, sales and marketing teams to acquire, convert leads and support their customers. HelpCrunch is suitable for SaaS, e-commerce and any other type of online business. Live chat works as a visitor engagement, lead acquisition and support tool. The feature enables companies to reply to customer queries instantly or later in the same thread, even after the customer has disconnected. An in-app messenger can be integrated with a website or application to engage with customers. Chatbot helps companies automate routine tasks and jumpstart their lead generation activities. Email marketing automation enables users to send email follow-ups right from the chat, launch one-time emails or create event-triggered automated email sequences for onboarding or marketing campaigns. The help desk module can organize all customer communication, prioritize actions, distribute tasks and manage each customer case. Pricing is tiered, based on the number of agents and emails.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/)

### Best rated features:

Real-Time Monitoring

5.0

Surveys & Feedback

5.0

Customer Database

5.0

Catalog Management

5.0

### Worst rated features:

Canned Responses

3.0

Third-Party Integrations

3.0

Call Center Management

4.0

Social Media Integration

4.0

[See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features)

### Basic

$15.00/month

Total pricing depends on the number of team members and emails.

### Pro

$25.00/month

Total pricing depends on the number of team members and emails.

### Enterprise

Custom

Pricing available upon request

Contact for pricing details

[See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans)

[Thryv](https://www.softwareadvice.com/crm/thryv-profile/)

4.21

[(532)](https://www.softwareadvice.com/crm/thryv-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell more, and grow faster—all from one centralized solution. Designed to replace disconnected tools, Thryv combines essential business software into one easy-to-use platform. Now including Keap, Thryv delivers powerful CRM software, marketing automation, and sales management tools that help small businesses capture more leads, automate follow-ups, and increase repeat business. With built-in tools for lead management, email and SMS marketing, pipeline tracking, and customer relationship management, Thryv + Keap help teams stay organized and close more deals. From getting found online with digital marketing tools to managing customer relationships and automating sales workflows, Thryv + Keap simplify every stage of the customer journey. The result is a scalable, all-in-one CRM and marketing platform that helps small businesses save time, increase efficiency, and focus on what matters most—running and growing their business.... [Read more](https://www.softwareadvice.com/crm/thryv-profile/)

### What users love

-   Responsive and helpful support team
-   Comprehensive business management tools
-   User-friendly and intuitive interface

### To take in mind

-   Website design and management issues
-   Payment processing and billing frustrations
-   Limited and inflexible email tools

### Best rated features:

Patient Records Management

5.0

Multi-Campaign

5.0

Customer Support

5.0

Scheduling

5.0

[See all features](https://www.softwareadvice.com/crm/thryv-profile/#key-features)

[Salesforce Field Service](https://www.softwareadvice.com/field-service/field-service-lightning-profile/)

4.27

[(33)](https://www.softwareadvice.com/field-service/field-service-lightning-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Salesforce Field Service is a solution that helps dispatchers and mobile employees schedule appointments, manage inventory, and optimize resource utilization. It allows staff members to create work orders and integrate them with accounts, contacts, assets and other data across the Service Cloud. Salesforce Field Service comes with geolocation and navigation capabilities, which enables on-field employees to find optimum routes and maintain records for all service history locations. The Einstein AI module lets supervisors use image recognition technology to identify assets and equipment parts and prescribe a course of action to technicians remotely. Additionally, managers can utilize the analytics functionality to gain visibility into operational performance, employee KPIs and customer complaints. Salesforce Field Service comes with iOS and Android mobile applications, allowing users to manage activities remotely. Support is extended via phone, live chat, documentation, email and other online measures.... [Read more](https://www.softwareadvice.com/field-service/field-service-lightning-profile/)

### Best rated features:

Job Management

5.0

Third-Party Integrations

5.0

Customer Database

5.0

Contact Management

5.0

### Worst rated features:

Accounting Integration

3.0

[See all features](https://www.softwareadvice.com/field-service/field-service-lightning-profile/#key-features)

### Contractor

$50.00/month

Or for $20/login billed annually

### Contractor Plus

$75.00/month

Or for 30$/login billed annually

### Dispatcher

$165.00/month

Billed annually

[See full pricing details](https://www.softwareadvice.com/field-service/field-service-lightning-profile/#pricing-and-plans)

[Alchemer](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/)

4.51

[(319)](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Alchemer is an online survey software designed to help organizations gather and analyze customer feedback. It is used across various industries such as government, education, non-profit, financial services, food and beverage, retail, software, and hospitality. The platform supports efforts in areas such as customer experience, market research, and employee engagement. The software includes tools for creating surveys and collecting feedback through channels such as websites, apps, and third-party platforms. It incorporates AI technology to analyze text-based feedback and provides dashboards tailored to specific roles within an organization. Workflow automation features are included to streamline responses to customer needs. Alchemer supports business functions such as customer experience management, digital experience optimization, market research, product management, and employee experience programs. It is designed to help organizations create surveys, reach diverse audiences, and analyze feedback efficiently.... [Read more](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/)

### What users love

-   Flexible and customizable survey creation
-   Responsive and knowledgeable support team
-   Intuitive and user-friendly interface

### To take in mind

-   Expensive plans and price increases

### Best rated features:

Question Library

5.0

SMS Messaging

5.0

Real-Time Reporting

5.0

Performance Management

5.0

### Worst rated features:

Email Management

1.0

Offline Response Collection

1.0

[See all features](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/#key-features)

### Collaborator

$55.00/month

### Professional

$165.00/month

Max 3 users.

### Full Access

$275.00/month

Max 3 users.

[See full pricing details](https://www.softwareadvice.com/customer-experience/surveygizmo-profile/#pricing-and-plans)

[Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/)

4.46

[(824)](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service teams, including contact centers, field service operations, HR departments, and IT service teams. The platform focuses on enhancing customer interactions. Key features include omni-channel support, centralized case management, and AI capabilities that automate routine tasks, allowing service representatives to address more complex issues. It integrates digital channels, connects phone systems with CRM data, and offers self-service portals for around-the-clock customer support. The platform also includes a centralized knowledge management system, providing access to a digital library for both agents and customers. Service Cloud provides analytics and data insights to help service leaders make informed decisions. Field service tools support workforce productivity by streamlining operations. The platform's unified structure ensures customer information is connected, enabling consistent support experiences.... [Read more](https://www.softwareadvice.com/crm/service-cloud-profile/)

### What users love

-   Centralized and efficient support
-   Flexible integration capabilities
-   Comprehensive sales tracking tools

### To take in mind

-   Outdated and complex interface
-   Steep learning curve for users
-   Expensive for small businesses

### Best rated features:

Job Management

5.0

File Sharing

5.0

Catalog Management

5.0

Issue Tracking

5.0

### Worst rated features:

Inspection Management

2.0

AI Copilot

2.0

[See all features](https://www.softwareadvice.com/crm/service-cloud-profile/#key-features)

### Free Suite

Custom

Pricing available upon request

Upto 2 users

### Starter Suite

$25.00/month

### Pro Suite

$100.00/month

[See full pricing details](https://www.softwareadvice.com/crm/service-cloud-profile/#pricing-and-plans)

[Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/)

4.37

[(5828)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/)

Best for:On the rise

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on Sales, Field Service, Customer Service complete with strong integrations with Microsoft’s other Office 365 offerings like Teams, Outlook, Excel & Word. The Microsoft Dynamics 365 ecosystem has offerings ranging from lead and opportunity management, marketing, field service, IOT, customer service, mixed reality and project service automation all allowing for a more frictionless engagement with your customers. Microsoft Dynamics CRM is available for software-as-a-service (SaaS) deployment as well as on-premises complete with a nice user interface for mobile and desktop as well as a technology stack that ensure database security. Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/)

### What users love

-   User-friendly and intuitive interface
-   Seamless Microsoft ecosystem integration
-   Comprehensive workforce management tools

### To take in mind

-   Expensive licensing and add-ons
-   Complex and limited customization options
-   Steep learning curve for users

### Best rated features:

Financial Analysis

5.0

Trend Analysis

5.0

For Call Centers

5.0

Commission Management

5.0

### Worst rated features:

Lead Scoring

3.5

Sales Trend Analysis

3.8

Prospecting Tools

3.9

API

3.9

[See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features)

### Professional

$50.00/month

### Enterprise

$105.00/month

### Premium

$195.00/month

[See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans)

[NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

4.23

[(2045)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/)

Best for:Popular

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/)

### What users love

-   Flexible system tailoring options
-   Comprehensive and scalable functionality
-   Centralized financial process management

### To take in mind

-   Steep learning curve and complexity
-   Complex and rigid reporting tools
-   Slow and inconsistent support experience

### Best rated features:

Aging Tracking

5.0

Knowledge Base Management

5.0

"What If" Scenarios

5.0

Vendor Master Data Management

5.0

[See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features)

[Five9](https://www.softwareadvice.com/call-center/five9-profile/)

4.22

[(483)](https://www.softwareadvice.com/call-center/five9-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. Powered by Practical AI, Five9 enables agents to provide customer experiences across phone, email, chat, mobile, social and more. The AI-driven Five9 Engagement Workflow uses NLP and intelligent routing to get customers to the right agent while Five9 Genius derives customer intent data to provide agents with next step guidance before they pick up the phone. Four adjustable dialing modes skip no-answers and busy signals to triple agent talk time. Five9’s IVR with speech recognition can be used for common customer inquiries to free up agents for high-value interactions. Monitor, analyze and report on the contact center’s performance with real-time metrics and dashboards, and automatically sync all interactions with CRM. The contact center can be up and running in a matter of days and can be scaled up or down based on business needs.... [Read more](https://www.softwareadvice.com/call-center/five9-profile/)

### What users love

-   User-friendly and accessible interface
-   Responsive and helpful support team
-   Comprehensive call center solution

### To take in mind

-   Complexities in managing calls
-   Frequent call drops and instability

### Best rated features:

Online Voice Transmission

5.0

Dashboard

5.0

CRM

5.0

Scheduled Recording

5.0

### Worst rated features:

Quality Management

1.0

Progressive Dialer

1.0

Integrations Management

1.0

[See all features](https://www.softwareadvice.com/call-center/five9-profile/#key-features)

### Digital

$119.00/month

### Core

$159.00/month

### Premium

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/call-center/five9-profile/#pricing-and-plans)

[Salesforce Marketing Cloud](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/)

4.20

[(530)](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/reviews/)

Best for:Enterprise businesses

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Salesforce Marketing Cloud is a marketing platform designed to help businesses personalize customer engagement across the entire lifecycle. The platform connects departments through data and insights, empowering marketing teams to build lasting customer relationships. Regardless of a company's size, industry, or existing technology, Salesforce Marketing Cloud can drive growth by unlocking data, enabling faster campaign creation and optimization, and facilitating omnichannel engagement. The platform's key features include unified customer profiles and analytics, AI-powered campaign creation and optimization, and a customer data platform that provides faster access to centralized customer data. Agentforce, the platform's AI assistant, helps marketers create impactful campaigns by surfacing insights, defining strategy, and generating content. Additionally, its marketing intelligence module offers a single view of marketing performance to optimize cross-channel campaigns. Salesforce Marketing Cloud is a marketing platform that enables businesses of every size and industry to personalize customer touchpoints, deploy smarter campaigns, and activate data across the customer lifecycle. The platform's connected suite of tools empowers marketing teams to work together efficiently and drive meaningful customer relationships.... [Read more](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/)

### What users love

-   Personalized engagement and analytics
-   Robust email campaign management
-   Flexible and dynamic template options

### To take in mind

-   Slow and unhelpful support experience
-   Expensive and complex pricing structure
-   Technical glitches and deliverability problems

### Best rated features:

Search/Filter

5.0

Text Editing

5.0

Multi-Channel Marketing

5.0

Shared Inboxes

5.0

### Worst rated features:

Marketing Calendar

1.0

Sales Analytics

2.0

Website Visitor Tracking

2.0

[See all features](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/#key-features)

[Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

4.71

[(734)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheet-like simplicity to CRM and allows anyone to get started immediately. With options to create multiple pipelines to manage different business processes, Bigin allows small businesses to streamline customer-centric operations more easily and manage their day-to-day activities better. Bigin also comes with built-in telephony and email, workflow automation, no-code forms, product tracker, customizable dashboards, and real-time notifications. Bigin integrates with third-party tools such as G Suite, Microsoft 365 (Formerly Office 365), Zapier, Zoho Desk, Zoho Campaigns, Zoho Meeting, Zoho Flow and Zoho CardScanner. Bigin's mobile apps for iOS & android offer seamless access to customer information anytime, anywhere so that businesses can close deals even on the go.... [Read more](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/)

### What users love

-   Straightforward setup and operation
-   Intuitive and clean interface design
-   Affordable pricing with strong value

### To take in mind

-   Limited third-party integration options

### Best rated features:

Drag & Drop

5.0

Onboarding

5.0

Commenting/Notes

5.0

Task Progress Tracking

5.0

### Worst rated features:

Activity Tracking

3.0

Email Templates

3.0

[See all features](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#key-features)

### Express

$7.00/year

$7 per user per month when billed annually.

### Premier

$12.00/year

$12 per user per month when billed annually.

### Bigin 360

$18.00/year

$18 per user per month when billed annually.

[See full pricing details](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/#pricing-and-plans)

[Brevo](https://www.softwareadvice.com/scheduling/brevo-profile/)

4.62

[(3481)](https://www.softwareadvice.com/scheduling/brevo-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Not available

Free version: Available

Software Advice Summary

Brevo is a cloud-based email marketing tool suited for organizations of all sizes. It offers marketing automation, email campaigns, transactional emails and SMS messages functionalities within a suite. Brevo allows users to create mobile-responsive emails using design tools. Users can also schedule and automate marketing campaigns and pre-test messages’ deliverability before sending campaigns. Transactional emails may be sent via Brevo's SMTP service or API. The contact management functionality allows for importing contacts, categorizing lists, collection forms, behavioral forms and more. Brevo also features reporting, which allows users to create reports on basic statistics, such as open rate, click-throughs and more. Other reporting features include per ISP, exporting results into Excel or PDF and heat maps. Brevo can be integrated with organizations’ websites and management tools. Brevo plugin is also available to be installed with other content management and e-commerce systems such as WordPress, PrestaShop, Drupal, WooCommerce or Magento.... [Read more](https://www.softwareadvice.com/scheduling/brevo-profile/)

### What users love

-   Flexible and reliable email delivery
-   User-friendly setup and navigation
-   Responsive and helpful assistance

### To take in mind

-   Limited customization and design flexibility
-   Cumbersome contact organization tools
-   Strict policies and confusing billing

### Best rated features:

Collaboration Tools

5.0

Multi-Channel Communication

5.0

Meeting Management

5.0

Real-Time Data

5.0

### Worst rated features:

Unsubscribe Database

2.0

Availability Management

3.8

Customizable Reports

3.8

[See all features](https://www.softwareadvice.com/scheduling/brevo-profile/#key-features)

[Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/)

4.71

[(703)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/)

Best for:Contact Database

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/)

### Best rated features:

Contact Database

4.7

CRM

4.7

Search/Filter

4.7

Shared Contacts

4.6

### Worst rated features:

For iPad Devices

4.0

[See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/category/3825-manufacturing-crm/?page=2)[3](https://www.softwareadvice.com/category/3825-manufacturing-crm/?page=3)[4](https://www.softwareadvice.com/category/3825-manufacturing-crm/?page=4)[5](https://www.softwareadvice.com/category/3825-manufacturing-crm/?page=5)

...

[12](https://www.softwareadvice.com/category/3825-manufacturing-crm/?page=12)

## Popular Comparisons

[

HubSpot CRM vs Salesforce Sales Cloud

](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[

Brevo vs Mailchimp

](https://www.softwareadvice.com/scheduling/brevo-profile/vs/mailchimp/)[

Bigin by Zoho CRM vs Zoho CRM

](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/zoho-crm/)[

NetSuite vs Dynamics 365

](https://www.softwareadvice.com/compare/25483-netsuite-financials-accounting-software/vs/106335-Dynamics-365/)[

LiveAgent vs Zendesk Suite

](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[

eWay-CRM vs Pipedrive

](https://www.softwareadvice.com/crm/eway-profile/vs/pipedrive/)[

EngageBay CRM vs ActiveCampaign

](https://www.softwareadvice.com/crm/activecampaign-profile/vs/engagebay/)[

Odoo vs Bitrix24

](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/odoo/)

## Send me a copy of this list to my inbox

### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you.

Manufacturing 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](https://www.softwareadvice.com/crm/) 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:

[What is a manufacturing CRM?](#WhatisamanufacturingCRM)

[Common features of CRM software](#CommonfeaturesofCRMsoftware)

[Features specific to manufacturing CRM](#FeaturesspecifictomanufacturingCRM)

[What type of buyer are you?](#Whattypeofbuyerareyou)

[Key considerations](#Keyconsiderations)

## 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.

[Contact management](https://www.softwareadvice.com/crm/contact-management-comparison/)

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.

[Lead and sales pipeline management](https://www.softwareadvice.com/marketing/lead-management-comparison/)

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](https://www.softwareadvice.com/workflow/)

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.

[Document management](https://www.softwareadvice.com/category/722-document-management/)

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.

[Sales forecasting](https://www.softwareadvice.com/accounting/budgeting-forecasting-software-comparison/)

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](https://www.softwareadvice.com/help-desk/) modules, and integration with existing solutions such as [project management software](https://www.softwareadvice.com/project-management/) and [manufacturing execution systems](https://www.softwareadvice.com/manufacturing/execution-systems-comparison/).
    

## 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](https://www.softwareadvice.com/field-service/), and [mobile CRM](https://www.softwareadvice.com/crm/mobile-crm-comparison/). 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](https://www.softwareadvice.com/email-marketing/), 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._