Finding software can be overwhelming. Manufacturing CRM helps manufacturing businesses automate different sales processes, such as lead management, task management and sales reporting.

Showing 1-20 of 397 products

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. The... Read more

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Recent recommendations: 139 recommendations

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NetSuite CRM

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more

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Recent recommendations: 94 recommendations

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HubSpot Sales Hub

HubSpot Sales is a cloud-based sales automation software designed to build, automate and accelerate the sales process. The solution allows sales personnel to connect with promising leads and convert them into successful deals. HubSpot... Read more

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Recent recommendations: 92 recommendations

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FreeAgent CRM

FreeAgent CRM delivers a next-gen work experience on a customizable cloud-based platform help teams unlock productivity and grow sales effortlessly.  Stay in the zone, with AI-guided selling. See only what you need when you need... Read more

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Recent recommendations: 62 recommendations

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Salesforce Sales Cloud

The Salesforce Sales Cloud is an on-demand CRM platform offering applications for small, midsize, and enterprise organizations, with a focus on sales and customer relationships. This Salesforce platform has CRM capabilities that include... Read more

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Recent recommendations: 48 recommendations

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Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline... Read more

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Recent recommendations: 41 recommendations

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SalesNOW

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,... Read more

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Recent recommendations: 33 recommendations

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Zoho

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... Read more

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Recent recommendations: 32 recommendations

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Claritysoft

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... Read more

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Recent recommendations: 26 recommendations

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LeadMaster

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,... Read more

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Recent recommendations: 20 recommendations

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BenchmarkONE

BenchmarkONE (formerly Hatchbuck) is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. BenchmarkONE... Read more

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Recent recommendations: 17 recommendations

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Maximizer CRM

Maximizer CRM is an integrated customer relationship management (CRM) solution suitable for organizations of all sizes across various industries. This solution can be deployed on both on-premise and in the cloud. Maximizer CRM features... Read more

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Recent recommendations: 15 recommendations

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OpPlan

OpPlan is a SaaS solution that enables businesses of all sizes to streamline processes related to sales, benchmarking, forecasting, team collaboration, customer relationship management and more. Salespersons can utilize the platform... Read more

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Recent recommendations: 13 recommendations

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Nutshell

Nutshell is a sneaky powerful cloud-based CRM and sales automation tool for small businesses. The Nutshell platform offers sales process and collaboration tools, email sync with Gmail and Outlook, fully customizable reporting, and... Read more

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Recent recommendations: 12 recommendations

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Sales Creatio

Creatio (formerly bpm’online) is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead... Read more

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Recent recommendations: 11 recommendations

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SugarCRM

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management and customer relationship management needs. SugarCRM offers features such as customizable home pages, a new-user "wizard"... Read more

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Recent recommendations: 9 recommendations

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CallProof

CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integration,... Read more

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Recent recommendations: 8 recommendations

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Pipeliner CRM

Pipeliner CRM delivers dynamic visualization of the pipeline, sales process and sales activities. Its visual contact management allows users to gain a comprehensive view of their customers and prospects and even map out how they are... Read more

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Recent recommendations: 7 recommendations

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Spiro

Spiro is a proactive relationship management platform. Natively built on artificial intelligence, Spiro provides a single solution encompassing traditional CRM, sales enablement and telephony (phone and texting). It is ideal for sales... Read more

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Recent recommendations: 5 recommendations

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Zendesk

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... Read more

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Recent recommendations: 4 recommendations

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Buyers guide


Last Updated: July 1, 2020

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 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?
Common features of CRM software
Features specific to manufacturing CRM
What type of buyer are you?
Key considerations

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.

Leads details in Zoho CRM

Viewing details of leads in Zoho CRM

Common features of CRM software

Most CRMs, including those designed for manufacturers, offer the following features.

Contact management

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

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.

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 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.