10 Best Manufacturing CRM for 2024 (Pros, Cons & Pricing)
Customer relationship management can be quite complex for manufacturing companies to excel at for several reasons. The mix of B2C and B2B operations, long sales cycles, high-value orders, and the importance of relationships with distributors can be hard to navigate without a proper manufacturing CRM solution.
Fortunately, modern manufacturing CRMs can assist companies easily address those challenges when selected and implemented according to the unique requirements of your business.
This article highlights essential features and advantages of CRM for manufacturing companies and provides a selection of 10 CRM solutions for consideration
Why Manufacturing Needs CRM?
CRM stands for customer relationship management and refers to software that helps organise and process customer data, documents such as quotas or contracts, and business processes.
CRM software is typically utilised by customer-facing teams, such as sales, marketing, and customer service. However, in addition to customer-facing activities, manufacturing CRMs often extend their usage to automate other business processes, such as supply chain management and procurement management.
Defining “a customer” in manufacturing can be complex. Most manufacturers sell their products through various channels, involving distributors and retailers. That means that along with the final customer, manufacturers need to understand their retailer partners and build strong relationships with both. Such a mix of B2C and B2B business models requires strong data consolidation, as well as flexible automation workflows to account for multiple types of sales and other activities
Therefore, the main advantage of a manufacturing CRM is to serve as a single source of data that brings together sales, marketing, customer service, distribution, partner management, and other functions. CRM empowers manufacturers to efficiently manage their business without getting lost in duplicate processes and data streams, thus enhancing the efficiency of all customer-facing activities and increasing employees productivity.
In such a way, CRM allows manufacturers to build more streamlined customer experience while improving operations.
10 Best Manufacturing CRM Software Solutions
Based on research and customer reviews, we picked out 10 CRM solutions that fit the manufacturing industry and offer the features listed above.
Some of these platforms are specifically aimed at manufacturers, while other vendors target a wider market but offer manufacturing customisations to accompany their main CRM product
Creatio
Creatio provides a no-code platform based on composable no-code architecture that enables you to automate workflows and CRM with the ultimate freedom. Its unique advantage is the combination of powerful CRM and business process management (BPM) capabilities, and the ability to build custom apps and features without the need for coding skills. Any knowledge worker can build their own automation solution with drag-and-drop features.
CRM Creatio includes three products for sales, marketing and service. The Sales product offers pipeline management features, providing complete control over your sales. You get a 360-degree view of each customer with access to their full information, engagement status, and history of interactions. AI-powered sales forecasting ensures the precision of your predictions.
The Marketing product allows you to build all-round customer knowledge, create target segments in a matter of seconds, manage complex marketing campaigns across multiple channels, boost lead generation, and increase conversion rates.
The Service product gives you a holistic customer view, unifies all communication means in a single environment, accelerates and unifies the processing of complex issues and cases, and allows you to build enterprise-grade automated service workflows.
In addition, Creatio offers a set of manufacturing-specific features that include (but not limited to) order processing, product lifecycle management, procurement lifecycle management, supply chain planning and tracking, and more. Creatio Marketplace offers a plethora of ready-made applications that you can leverage to optimise processes related to production, distribution and logistics, inventory management, and others. Moreover, you can create custom automated processes and apps with no-code tools, eliminating the need for IT developers. Creatio incorporates AI and machine learning tools across all its products, utilising them for scoring, prioritisation, data analysis, and recommendations.
Creatio is a perfect choice for manufacturers looking for a powerful CRM that will adapt to their business needs.
Pros:
- A unified no-code platform to automate CRM and manufacturing workflows
- Limitless customisation powered by no-code, user-friendly UI
- A suite of turn-key manufacturing-specific capabilities
- Powerful analytics and reporting
- Transparent pricing
Cons:
- Deployment may take time
- Requires practical employee training
Pricing
Creatio offers a composable pricing model which means you can choose which functionality to purchase. The base no-code Creatio platform costs $25 per user/per month. Free trial is available.
FreeAgent
FreeAgent CRM is a cloud-based CRM solution tailored to small businesses. FreeAgent's manufacturing CRM provides pipeline management, lead tracking, and reporting capabilities. The pre-built integrations cover essential connectors such as Quickbooks and Outlook with the ability to build additional connectors with Zapier's no-code tools.
Its user-friendly interface makes it an ideal choice for manufacturing companies seeking a straightforward CRM solution.
Pros:
- Flexible and customisable
- Quick and responsive customer support
- Easy to use
Cons:
- Reporting capabilities are not as advanced as other CRMs
- No mobile app for remote work
Pricing
The “Starter” plan goes for $18 per user/month; “Team” for $28 per user/month, and “Pro” for $60 per user/month.
HubSpot CRM
HubSpot is renowned as a marketing automation platform with an impressive suite of tools for inbound lead-generation. It also offers an all-encompassing CRM solution. It helps you manage relationships with distributors and retailers, segment your leads, and create personalised marketing content powered by AI.
While HubSpot's integrations library is modest compared to other tools, it offers the core manufacturing integrations you might need. Its automated features streamline lead generation, saving valuable time, and enhancing overall sales and marketing endeavours for businesses.
HubSpot CRM is well-suited for manufacturers in search of an easy-to-use CRM with strong marketing tools.
Pros:
- Powerful marketing automation tools and analytics
- Easy to set up
- User-friendly UI
Cons:
- Limited customisation options
- Targets Enterprise-level businesses in its pricing
- Inability to purchase CRM modules unbundled
- Limited number of integrations
Pricing
Free version available. The paid version of Hubspot CRM starts at $1575 per month (includes 5 paid users).
Zendesk Sell
Zendesk is primarily known for its customer service platform, but it also provides Zendesk Sell, a robust CRM system for any industry. This solution aims to boost productivity of customer-facing teams and improve lead conversion through competent sales engagement tools.
Considering its roots, the highlight of Zendesk Sell platform is the customer service product, which contains task management features, contact centre, and multi-channel communication options.
Other features include sales engagement tools, customisable customer data lists and templates for leads and deals, easy-to-navigate reports, and a library of 100+ integrations.
Consider adopting Zendesk Sell if you're looking for a simple and affordable solution with a sufficient marketplace for integrations.
Pros:
- Quick onboarding
- Affordable pricing models
- Proven customer service tools
Cons:
- Limited customisation capabilities
- Few marketing tools
Pricing
The pricing starts at $25 per user/ month.
NetSuite
NetSuite’s primary manufacturing offering combines an ERP (Enterprise Resource Planning) platform with a powerful cloud-based CRM.
It provides many tools covering essential manufacturing use cases such as order management, supply chain management, shop floor control, and procurement. CRM features include sales force automation, marketing automation, and customer service and support management.
NetSuite will best suit enterprise-level manufacturers with global operations looking for a unified platform for analytics and business automation.
Pros:
- A comprehensive suite of ERP and CRM features build for manufacturers
- Powerful analytics
- Lots of integrations
Cons:
- Requires time to set up
- Steep learning curve for adoption
- Third-party integration can be challenging without a specialised support team
Pricing
Pricing for this CRM for the manufacturing industry is calculated on a custom basis.
Monday.com
Monday CRM is a versatile and intuitive CRM platform designed to streamline workflows and enhance collaboration within teams. With customizable features and integrations, Monday CRM facilitates efficient project management, task tracking, and communication, empowering businesses to achieve their goals effectively.
It offers manufacturing templates to help users manage production processes and organise data. However, more elaborate manufacturing capabilities, such as supply management, are missing.
Monday.com is a great solution for companies looking for an affordable and user-friendly platform for sales engagement and productivity.
Pros:
- Easy to use
- Offers manufacturing templates
- Great for collaboration
Cons:
- Weak reporting
- Underperforming marketing automation tools
- A limited number of integrations
Pricing
The pricing for Monday CRM starts at $14 per user/month.
SpotlerCRM
Spotler CRM is a comprehensive CRM system designed to optimise marketing, sales, and customer support efforts.
It offers robust features for lead management, email marketing automation, and campaign tracking. With intuitive tools and analytics, Spotler CRM empowers businesses to generate, nurture, and convert leads effectively while enhancing overall customer engagement and retention strategies.
Consider SpotlerCRM if you're looking for an easy-to-use straightforward solution to track your sales, marketing, and service activities.
Pros:
- Offers Zapier-powered integrations
- User-friendly UI
- High-performance marketing tools
Cons:
- Limited customisation options
- Weak reporting tools
Pricing
Free trial available. The pricing starts at $35.
Keap CRM
Keap CRM is an excellent choice for manufacturers seeking a comprehensive CRM solution with automation features.
This software offers customisable pipelines and stages to streamline sales processes, while its e-commerce integration can drive revenue growth. However, manufacturing businesses should note the limited customisation options for reports and the absence of a built-in telephony feature.
Pros:
- E-commerce integration
- Potent marketing capabilities
- Advanced reporting and analytics
Cons:
- Limited customisation options
- No built-in telephony feature
- Subpar mobile app
Pricing
The pricing starts at $199 /month and includes 1500 contacts and two users.
Infor
Infor CRM is a comprehensive cloud-based application designed to streamline various aspects of CRM. It offers functionalities tailored for sales, customer service, marketing analytics, and reporting, all within a unified platform.
Infor CRM stands out for its seamless integration with its own manufacturing ERP solution tailored specifically for global manufacturers. It empowers companies with enhanced visibility and automation, enabling them to respond promptly to customer demands, supplier requirements, and regulatory standards without the need for extensive software customisations. The ERP platform provides supply management, manufacturing execution system, and product lifecycle management tools.
This CRM is a great choice for global enterprise-level manufacturers looking for an end-to-end CRM and ERP solution.
Pros:
- Seamless integration with Infor ERP
- Scalable and customisable CRM
Cons:
- Poorly designed interface
- Lack of CRM integrations outside of Infor's ecosystem
- Requires a lot of training
Pricing
Pricing is available on request.
NetHunt
NetHunt CRM is a cloud-based platform specifically tailored to streamline sales and customer service operations.
It offers robust features for managing customer interactions, tracking sales pipelines, and organising data. Its main advantage is pre-built integration with GSuite, which allows you to effortlessly connect the CRM with Google products, including emails and calendars.
NetHunt CRM facilitates streamlined communication, personalised outreach, and efficient workflow automation, making it a versatile solution for businesses of all sizes looking to enhance their sales and customer management processes.
Pros:
- Built-in integration with Google products
- Intuitive interface
- Quick set up
Cons:
- Limited integration options
- Learning curve that comes with adoption
- No built-in telephony features
Pricing
Free trial available. The pricing starts at $30 per user/month.
Top Benefits of Manufacturing CRM
Let's dive deeper into the advantages of a manufacturing CRM and explore how exactly it enhances customer relationships and production planning.
Increased sales
A CRM system consolidates all your sales activities. This enables your sales team to efficiently manage omnichannel communications with prospects within a unified system and avoid drowning in multiple screens.
Also, centralised data management ensures that sales reps can have a complete view of the customer, enabling them to nurture stronger relationships and trust. They can respond quicker and adapt their strategy to the lead's needs. In addition to that, marketing automation features provided by a CRM allow you to set up automated yet still personalised campaigns that bring more leads to your pipeline.
These features significantly enhance the likelihood of successfully closing deals with new clients as well as find more cross-sell and upsell opportunities with existing customers.
Ultimately, an organised sales team and a well-managed sales pipeline result in improved performance and increased deal closures.
Improved customer engagement
One source of truth for customer information allows you to build personalised communication, building stronger relationships. A CRM can ensure that you don't lose sight of the existing customers and leverage previous relationships to generate new sales through automated retention campaigns.
CRM facilitates prompt responses to customer inquiries from your customer service teams by showcasing all the necessary information and contacts in one place and automatically sorting and prioritising customer requests.
Strong customer support and personalised, well-nurtured relationships encourage higher levels of customer satisfaction and increased loyalty.
Improved productivity and collaboration
CRM systems connect various front-office departments and facilitate the exchange of customer information between them. For instance, customer service agents can see what communication channels a customer preferred during the sales process and use them when solving a service request.
Centralising data from diverse departments and facilitating its exchange streamlines collaboration among different teams, enhancing overall productivity.
In addition to that, CRM software offers task management features, allowing managers to organise the work of their teams and track employees’ performance.
CRM automation also drastically cuts down time spent on routine operations, such as follow-ups and approvals. This allows teams to dedicate more time to high-impact activities.
More precise demand forecasting and production planning
A CRM empowers your sales team to forecast revenue growth based on their existing pipeline of potential deals and historical sales data. Sales forecasts enable planning, scheduling, and allocating resources earlier rather than waiting for customer orders to be placed.
CRM gathers all the customer information and audience analysis insights in one place and processes this data to make precise predictions about customer demand. This helps you plan production accordingly, avoiding overproducing or delivery delays.
Supply chain visibility
CRM facilitates supply chain management by giving you an overview of real-time data from operations, inventory management, order processing, warehousing, and distribution chains.
With increased visibility into these processes, businesses can effectively manage production schedules, optimise inventory levels, and gain advantages in purchasing and procuring materials.
Informed decision-making
A CRM system empowers managers with actionable insights and data-driven intelligence, enabling strategic decision-making and process optimization. The ability to see critical business metrics in one dashboard allows executives to quickly identify opportunities for growth and zones of risk and act on these discoveries.
Essential Manufacturing CRM Features to Consider
There's a standard set of features provided by CRM vendors that support sales, marketing, and service teams. This list aims to highlight common as well as manufacturing-specific functionalities necessary for manufacturers to get the best utility out of a CRM platform.
Lead and pipeline management
A CRM needs to give your sales team complete control over the pipeline and automate the process of tracking, scoring, and assigning leads to sales representatives. This allows you to greatly increase your conversion rate and identify weak spots in your sales strategy.
Sales forecasting
This feature allows CRM users to create sales forecasts based on their current pipeline and historical sales data. The best CRMs will give you the ability to tweak forecasting models and algorithms and select which parameters to consider and which data sets to rely on.
Campaign management
A good CRM system needs to offer campaign management tools that enable you to build, automate, and analyse personalised marketing campaigns.
Customer service management
Features such as a holistic 360-degree view of the customer, contact centre, and task management are typically included in Service CRM applications to assist customer support teams. Make sure the CRM of your choice offers omnichannel customer communication, including phone calls, emails, and social media chats.
Order processing
As a manufacturer, you can greatly benefit from automating order placement and validation through a CRM, saving you time on the manual processing of these requests. Some companies may choose a separate tool to manage orders but incorporating it in your CRM is more convenient and allows you to quickly connect customer service reps if there are issues with an order.
Supply chain management
This feature allows you to track all production input, automate shipment scheduling, and minimise production downtime via automated delivery processes. You can set up product data synchronisation between multiple divisions and receive supply and shipment updates in real-time. This feature is specifically made for manufacturers; thus, it might not be available in a general CRM. Make sure to ask the vendor if they provide supply management tools.
Customisation
An effective CRM system should provide customisation options enabling manufacturers to construct workflows tailored to their specific needs and preferences. This flexibility empowers you to scale the platform as your team and business expand, ensuring that you won't need to transfer all your data and configurations to a different system when your company grows.
Integration
The ability to connect to other platforms is one of the most crucial features of manufacturing CRM. You need to prioritise a solution that seamlessly integrates with your existing manufacturing software stack, for *instance , with accounting and logistics software, email services, etc.
Analytics and reporting
Many CRM benefits come from its powerful data analysis. A comprehensive CRM system should offer customisable dashboards and robust reporting features that accommodate multiple sources of data inputs.
Partner relationship management (PRM)
PRM features help you streamline communication with your partners, i.e. retailers and distributors, and enable you to collaborate on marketing campaigns, track your partner's sales, manage returning orders, etc.
These capabilities provide insights into key performance indicators, aiding in predicting future sales and making better-informed business decisions.
Boost Your Manufacturing Business With CRM
Selecting the appropriate CRM for manufacturing significantly enhances business operations and boosts performance. Optimal CRM systems support partner management, automate marketing processes, and facilitate lead generation. They also promote alignment between customer-facing teams and internal departments within a manufacturing company.
Creatio is the best choice for companies looking for a powerful CRM that offers functionality tailored specifically to manufacturing processes. Sign up for a free trial to see how easy it is to streamline your operations with Creatio.