Client relationship management (CRM) software for the manufacturing industry has revolutionised customer connections, with businesses like Pipedrive and Salesforce providing solutions that significantly increase the productivity of sales teams (and customers substantially happier).

However, manufacturers have a very different (and broader) set of needs than the sales teams for whom the solutions above were designed. Because of this, CRM software tailored particularly for the industrial sector is required. Using CRM software for manufacturing industry may enhance your cash flow, significantly boosting your long-term growth.

What is CRM?

A CRM or customer relationship management system is a mechanism for a business to organise and track customer interactions. Putting all interactions across all channels together in one conveniently controllable interface helps keep an eye on sales, customer happiness, retention, and service.

A CRM might be as simple as an Excel spreadsheet, a notepad, or the individual minds of your sales team members. However, a specific CRM module inside a manufacturing software is ideal for a manufacturing organisation.

Conventional CRM Vs. Manufacturing CRM

Although a manufacturing CRM has many features with a standard company CRM, certain essential features are exclusive to manufacturing. This implies that a traditional CRM in a manufacturing company may be less effective than a CRM software for manufacturing industry designed specifically for the manufacturing base.

You virtually always know how much your product costs and when it can be delivered to the customer, whether you provide services or resell completed items.

However, if you will be the one producing the goods for the client, you should be aware of the following:

  • What will the price be?
  • When will it arrive?

You won’t be able to provide your client with prompt and correct replies if you have to go to your suppliers at this point to enquire about costs and delivery schedules for the raw materials. The time it takes to get the responses might range from a few days to a whole week, depending on how complicated your items are.

As a result, you will be compelled to submit an estimate based on rough numbers gleaned from prior experience to avoid losing your customers to competing manufacturers. But this approach could be relatively imprecise, which might result in losses.

The manufacturing CRM enters the picture here. You see, such queries may be promptly answered by CRM software for manufacturing industry created for manufacturers. It’s because a manufacturing CRM is closely interwoven with production planning, another crucial functional feature.

Using a traditional CRM, you can easily manage client information and generate an invoice. The manufacturing CRM will have access to considerably more data as part of a Xero ERP integration system, which might help it choose the best lead times and costs for its products.

How A Manufacturing CRM Can Benefit Your Company

The CRM software for manufacturing industry capability of a manufacturing software provides you with an advantage in too many areas to ignore, apart from giving you precise lead times and bids.

Overview Of All Customer Data

You may handle all client information and the following contact dates with CRM software. Because of this, your sales staff won’t ever forget a contact and will always be prepared to handle a customer’s demands.

Organising And Monitoring Orders

You can offer consumers an exact lead time and pricing whenever an order is received. Following that, you may track the order’s progress through manufacturing until delivery and check whether an invoice has been paid and received. It frees up your sales team’s time to concentrate on the crucial duties by eliminating a lot of the tedious research and asking.

Improved Client Service

A CRM may help your sales force provide excellent client care and never lose track of a client’s information or next contact. Using a ticketing system for case management, you can easily ensure that no complaints are ignored while providing the customer with an opportunity to discuss issues with a product. You may use it to help with consumer returns as well.

Quality Improvements For The Products

You may identify production process errors that lead to recurrent failures using the data collected from customers through the system (together with the capacity to evaluate the data). Once the issue has been resolved, you can be sure that the flaws won’t recur.

Smoother Information Exchange

Items may be booked from stock each time a deal closes. It is possible to automatically produce MOs and POs for items not located in the inventory. This indicates that all departments are involved, including sales, manufacturing, and procurement, which greatly enhances departmental communication.

Improved Analytical Capabilities

You may use the system to monitor the performance of your sales force and estimate cash flow, purchasing requirements, and demand once automated data entry and collection are in place. With this knowledge, you may enhance your sales procedures, adapt quickly to shifting business conditions, and outperform your competitors.

These are some critical areas in which your company may develop, thanks to CRM software for manufacturing industry created specifically for the manufacturing sector.


When client satisfaction is the goal of any company, you must find innovative ways to surpass your rivals in customer acquisition costs. Implementing CRM software for manufacturing industry is one of the best strategies. Although some sophisticated standalone CRM systems are ideal for certain businesses, a manufacturing company would benefit most from ERP/MRP software with an integrated CRM module.