What to look for in a CRM for manufacturing

The most effective CRM softwares are built to help manufacturers focus on the manufacturing process from A-Z. These CRMs come with features that can help you understand your customers better, develop effective processes for distribution, forecast demands, and a lot more. These features may include:

  • Automations Streamline any repetitive processes and save valuable time
  • Integrations keep your favorite tools in one place for maximum efficiency
  • Docs and Files Create, attach, and store important information on your main workspace
  • Dashboards simplify client-based decision-making using real-time insights
  • Create efficient processes with monday.com's robust CRM for manufacturing

    Our fully customizable, user-friendly platform lets you handle your manufacturing operations from one place. Start creating your CRM system from ready-made templates or easily tailor any campaign, workflow, and buying process to drive real business impact—all on monday.com. Here's what you'll get on our platform:
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    Total flexibility

    Customize your CRM software to work for you, without needing technical help. Edit boards to show products or services offered, a record of orders, distributor details, and more. Plan nurture journeys and manage as many sales pipelines as you want.
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    Intuitive interface

    Our drag and drop functionality and visual boards make it easy to create workflows, gain insights, and get things done. See all of the details you need to manage production schedules and inventory levels. Build your CRM with one of our pre-made templates or easily start from scratch.
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    Robust automations

    Spend more time capturing dealors' attention instead of repetitive processes that slow you down. Use our automatic reminders to automatically gather dealer details, auto-assign leads to sales reps, get notified when deals close, send reminder emails, and whatever else you need.
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    Docs and Files

    Create, collaborate on, and edit any important documents right on monday.com without disturbing other's flow. Embed your workflow board right on the workdoc and see or make changes in real-time. Then attach the file to any item or board, easily organizing all information for seamless collaboration and added transparency.
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    Dashboards

    Display important information in one place with custom dashboards. Increase visibility into quality progress, supply chains, and team performance. Run reports from a high-level view of your sales funnel down to tiny details. Use to the Timeline Widget to show all of the deals you have in your pipeline and which stages they're at.
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    Integrations

    With integrations, you can manage your entire sales pipelin without needing to switch tabs. Set up your integrations in just a few clicks. Choose from Slack, Google Calendar, Zoom, Zapier, Gmail, and more. Once you set up your integrations, create custom automation recipes in seconds to streamline your pipeline.

    Frequently asked questions

    There are three main types of CRMs: collaborative, operational, and analytical. The most powerful and flexible solutions—such as monday.com—offer all three types on one platform, giving teams access to communication, automation, and data features for smooth operations.
    A few benefits of using a CRM to grow your manufacturing business are:
    • It helps build strong customer relationships
    • You can access customer data to make better supply chain decisions
    • You can increase sales
    • It prompts better production planning and forecasting
    There are a few signs you need a CRM for your manufacturing business:

    1. You're having trouble keeping up with lead flow
    2. You can't find or decipher your customer data
    3. There's a lack of transparency around sales team activities
    4. Customer support is under performing or impacting customer dissatisfaction rates
    5. You have a few valuable accounts to stay on top of
    6. Essential activities such as reporting or basic communications take up too much time.

    When thinking about implementing a CRM into your strategy, consider one that is flexible to your needs, user-friendly so anyone on your team, department, or within your company can use it, and can you create and optimize any process or workflow.
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    What are the 3 types of CRM?
    There are three main types of CRMs: collaborative, operational, and analytical. The most powerful and flexible solutions—such as monday.com—offer all three types on one platform, giving teams access to communication, automation, and data features for smooth operations.
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    What are the benefits of CRM in industrial sector?
    How do I know if my company needs a CRM?

    Create long-lasting customer relationships with our CRM for manufacturing

    monday.com helps over 152K customers work without limits. Create a customized CRM software and easily track and maintain client relationships.