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Creatio CRM: Powering Manufacturing Success With AI
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 help companies easily address those challenges if chosen and implemented in a way that matches the specific needs of your business.
This article outlines key functionality and benefits of CRM for manufacturing companies and gives you a list of 10 CRM solutions to choose from.
Key Takeaways:
- Manufacturing CRM systems serve as a single source of truth, linking sales, marketing, service, operations, and partner/distributor data into one unified platform.
- For manufacturers, CRM extends beyond customer interactions; it must support complex B2B/B2C sales cycles, as well as relationships with partners, vendors, and distributors.
- Manufacturing CRMs offer multiple benefits, including increased sales, improved customer engagement, enhanced productivity, more accurate demand forecasting and production planning, greater supply chain visibility, and stronger decision-making.
- The best CRM for manufacturing companies include Creatio, FreeAgent, HubSpot CRM, Zendesk Sell, and NetSuite due to their comprehensive features, robust automation capabilities, and ability to align sales, production, and customer service processes within a single ecosystem.
What is Manufacturing CRM?
A manufacturing CRM (Customer Relationship Management) system is a software solution designed to help manufacturing companies manage business processes, documents, and relationships with customers, distributors, and partners throughout the entire production and sales cycle.
CRM for manufacturing companies integrates operational data, such as inventory levels, order status, production schedules, and after-sales service, into one platform, providing a clear view of all operations. It also automates industry-specific workflows, including supply chain management and procurement management.
Modern CRMs for manufacturing increasingly leverage Artificial Intelligence (AI) to automate processes, transform raw data into predictive insights, and support informed decision-making. AI in manufacturing helps organizations forecast demand, identify sales opportunities, and optimize production planning by detecting patterns that humans might miss.

Top Benefits of Manufacturing CRM
The primary benefit of a manufacturing CRM is to serve as a single source of data that consolidates sales, marketing, customer service, distribution, partner management, and other key activities. CRM empowers manufacturers to efficiently manage their business without getting lost in duplicate processes and data streams, making all customer-facing activities more efficient and productive.
Key benefits of CRM for the manufacturing industry include:
Increased sales
A CRM system centralizes all your sales activities. This enables your sales team to efficiently manage omnichannel communications with prospects within a unified system, avoiding the need to navigate multiple screens.
Additionally, centralized data management ensures that sales and marketing teams have a full customer journey view and can use it to nurture leads and foster stronger relationships. They can respond quicker and adapt their strategy to the lead's needs. Additionally, marketing automation features provided by a CRM for manufacturing enable you to set up automated yet personalized campaigns that generate more leads for your sales pipeline.
These elements significantly enhance the likelihood of successfully closing deals with new clients as well as finding more cross-sell and upsell opportunities with existing customers. Ultimately, an organized sales team and a well-managed sales pipeline result in improved performance and increased deal closures.
Learn how Howdens accumulated over 1,200 new qualified leads and improved the conversion rate by +18,75% in just 6 months.
Improved customer engagement
One source of truth for customer information allows you to build personalized communication and stronger relationships. A CRM for the manufacturing industry 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 software enables your customer service teams to provide prompt responses to customer inquiries by consolidating all necessary information and contacts in one place, and automatically sorting and prioritizing customer requests.
By combining full customer visibility with intelligent automation, manufacturers can deliver consistent, high-quality experiences across every touchpoint. This proactive approach leads to higher customer satisfaction and significantly increased customer retention rates, turning one-time buyers into long-term partners.
Improved productivity and collaboration
CRM for manufacturing connects various front-office departments and facilitates the exchange of customer information across the entire organization. For example, customer service agents can see what communication channels a customer preferred during the sales process and use them when solving a service request.
Centralizing data from different departments and facilitating its exchange streamlines collaboration between different departments and makes your teams more productive.
Additionally, CRM software provides task management features, enabling managers to effectively organize their teams' work and track employees' performance, ultimately improving operational efficiency.
CRM automation also significantly reduces the time spent on routine operations, such as follow-ups and approvals, allowing teams to dedicate more time to high-impact activities.
Case Study
Find out how Blueprint Automation reduced the time spent on day-to-day activities by 75% with Creatio CRM

More precise demand forecasting and production planning
A CRM helps your sales team forecast revenue growth based on their existing pipeline of potential deals and order history. Sales forecasts enable you to plan, schedule, and allocate resources more effectively, rather than waiting for customer orders to be placed.
CRM gathers all customer information and audience analysis insights, then processes this data to make precise predictions about customer demand. This helps manufacturing businesses plan production accordingly, avoiding overproduction or delivery delays.
Supply chain visibility
CRM for the manufacturing sector supports 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, optimize inventory levels, and gain advantages in purchasing and procuring materials.
Informed decision-making
A CRM platform empowers managers with actionable insights and data-driven intelligence, enabling them to make informed strategic decisions and optimize business processes. The ability to view critical business metrics in a single dashboard enables executives to quickly identify opportunities for growth and areas of risk and act on these discoveries.
Essential Manufacturing CRM Features to Consider
There's a standard set of key features provided by CRM vendors that support sales, marketing, and service teams. This list aims to highlight both common and manufacturing-specific functionalities necessary for manufacturers to maximize the utility of a CRM for manufacturing.
Lead and sales pipeline management
A CRM platform should provide your sales team with complete control over the pipeline and automate the processes of tracking, scoring, and assigning leads to sales representatives. This enables you to significantly increase your conversion rate and pinpoint areas for improvement in your sales strategy.
Sales forecasting
This feature allows CRM users to create sales forecasts based on the current pipeline, historical sales data, and market trends. The best CRMs enable manufacturing leaders to fine-tune forecasting models and algorithms, selecting 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 analyze personalized marketing campaigns across multiple channels. These tools help marketing teams design targeted campaigns that reach the right audience at the right time, using data-driven insights from customer profiles and engagement history. Advanced analytics and performance dashboards make it easy to track campaign results, measure ROI, and adjust strategies in real time.
Customer service management
Features such as a holistic 360-degree view of the customer, contact center, and task management are typically included in Service CRM applications to assist customer support teams. Make sure the CRM of your choice offers contact management features and 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 to use a separate tool to manage orders, but incorporating it into your CRM is more convenient and allows you to quickly connect customer service representatives if there are issues with order fulfillment.
Supply chain management
This feature allows you to track all production input, automate shipment scheduling, and minimize production downtime via automated delivery processes. You can set up product data synchronization 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.
Vendor management
Manufacturing CRM enables businesses to efficiently manage relationships with suppliers and partners. It centralizes vendor information, such as contracts, pricing, performance metrics, and communication history, within a single platform. With this feature, manufacturers can evaluate vendor performance, track deliveries, compare quotes, and ensure compliance with procurement standards.
AI agents for manufacturing
One of the most innovative advancements in modern CRM for manufacturing enterprises is the introduction of AI Agents, intelligent virtual assistants designed to handle repetitive tasks, automate workflows across the organization, and provide actionable insights. These AI-powered agents go beyond traditional automation by understanding context, continuously learning from data, and acting autonomously to support both employees and customers.
In a manufacturing CRM, AI Agents can perform a wide range of tasks:
- Sales assistance: AI agents for sales can automatically qualify leads, recommend the best offers, and even draft personalized proposals based on historical data and customer preferences, significantly improving sales performance. They help sales teams partially automate sales processes, allowing them to spend less time on administrative tasks and more time building customer relationships and engaging in strategic selling.
- Supply chain management: AI agents for the manufacturing sector can monitor production and supply chain data in real-time, alerting teams about potential delays, material shortages, or inventory issues. They can also recommend the best strategy to resolve a problem or, in the case of autonomous AI agents, take actions independently by reallocating resources, automatically ordering missing materials, adjusting production schedules, or notifying suppliers to prevent downtime.
- Customer support: AI agents for customer service are equipped with natural language processing and can interact with customers through chat, social media, or email, answering routine inquiries, processing service requests, and escalating complex issues to human agents when needed. By using AI agents, manufacturers can significantly enhance the speed and quality of customer support operations, providing consistent, round-the-clock service.
- Marketing optimization: AI agents for marketing empower marketers to create data-driven, highly personalized campaigns that resonate with specific customer segments. AI agents can analyze customer behavior and engagement data to identify the most effective channels, timing, and messaging, automatically adjust budgets based on campaign performance, and suggest next-best actions to increase conversion rates. By continuously learning from campaign outcomes, AI agents help marketers maximize ROI and strengthen brand loyalty.
- Predictive insights: Leveraging machine learning, AI agents continuously analyze CRM data to forecast demand, detect anomalies, and recommend optimal production or maintenance schedules. These insights help manufacturers accurately plan production volumes, allocate resources efficiently, and prevent costly disruptions. By delivering actionable intelligence, predictive AI agents enable manufacturers to make more informed business decisions.
Find out more about the powerful capabilities of AI in manufacturing
Customization
The best CRMs for manufacturing provide customization 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 prioritize a solution that seamlessly integrates with your existing manufacturing software stack, for example, 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 customizable dashboards and robust reporting features that accommodate multiple sources of data inputs.
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 customizations to accompany their main CRM product.
Manufacturing CRM | Key strengths | Pricing | Best for |
|---|---|---|---|
| Creatio | Agentic CRM with AI and no-code at the core; composable architecture; powerful, ready-to-use AI agents; manufacturing-specific workflows. | From $25/user/month | Manufacturers seeking a fully customizable, comprehensive, agentic no-code CRM. |
| FreeAgent | Simple, flexible CRM ideal for small manufacturers. | From $22/user/month | Small manufacturers looking for simplicity and affordability. |
| HubSpot CRM | All-in-one marketing, sales, and service platform with inbound automation. | From $1575/month/5 users | Mid-size to large manufacturers focused on inbound marketing. |
| Zendesk Sell | CRM built on Zendesk’s support expertise. | From $55/user/month | Manufacturers prioritizing customer support and simplicity. |
| NetSuite | ERP + CRM hybrid with extensive manufacturing management tools. | Custom pricing | Enterprise manufacturers with global operations. |
| Monday CRM | Highly visual, collaborative CRM for workflow and task tracking. | From $12/3 users/month | Teams seeking project-oriented CRM and collaboration. |
| SpotlerCRM | Simple CRM with strong marketing automation and campaign tracking. | From $520/month | Manufacturers focusing on lead nurturing and marketing campaigns. |
| Keap CRM | Automation-first CRM for SMBs with e-commerce features. | From $299/month/2 users | Small manufacturers focused on automated sales and e-commerce. |
| Infor CRM | Enterprise-grade CRM integrated with Infor ERP for full manufacturing control. | Custom pricing | Large manufacturers seeking full CRM + ERP integration. |
| NetHunt CRM | CRM for Google Workspace users; seamless Gmail integration. | From $30/user/month | Businesses already using Google tools. |
1. Creatio
Creatio is an agentic CRM and workflow platform with no-code and AI at its core. Built on a composable architecture, it empowers organizations to design, automate, and optimize business processes and CRM workflows without requiring any coding.

Creatio offers built-in AI agents that act as intelligent virtual assistants, analyzing data, making recommendations, and executing actions autonomously. These agents support a wide range of use cases, including lead and opportunity scoring, customer segmentation, sales forecasting, automated customer service responses, and predictive maintenance insights. AI agents in Creatio continuously learn from every interaction, helping teams work smarter by identifying trends, suggesting next best actions, and proactively preventing bottlenecks in production or service.
CRM Creatio unites three core products seamlessly integrated to deliver a unified customer experience:
- Creatio Sales product provides full pipeline visibility, a 360° customer view, and AI-powered forecasting for precise revenue predictions and smarter decision-making.
- Creatio Marketing enables deep customer understanding, automated multichannel campaigns, and AI-driven personalization to boost lead generation and conversion rates.
- Creatio Service unifies all communication channels and uses role-based AI agents to accelerate case resolution, automate complex workflows, and deliver exceptional customer support.
Together, these components form an agentic CRM ecosystem that enhances efficiency, collaboration, and customer satisfaction across every stage of the manufacturing lifecycle.
In addition, Creatio offers a set of manufacturing-specific features that include (but are not limited to) order processing, product lifecycle management, procurement lifecycle management, supply chain planning and tracking, and more. Additionally, Creatio's Marketplace offers a plethora of ready-made applications that you can leverage to optimize processes related to production, distribution, and logistics, inventory management, and others. Moreover, you can create custom automated processes, apps, and agents with no-code tools and AI – and you don't need professional IT developers to do it.
Creatio is a perfect choice for manufacturers looking for a powerful agentic CRM that will adapt to their business needs.
Pros:
- A unified no-code platform to automate CRM and manufacturing workflows
- Limitless customization powered by no-code and user-friendly UI
- A suite of turn-key manufacturing-specific capabilities
- Role-based AI agents seamlessly incorporated into the platform
- Powerful analytics and reporting
- Transparent pricing
Cons:
- Initial learning curve due to extensive customization options
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.
2. 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 customizable
- 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 pricing for FreeAgent CRM starts at $22/user/month.
3. 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 personalized 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 endeavors for businesses.

HubSpot CRM is best suited for manufacturers in search of an easy-to-use CRM with strong marketing tools.
Pros:
- Powerful marketing automation tools and analytic
- Easy to set up
- User-friendly UI
Cons:
- Limited customization 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).
4. 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 the productivity of customer-facing teams and improve lead conversion through competent sales engagement tools.
Considering its roots, the highlight of the Zendesk Sell platform is the customer service product, which contains task management features, a contact center, and multi-channel communication options.
Other features include sales engagement tools, customizable 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 customization capabilities
- Few marketing tools
Pricing
The pricing starts at $55 per user/ month for the Suite Team package with AI capabilities.
5. 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 specialized support team
Pricing
Pricing for this CRM for the manufacturing industry is calculated on a custom basis.
6. 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 organize 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 $12 per user/month for limited capabilities and features.
7. SpotlerCRM
Spotler CRM is a marketing automation platform designed to help businesses enhance lead generation, customer engagement, and retention. It offers tools for lead management, email marketing, and multichannel campaign automation, enabling manufacturing businesses to run targeted campaigns and nurture prospects. With its intuitive interface and built-in analytics, Spotler CRM enables teams to understand audience behavior, personalize communication, and foster stronger, more enduring customer relationships.

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 customization options
- Weak reporting tools
Pricing
Free trial available. The pricing starts at $520 per month.
8. Keap CRM
Keap CRM is an excellent choice for manufacturers seeking a comprehensive CRM solution with automation features.

This software offers customizable pipelines and stages to streamline sales processes, while its e-commerce integration can drive revenue growth. However, manufacturing businesses should note the limited customization 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 customization options
- No built-in telephony feature
- Subpar mobile app
Pricing
The pricing starts at $299 /month and includes 1500 contacts and two users.
9. 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 customizations. 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 customizable 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.
10. 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 organizing 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, personalized 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.
Summary
Selecting the right CRM for manufacturing companies can significantly enhance business operations and boost performance. Optimal CRM systems support partner management, automate marketing processes, and facilitate lead generation and management. 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.
Optimize your manufacturing processes with Creatio's advanced CRM system.
