Unify Your Manufacturing Business With the #1 CRM for Manufacturing

Manufacturers unify their businesses around
their customers with Insightly

Manufacturers: get the right tools to grow

Beyond your core business, today’s manufacturers must foster great customer experiences to attract and maintain buyers.

Legacy tools stunt business growth: In the manufacturing industry, it is common for companies to rely on outdated legacy software to manage contacts or even home-grown systems. These tools provide basic functionality. However, they do not provide all the features modern manufacturers need to understand users and create meaningful customer experiences.

Additional problems arise when data is stored across different systems, and different teams use different tools. This causes data silos, slow execution times, and the inability of all parties to clearly know customers’ needs.

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3x revenue with Insightly

Even with 6 divisions and a large team, Sigma was up and running with Insightly in just weeks. See how easy it was and how one division reported 3x revenue growth

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Using a CRM that aligns internal teams
around the customer is essential.

Insightly Marketing

Marketing automation helps manufacturing companies attract site visitors, convert them to prospects, and optimize spend. Insightly Marketing is a full-featured platform to run marketing campaigns at scale.

Insightly CRM

A CRM helps manufacturers streamline sales processes, improve profitability, and create long-term customer relationships. Insightly is easy to use and adopt, incredibly flexible and customizable, integrates easily, and provides quick time-to-value.

Insightly Service

Great customer service increases revenue. Insightly Service is a service and support platform to manage customer service ticketing and empower your team to have relevant conversations and drive customer satisfaction.

Give your manufacturing firm an edge

Streamline business processes

Align your teams and processes around a single source of truth, get rid of silos and time-wasting activities, and close deals faster. Customize views and workflows based on your unique business needs and user preferences, securely connect all your tools, and create custom real-time data dashboards.

Accelerate Sales

  • Collaborate across the organization with centralized customer data
  • Grow your business faster with lead management and automated workflows
  • Drive greater ROI with tailored opportunity and pipeline management

Build Relationships

  • Understand complex organizational relationships with flexible record linking
  • Track frequency of interactions by linking emails, proposals and every interaction back to organizations and contacts
  • Increase sales velocity with a holistic view of what the customer wants and needs

Track key metrics

  • Create graphical data visualizations to reveal insights and monitor progress towards your goals
  • Share data across teams in easily digestible formats so your teams are all on the same page

Integrate with all the apps your manufacturing firm uses

You’ve got apps for accounting, HR, communication, and more. Insightly AppConnect keeps everything integrated.

AppConnect puts Insightly CRM at the center.

With AppConnect there’s no need to copy and paste data between apps, upload CSVs, or to write complex code—all of your apps are just…connected.

With just a couple of clicks your business data transfers between apps automatically making it a breeze to run repetitive business tasks. Connect to popular financial services apps like QuickBooks Online, Xero, NetSuite, Sage, Workday, Stripe, PayPal and hundreds more.

Insightly can connect to hundreds of the apps you use every day like accounting systems, ERP systems, HR systems, Helpdesk and IT systems, databases, calendars, and collaboration and chat tools. There are more than 500 different app connectors in AppConnect ready to go today and new ones are added every week.

Build automated workflows with 1200+ integrated apps

Privacy and compliance

We use Insightly to run Insightly, so we make sure your data is as secure and safe as our own. We work with customers every day to make sure that their data security requirements are met and exceeded.

  • Independently assessed for compliance to SOC 2 Type II
  • Single-sign-on via industry standard authentication protocols
  • Support for two-factor authentication
  • Encryption of data in transit and at rest
  • EU/US Privacy Shield and GDPR Compliance

Give your manufacturing firm an edge

Blog Posts

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Best Manufacturing CRM: Unify Your Business with Insightly

Manufacturing is the pillar of the modern economy. Consumers may take all the items they have at their disposal for granted, but as a manufacturer, you understand all the complexity of turning an idea from raw materials into functional products.

Navigating this complexity in the digital age requires a strong set of tools. A manufacturing customer relationship management (CRM) system is an essential tool for managing your business and understanding your customers’ needs to be able to provide them with a positive experience. In this post, we’ll break down how a manufacturing CRM benefits your business and why Insightly is the best CRM for manufacturing businesses.

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Why your manufacturing business needs a CRM

In the manufacturing industry, the success of your business depends on your ability to consistently produce high-quality products and to do so efficiently. Low-quality or defective goods from your manufacturing process will lead to a wide range of issues, including unhappy customers that will negatively impact your company’s image. The end result is less revenue and more difficulty winning new business.

But, in today’s market, simply producing good products isn’t enough. The most successful manufacturing companies also create great client relationships that match the quality of their products. To provide great client experiences, your sales reps need to know the ins and outs of your customers’ and potential customers’ needs so that you can provide a service that matches their expectations.

Now, there are plenty of tools and data sources to gather this information. However, challenges arise when your data is spread across multiple platforms. Teams often use different tools, leading to data silos and slow communication to get necessary information. With these limitations, you lack the clarity required to create connected customer experiences.

A manufacturing CRM gives you a single tool for storing and managing your customer data. Everyone on your team can work from the a single platform, so there are no data silos or need for inefficient methods of collaboration. By bringing all your information into a centralized platform, your business is better equipped for generating future sales, coordinating marketing efforts, managing leads, converting them into deals, and providing great customer interactions and customer engagement with excellent customer experiences,

Essential features of a manufacturing CRM

Before you adopt a CRM in manufacturing, it‘s essential to know what makes a good CRM system, or in this case, the best CRM for manufacturing. The right tool can have a profound impact on your business success, while a poor selection will lead to suboptimal results. Here are some key functions and key features to look for in both a basic manufacturing CRM and for a CRM advanced manufacturing.

Pipeline visibility

As a manufacturer, you face the challenge of accurately forecasting your upcoming sales, whether it’s for the upcoming month, quarter, or fiscal year. With long and complex sales cycles, built with many distributors, dealers, and retailers, your marketing and sales teams must create accurate, in-depth projections if the business is to plan effectively.

A manufacturing CRM should give you a single tool to visualize and manage your entire pipeline. You want to see every detail of your current deals as well the value of every open opportunity in your pipeline. With this data, your team can accurately forecast future demand to know exactly where the business stands.


No two businesses are the same. Everything from your sales cycles to the nature of your customers will vary based on your unique needs. Because of this, it is important to adopt a CRM platform that is customizable. You want the ability to create custom fields and objects and adjust the steps in your sales process to match your business operations.

Real-time reporting

A good CRM for manufacturing will enhance your data analytics. You want direct, real-time insights into each of your contacts to see how they are evolving through the customer journey. By understanding each customer’s complete picture, you can understand past performance, including which products sell the best and which distributors drive the most revenue. Having this information at your fingertips will help you know where to focus your efforts.


CRM for industrial sales

At times, people may refer to a CRM for manufacturing as a CRM for industrial sales. This is essentially the same thing in that the features and tools of a CRM will be the same across both of these types of businesses. No matter if your manufacturing firm is a start-up, a small business a mid-sized business, or an enterprise, the features used in a CRM for industrial sales are similar. There are many choices for a CRM for manufacturing or a CRM for industrial sales. There are generic CRMs that span all industries like Insightly, HubSpot, Zoho, Pipedrive, Monday, Aurea, Saratoga, MS Dynamics, and Copper CRM. There are also CRMs that are more specific to be a CRM for manufacturing or a CRM for industrial sales, like Pivotal (by Avolin). When selecting a CRM, it’s important to compare features, read reviews, and get demos of many platforms to see which is the best fit for your organization. Hearing from other manufacturing businesses using the platform is also pivotal.

Insightly is the best manufacturing CRM

A CRM for manufacturers should streamline important tasks while giving your team powerful features to help them perform at their best. Insightly comes packed with all the features your manufacturing company needs to create stand-out experiences for your customers.

Here are some of the reasons why Insightly is the best CRM system for your manufacturing business:

Personalized communication

Insightly comes packed with powerful segmentation features to help you organize your contact lists based on interests, demographics, industry, and more. By creating highly refined audience segments you get clear insight into what past buyers value the most and where new opportunities are in the buying process.

With this information, you can personalize each interaction based on individual interests and needs. By doing so, you create a more relevant and meaningful experience, increasing your ability to build a long-standing relationship with the customer.

Project management built in

Insightly CRM includes project management functionality to help you deliver on projects. You can convert won opportunities to projects and work them inside Insightly, rather than moving them into a separate PM tool. This is not only convenient, it also avoids data loss. From there, you can track project milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers.

Reporting and dashboards

With Insightly, you can create customizable dashboards to quickly show the information that is vital to your business. For example, you could set up views to see the value of the current opportunities in your pipeline to create more accurate demand forecasts. Or you can create a visualization for your project pipeline to see how many projects you have going and their current statuses.

Powerful Integrations

To make the most of a CRM system it needs to be compatible with the other tools your business uses. After all, the end goal of the platform is to boost your overall efficiency and your ability to provide great experiences to customers.

With AppConnect by Insightly, you get ready-made integrations for hundreds of the most popular business software. This includes accounting software like Quickbooks, HR platforms like BambooHR, and communication apps like Slack. By setting up integrations for your favorite tools, you can automate processes to remove the need to switch between solutions, helping to save valuable time that can be spent on your customers.


Expand your manufacturing business with Insightly

CRM software gives manufacturers the tools to handle the complexity of their business. With Insightly, you can see every detail of your sales pipeline to know exactly where your business stands and the amount of demand to expect in the future. Robust automation streamlines essential processes, freeing you to focus all your attention on what matters most, satisfying your customers.

Start with Insightly CRM, then expand to Insightly Marketing for lead generation and management. Add on Insightly Service to manage customer support ticketing and more. Then, use Insightly AppConnect to integrate the tools you use across your business. Insightly grows with you every step of the way.

Start a free trial of Insightly CRM or request a personalized demo to begin empowering your manufacturing business.