CRM for Manufacturing

All‑in‑One System

Keep track of customers, orders, production, and inventory seamlessly

Analyze Sales

Gain real‑time insights on profitability by customer and product without drowning in data

Collaborate Easily

Assign tasks, set reminders, and control user access

Try Manufacturing CRM for Free Request a Callback
CRM list showing customer and supplier details, statuses, groups, sales volume, and balance

CRM Designed for
Manufacturing Businesses

Classic CRMs
  • Built for managing new leads, tracking interactions, and automating sales pipelines
  • Rigid, one‑size‑fits‑all CRM systems packed with features irrelevant to inventory‑heavy businesses. Expensive and complex for SMEs with manufacturing needs
Kladana CRM Module
  • ERP‑integrated CRM system designed for manufacturing, wholesale & e‑commerce with production‑first and inventory‑heavy features
  • A cheaper, easy‑to‑use, and clutter‑free alternative that keeps CRM tasks simple and tied to production and inventory

Solving Key Manufacturing CRM Challenges

CRM list settings that allow adding extra columns for pricing, discount cards, number of returns, and more.

Challenge

  • Scattered customer and supplier data across spreadsheets and emails

Solution — Kladana CRM Module

All Customers & Suppliers in One Place

  • A single list with statuses, transaction history, unpaid invoices, and contacts
  • Filter by region, last purchase date, or any other criteria for targeted repeat sales
Customer card with detailed contact and sales data, related tasks, transactions, and profit.

Challenge

  • Sales team manually tracking orders, follow‑ups, and pricing, making typos and mistakes

Solution — Kladana CRM Module

Customer Profiles with Key Sales Info

  • Store contracts, past transactions, discount levels, and additional files
  • Set automatic discounts for high‑volume buyers — applied to new orders instantly
Sales invoice featuring logistics information, date of issue, total including taxes, and ordered product details such as SKUs, quantity, and description.

Challenge

  • Sales reps send standard docs or customize them in a disorderly manner

Solution — Kladana CRM Module

Customizable Document Templates

  • Sales quotes, orders, invoices — designed exactly the way you need
  • Add custom fields and extra data for a professional, tailored look
Task list showing upcoming tasks assigned to employees

Challenge

  • Sales team missing deadlines, mixing up task assignees, and miscommunicating

Solution — Kladana CRM Module

Built‑in Collaboration Tools for Sales Teams

  • Comments & tasks linked to customers or sales orders
  • Activity feed for each customer and order — keeps both employees and managers in sync
Workflow with a trigger for an unshipped sales order, automatically launching a message indicating the sales order has expired.

Challenge

  • No automated workflows. Employees send payment reminders and create repeat orders manually, causing delays and mistakes

Solution — Kladana CRM Module

Automated Workflows for Customers & Orders

  • Assign a call task when a new customer is added
  • Auto-create a repeat order after a month for a returning customer
  • Send an overdue payment reminder automatically
Online sales order displaying a list of ordered items, product quantities, and the total amount.

Challenge

  • Managers send printed price lists, which is time‑consuming and expensive, or use spreadsheets and don’t update prices and item variants on time

Solution — Kladana CRM Module

Online Price Lists for Quick Sales Order Processing

  • Share price lists containing real‑time inventory updates with new or returning customers via the Online Order App
  • Assign custom pricing levels per customer or group
  • Configure per warehouse for precise inventory‑based pricing
Stock replenishment for a sales order through a production order.

Challenge

  • No integration between CRM and production

Solution — Kladana CRM Module

ERP‑Connected CRM for Production Planning

  • Automatically create production orders from confirmed sales
  • Ensure stock availability before confirming sales orders
  • Align production schedules with sales demand to reduce delays
Kladana CRM for Manufacturers

Kladana CRM for Manufacturers

Combined with the Order Management Module, enables smooth and transparent operations for your sales team. Track sales performance, manage employees, control production, and monitor orders seamlessly with Kladana

Try Manufacturing CRM for Free

Key Features for Sales & Manufacturing Teams

  1. Keep essential information at hand for cold calls or repeat sales follow‑ups:

    • Contact details
    • Company info
    • Addresses (legal and delivery)
    • Client‑specific pricing and discounts
    • Order history
    • Assign tasks with deadlines
    • Set reminders
    • Facilitate team communication to close deals
    • Check product availability or create production orders
    • Send sales quotes
    • Process shipments
    • Set up order statuses
    • Leave notes for colleagues within an order
    • Monitor payments
    Learn more on Order Management
    • Filter customers to offer new products or sale items sales quotes
    • Automate tasks like offering clients a new order in a month
    • Maintain a list of prospects
    • Set up statuses
    • Track potential customers through the sales funnel

  6. Track sales progress:

    • By contract
    • By project
    • By sales channel
Supplier card with detailed contact and sales data, related tasks, transactions, and profit. Employee task to contact a prospect before the deadline. Payment list displaying transaction type, date, counterparty, payments made and received, description, status, and comments. CRM list filters enabling sorting of counterparties by profit, average transaction value, last sale date, amount returned, and more. Sales Funnel by counterparties, showing conversion rate and quantity. Sales tracking across various channels, including retail stores, e-commerce platforms, and more.
  1. Set up roles and access rights to different transaction types and reports

  2. Receive alerts for important events:

    • New large‑volume orders
    • Unprocessed orders
    • Canceled orders with specified reasons
    • Overdue shipments and payments

  3. Define sales order approval processes

    • View completed and pending tasks
    • Check comments on tasks and orders
    • Track transaction history and customer interactions
    • Analyze sales volume

  5. Assign specific pricing to top clients who bring in more business

    • Analyze revenue by employee, customer, or products
    • Track revenue, average transaction value, profitability, and number of deals
    • Analyze sales funnel by orders and customers
    • Generate custom reports and export to Excel
    • Our support team can assist upon request, and you can set up daily email delivery of customized reports
Settings to grant or restrict employee access to viewing and editing sales orders, invoices, shipments, returns, profit, and the sales funnel. Settings for configuring alerts via web, email, and phone for sales orders, invoices, stock, tasks, data exchange, and more. Rules defining whether employees can approve or reject orders. Tasks with deadlines linked to corresponding orders. Graph showing profit by agents over a specific time frame. Sales Funnel by orders, showing conversion rate and quantity. Form for the support team to submit a request for a custom report.

Case Studies:
Real Results
from Manufacturing Businesses

Quote

We implemented KPI tracking within Kladana to categorize sales data and analyze revenue contributions from e‑commerce, employees, and product categories. Additionally, Kladana allowed us to monitor cold sales leads based on their likelihood of conversion.

Kladana’s sales module allowed us to analyze profit margins for each order, including logistics percentage, gross profit (GP) ratio, and net profit ratio. We also gained better control over order timelines and projected delivery schedules.

Read the Full Story

Rajni Mittal

Head of Supply Chain Management & Production | Neytthomes
Carpet Manufacturing
Quote

Kladana has a convenient CRM. It provides analytics on each customer — their purchase history, average check, favourite products & comments. It allows you to segment customers and scrutinize reports by clients and sales orders.

Thanks to Kladana analytics and reports, we found out that about 70% of our customers were regular clients. The managers also calculate their own salaries, and I look at how much profit each of them brings to the company.

Read the Full Story

Pavel Karengin

Founder | More Ryadom
Shellfish Online Store
Quote

With Kladana CRM analytics we evaluate the entire range of products, and each item, and analyze retail sales and our customers. Automation helps to sell wisely.

All orders, sales, profits and expenses are visible, and the history is saved in Kladana. It is also convenient for us to see who and how many of the managers have sold goods, the entire system is completely transparent and excludes any fraud.

Read the Full Story

Yuri Malakhov

Co‑Founder | Elektronki
Portable Gadgets Wholesale
Quote

Our sales representatives visit retail outlets, sell goods, and unload them immediately after purchase. An order is placed in Kladana CRM, and when its status changes to «Successfully completed», an email with the closing documents is sent to a counterparty automatically.

The supervisor has access to statistics for all employees in real time. Within 7 months after the launch, the turnover increased significantly, and the costs have paid off within the first month.

Read the Entire Story

Vitaly Rizov

Founder 
Van Selling

Kladana CRM for Manufacturing Companies

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Affordable

14‑day trial, free plan available, $60/year for basic features, and $563/year for the plan with the manufacturing module

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Integrations & App Catalogue

Integrations with third‑party platforms like WooCommerce & Shopify, Kladana Online Order App for direct sales without a website, and API available

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User‑Friendly Support and Onboarding

1–3 onboarding sessions based on the selected plan, with free support via live chat, email, or form submission for all paid plans, responding in 5–15 minutes

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Suitable for Various Industries

Fashion, food, cosmetics, electronics, plastics, furniture, and more

Kladana Production CRM Rating

Techjockey

4.9/5.0

Capterra

5.0/5.0

G2

4.8/5.0

GetApp

5.0/5.0

SoftwareAdvice

5.0/5.0

FAQ on CRM for Manufacturing Businesses

General Questions

A CRM for manufacturing companies helps businesses track customer interactions, manage sales, automate workflows, and sync with inventory and production planning. SMEs benefit by reducing manual work, preventing sales errors, and improving customer relationships.
Unlike classic CRMs, Kladana is a CRM for manufacturing businesses that connects sales, inventory, and production planning. It’s designed for wholesale, e‑commerce, and D2C companies, ensuring that sales data aligns with real‑time stock levels and production needs.
You can start using Kladana CRM for just $60 per year. Our pricing is SME‑friendly, with scalable plans that grow as your business expands.
The CRM system syncs customer orders with stock availability and production schedules. This prevents stockouts, automates repeat orders, and ensures timely production planning without delays.
Yes! A standard CRM focuses on leads and sales tracking, while a CRM software for manufacturing integrates sales with inventory, warehousing, sales, and supply chain processes — helping businesses manage everything from order processing to final delivery.

Technical & Support Questions

Yes, Kladana CRM Module supports seamless integration with popular third‑party e‑commerce, accounting, and delivery platforms, including Shopify, WooCommerce, Xero, Zoho Books, and Borzo.
Yes, we offer 1–3 onboarding sessions based on your plan. Our support team is responsive, replying within 5–15 minutes, and can deliver custom reports and print forms within 2–7 working days.
Your data is protected with industry-standard security measures, including 256‑bit encryption, role‑based access controls, and real‑time data backup. Additionally, data is logically isolated, ensuring no cross‑access between customers. You can also control employee access rights and choose to grant or deny our support team access to your account for special assistance. Learn more about our security practices on our security page.

CRM for Sales Reps

We store all client data in one place, including contact details, company info, and previous interactions, so sales reps can quickly access relevant information before making a call or sending a follow‑up.
Yes, you can maintain a list of prospects, assign statuses, and track their journey through the sales funnel.
Yes! Kladana allows you to generate and send sales quotes, check product availability, and create production orders in one place.
You can set automated reminders to follow up with regular customers and offer new products or promotions at the right time.
Yes, you can leave internal comments within an order to ensure smooth collaboration between sales and fulfillment teams.

CRM for Sales Managers and Business Owners

Absolutely! You can assign roles and set access rights for different transaction types and reports.
You’ll receive alerts for important updates, such as large‑volume orders, overdue shipments, unprocessed transactions, and canceled deals.
Yes! Track completed tasks, pending orders, and team comments in real‑time with Kladana.
It provides ready‑made reports by employee, customer, product, and sales channel, showing key metrics like revenue, transaction value, and profitability.
Yes! You can generate customized reports, export them to Excel, and even set up automatic daily email reports.
Yes, you can define order approval rules to control transactions before they are finalized.

Learn how to arrange business routines for manufacturing, wholesale, retail & e‑commerce