CRM for manufacturing businesses

Automate every manufacturing process from sales to operations with Method:CRM.

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Contact view with activities

The top CRM software for the manufacturing industry

Automate your workflows to increase your manufacturing capacity.


Manufacturers need a CRM to reach their full potential

From generating new business to processing orders to managing customers, Method:CRM makes life easier for manufacturing companies.

Empower your team with the workflow automation they need to grow with your business — from instant QuickBooks sync to seamless estimate to invoice conversion.

Connect your sales and accounting data

Sync your QuickBooks data instantly with Method:CRM to make customer follow-ups faster and shorten your sales cycle.

Once you have complete visibility into your sales pipeline, you can personalize Method:CRM to match your exact manufacturing workflows.

Estimate in Method, with a QuickBooks and Method sync iconography
Method syncs with QuickBooks

A solution that meets your unique manufacturing needs

A good CRM  mirrors your exact workflows, so you can spend time closing deals and making your customers happy.

Method:CRM eliminates tedious tasks with automation that’s tailored to how you work.

A manufacturing CRM that growing businesses love

Star ratings from QuickBooks, Trust Radius, Capterra, and G2
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Software World badge - Top Rated CRM Software for Wholesalers
G2 Badge for 2023 Winter - Leader in Small Business
G2 2023 Winter badge - Leader
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Software World badge - Top Rated CRM Software for Manufacturing
G2 Momentum Leader Badge for 2022
Summer 2022 G2 Small Business Leader
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Fall 2022 SMB Leader badge
Winter 2022 G2 High Performer
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Fall 2021 G2 High Performer for small business
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2021 Summer G2 High Performer SMB badge
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Turn more leads into customers

Leads don’t belong in spreadsheets or your accounting software. Method’s lead management features make it simple to keep tabs on every opportunity.

Simplify lead generation

Add a web to lead form to your site and get notified each time a new lead is added to Method.

View centralized data

Get a complete overview of each lead (including contact details, interactions, and estimates) in one convenient place.

Manage sales opportunities

Track the status of each deal you’re pursuing and see how much revenue is in your pipeline.

Contact list screen in Method CRM
Create a Sales Order from an Estimate in Method and have it sync to QuickBooks

Unite your sales team and back office

Method’s integration with QuickBooks eliminates the need to pass paperwork back and forth. 

Add customers, create estimates, and convert the estimates to sales orders right in Method — then watch the changes sync automatically to QuickBooks.

CRM order management

Method:CRM automates  your order fulfillment by creating sales orders, calculating shipping costs, generating invoices, and more. 

Simplify your manufacturing supply chain workflows with Method:CRM today.

Invoice in Method with Email button selected

Provide incredible service

Method gives your team a 360-degree view of each customer so you can build strong relationships and drive repeat business.

Track every interaction

Record details from meetings, phone calls and emails.

See sales in context

See QuickBooks estimates and invoices alongside communication history and support issues.

Stay in touch

Schedule follow-up activities and assign tasks to your teammates.

Customer history in Method CRM for manufacturing businesses
Mobile CRM for manufacturing businesses

Essential data at your fingertips

You may be familiar with using an ERP — but the downside of most ERP systems is that you can’t access them on the go. 

With a mobile CRM, you can look up customers, schedule tasks, create estimates, and more, all from your phone or tablet.

Simple manufacturing software

Enjoy an easy-to-use CRM software made with manufacturers in mind.

Every plan offers mix and match pricing so you pay only for the features you need and comes with unlimited support.

As your business evolves, you can personalize Method:CRM to your changing needs instead of outgrowing the tool.

Sales opportunities screen with phone

Get more out of your manufacturing CRM

From sales and supply chains to production and forecasting, you can tailor Method to do much more than manage customers.

Automate repetitive tasks

Stop wasting time on endless data entry. Customize Method to generate batches of invoices, automatically calculate shipping costs, and send personalized emails in just a few clicks.

Customized order management screen in Method CRM for manufacturing businesses
Inventory management screen in Method CRM for manufacturing businesses

Simplify inventory management

Products don’t appear out of thin air — there’s a lot of planning involved. Create custom reports in Method to easily view current inventory levels, as well as recommendations of what to reorder.

Resources for manufacturers

Industrial site with man guiding some large metal...thing. It has the shape of a shock absorber, but it's obviously not that because it's metal. I don't know what it is. Sorry.
Is your manufacturing business using the right CRM?

Even if you love your current CRM, it may be missing something. Find out what separates a great manufacturing CRM from the rest.

Men in green shirts wearing masks. One is sanding.
Manufacturing sales strategy: How to increase your revenue

With material costs rising and increased pressure on the bottom line, manufacturers need a sales strategy that produces results.

Man's hand using smartphone in large warehouse
4 innovations changing the wholesale and distribution industry

From automated processes to greater customer expectations, wholesale and distribution are changing rapidly. Here are the key trends.

Streamline your business with Method

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