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QuickBooks Manufacturing and Wholesale guide 2025

QuickBooks for Manufacturing and Wholesale is a complex software. Learn the ins and outs in this concise guide.

QuickBooks Manufacturing and Wholesale guide 2025 Read More »

Manufacturers and wholesalers have unique business processes that require industry-specific solutions. The QuickBooks for Manufacturing and Wholesale edition was created with that in mind. 

In this article, we’ll go over everything you need to know about the QuickBooks for Manufacturing and Wholesale edition, including its advantages and limitations. 

Sick of manually adding invoices into QuickBooks?

QuickBooks for manufacturing and wholesale

The QuickBooks for Manufacturing and Wholesale edition is an industry-specific version of QuickBooks Desktop accounting software. It caters mainly to small to medium wholesale or manufacturing businesses.

For enterprise-level wholesale or manufacturing businesses, QuickBooks Desktop has everything needed to account for inventory items and costs and analyze business performance.

The QuickBooks Desktop Manufacturing and Wholesale edition gives wholesale or manufacturing businesses a centralized platform. It aims to simplify business processes, such as inventory, sales order fulfillment, and manufacturing.

Is QuickBooks good for manufacturing?

Yes, QuickBooks is good for manufacturing, as the QuickBooks for Manufacturing and Wholesale edition caters specifically to manufacturing businesses.

You can download the edition with QuickBooks Desktop Premier and QuickBooks Enterprise at no additional cost. 

Some excellent features that make it ideal for a manufacturing business include:

  • Manufacturing processes optimization.
  • Manufacturing-specific inventory management. 
  • Order tracking and sales fulfillment.
  • Powerful reporting capabilities.

How to use QuickBooks for manufacturing

QuickBooks for Manufacturing and Wholesale has many features that benefit all phases of your manufacturing process.

Below are some ways you can leverage these features for your manufacturing business.

  • Inventory item creation: Choose the type of item to create (inventory, non-inventory, or assembly item) and track inventory levels, the average cost per unit, or assign a default sales price. You can designate a reorder point in the item screen to see additional information, such as items on hand, sales orders, and purchase orders (POs). 
  • Inventory assembly: QuickBooks Desktop lets you create inventory assemblies for the products you manufacture. The feature shows information regarding the bill of materials (BoM) per product, including the total cost, exact items, and labor that go into the manufacturing process.
  • Build assembly: This dashboard automatically updates your inventory when you create a product. The specified items in the BoM are removed from your available inventory and transferred into the manufactured product’s inventory, keeping stock levels accurate.
  • Sales order creation: When a customer orders a product, QuickBooks lets you create a sales order. This removes the items needed to manufacture the product from your available inventory, decreasing the chances of items being out of stock and interrupting your sales. 
  • Invoice creation: You can generate an invoice after fulfilling a sales order, which you can then email or print.
  • Create purchase orders: If you are missing inventory items to fulfill a sales order, you can generate a PO from the sales order. Specify which inventory items you need to purchase, and if a vendor or supplier doesn’t provide those items, you can record a partial sales order fulfillment.
  • Custom pricing: If you have a customer that buys in bulk, you may charge them a lower price. You can create a custom price level for that customer with a specific price per item or create a pricing rule that adjusts the default price by a certain percentage.

QuickBooks for manufacturing: How to unlock its full potential

Now that you know a bit more about how to use QuickBooks for manufacturing and wholesale processes, let’s look at:

  • How to track raw materials inventory and parts-in-process.
  • QuickBooks Manufacturing and Wholesale’s main limitations.

Tracking raw materials inventory and parts-in-process

QuickBooks Desktop can track and manage a business’s raw materials inventory and parts-in-process.

This makes it easier for businesses to remain organized and keep their inventory up-to-date.

Follow the steps to create new inventory items on QuickBooks Desktop:

  1. Go to the Lists menu on QuickBooks Desktop.
  2. Choose Item List.
  3. Click the Item drop-down menu, and choose New.
  4. Select the item’s type.
  5. Fill the item details out.
  6. Save your new inventory item.

Limitation of QuickBooks for manufacturing

Small and medium-sized businesses may benefit from using the basic functionalities of QuickBooks for manufacturing and wholesale. But some of the software’s downsides could prove to be a challenge.

For example, tracking inventory can be difficult as the system has limited capabilities compared to tailored industry solutions such as an enterprise resource planning system.

Similarly, it lacks crucial manufacturing processes such as:

  • Production scheduling.
  • Engineering change management.
  • Quality control.

Additionally, reporting functions are more limited than other more specialized options available on the market.

Overall, QuickBooks Manufacturing and Wholesale edition provides necessary accounting tools but may not offer customized solutions that some manufacturers or wholesalers may need.

If this is your case, your best bet is a solution you can tailor to your business needs.

Advantages of QuickBooks for manufacturing and wholesale

Earlier, you read about some of QuickBooks’ powerful manufacturing and wholesale features, and you just learned about its limitations.

Let’s look at what advantages this software can bring to your business.

Eliminate waste

Inventory waste due to unsold or unprocessed inventory items leads to lost revenue.

When a manufacturing or wholesale business has excess inventory, like unsold products, it costs the company extra to transport and store it. 

The key to avoiding inventory waste is efficient inventory management.

QuickBooks for Manufacturing and Wholesale eliminates waste by:

  • Streamlining your inventory through resource management.
  • Ensuring you stay on top of inventory levels.

Method CRM lets you run your business, your way.

Eliminate bottlenecks

Bottlenecks occur when manufacturing processes delay due to missing inventory items and inefficient tools. But it could also happen because of delays between paying suppliers and collecting customer payments. 

QuickBooks eliminates bottlenecks with features like inventory tracking, purchase order management, and sales order fulfillment.

The QuickBooks purchase order management feature gives businesses an overview of purchase orders and enables assigning recipients digitally. This simplifies the shipping process and reduces billing complexity. 

In turn, it decreases the chances of bottlenecks occurring.

QuickBooks’ inventory tracking features also let you set stock level alerts so you know when to order materials.

Automation

Automation doesn’t necessarily mean you need to spend a fortune on conveyor belts and automated machinery. It simply means automating a process or a system to make it operate efficiently.

One such example is manufacturing workflow automation. 

QuickBooks Enterprise Manufacturing and Wholesale can automate numerous time-consuming processes and tedious tasks for manufacturers and wholesalers, including:

  • Payroll and accounts payable.
  • Invoicing and billing.

Integrate other apps with QuickBooks

The QuickBooks for Manufacturing and Wholesale edition specializes in processes vital to manufacturing businesses. But the factory version may not include additional necessary functions. 

Fortunately, QuickBooks integrates with third-party apps for increased functionality, like Method CRM.

Manufacturing isn’t all just raw materials and production. Customer relationship management is also crucial in any manufacturing or wholesale business. 

Method is the top-rated CRM app in the QuickBooks app store. With Method CRM, you can automate workflows like:

  • Email marketing.
  • Sales management.
  • Customer service.

Method’s real-time, two-way QuickBooks sync merges accounting data and customer history and centralizes customer communications, making it easy for your team to stay on track.

Centralize your entire business

QuickBooks helps you manage many business processes in one place, including:

  • Inventory and product distribution. 
  • Work orders.
  • Builds and purchase order tracking.

If you need a feature QuickBooks doesn’t offer, you’ll likely find it through a third-party app. 

Integration with third-party apps increases functionality while keeping all your data easily accessible and centralized on QuickBooks. 

Save your BoMs in one place

A BoM or bill of materials is the list of items you use to create a product. With QuickBooks’ inventory assembly feature, creating a BoM is easy. 

QuickBooks tracks and saves all your BoMs in one place once you’ve created an inventory assembly.

These features help businesses easily track product builds while reducing time spent micromanaging builds and simplifying the manufacturing flow process.

What is negative inventory in QuickBooks Manufacturing?

Negative inventory appears when you generate an invoice in QuickBooks without first updating your inventory.

It causes issues like incorrect calculation of average costs, jeopardizing your reports’ accuracy. 

Imagine you’re in the process of manufacturing a product and QuickBooks correctly shows the available quantity of this product as zero. 

You need to fulfill a sales order quickly, so when you get the finished product, you ship it and generate an invoice for payment.

But then, the inventory quantity is now shown as -1.

This problem arises when you don’t update the inventory before sending the item. So always make sure to add the item to your inventory before dispatching it and collecting payment.

How to find and fix negative inventory when using QuickBooks for manufacturing

If you sent inventory and collected payment before you recorded the items in your inventory, you’ll get negative inventory.

Luckily, there’s a simple way to find it and fix it. 

You can find negative inventory in QuickBooks by following these steps:

  1. Go to Reports, and select Inventory Valuation Detail.
  2. Under Dates, select All to get an overview of all inventory movements.
  3. Look at the QTY On Hand column to find the negative numbers.

Once you have found the negative inventory, follow these steps to fix it:

  1. Select the negative inventory in the QTY On Hand column.
  2. Adjust the dates of bills or invoices so that the bill date is before the invoice date.

Key takeaways

QuickBooks Manufacturing and Wholesale is a powerful tool created specifically for manufacturers, wholesalers, and distributors.

It comes with all the accounting features of QuickBooks while giving you better inventory control and flexible pricing options. 

While QuickBooks gives you excellent accounting and manufacturing-specific features, it takes more than that to truly maximize your business for higher profits.

This is where Method CRM can fill in the blanks. 

Method is the top QuickBooks CRM that merges your accounting and inventory data with your customer data. Its fully customizable platform creates specific solutions tailored to your unique manufacturing needs. 

QuickBooks for manufacturing and wholesale FAQs

Does QuickBooks Online support manufacturing?

QuickBooks Online doesn’t currently support manufacturing without third-party integrations. If you want to use QuickBooks for manufacturing, a QuickBooks Desktop Premier or Enterprise subscription offers more features for manufacturers, wholesalers, and distributors. 

Is QuickBooks used for inventory management?

Yes, QuickBooks Online Plus and Advanced have everything you need for efficient inventory management. This includes inventory tracking, sales tracking, alerts for restocking inventory, and reports on the status of your inventory. 

What is QuickBooks Advanced Inventory?

QuickBooks Advanced Inventory is a feature of QuickBooks Enterprise that helps businesses track, maintain, and move inventory over multiple locations. On top of the standard inventory management features provided in QuickBooks Online, it lets you track inventory by lot or bin number and use a barcode scanner. It also gives you more control over inventory categorization and offers automated forecasting to minimize stock-outs.

Start your free trial of Method CRM today!

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How to improve workflow in manufacturing

Find out the best ways to improve your manufacturing workflow. Recognize the common pitfalls and set yourself up for success.

How to improve workflow in manufacturing Read More »

Straightforward and efficient workflows are an essential part of manufacturing processes. They detail the jobs, who are responsible for them, and the steps required. 

If a workflow in manufacturing is inefficient, it can cause expensive delays.

Let’s look at why and how improving manufacturing workflows increases efficiency, ultimately leading to higher profits. 

What is a manufacturing workflow?

A workflow in manufacturing entails the steps to take to produce a particular product. Each step involves a specific team and tasks that result in a deliverable.

The main stages in a workflow in manufacturing involve:

  • Product research.
  • Supplier coordination.
  • Manufacturing process.
  • Quality assurance.
  • Shipping logistics.

Most manufacturing workflows will include these phases, but other steps may be involved depending on the manufactured product.

Why does improving manufacturing workflows matter?

It’s essential to improve your manufacturing workflows to minimize profit loss.

Even if you’re producing the exact amount to meet demand, it doesn’t necessarily mean it’s as profitable as it can be. In fact, you may be making just enough to keep your business afloat year-on-year.

To truly maximize profits, you must have a manufacturing process that allows for a decent profit margin.

Reducing the time and cost it takes to produce a certain amount of products will increase the profit value of your total output.

So, let’s say a competitor is producing the same total output as your business and selling their product at the same price.

Even if your sales totals match, if your production process is more cost and time-effective than theirs, you’ll be making more money.

Why manufacturing workflows fail (and what to do about it)

There are a few simple reasons why a workflow in manufacturing may fail. Let’s look at some of those problems and their possible solutions.

Poor communication

One of the most common reasons for workflow inadequacies is poor communication.

You can use the best technology and still run into production bottlenecks and inefficiencies without proper communications standards.

The consequences of poor communication include:

  • Potential misunderstandings.
  • Low team morale.
  • Decreased profits.

A solution to this problem is to simplify your communications protocols.

Consider diversifying the ways your team communicates with each other. Heavy reliance on emails may result in cluttered inboxes, and scheduling too many face-to-face meetings can result in wasted time.

Also, consider creating communication templates to speed up written requests, acknowledgments, or other records.

Inadequate planning

Rushing the planning phase without adequate research increases the chances of wasted time, effort, and costs.

It’s important to consider all the factors that play into a workflow in manufacturing before starting production.

A detailed overview of all the moving parts will decrease the chances of encountering a production blindspot.

When drafting up your plan:

  1. Make sure you collect as much information as possible.
  2. List all your employees, their roles, and what’s expected of them.
  3. List all deliverables spanning the entire manufacturing process, such as supplier requirements, manufacturing processes, quality control requirements, etc. 
  4. Create a plan for when things go wrong. Because no matter how prepared you are, there is always a risk of delays, miscommunication, and other errors.

Workflow tunnel vision

Workflow managers sometimes only look at positive outcomes. In doing so, planning for possible issues is often overlooked.

Even with short workflows, many problems could arise due to poor communication or inadequate planning.

If a workflow in manufacturing is planned with no room to adapt, it will ultimately collapse. 

Projects don’t always go according to plan, but having an adaptable workflow will minimize delays and ensure the project quickly gets back on track.

Manufacturing workflow obstacles

You can improve inefficient processes by implementing workflow management software.

Before considering a manufacturing workflow software solution, let’s look at some obstacles manufacturers should be aware of.

Poor workflow mapping

The purpose of workflow mapping is to document processes and provide a reference point and an overview of the steps needed to complete a process.

Mapping workflows can take time, but they’re an essential part of the health of a manufacturing company.

Invisible bottlenecks

Bottlenecks in production pipelines aren’t always blatantly obvious. Your current workflow may seem to be performing exactly how it should.

But with adequate research and better attention to detail, you can identify these bottlenecks and reduce the loss of productivity.

It’s crucial to perform routine maintenance checks anyway. This includes checking physical equipment for repairs and less tangible aspects like your communications processes. 

Even if just one part of your workflow in manufacturing is defective, the rest of the process will be affected.

The law of amplification

It’s a common misconception that technology can solve all problems. But it can’t solve underlying issues in a workflow.

You may even worsen the problem by automating flawed processes.

The law of amplification says that using technology in a workflow process makes it more efficient. But applying technology to an inefficient process will make it even more inefficient.

So, technology amplifies the process, whether it’s efficient or not. 

Before implementing any digital workflow software, manufacturers must first identify and fix workflow issues.

How to improve manufacturing workflow

You can improve each step in a manufacturing workflow through better project management or more advanced technology.

Let’s look at the different ways to simplify a workflow in manufacturing.

Review your existing workflow

As a company grows, so do the number of employees and the rate of its output production.

When a business scales, its workflows must follow. After all, the manufacturing workflow for a small business will likely not work for an enterprise-level company with more workers and increased production demand.

You must regularly review the manufacturing workflow to minimize production bottlenecks and maximize your resources.

Update processes and technology

Today, there is exponential growth in the technology sector. It’s not uncommon for certain software or hardware to become obsolete in just a few years.

When performing routine check-ups on your workflow processes, check if the technology you’re using is still up to current standards.

Commit to scheduled maintenance

It’s easy to fall into the mindset of “If it’s not broken, don’t fix it.” Some manufacturing companies may skip over maintenance checks because they think it’s a waste of time. 

Even if the manufacturing process is seemingly successful, it’s still important to do routine check-ups. Issues in manufacturing processes aren’t always obvious and may require more scrutiny.

Train and educate employees

Hiring the most qualified employees from the get-go is just as important as fostering an environment of professional growth.

As a company grows, so does the required skill set of its employees.

Get feedback and note what skill sets your employees could improve on. Consider investing in training opportunities for your staff to boost productivity.

Aside from positively affecting your production process, allowing your employees to grow also improves workplace morale.

Organize the workspace

A disorganized workspace will slow the workflow down. Ensure your facility is organized and clean, especially before a new work day. 

Arrange workstations efficiently so that the appropriate tools are nearby and it’s easy for employees to keep the area clean.

Maintain optimal inventory

Having too little inventory can lead to lower production output and decreased sales.

On the other hand, having too much inventory can lead to:

  • Limited cash flow.
  • Increased expenses.
  • Wasted resources.

Maintain an optimal inventory by coordinating your purchasing schedule with your production output and keeping accurate and updated records.

Consider automating notifications when stock becomes too low or too high so you always know when to order more.

How digital workflows improve manufacturing operations

Digital workflows exist to make life easier for manufacturers and businesses in general. They eliminate manual processes, reduce paper transactions, and simplify operations.

On top of having all your workflows digitized, they can also be automated, accessed, and managed in one place. 

Workflows in manufacturing that you can digitize and automate include: 

  • Payment processing.
  • Inventory management. 
  • Production planning. 
  • Quality control. 
  • Work orders.
  • Distribution management. 

These processes require a wide range of workflows to ensure continuous production and minimal downtime. You could improve all of these through a digital workflow. 

Key takeaways

Workflow automation can minimize the steps employees take to finish a job. Always evaluate which processes technology could solve before implementing any software.

Ensure it will enhance efficiency, not hinder it. 

Once you’ve decided to automate your manufacturing workflows through software, the next step is finding the right management tool.

Method CRM is a great solution that helps manufacturers automate every process, from sales to operations. It’s easy to use and fully customizable to your specific manufacturing workflows and processes. 

Method will drastically increase productivity by simplifying time-consuming processes, making sure your business is always ahead of the game.

To boost efficiency and automate your workflows, consider integrating with Method CRM. See how Method helped a shipping container company’s revenue double in just three years below.

Workflow in manufacturing FAQs

What is a workflow process?

A workflow process refers to a series of tasks or activities that you must complete to achieve a specific outcome.

What are the three basic components of workflow?

The three basic components of a workflow are input, transformation, and output. Input entails the material required to complete a step. Transformation is a detailed set of rules that determine how the input materials are used. Output is the final product.

What is the purpose of a workflow?

The purpose of a workflow is to lay the work out clearly for employees so they can complete jobs efficiently. A carefully planned and detailed workflow will improve the efficiency of business processes. It also ensures all team members are on the same page.

Watch Method CRM’s demo to learn what it can do for your business!

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Complete guide to lead generation for manufacturing companies

Here’s an in-depth guide for manufacturers to learn all about lead generation. Learn the best ways to get as many leads as possible.

Complete guide to lead generation for manufacturing companies Read More »

A steady influx of viable and high-quality leads makes manufacturing companies profitable. That said, traditional and in-person sales models are no longer cutting it, especially in today’s increasingly digital landscape.

Nowadays, online marketing strategies are the best way to generate industrial prospects for your manufacturing business.

But with so many moving parts, how do you develop an effective lead generation manufacturing plan on a budget? 

This guide will tell you everything you need to know about how lead generation for manufacturing works and what best practices you can implement.

Manufacturing lead generation

Some use the terms “lead generation” and “demand generation” interchangeably in the manufacturing industry.

But the two are not the same.

Lead generation manufacturing refers to contact acquisition or gathering basic information like a name, phone number, email address, and other data that helps build a customer profile.

In turn, demand generation is when you reach out to closer targets who have already expressed interest in your services.

You can manage your leads through CRM software that accommodates QuickBooks for manufacturing and wholesale.

What are the important requirements of lead generation for manufacturers?

There are many moving parts and critical requirements for lead generation manufacturing, such as offers and contact forms.

Before developing your marketing plan, familiarize yourself with the components of a robust growth strategy, including:

  • Offers: High-value resources and services like eBooks, white papers, digital brochures, discounts, and product demonstrations. Consumers are typically more willing to exchange contact information for something enticing, helpful, and intriguing.
  • Landing pages: Unlike regular web pages, landing pages contain information about a specific product, service, or offer. Advertising materials like social media posts or Google ads often lead back to landing pages.
  • Calls-to-action (CTA): A CTA link or button encourages site visitors to submit information. CTAs should be clear, concise, and persuasive.
  • Forms: The easiest and most direct way to collect potential leads is through information forms. You can get various information from this channel, such as names, numbers, emails, etc.
  • Website: To host the components listed above, you need your website to function. Since 72% of B2B buyers are tech-savvy, a responsive, easy-to-navigate, and informative website is essential to gathering qualified leads.

Top approaches of lead generation for manufacturers

Lead generation strategies that work for one manufacturer may not necessarily work for you.

That said, there are multiple approaches you can take to push industrial leads into your sales pipeline – just don’t forget to track your manufacturing workflows.

Below are some of the approaches you can consider.

Leverage existing customers

Contrary to what some may think, customer acquisition is more expensive than customer retention. In addition, engaging existing customers is often easier – after all, they’ve already done business with you.

Ask your existing customers for feedback and testimonials.

Word-of-mouth marketing is a powerful tactic; displaying positive reviews on your website can turn visitors into leads.

Organize events or actively participate in industry events

Being social, even and especially during your off hours, can go a long way in your networking strategy.

For example, participating in industry events can provide a platform for your business and thrust you into industry leadership. Even if you aren’t delivering a speech or presentation, your attendance alone increases your visibility in your industry.

Plus, you can connect with like-minded business individuals interested in your products and services. 

Use different CTAs

Just because you’ve succeeded with past CTAs doesn’t mean you should keep using the same one.

Varying your CTAs can boost online conversions by tapping into different kinds of customers.

Remember, no two prospective buyers are the same. Some might respond better to specific approaches in language and visuals.

Optimize your website to convert

For your website to appear on search engines, it must be optimized.

Fortunately, search engine optimization is a low-budget yet effective investment that can give you great returns and qualified leads.

While optimizing your website will take time, you can start by applying the following changes:

  • Clean your site navigation up. Make it easy for site visitors to find the information they need.
  • Use clear and concise information forms to develop a contact database or email list.
  • Upload valuable resources that site visitors are likely to download.

Occasionally give out freebies

Potential clients are much more responsive when there are incentives. If you can afford it, offer the occasional freebie, such as a consultation or eBook.

This is typically enough to encourage them to exchange information.

How to create engaging content offers for manufacturing lead generation

Now that you know the importance of lead generation efforts for manufacturing businesses, implement the following practices to get more and better leads.

Use the element of scarcity

Demand increases as supply decreases. This principle of supply and demand makes for an effective psychological marketing tactic.

Create limited-time or limited-quantity offers. Consumers may be more motivated to purchase your product because they don’t know when the offer will become unavailable. 

Keep track of your limited-offer stocks through work orders.

Leverage newsjacking

Newsjacking is when you leverage a recent headline or event to promote your products and services.

When implemented effectively, newsjacking is a clever and timely way to boost your brand’s popularity and credibility.

You can incorporate newsjacking into your content marketing efforts by following:

  • Social media feeds.
  • Google Trends updates.
  • News platforms.
  • Really Simple Syndication (RSS) feeds.
  • Influencers.

Popular trends in manufacturing that you can incorporate into your online lead generation manufacturing campaigns include artificial intelligence (AI), sustainability, and digital transformations.

Focus on creating an amazing title

A headline can say a lot about what you offer. As such, it should be clear, exciting, and informational enough that potential buyers want to click through to learn more.

You can use a shocking statistic or enticing benefit in your title. That said, don’t exaggerate and over-offer, especially if you can’t deliver on the statements you make.

Create offers for different buying stages

Thanks to the internet, manufacturing clients no longer call sales reps for information. Instead, many users prefer to do their research independently.

How do you shorten the sales cycle if potential customers aren’t interested in getting in touch?

Creating unique offers for each marketing stage is an excellent way to spark interest and push site visitors into converting. For instance, someone entering the buying cycle might be interested in an informational resource like a brochure or demonstration.

Further into your sales process, potential clients might be more interested in a discount or subscription.

Avoid corporate jargon

While professionalism in your sales team is a must, overstuffing your language with jargon is a surefire way to lose out on a future customer.

Avoid using vague buzzwords like “cutting-edge” or “next-level”, as they don’t offer real value.

Instead, highlight product features and discuss how doing business with your company can benefit potential B2B buyers.

Use high-value offer formats

No two offers are identical, and no two buyers look for the same thing. Use your marketing analytics to determine what your buyers want most.

But while content is the cornerstone of inbound marketing, what kind of content you produce can make or break your marketing efforts.

For example, some clients may be more interested in live webinars and long-form eBooks, while others have shorter attention spans and respond better to product demonstrations and quick presentations.

But if you’re reaching out to experienced manufacturing clients, providing something too simple isn’t going to cut it.

Key takeaways

As a manufacturing business, the best way to stay profitable is to turn viable leads into paying customers.

When developing an unbeatable lead generation strategy for your sales process, keep the following in mind:

  • Lead and demand generation are not the same. Consider which approach makes the most sense for your business.
  • The primary components of effective lead generation are an offer, landing page, call-to-action, form, and website.
  • While you can buy leads, the best way to increase your growth trajectory is to tap into their interests and values.
  • Vary your offers and calls to action. Some leads might prefer to download an eBook, while others might be more interested in attending a webinar.
  • Take advantage of industry news. Ride on trends to push high-value deals.

Are you looking for an easier way to track your leads?

Method CRM unifies customer information in a single database, allowing you to follow up with leads and move them further down the funnel.

Lead generation for manufacturing FAQs

How do manufacturers generate leads?

The best way for manufacturers to generate leads is through digital marketing. Marketing strategies such as blogs, social media, newsjacking, and SEO can draw new customers in regularly.

What is the lead generation process?

The lead generation process involves attracting and moving customers through your sales pipeline. The goal is to create consumer interest in your specific products and services. Once you have a good set of leads (prospects), the next step is to turn them into paying customers by nurturing the relationship.

How can you improve sales lead generation?

You can take many steps to improve your lead and demand generation strategy, such as investing in SEO and paid advertisements or creating enticing content that brings visitors to your site. You can also network at events to generate interest and consistently adapt marketing efforts according to trends or consumer insights.

Start your free trial of Method CRM today!

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What is supply chain workflow and how do you improve it?

Learn about implementing and improving SCM into your business. Find out how to make your supply chain seamless.

What is supply chain workflow and how do you improve it? Read More »

Global supply chains are fragile, and experiencing shortages in your workflow can drastically impact your bottom line.

If you want to keep up with fluctuating demands, an effective supply chain management process is non-negotiable.

However, not all businesses have a robust supply chain workflow in place.

If you want to maintain a steady flow of resources while keeping your business profitable, this guide will tell you:

  • What you need to know about supply chain management.
  • How to implement supply chain management.

What is supply chain management?

Supply chain management (SCM) refers to the handling and centralized administration of your production process. It covers all processes that turn raw materials into a finished product.

Why supply chain management is important

Regardless of your industry, SCM can provide many benefits, including the following.

Balances demand and capacity

Inventory management doesn’t just ensure that you can meet customer demands but also prevents excess inventory.

Having “just enough” raw materials keeps your bottom line afloat because you aren’t spending more than you can afford.

Identifies problem areas

If your customer satisfaction levels aren’t where you want them to be, SMC can help you identify supply chain workflow disruptions.

Data analysis prepares manufacturers for potential shortages and forecasts accurately.

Optimizes prices

Seasonal products don’t have long shelf lives, so you want them out of your inventory as soon as they go out of style.

SCM can help you price these products dynamically to maximize profits and improve margins while preventing overstock.

Lowers shipping costs

Limiting your number of distribution channels can reduce distribution costs.

Streamlining your distribution process and working with shipping aggregators can help you maintain a more substantial cash flow.

Enhanced business agility

Clearly-defined business process workflows keep your company adaptable to change.

Ample supply planning helps your SCM anticipate adjustments, shortages, or excesses.

What is the supply chain management process?

The supply chain management process oversees all your manufacturing operations and comprises four sections.

Supply management

You can split supply management into five categories:

  • Supply planning: How can you best meet the goals indicated by your demand plan??
  • Inventory planning: What is the optimal inventory quantity for meeting customer demands?
  • Production planning: How can you best allocate resources, materials, and employees?
  • Capacity planning: How much equipment and production staff do you need to complete your output goals?
  • Distribution planning: How do your materials move from production to supplier to manufacturer to distribution?

Demand management

Contrary to supply management, demand management comprises only three categories:

  • Demand planning: Aligns inventory levels and supply chain activities to demand forecasts.
  • Trade promotion planning: Increases product demand through marketing efforts like optimized pricing, promotions, value-added bonuses, product demonstrations, and display fixtures.
  • Merchandise planning: Maximizes ROI by optimizing merchandise distribution in various locations at calculated prices.

Sales and operations planning

Sales and operations planning (S&OP) aligns demand, supply, and finances, so your manufacturing business stays profitable.

Through S&OP, managers develop forecasts based on geographical needs for specific products and services.

Managers do S&OP monthly, quarterly, or biannually depending on company size.

Product portfolio management

Product portfolio management covers product ideation up to the initial market introduction.

The process involves analyzing performance and anticipating its product life cycle.

Some products will end their profitable lives sooner than others, while others can adapt with strategic marketing. 

What is a workflow in supply chain management?

Workflows in a supply network consist of activities for optimizing resources, processing information, maximizing sales, and satisfying consumer demands.

These supply chain workflows indicate every step a project manager should take to facilitate end-to-end product delivery.

The ultimate goal of supply chain management workflows is to improve critical points of the delivery process.

From first to last, a typical supply chain workflow has the following phases:

  1. Planning.
  2. Sourcing.
  3. Production.
  4. Inventory management.
  5. Logistics.

Types of workflows in SCM

The manufacturing process comprises these three unique SCM workflows.

Material flow

The material flow SCM model outlines how resources move in your system, from raw materials to assembly to inventory to distribution.

A positive material flow indicates that your stock moves steadily and predictably. The quicker your items move and the fewer delays they experience, the better you shrink the cash cycle.

Value stream maps (VSMs) help managers visualize how items move across their system and how long the journey takes. 

Information/data flow

The information or data flow SCM model follows critical information like purchase orders, schedules, quotations, and supplier reports from supplier to customer and vice versa.

Keeping every department in this information loop increases accuracy, reduces human error, and makes workflows predictable.

Money flow

The money flow SCM model tracks your cash flow as you sell and distribute products.

Typically, this model follows costs involved in the following:

  • Transportation.
  • Inventory storage.
  • Packing.
  • Capital.
  • Administration.

How to improve your manufacturing supply chain workflow

The global market is constantly expanding, so continuously improving your supply chain workflows is imperative to your business’ success.

Implement these best practices in your supply chain management system to ensure a smooth production cycle.

Use real-time data

Connected supply chain planning involves several players, such as suppliers, manufacturers, producers, and consumers.

Thanks to real-time data, you never miss out on sudden changes and can guarantee the accuracy of information.

Plus, you can plan around “what if” scenarios and develop practical contingencies.

Automate specific processes

Automating manufacturing processes can increase warehouse efficiency while reducing human error on administrative tasks.

Furthermore, supply chain workflow automation decreases operating costs, as you can afford to employ less staff or move existing staff into more money-making roles.

Anticipating what the global supply chain might look like can future-proof your business.

A few trends you should keep your eye on include:

  • Artificial intelligence: Artificial intelligence (AI) and machine learning (ML) models provide superior predictive marketing intelligence that improves audience targeting and demand forecasts.
  • Blockchain: Cryptocurrency is forcing manufacturers to keep up with new processes and methods of interconnectivity. You can reduce data redundancy by incorporating smart contracts in your approval process.
  • Privacy: Consumers care about their privacy, and so should you. Supply chain partners must adhere to changes by the General Data Protection Regulation (GDPR) to protect information.

Key takeaways

Knowing how volatile the global supply chain can be, robust material management and highly systemized workflows are necessary for success. 

Supply chain management ensures that your product manufacturing processes are cost-effective, without error, and profitable.

And the best way to improve your internal operations is to use real-time data, automate specific processes, and stay updated with trends.

You can make the online supply chain management process simple and intuitive with a full-service CRM like Method CRM.

Method automates repetitive tasks involving processing orders, managing inventory, and distributing goods.

Watch the video to better understand its capabilities:

Supply chain workflow FAQs

What is a supply chain structure?

A supply chain structure refers to every moving component of your supply chain. These elements include raw materials, supply chain stakeholders, equipment, staff, and other processes.

What is the supply chain life cycle?

The supply chain life cycle outlines and enumerates the entire journey of a product, from ideation to execution to sales.

What are the five stages of the supply chain?

The five stages of the supply chain are planning, sourcing materials for production, manufacturing, delivery, and returns.

Watch the demo and automate your supply chain workflow today!

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A ship loaded with containers on the water.

How CRM becomes important in supply chain management

Discover how you can incorporate CRM software into your supply chain management. This helps customer relationships and streamlines your supply chain.

How CRM becomes important in supply chain management Read More »

Many underestimate customer relationship management’s impact on a business’s supply chain. Predicting consumer behavior, analyzing customer data, and accurately forecasting can all positively impact your bottom line. 

A CRM supply chain maintains the flow of your goods and services, making production more efficient and intuitive.

This guide will tell you what you need to know to leverage your customer relationships and simplify supply chain processes.

The role of customer relationship management

CRM helps maintain long-term customer relationships, keeping your business profitable and output predictable.

With CRM software, you can track customer behaviors, preferences, and other information that informs your decisions regarding your supply chain workflows.

What is a customer relationship management system?

CRM systems use technology to collect business-related information, such as:

  • Contact details.
  • Service issues.
  • Sales opportunities.

You might use CRM software to track data regarding your customer, vendors, suppliers, and stakeholders.

In addition, CRM software is a powerful tool for streamlining customer interactions and keeping information consistent across all teams.

It gives you a clear overview of what customers want and makes it easy to share these demands with other team members.

What is supply chain management software?

Like CRM software, SCM (supply chain management) software centralizes information regarding your supply chain and manages your production process.

With it, you can maintain healthy supplier relationships, apply inventory management to your stock, and track operational processes.

SCM works by standardizing production, shipping, and distribution. In addition, it keeps tight control of your inventory, enabling manufacturers to manage orders according to stock levels and costs.

What does an SCM offer?

SCM offers an easy way to simplify the distribution process by tracking raw materials as they undergo assembly into your final product.

In addition, SCM synchronizes your protocols and logistics with supply chain managers, ensuring that distribution goes according to plan.

How CRM can benefit the supply chain management

CRM adds value to your supply chain by improving customer retention, customer satisfaction, and profit margins.

Because CRM software tracks customer demands and feedback, you have the competitive advantage of adjusting aspects of your supply chain operations, such as:

  • Shipping options: Do your customers prefer specific distributors?
  • Delivery times: Is there a way to improve your shipping times?
  • Inventory control: Are you keeping up with customer demand?

CRM data can also inform service teams of any fluctuations in consumer demands.

For instance, your CRM platform can tell you what products your customers prefer and whether they are more popular during a specific season.

Before diving deeper into the advantages of a CRM supply chain, let’s look at the main differences between CRM and SCM.

Key differences between CRM and SCM

While CRM and SCM systems are interconnected, the two still have some key differences.

Customer and product management

CRM improves customer service through unified communications and marketing automation. It provides sales resolutions and lead-generation efforts from a consumer-facing perspective.

On the other hand, SCM manages product delivery, using sales data to predict future revenue.

It also doubles as inventory management software, collecting logistical information to help you make data-driven decisions. 

Revenue generation and cost management

While CRM provides opportunities to increase revenue, SCM simplifies supply chain operations and keeps cash flow healthy.

For instance, CRM software can tell you what products are more popular with customers and what marketing tactics are most effective.

On the other hand, SCM helps manage inventory, so you aren’t overstocking and spending more than you need.

Ultimately, CRM takes a more external approach with end users, while SCM occurs internally. And this is where a CRM supply chain shines.

The relationship between your customers and the supply chain

Customers are integral to your supply chain, as they keep your business profitable. Businesses wanting to maximize value should make supply chain decisions with customers in mind.

For instance, you might collaborate with suppliers with experience in inventory management to keep your supply chain stocked at all times.

In addition, by integrating CRM into your sales processes, you can gather the necessary information to make informed decisions on adjustments to your supply chain.

CRM platforms let business owners predict behaviors, such as:

  • When customers are most likely to make a purchase.
  • What products are most popular at a given period.

Let’s look at the main advantages of a CRM supply chain.

Advantages of CRM-SCM integration

Integrating SCM and CRM keeps your product flow steady. Collecting CRM data can help you specify material needs to supply partners.

Thanks to accurate data analysis and real-time updates, business owners enjoy:

  • Reduced overhead costs.
  • Fewer bottlenecks.
  • Predictable production schedule.

In addition, a CRM supply chain integration enables immediate feedback and problem-solving through customer and supplier portals.

This software also centralizes contact information, making reaching out to the appropriate point persons easy.

CRM-SCM integration considerations

The benefits for businesses that implement a CRM supply chain integration are evident.

However, there are a few things to consider before combining your systems:

Employee skills

Some employees that are well-versed in CRM technology may not be as knowledgeable about SCM and vice-versa.

Consider whether integrating your systems will require additional training and, if necessary, facilitate this ASAP.

Sometimes, you may need to outsource talent to manage this shift temporarily.

Required system features

Not all software is compatible with each other.

Consider what features are necessary – do you want to open a customer portal? Do you need reporting and accounting features?

Identify the primary needs that you can satisfy with each system.

File load needs

Technically, you can make uploading data easier by determining each system’s file load needs.

Some systems require full file loads, while delta loads may suffice with others.

Unexpected errors

Integrating two systems for the first time can lead to unexpected errors and failures.

Prepare to resolve potential risks that can hurt your bottom line or cause costly delays.

How a well-managed CRM becomes key to success for supply chain management

Supply chain management is essential to any business’s success, as it involves:

  • Streamlining operations.
  • Ensuring timely goods and services delivery.
  • Managing resources to maximize profits.

In today’s world, having a well-managed CRM system is crucial to successful supply chain management.

A CRM supply chain helps businesses develop better customer relationships by providing the necessary information about customers.

With this data handy, companies can better identify opportunities for improvement in the supply chain process and make informed decisions.

Combining ERP, SCM, and CRM

Another system you might consider incorporating into your SCM and CRM ecosystem is enterprise resource planning (ERP).

ERPs manage other aspects of your business that CRM and SCM don’t, including financing, HR, and manufacturing.

That said, ERPs also offer features that cover the supply chain and distribution.

When you combine all three systems, you reap the benefits of organized planning, material purchasing, simplified business processes, and scalable software. 

In the video below, check out how an integration with Method helped double this shipping container company’s revenue in just three years.

Key takeaways

Integrating your CRM and SCM systems can provide your business with all the information it needs to stay profitable.

Keeping customers, partners, and suppliers in the loop reduces errors, saves time and money, and distributes your resources wisely.

If your supply chain could use the benefits of a robust CRM program, consider Method CRM.

Method unifies all team communications and distribution data, streamlining your supply chain processes. It also integrates with systems you already use, such as Gmail, Google Calendar, Outlook, Mailchimp, Zapier, and more.

CRM and supply chain management FAQs

How does the supply chain relate to CRM?

The supply chain relates to CRM because inventory and distribution depend on consumer demands. With a robust SCM strategy, you can get products to customers quickly and with minimal delays.

Why is CRM important in the supply chain?

CRM is essential to your supply chain because it provides accurate data that can drive purchasing and distribution-related decisions. Business owners can anticipate when to restock and what products perform best.

What does CRM mean in logistics?

CRM logistics use contact lists, schedules, and client communications to acquire and retain customers. It leverages technology to create accurate sales forecasts, automate marketing efforts, and streamline operations management. 

Start your free trial of Method CRM today!

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A woman holding a calculator and filling out a form with a pen.

Which QuickBooks is best for construction?

You’ve settled on QuickBooks as your accounting software, but which one’s best for your construction company? Find out the pros and cons of each one.

Which QuickBooks is best for construction? Read More »

Which QuickBooks is best for construction businesses – specifically your construction business? Find out in this article. 

Is QuickBooks good for a construction company’s needs? Simply put, you can’t go wrong with one of the most popular accounting software choices in the world. The hard part is determining which QuickBooks is best for construction businesses. 

When it comes to QuickBooks for construction, three options should be at the top of your list:

  • QuickBooks Contractor Edition.
  • QuickBooks Desktop Enterprise.
  • QuickBooks Online Advanced.

This article will determine which QuickBooks is best for construction companies to help you choose the best accounting platform for your business.

You’ll also learn how to use QuickBooks for construction tasks to ensure you get the most out of it. 

Finally, you’ll discover the best way to enhance QuickBooks’ capabilities to allow the platform to grow with your success.

Sick of hunting for spreadsheets when updating your QuickBooks data?

Is QuickBooks good for a construction company?

There’s one question to ask before figuring out which QuickBooks is best for construction businesses: Is QuickBooks good for a construction company’s overall needs?

QuickBooks is a great choice for construction companies to keep track of revenue and manage their accounting. Specific tasks you can use QuickBooks for include:

  • Assigning direct costs to jobs. 
  • Comparing estimates with actual costs. 
  • Tracking budgets for jobs. 
  • Progress billing, to invoice in stages. 

Let’s discuss how to use QuickBooks for construction business workflows in more detail.

How to use QuickBooks for construction

Knowing how to set up QuickBooks for a construction company determines how well QuickBooks works for your business. 

There are a variety of workflows that QuickBooks automates, simplifies, and overall improves. Here are the top three. 

Automate accounting tasks

QuickBooks’ main job is to handle your accounting tasks. The software does so by eliminating the need for paperwork and leveraging the power of automation.

With QuickBooks Online in particular, your data securely syncs across all of your devices, minimizing your manual work.

QuickBooks automates your accounting tasks by letting you:

  • Set up recurring invoices.
  • Automatically process credit card payments. 
  • Send overdue payment reminders when invoices are past due.

Manage contractors and subcontractors

Managing contractors and subcontractors is a job on its own. Luckily, when you get a hang of how to use QuickBooks for construction, managing subcontractors becomes much simpler. 

QuickBooks Online allows you to send subcontractors a request to add their W-9 forms and tax ID information, saving you time from having to do it yourself.  

Better yet, use a QuickBooks subcontractor CRM to keep track of all your subcontractor data from one place. 

Set yourself up for success during tax season

QuickBooks lets you set up your construction workflows with tax season in mind. 

For example, with your subcontractors’ information already in QuickBooks, it’s easy to stay on top of your 1099 forms when tax season rolls around. The same goes for payroll taxes if you keep them up-to-date in QuickBooks throughout the year. 

You can also organize income and expenses into tax categories. As tax season approaches, you can either share your books with your accountant, or export those essential documents. 

Now that you know how to use QuickBooks for construction, it’s time to figure out which QuickBooks is best for construction and contractor businesses. 

Comparing plans: Which QuickBooks is best for construction?

Figuring out how to set up QuickBooks for a construction company requires you to determine which QuickBooks is best for construction in general.

To help you out, we looked at the top three QuickBooks choices for construction purposes. 

QuickBooks Contractor Edition

To compare which QuickBooks is best for construction, we’ll start with QuickBooks Contractor. 

There’s little need to figure out how to use QuickBooks for construction with this version. QuickBooks Contractor is QuickBooks’ way of recognizing a need for a construction accounting software product by providing a construction-specific edition of QuickBooks Enterprise.

QuickBooks Contractor has all the features of QuickBooks Desktop Enterprise, but also has additional features specific to the construction industry.

Firstly, this version of QuickBooks allows you to automate and organize your work orders more efficiently, with features that allow you to:

  • View all of your open purchase orders by vendors at a glance. 
  • Track changes to existing job estimates.
  • Create custom fields for sales forms.

QuickBooks Contractor also lets you control job costs and monitor your job profitability more accurately thanks to these key features:

  • The ability to move your estimates into quotes.
  • Complete visibility into expenses not currently assigned to a job.
  • Access to percent-complete and cost-to-complete information for each job. 

A good fit for…

Construction and contracting businesses with large construction projects that use QuickBooks for the majority of their workflows. 

Not suited for…

Construction managers looking for cloud-based software, as QuickBooks Contractor must be used on the computer it’s installed on. 

QuickBooks Desktop Enterprise

Our next stop to determine which QuickBooks is best for construction is QuickBooks Desktop Enterprise. 

QuickBooks Desktop (QBD) is the most feature-rich version of QuickBooks. QuickBooks Desktop Enterprise is a more advanced version of QBD.

What makes QBD a great option for construction businesses is that it has detailed features that contractors need, such as:

  • Job costing.
  • Expense tracking.
  • Budgeting and forecasting.
  • Inventory management.

QBD Enterprise takes these features one step further with advanced inventory, pricing, and invoicing. This makes it easier than ever to keep track of materials and equipment, and using automated invoices means you get paid faster.

Another one of QBD Enterprise’s strengths is reporting. QBD Enterprise’s advanced reporting provides deep insights into your business. You can modify one of the 200+ built-in report templates available, and save customizable reports as templates to run them anytime. 

You can also take advantage of the Contractor Edition reports feature, which includes 19 additional custom-built reports for contractors. 

A good fit for…

Construction businesses with complex accounting needs and those who want to build detailed reports. 

Not suited for…

Those who want to look at their data in a consolidated way, as QBD allows for limited integrations compared to other versions. As with QuickBooks Contractor Edition, it must be used on the computer it’s installed on.

QuickBooks Online Advanced

Is QuickBooks Online good for contractors on the go? The answer is absolutely.

QuickBooks Online (QBO) is a cloud-based version of the accounting platform. QuickBooks Online Advanced makes the software scalable for larger businesses. 

QBO Advanced simplifies accounting tasks by integrating with over 750 other software solutions. You also gain deeper insights into your business with custom dashboards and charts.

Beyond that, QBO Advanced is more user friendly than the Desktop versions. It even comes with a mobile app, making it ideal for construction managers on the job.

Start your free 30-day QuickBooks Online trial and get 30% off your subscription during your first year.

A good fit for…

Those who don’t want to spend a lot of time figuring out how to use QuickBooks for construction and want something simple. QBO Advanced is also for those looking for flexibility and versatility in the way they work in QuickBooks.

Not suited for…

Complex accounting needs. While it’s advanced, some of the software’s features aren’t as developed as in the Desktop versions of QuickBooks.

While these three versions of QuickBooks each have their advantages for your construction business, they also have their shortcomings. 

The good news is that there are other construction accounting software options that improve the way you work in QuickBooks, as well as your overall business workflows. One of those options is Method CRM.

Wish you could get more from QuickBooks? Method makes it possible.

Go beyond QuickBooks’ limitations with Method CRM

Method CRM is the #1 QuickBooks CRM for construction and contractors. Why does it hold this title? Due to the software’s two-way QuickBooks sync.

Here’s how it works: When you make an update in QuickBooks, that update will automatically show up in Method for your team to see. The same process works in reverse – updates in Method automatically show up in QuickBooks. 

So what does that mean for the construction industry? Essentially, you no longer need to learn how to use QuickBooks for construction.

Method provides an opportunity to use QuickBooks as more than an accounting software. This is done by integrating QuickBooks with Method and taking advantage of Method’s long list of features, including:

  • Automated job scheduling. 
  • Unlimited customization for a personalized solution.
  • The ability to convert estimates into invoices. 
  • Online portals to empower your customers and free up your accounting. 
  • Payment gateways for simplified payment processing. 
  • Native integrations with Gmail, Outlook, Zapier, and more. 

The result? An all-in-one central system where you can operate your entire construction business.

The best part is that no matter your decision on which QuickBooks is best for construction, you can enhance your experience with Method’s robust features. 

Method CRM fills the integration gap with QuickBooks Desktop. Its two-way sync with QBD acts as the bridge between your accounting software and your other business tools, so that you can keep all of your information in one place. 

For QBO users, Method makes your business accounting software even more convenient thanks to additional integrations and a mobile app. Method also strengthens QBOs limited reporting capabilities as it allows you to create custom reports personalized for your business.

Lastly, if you’re still debating between Xero vs QuickBooks for contractor needs, Method works with both software options, making it one less obstacle between you and your perfect solution. 

QuickBooks for construction FAQs

Which QuickBooks is best for independent contractors?

QuickBooks Online is the best version for independent contractors. 

Determining which QuickBooks is best for construction companies and independent contractors differs due to the needs of each business. Independent contractors are self-employed, and need simple software that keeps track of jobs and expenses.

Beyond that, QuickBooks Online’s mobility makes it another top choice for independent contractors who are always on the go. 

Does QuickBooks have construction contracts?

QuickBooks does not have construction contracts. In fact, they recommend that you use a third-party app for this purpose. Is QuickBooks good for a construction company if it doesn’t include construction contracts? Some would argue no.

On the bright side, Method CRM allows you to make custom templates that suit your business structure. You can use Method to build construction contracts with custom fields for QuickBooks without compromising your workflows.

What is the difference between QuickBooks Pro and QuickBooks Contractor Edition?

The difference between QuickBooks Pro and QuickBooks Contractor Edition is the additional contractor-specific features that QuickBooks Contractor offers, including:

  • More efficient work order management. 
  • Better job cost tracking.

However, not every contractor may need these features. These features could be better suited for handyman businesses than contractors. 

So if figuring out which QuickBooks is best for construction comes down to QuickBooks Pro and QuickBooks Contractor Edition – QuickBooks Contractor is nice to have, but you can probably get everything you need from QuickBooks Pro.

Bottom line: The best QuickBooks for construction

Hopefully this article has taught you how to use QuickBooks for construction, how to set up QuickBooks for a construction company, and more. 

To wrap up, the answer to “Which QuickBooks is best for construction?” comes down to your specific business needs. 

If you’re looking for construction-specific features, QuickBooks Contractor Edition is for you. If robust features are your priority, QuickBooks Desktop should be your top choice. And if you’re always on the go, then QuickBooks One is your best bet.

No matter which one you choose, enhancing QuickBooks with Method CRM provides a series of benefits for your business, including:

  • Powerful automation to save time on repetitive tasks. 
  • Increased efficiency to get more done.
  • The ability to streamline processes to keep your business on track. 

Want to see Method CRM in action? Watch the demo now

Image credit: Mikhail Nilov via Pexels

woman in a construction helmet and vest looking at a tablet and smiling.

Xero vs. QuickBooks for contractors: Which is best?

This blog compares QuickBooks and Xero — two of the most popular accounting software for contractors.

Xero vs. QuickBooks for contractors: Which is best? Read More »

As a contractor, you need to track your expenses and income. Enter QuickBooks and Xero — two of the most popular accounting software.

The two software offer similar features, including:

  • Tax management.
  • File storage.
  • Financial reports.

That said, these accounting systems have key differences.

In this article, you’ll weigh the pros and cons of each and compare and contrast their features to find out: Is Xero better than QuickBooks for your business, or vice versa?

Let’s get started!

Need an easier way to keep your QuickBooks data up-to-date?

Xero vs. QuickBooks: At-a-glance comparison

QuickBooks offers both online and desktop versions, whereas Xero only has cloud-based accessibility. So, consider how and where your team usually completes accounting or bookkeeping tasks when debating between the software.

Xero features a clean, user-friendly interface and has a more intuitive design than QuickBooks for accountants. That said, QuickBooks is designed to accommodate multi-user collaboration that will still align with users who don’t understand every accounting term.

Next, think about how many people need QuickBooks or Xero access at your company. 

This is a key answer to the question “How is Xero better than QuickBooks?” Xero allows for unlimited users. QuickBooks Online has a cap of 25, while Desktop’s highest tier caps at 40. This makes Xero an ideal solution if you plan to have a large team of bookkeepers and other employees using your accounting tool.

However, 25 users is plenty for most contractors’ accounting needs. Generally speaking, you don’t want too many cooks in the kitchen when it comes to your accounting software.

Now, think about who will be using the tool.

If you need to track project profitability, Xero provides clearer reporting tools than QuickBooks. It lets you monitor project costs in real time and compare them to estimated profits.

Both Xero and QuickBooks offer these features for your business:

  • Payroll processing, bank reconciliation, and tax compliance.
  • E-commerce integration (if applicable) with data migration functionality.
  • Mobile app availability.
  • Data export options to analyze performance easier.
  • Security and data protection with frequent updates and maintenance.
  • A trial period or free version availability.

Xero

Image credit: Silicon Bullet

Users who review Xero recommend that this accounting software is more user-friendly than QuickBooks. They rank it highly for its minimal training and learning curve.

Xero has a smoother interface than QuickBooks and is preferred by more accountants than QuickBooks internationally. Not to mention, it offers international accounting support (if needed).

Xero’s ability to integrate with third-party apps like Method lets it offer good scalability to growing businesses.

Key features

Let’s go over some of Xero’s best features to determine: Is Xero better than QuickBooks for your business?

With Xero, leverage fixed asset management tools to stay organized and keep your work in one place. Xero also automatically calculates the depreciation of your assets. The best part is that you can run reports to see the value of your fixed assets at any time.

Plus, Xero Projects lets you get started quickly and easily.

Here’s how it works:

  • Create as many projects as needed.
  • Estimate your time and materials.
  • Send off a quote to your potential customer.

It’s that easy. From there, record your time on the job and turn that into an invoice.

Xero invoice in Method with Email button selected

To keep up with project costs, you can also add bills and deposits to a job. The best part: your invoices match any changes to stay up to date.

Next, let’s investigate Xero’s reporting capabilities. Utilize reports to manage your projects and see which jobs are making money and which aren’t. This way, you’ll apply more accurate quotes for future projects.

Finally, let’s explore Xero Expenses. Use this tool to instantly record mileage and capture costs by taking photos of receipts.

Xero then pulls all the key information into a claim to keep you informed on every expense.

Pros

  • Runs smoothly online, as it was built for the web.
  • Strong integrations with many applications.
  • Offers more features than QuickBooks for paying vendors.

Cons

  • The reporting function is complex.
  • Limited in graphic and visual charts.
  • Weak customer support without live chat.

Pricing

The following pricing plans are offered by Xero:

  • Early: $15 per month.
  • Growing: $42 per month.
  • Established: $78 per month.

Is Xero suitable for large businesses?

Xero is designed for businesses of all sizes, including large companies. Xero is able to serve the complex financial requirements of larger organizations, with: 

  • Advanced project management features.
  • Inventory functionality.
  • Contact management tools.

However, Xero is not fully equipped to handle enterprise-level operations that need to: 

  • Examine nuanced reporting and analytics.
  • Execute highly advanced industry-specific solutions (if needed).
  • Evaluate transparency across all levels of the company.

Enterprises generally prefer to adopt ERP (enterprise resource planning) services.

Is there a good alternative to Xero accounting software?

While Xero can perform many advanced functions, QuickBooks Online is still a favorite for business owners. It’s a powerful accounting system with strong user reviews and ratings. 

You’d be hard-pressed to find accounting software that outperforms QuickBooks in usability. It is the most popular accounting software to operate in the US, with a strong vendor reputation and reliability.

Because of its popularity, QuickBooks has a large user community and forums. Users report that this resource frequently has a faster response time and provides better customer support than QuickBooks’ standard help channels.

QuickBooks Online

Image credit: QuickBooks

QuickBooks Online offers a cloud-based system that lets you simplify repetitive accounting tasks and processes. Its features and functionality are among the most powerful in the market.

Like Xero, QuickBooks features an impressive app marketplace with powerful integrations that enhance your workflows. Note that QuickBooks Online integrates with more apps than QuickBooks Desktop.

It’s an ideal choice for contractors, as you can:

  • Manage bills and invoices.
  • Track projects and miles on the go.
  • Monitor your financial health.

Get started with your free trial of QuickBooks Online here

Key features

QuickBooks Online offers an impressive range of features to businesses of all shapes and sizes.

For one, it features advanced financial reports to give you snapshots of various areas of your business. For example, you can run reports on project profitability to see how much you’re making or losing.

Other reports include:

  • Budgeting overview.
  • Profit and loss by location.
  • Invoice and received payments.

Also, with the QuickBooks Online app, you can enable mileage tracking to record every drive. Your phone automatically detects that you’re driving and uses GPS to measure the distance.

Image credit: QuickBooks

It then stores your trips in one location for you to see your mileage details and tax savings estimates at any time.

You can also post your time and project records every day with the QuickBooks Time app. Whether you’re a contractor, handyman, plumber, or painter, the app lets you track time from any location using devices you already have.

This manages your employee time data for: 

QuickBooks also lets you effortlessly capture signatures for project sign-offs using the app.Plus, all your QuickBooks Time data syncs to your account in real time, so your data is always accurate.

Pros

  • Easy to use and set up with many training videos.
  • The reporting feature is informative and easy to navigate.
  • The software is regularly updated with new features.

Cons

  • Difficult to navigate through past transactions for previous years.
  • The e-commerce plugin isn’t fully functional.

Pricing

QuickBooks Online offers the following plans:

  • Simple Start: $30 per month.
  • Essentials: $60 per month.
  • Plus: $90 per month.
  • Advanced: $200 per month.

QuickBooks also offers flexible plans for freelancers and independent contractors:

  • Self-employed: $20 per month.
  • Self-employed tax bundle: $30 per month.
  • Self-employed live tax bundle: $40 per month.

Who should use Xero?

So, is Xero better than QuickBooks for you? It’s ideal for contractors with fixed assets who need a lot of users at a low cost.

Its functionality as a fixed asset manager helps it differentiate itself as a top contender. Xero calculates the depreciation of your machinery, which lets you claim the proper gain or loss when you dispose of the asset.

If you’re on a budget, Xero offers many of the advanced features that QuickBooks Online does at a lower price. And if you’re working in a team, you can add all your in-house accountants or company partners to Xero for free.

Who should use QuickBooks Online?

QuickBooks Online is best for those in need of advanced reporting capabilities to drive performance. If you want live customer service, QuickBooks Online is also the right choice. For example, while Xero is easier to set up than QuickBooks, you need to email customer service or look to online resources to solve problems. QuickBooks makes it easy to talk to actual representatives.

If you want other QuickBooks products or a product suite such as QuickBooks Payroll, QuickBooks Payments or QuickBooks Time, this is also a good reason to choose QuickBooks.

If ongoing customer support is something you rely on, then QuickBooks is actually the better choice when asking, “Is Xero better than QuickBooks?”

Is Xero better than QuickBooks?

How you assess the question, “Is Xero better than QuickBooks?” depends largely on how you weigh your business’ specific needs.

Xero’s strengths lie in its:

  • Unlimited user access.
  • International currency support.
  • Dashboard tailor-built for bookkeepers.

It has a smoother interface design and  slightly receives more positive reviews than QuickBooks.

After reviewing user feedback, our analysis has shown that users find Xero also updates more frequently than QuickBooks. It has a better mobile experience than QuickBooks’ app functionalities and is more cost-effective than QuickBooks.

However, Xero is only available online and does not offer a desktop option like QuickBooks. And both versions of QuickBooks have more integrations for you to implement additional features that you may be missing.

Despite the greater learning curve, QuickBooks is also designed for users who may not have an accounting background. Because of its popularity, QuickBooks has countless users who comment on online forums to answer difficult questions and create free online tutorials that you can study.

When you integrate Xero or QuickBooks with a third-party platform like Method, neither option:

  • Is more customizable.
  • Provides clearer reporting tools.
  • Is easier to set up.
  • Is more secure.

You can compare and critique these pros and cons to answer: Is Xero better than QuickBooks, or is QuickBooks the better fit for my company?

Online payments, automated leads, and customer management?

Xero vs. QuickBooks for contractors: What to look for

Invoicing

As a contractor, reliable invoicing features are crucial.

Whether you choose Xero vs. Quickbooks Online, you get reliable features to process invoices and quotes.

With Xero, you can easily create an invoice and preview it before sending it via email. That email also includes online payment options to keep your cash flow strong.

With QuickBooks Online, you can update details about the client directly in the invoice, instead of navigating to their contact record. It’s simple and offers the option to add a card or bank account number to a customer’s account so you can immediately process the payment.

Inventory

Having inventory management (if applicable) for your company is important for profitability, as delayed or misplaced materials incur delays and unnecessary costs.

However, when evaluating Xero vs. QuickBooks Online, it’s important to note that QuickBooks Online’s lower-tier plans don’t come with inventory management. So, is Xero better than QuickBooks for inventory management? It depends on your budget.

If you’re unwilling to go for the QuickBooks Online Plus plan to get the feature, then you’ll be glad to know that all of Xero’s plans come with inventory management. 

However, note that unlike QuickBooks Online’s inventory feature, you can’t set up reorder points when stock is running low.

Job scheduling

When making the Xero vs. QuickBooks comparison, consider the job scheduling features.

After all, the success of your projects — from allocating resources to managing finances efficiently — lies in proper scheduling.

QuickBooks Time’s job scheduling is a game-changer when it comes to planning and setting multiple schedules on the go. From your phone, you can add:

  • Clients.
  • Dates.
  • Times.
  • Alerts.

With Xero, you can view start and end times of your jobs, as well as project milestones in an interactive Gantt chart.

Payroll

As a small business contractor, you need payroll that’s accurate, automatic, and easy to use.

Gusto is Xero’s preferred payroll partner that’s integrated with Xero accounting. It automates: 

  • Payroll taxes.
  • Deductions.
  • Filings. 

Another benefit is that it handles payroll emails and pay stubs.

Image credit: Gusto 

QuickBooks Payroll for contractors processes payments quickly and easily. It lets you:

  • Manage payroll.
  • Calculate taxes.
  • Make direct deposits directly.

It also includes employee self-service portals and direct deposit capabilities so you have more time to focus on your day-to-day, instead of on paying your subcontractors.

Integrations

When it comes to answering, “Is Xero better than QuickBooks?” be sure not to overlook the importance of integration.

As your accounting software is one of your core tools, it should integrate with all your other systems, including:

  • Your CRM system.
  • Your email applications.
  • Your project and time-tracking tools.

When debating Xero vs. QuickBooks for contractors, make sure you select the one that offers integrations with the tools you need.

How Method helps small business contractors using QuickBooks and Xero

Method CRM is a robust solution that manages your: 

  • Accounting.
  • Sales.
  • Job details. 

Its cloud technology and mobile access make it an ideal software for contractors on and off the job site.

The best part is that Method boasts a two-way sync with both QuickBooks Online and Xero. Here’s a breakdown of how it works:

  • You only enter data once.
  • It gets carried through the workflow.
  • Information syncs appropriately to your QuickBooks or Xero account.

As a result, you save yourself from hours of double-data entry and tedious tasks.

Plus, you can turn your estimates into work orders and invoices in just a few clicks.

Overall, Method empowers you to focus on delivering great service to your customers, rather than managing paperwork. It has advanced customization capabilities and offers more automation features than QuickBooks and Xero do on their own.

Bottom line: Xero vs. QuickBooks for contractors

QuickBooks and Xero are both great options when looking at accounting software for contractors. They both provide attractive features at affordable pricing plans.

But is Xero better than QuickBooks? Your best choice really depends on your unique needs.

If you’re a contractor on a budget who’s looking to add a lot of users, then Xero is a better fit.

But if you need features such as advanced reporting or live customer service, then QuickBooks Online is the right pick for you.

Whatever you decide, expanding your accounting software’s potential with integrations like Method is always a good idea.

Xero vs. QuickBooks FAQs

Is Xero or QuickBooks better for small businesses?

Answering, “Is Xero better than QuickBooks or vice versa for small businesses?” largely depends on your industry and if you need to handle multiple companies. Both have advantages and disadvantages, so it’s important to consider which features suit your small business best.

For example, QuickBooks Online offers more detailed reports and analytics than Xero does. This makes it better for businesses with complex financial tracking needs.

But how is Xero better than QuickBooks? It’s much more effective when you only need basic data to monitor your cash flow and profitability.

Another difference between Xero vs. QuickBooks Online is platform flexibility. Contractors who deal with multiple currencies will find Xero better in this scenario.

So, when deciding, “is Xero better than QuickBooks?” it really depends on your small business needs and budget.

Is Xero easier to use than QuickBooks?

Xero is generally easier to use than QuickBooks.

It has been praised for its intuitive user interface and ease of use, while QuickBooks Online offers more robust features suited for larger businesses. That said, both systems are accessible and learnable. 

Ultimately, when deciding between Xero vs. QuickBooks, it depends on the complexity and size of your business. With either solution, you can access your accounts anytime and anywhere. 

What is the difference between Xero and QBO?

When it comes to Xero vs. QuickBooks Online (QBO), one of the biggest differences is pricing. With Xero, you pay a flat monthly fee with three pricing packages to choose from.

However, with QBO you have several subscription tiers with varying features and add-ons.

For contractors dealing with complex financials, another key difference between Xero and QBO is the availability of industry-specific features.For example, Xero offers an extensive suite of features specifically designed for contractors, such as job costing tools and time tracking, whereas QBO’s offerings are not as robust in this area. That said, QBO offers more integrations and general accounting tools.

See how Method extends the limits of your accounting system!

Image credit: Shutter B via Adobe Stock

Top 8 best CRM systems for 2025

Discover the best CRM systems for 2025 before you commit to a solution for your business.

Top 8 best CRM systems for 2025 Read More »

Let’s face it: there are a lot of CRM systems out there. But why would you want anything other than the best? Well, the truth of the matter is that there isn’t just one answer to the question “What is the best CRM system?”

Every organization has different needs and workflows, and some CRM systems are better equipped to handle those differences than others. That being said, it’s in this adaptability that the question of a best CRM system becomes a bit clearer.

Even the best CRM systems have their downsides, but finding the one that’s right for you is all about weighing the good against the bad. With that in mind, this blog covers the top 8 best CRM systems for 2025.

What is a CRM system?

But first – let’s review what a CRM system is all about.

A CRM (Customer Relationship Management) system is software that lets you:

  • Track interactions with customers.
  • Create invoices, quotes, and mailing lists.
  • Manage sales pipelines.

CRM systems are all about maintaining and growing customer relationships. This boosts sales performance, and accelerates growth and profitability.

Looking for how to choose the best CRM for your business? Check out our video below.

Benefits of CRM systems

As your business grows, it’s difficult to keep track of its moving parts. More growth also means more invoicing, billing, and sending communications. So, how do you keep up? 

This is where the benefits of using a CRM system come in. It helps you:

  • Stay organized.
  • Automate business workflows.
  • Improve sales performance.
  • Minimize human error.

The best CRM system is the one that will grow your business and relieve you of its daily stresses.

What are the components of an ideal CRM system?

But what  is it about some business CRM systems that make them a cut above the competition? Many CRM software systems excel in one specific area, while they lack in others. 

So, consider what different types of businesses value the most when choosing between the best CRM systems. Ideally, a CRM system offers:

  • Sales and marketing automation features.
  • Lead management to track and nurture prospects.
  • Marketing capabilities.
  • Cloud functionality.
  • Business reporting and analytics.
  • Customer service features.
  • Integrations with Google apps and other third-party plug-ins.

A CRM system might have tons of bells and whistles, but only those that possess most, if not all, these qualities deserve to make this list.

How we chose the best CRM systems

So, what criteria went into this list? There are three main considerations:

  • Key features.
  • Pros and cons.
  • Pricing.

There is no objectively best CRM system. But with this list of the top options, you’re sure to find the best CRM system for you.

The 8 best CRM systems for 2025

Here are the best CRM systems and why:

1. Method CRM

Method CRM is the top CRM system for QuickBooks and Xero users. It provides you with a totally customizable experience to improve efficiency and productivity. 

With Method CRM, you can track leads with ease. And its automatic two-way sync with QuickBooks and Xero means that once those leads become customers, they won’t be entered into your database more than once.

It also allows for advanced automation that rivals other sales and marketing automation platforms.

Key features

Method CRM has a wide range of advanced features available to you. Here are some of the most significant:

  • Drag-and-drop automation of your business workflows.
  • Estimates, invoices, and payments instantly sync with QuickBooks or Xero.
  • Online portals for your customers to serve themselves at their convenience.
  • Automated lead collection via web-to-lead forms.
  • Vast contact management capabilities, including a 360-degree view of contact details and contact history.
  • Mobile app for those on the go.

Pros

  • Powerful, two-way QuickBooks and Xero integrations.
  • Tailor the solution to your needs with unlimited customization.
  • Reusable report, transaction, and email templates.
  • Many advanced automation features that strengthen sales performance.
  • Easy to convert estimates into invoices.
  • Several third-party integrations, such as the Google apps, Zapier, and Outlook.

Cons

  • Only available in English. 
  • Limited to QuickBooks and Xero users. 

Pricing

Method CRM offers three pricing plans:

  • Contact Management: $25 per user per month.
  • CRM Pro: $44 per user per month.
  • CRM Enterprise: $74 per user per month.

Method CRM offers a free trial with no credit card required. Give it a try today!

2. Monday Sales CRM

Sreenshot of the monday sales CRM dashboard.

Image credit: monday.com

Next up is monday sales CRM, a software solution that emphasizes sales growth. This is a solid option for smaller types of businesses that value simplicity and organization.

Key features

  • Import leads through integrations with multiple platforms.
  • Send quotes and invoices to clients.
  • Custom Kanban boards and Gantt charts.
  • Email marketing features like automation and templates.
  • Centralized communication and interaction tracking for customers and leads.

Pros

  • Intuitive user interface.
  • Great for sales team collaboration.
  • Simple time-saving automation features are easy to configure.
  • All plans come with 24/7 support.
  • Offers a student program.
  • All plans include unlimited boards to organize projects, clients, and tasks.

Cons

  • Recurrent performance issues.
  • Limited customization.
  • Lacks integrations with popular email and social accounts.
  • Needs stronger reporting.
  • All plans have a three-seat minimum.
  • Automation features are limited to a set number of actions per month, which can impede sales growth.

Pricing

monday sales CRM has five pricing plans available:

  • Individual: Free — 2 users max.
  • Basic: $14 per user per month.
  • Standard: $17 per user per month.
  • Pro: $27 per user per month.
  • Enterprise: Contact the company.

You can try the first four plans with a free 14-day trial, and there is often an 18% discount for those who opt for annual billing plans.

3. Pipedrive

Overview of a calendar page on Pipedrive CRM software interface. It shows a lead's account information and recent history of calls.

Image credit: Pipedrive

Another top CRM system is Pipedrive. It’s a basic, client-friendly software solution perfect for small business owners seeking their first CRM. It is sales-focused, improving how you monitor each step in the sales funnel and serve your customers.

Key features

  • Advanced lead capture capabilities, with chatbots that automate communication with web visitors.
  • Email segmentation to tailor messages to specific customers, even with bulk emails or email campaigns.
  • Drag-and-drop automated sales pipelines.
  • Bulk editing to change multiple fields at the same time.
  • Live dashboards with metrics for a real-time look at your business processes, including lead management.
  • Has a mobile app for Android and iOS.
  • Third-party integration with the Google apps, Slack, social media accounts, and more.

Pros

  • Very simple to learn and use on a daily basis without requiring much time.
  • Affordable paid plans.
  • Improved sales performance with custom sales pipelines that use an easy drag-and-drop interface.
  • Option to add LeadBooster for custom chatbots, which eases the load on customer service teams while still offering a personalized customer experience.

Cons

  • Limited capacity to handle rapid growth.
  • Customization options don’t measure up to other CRMs at a similar price point.
  • Phone support is only available at the highest tier.
  • Most plans have limited custom fields and sales reports.
  • Doesn’t separate leads from contacts – making it difficult to distinguish between new and qualified leads in your sales funnel.

Pricing

Pipedrive has four pricing plans available:

  • Essential: $14.90 per user per month.
  • Advanced: $24.90 per user per month.
  • Professional: $49.90 per user per month.
  • Enterprise: $99.00 per user per month.

It also offers a 14-day free trial.

4. Zendesk Sell

Screenshot of the Zendesk Sell dashboard,

Image credit: Zendesk

Zendesk Sell is a part of the larger Zendesk Suite. It’s a CRM designed to improve sales management and sales performance.

Key features

Some of Zendesk Sell’s features include:

  • Sales reports and analytics metrics on a pre-built dashboard.
  • A call and text log.
  • Email marketing features like sync, alerts, templates, and automatic email tracking key for bulk emails and email campaigns.
  • Help center page builder to create self-service knowledge bases.
  • Custom sales pipelines to help sales reps.

Pros

  • Great ticketing system.
  • Easy onboarding and sales team creation in the CRM.
  • Extensive time tracking options.
  • Ability to set conditional triggers.
  • Useful sales reports.
  • Smart list generation through filtered data when reviewing client info.

Cons

  • Has a steep learning curve.
  • Expensive for small to midsize businesses.
  • Some have reported a lack of customization and limitations with the pipeline feature.
  • Recurrent performance issues.
  • Customer engagement is slow and at times unreliable.
  • Lacks training resources for its customers.
  • Can be time-consuming to use, especially when customizing.

Pricing

Zendesk Sell has three pricing plans:

  • Team: $19 per user per month.
  • Growth: $49 per user per month.
  • Professional: $99 per user per month.

It also offers a free 14-day trial.

5. Oracle NetSuite CRM

netsuite product dashboard with graphs and charts displayed

Image credit: Oracle NetSuite

The next best CRM system is Oracle’s NetSuite CRM, a great choice for wholesalers. It automates core manual tasks and gives real-time visibility into your operational and sales performance.

However, NetSuite is really an ERP solution vs. a CRM. So keep that in mind if this software is on your radar.  

Key features

  • Management of quotes, commissions, sales forecasting, and partner relationships.
  • Marketing and sales process automation features.
  • Customer service management.
  • Has a mobile app.
  • Reporting and analytics options.
  • Many third-party integrations (i.e. Google apps, mail, calendars, etc.).

Pros

  • Very customizable.
  • 360-degree view of customer data, including contact info and contact history.
  • Tight integration with several accounting software.
  • Ability to automate repetitive tasks and edit multiple records at a time.

Cons

  • Complex and not client-friendly – there’s a steep learning curve.
  • Unreliable company support on bug and crash reports.
  • Third-party integration setup can be a challenge without a specialized support team.
  • Help resources are often inconsistent and incomplete.
  • Quickly becomes costly.

Pricing

There is no exact pricing information available on the NetSuite website. It works through an annual license fee, with a one-time implementation fee for initial setup.

The cost of the license depends on three main factors: core platform, optional modules and the number of users on the account. Based on that information, NetSuite will send you a quote.

6. Keap

Keap Screenshot

Image credit: Keap

Keap is our next best CRM system. It’s a solid, well-rounded choice for a CRM for a small business. It’s a jack-of-all-trades software solution, offering basic yet robust CRM business tools.

Key features

  • Custom reports specific to your business.
  • Triggers that automate marketing workflows through client action.
  • Individualized follow-ups to hot leads.
  • Third-party integration like with the Google apps, Outlook, Zapier, and more.
  • Real-time contact updates as you submit new actions and client info.
  • Sales management and marketing workflow automation features.
  • Customer segmentation through tags for contact types and actions.
  • Automatic payment collection using apps like PayPal, WePay, or Stripe.

Pros

  • Plenty of instructional resources.
  • Built-in email templates and capabilities for email tracking.
  • Reliable customer service, including live chat and premium consulting.
  • Efficient customer segmentation features.
  • Good automation features like with long-term lead nurturing.
  • SMS messaging for your customers (only available in the U.S.)

Cons

  • Prospect nurturing and auto-marketing tools are difficult to use.
  • Very contact-centric, making it harder to handle business-to-business relationships.
  • Steep learning curve which is often time-consuming.
  • Lacks advanced search capabilities.
  • No autosave functionality.
  • Inflexible appointment setting feature.
  • Firefox does not support Keap’s Campaign Builder.

Pricing

Keap offers the following pricing plans:

  • Pro: $169 for 2 users per month.
  • Max: $249 for 3 users per month.
  • Max Classic: Contact the company.

Plus, you get 20% off if you opt to pay annually. The Pro and Max plans cost an additional $29 monthly for every new user on your account.

Keap also offers a 14-day free trial.

7. Freshsales

Overview of a "Leads" page on FreshSales CRM software interface. It shows a lead's account information and recent history of calls.

Image credit: Freshsales

Freshsales (formerly known as Freshworks) is another top all-in-one platform that emphasizes sales growth. It focuses on helping your sales team close deals and generate revenue through workflow automation features.

Key features

  • Unique sales funnel mapping with contact lifecycle stages.
  • Automate sales and marketing processes.
  • 360-degree view of all your customer data, including contact info and contact history.
  • Solid third-party app integration with the Google apps and more.
  • In-depth analytics and AI.
  • Has a mobile app.

Pros

  • Clean and user-friendly interface.
  • Advanced analytics and reporting options for sales activity and sales performance.
  • Supports multiple languages and currencies.
  • Attractive price point.

Cons

  • Weak customization options relative to its competitors.
  • Few social media integrations.
  • Hard limit of 1000 contacts for any marketing actions.
  • Lacks meaningful customer engagement.
  • You cannot create multiple pipelines.

Pricing

Freshsales offers four pricing options:

  • Free: $0 per user per month.
  • Growth: $18 per user per month.
  • Pro: $47 per user per month.
  • Enterprise: $83 per user per month.

There is a 21-day free trial available for Freshsales.

8. HubSpot CRM

Image credit: HubSpot

HubSpot is one of the best CRM software systems for those who like contact segmentation. The software is broken down into different hubs which include marketing, sales, service, and more. 

You can choose how many of these hubs to purchase. Each works well on its own, but they work better when used together.

Key features

  • Centralized view of client info.
  • Contact deal and task management.
  • Email marketing features like tracking and scheduling, as well as pre-made email templates.
  • AI-powered sales assistant and chatbots for customer support.
  • Capturing and segmenting leads.

Pros

  • Courses and certifications available through HubSpot Academy.
  • Clean, simple dashboard.
  • Has a large third-party app marketplace  (integrates with the Google apps, mail, calendars, etc.).
  • Team inboxes for easy collaboration.
  • You can purchase a hub without committing to the full suite of products.
  • Nearly unlimited contacts.

Cons

  • Costly compared to other CRM systems.
  • Limited specialization for different industries.
  • Its many tools can be overwhelming to new users.
  • Limited templates means starting from scratch anyway.
  • Reporting features only give vague insights.
  • Strict limit of 1,000 custom fields.

Pricing

HubSpot sells its software by hub or in bundles. Pricing is dependent on how many hubs you require. You can buy one of the premade bundles or create your own.

There’s no real trial, but HubSpot offers a free version of its CRM software. The idea is that you upgrade your plan as your company grows.

The Starter CRM Suite costs $50 per month or a discounted $540 annually. This plan includes their marketing, sales, and service hubs with two paid users.

Which CRM system should you use?

There is not one best CRM system for every person. Every organization is different, and all CRM business companies have a different product strategy. 

That being said, we recommend Method CRM for most growing businesses.

Its two-way, cloud based sync with QuickBooks or Xero means that only those who need access to your accounting data will have it. And double entry will never be a problem again.

Plus, Method CRM has unlimited customization potential, meaning your CRM will be uniquely yours, catered perfectly to what your business needs.

Key takeaways

There is not one single “best CRM system” out there — only one that’s best for you.

All customer relationship management software solutions work to:

  • Streamline your business workflows.
  • Build strong relationships.
  • Improve sales performance
  • Keep you better organized.

Implementing a top CRM system (like Method CRM) into your business is a no-brainer, because it will:

  • Automate manual tasks in sales and marketing.
  • Visualize your customer interactions and activity.
  • Integrate the apps you use daily into one interface.

Best CRM system FAQs

HubSpot is the most popular CRM due to its freemium model, which attracts tons of new users who just want to give CRMs a try. However, if you’re a QuickBooks or Xero user, Method CRM is your best bet. 

Who is the global leader in CRM?

As one of the first cloud CRMs on the market, Salesforce is often thought of as the global leader for CRM system companies. However, if your business uses QuickBooks or Xero, Method CRM is the tool you need. 

It has plenty of great features, but Salesforce is so popular largely through word of mouth.

As an older software company, Salesforce managed to get their name out there as CRMs began gaining traction across different industries.

Most people opt for Salesforce simply because it’s a CRM they’ve heard of. See how it compares to Method CRM here.

Get your hands on a top CRM system with a free trial of Method CRM!

Image credit: Christina Morillo via Pexels

Top 10 best CRM systems for construction in 2025

Read the guide to find the best CRM system for construction in 2025.

Top 10 best CRM systems for construction in 2025 Read More »

If you’re in the construction business, you know that managing projects and customers can be a daunting task.

Investing in a CRM system is essential for managing your business more effectively.

But with so many construction CRM systems on the market, how do you choose the best one?

First ensure it suits your needs and is user-friendly. But that’s not all.

Read this blog to compare the best construction CRM systems.

What is a CRM system for construction?

A construction CRM system is a software that manages customer relationships and your business processes.

Using a CRM system for construction, businesses can automate the following:

  • Lead generation.
  • Project management.
  • Customer service.

Benefits of CRM systems for construction

Every person, from the estimator to the project manager, must access data on contracts, customer relationships, costs, and transactions. 

Here are some benefits of having a construction CRM system:

  • Centralizes all available data on clients and projects. 
  • Accelerates productivity by reducing paperwork.
  • Offers better solutions to track leads and close deals. 
  • Fosters better client relationships to increase profitability.
  • Automate routine tasks such as follow ups. 
  • You can build a custom CRM system to meet your business needs.

What are the components of an ideal CRM system for construction?

To select the best software, you’ll need to make sure your construction CRM system has the following components: 

  • Complements your existing project management software to track bids.
  • The ability to view a customer’s entire history in one location. 
  • Customizable workflows to automate your business. 
  • Syncs with your existing software, such as QuickBooks or Xero. 
  • Simplifies payment processes to allow faster payments. 
  • Integrates with existing email services.

How we chose the best CRM systems for construction

Below is a list of the top 10 construction CRM systems. Each of the best CRM systems were chosen based on:

  • Features.
  • Pros and cons. 
  • Price.

What’s important when evaluating a CRM system depends on you and your business needs, but the top ones are listed below to guide you!

The 10 best CRM systems for construction

Here are the best CRM systems for construction:

1. Method CRM

From tracking bids to managing documents, Method CRM simplifies every part of the building process. 

Here’s how.

Manage your leads in Method CRM, then automatically sync them to QuickBooks or Xero once they become paying customers to eliminate double data entry. 

This keeps your accounting data clean and secure while empowering your sales team to drive deals forward without QuickBooks or Xero access.

What’s more, Method’s deep integration with Gmail and Outlook allows you to take care of customers and leads with ease. Check it out below! 

Key features

  • Automated lead collection. 
  • 360-degree view of past interactions and transactions.
  • Payments and invoices sync to QuickBooks or Xero in real-time.
  • Mobile project management app to stay connected on the go. 
  • Add custom forms to your website to get project information.

Pros

  • Powerful, two-way QuickBooks and Xero integrations.
  • Unlimited customization.
  • Reusable email, report, and transaction templates.
  • Convert estimates into invoices in a few clicks.
  • Several third-party integrations, such as Gmail, Zapier, and Outlook.

Cons

  • Only available in English. 
  • Limited to QuickBooks and Xero users. 

Pricing

Method CRM offers the following pricing plans:

  • Contact Management: $25 per user per month.
  • CRM Pro: $44 per user per month.
  • CRM Enterprise: $74 per user per month.

Method CRM offers a free trial with no credit card required. Get started today!

2. ConstructionOnline

Image credit: Construction Online

ConstructionOnline is a top construction CRM system for growing contractors. Let’s dive deeper into why!

Key features

  • Fully-customizable lead tracking to monitor your sales pipeline. 
  • Lead calendar to schedule activities like site visits. 
  • Detailed filters to quickly find leads. 
  • Easy Microsoft Excel exports.
  • Create professional proposals from your estimates. 

Pros

  • Wide range of features. 
  • Project logging application effectively replaces spreadsheets.
  • Great customer support. 

Cons

  • Steep learning curve
  • Doesn’t generate cash flow reports.
  • Two separate programs are needed to use the software.

Pricing

ConstructionOnline has various different pricing options based on the type of construction business, including Residential, Specialty + subs, Commercial, Multi-family and Industrial. Each option includes various pricing tiers.

You can find out more about pricing information on their website. 

3. Unanet by Cosential

Image credit: Software Advice

Unanet CRM by Cosential is a cloud-based CRM used by construction businesses to drive growth.

It understands the complex system your industry requires with features such as the following.

Key features

  • Create contacts on the go with a quick business scan.
  • Easy drag-and-drop to edit Opportunity data. 
  • Proposal automation. 

Pros

  • Visual charts and dashboard widgets.
  • Great customization ability.
  • Straightforward system.

Cons

  • Lacks technical support. 
  • Some features aren’t usable. 
  • Mobile app and email marketing need improvement.

Pricing

  • Base edition: $55 per user per month. 
  • Sales leader edition: $75 per user per month.

4. Buildertrend

Buildertrend’s CRM system for construction connects teams and improves project efficiency with these features.

Key features

  • Seamless integration with other tools. 
  • The contact form captures lead information.
  • Lead scoring to prioritize the best leads.
  • Large storage space.

Pros

  • User-friendly. 
  • The filter feature is practical. 
  • Scheduling is easy.

Cons

  • Weak user interface.
  • GANTT chart and financial features are difficult to use.

Pricing

  • Essential: $99 per month ($399 after 2 months).
  • Advanced: $399/mo ($699 after 2 months).
  • Complete: $899/mo ($1,299 after 2 months).

5. BuilderConsole

BuilderConsole is a construction CRM system best suited for residential builders and master-planned communities.

Key features

  • Automated contract approvals.
  • Seamless integration with Brix accounting software.
  • Automated communication with leads and customers.

Pros

  • Client portal access from start to finish.
  • A great option for growing your leads.
  • Specialized for residential builders.

Cons

  • Weak user interface.
  • Lacks equipment tracking.
  • No mobile app.

Pricing

The pricing information is not available on their website, but you can contact them for more details.

6. InTouch (Builders CRM)

Image credit: SmallBizCRM

InTouch’s CRM system for construction helps you close more deals and grow your business.

Key features

  • Generate leads with integrated web forms.
  • Create custom fields to gain client information.
  • Pre-built automated marketing campaigns.

Pros

  • Speedy customer support.
  • Easy to use.
  • Customer trends are determined easily. 

Cons

  • Templates are challenging to use.
  • UI is overwhelming.
  • Steep learning curve. 

Pricing

Basic: $23.15 per user per month.

Intermediate: $30.46 per user per month.

Advanced: $42.65 per user per month.

Bespoke: Price available upon request.

7. TopBuilder

Image credit: TopBuilder

The TopBuilder CRM system for construction makes it easy to manage your sales and preconstruction process with the following features.

Key features

  • Forecast and schedule job resources.
  • Manage, monitor, and send quotes in one place.
  • E-signature capabilities. 
  • Include photos, project notes, and more with quotes.

Pros

  • User-friendly.
  • Effortless training for using the tool. 
  • ‘Manage Leads’ and ‘Accounts’ feature is impactful.

Cons

  • Tracking inputs in a project is difficult due to the number of fields. 
  • Limited customization for email marketing. 
  • Unable to assign a non-user to allocate bids. 

Pricing

The following pricing options are available: 

  • Essentials: $35 per user per month.
  • Professional: $50 per user per month.
  • Enterprise: $90 per user per month.

8. JobNimbus

Image credit: Fit Small Business

JobNimbus is a construction CRM system built for contractors and takes businesses to the next level with the features below.

Key features

  • Automated updates and emails.
  • Sync everything to the mobile app while you’re on site.
  • Virtual whiteboard to gain visibility.
  • Create estimates on the go.

Pros

  • User-friendly.
  • Learning to use the software is simple.
  • Good customer support.

Cons

  • Mobile app needs to be fixed. 
  • Custom template building is limited.
  • Dashboards and reminders are overwhelming.
  • Issues with QuickBooks sync. 

Pricing

JobNimbus does not display their pricing information on its website, but you can request the details by contacting them. 

9. JobProgress CRM

Image credit: Job Progress

JobProgress is known as a must-have platform for home improvement contractors. You can see why below. 

Key features

  • Fully-customizable job and workflow manager.
  • Track multiple jobs per customer. 
  • Automated estimates and proposals.
  • Contract template builder. 

Pros

  • User-friendly. 
  • Highly customizable. 
  • Great customer support.

Cons

  • Issues with email templates. 
  • Inability to delete jobs. 
  • Potential for more features and integrations. 

Pricing

JobProgress prices its CRM at $65 per user per month. There is also a $500 one-time set up fee. 

10. Kommo CRM

Image credit: Software Advice

Kommo (previously known as amoCRM) makes it easy to crush your goals with its powerful features.

Key features

  • Messenger-based sales.
  • Automatic lead grabbing from all sources. 
  • Flexible sales chatbot. 

Pros

  • Intuitive and easy to use.
  • A large amount of valuable features. 
  • Excellent capabilities for collaboration. 

Cons

  • Customer support is slow. 
  • The platform is unusable during updates. 

Pricing

Kommo CRM offers the following pricing plans:

  • Base: $15 per user per month. 
  • Advanced: $25 per user per month. 
  • Enterprise: $45 per user per month. 

Which CRM system for construction should you use?

Now that you’ve looked at the top construction CRM systems, you may wonder which one is right for you. 

Your choice depends on factors such as:

  • Your individual priorities. 
  • Budget constraints. 
  • Your business needs.

Method CRM is a popular construction CRM system because it effectively captures and organizes your leads. Better yet, you can tailor the software to your exact needs whether that’s equipment management or bid tracking.

Rather than passing disconnected spreadsheets and emails back and forth, Method CRM captures prospects automatically through a web-to-lead form. See how below. 

You then have all your lead data in one place, including:

  • Contact details.
  • Past interactions. 
  • Quotes. 

Method CRM also offers powerful integration with QuickBooks and Xero.

Add customers, create quotes, and receive payments in Method CRM. Then, watch the changes sync instantly to QuickBooks or Xero — no double data entry required. 

Even your payments sync to QuickBooks or Xero in real-time!

Without the added paperwork, you’ll never worry about paying suppliers and staff inaccurately. 

Your clients view and sign documents through Method CRM online portals, keeping everything organized. 

What’s more, your client’s details are always at your fingertips. Stay connected with the Method app to update quotes and send follow-ups from anywhere. 

With a 360-degree view of every customer, you have a centralized view of past transactions, project details and all your QuickBooks or Xero transactions.

Key takeaways

The main purpose of using a CRM system is to simplify sales, grow your business faster and build long-lasting customer relationships. 

Using one of the best CRM systems for small businesses like Method CRM simplifies your construction business with capabilities such as:

  • Powerful workflow automation. 
  • Two-way, real-time sync with QuickBooks and Xero. 
  • Online portals for immediate customer service. 
  • A 360-degree view of every customer for improved client interactions.

CRM system for construction FAQs

What is a CRM in construction?

A CRM system for construction is an essential tool for any construction company.

It keeps track of customer relationships and manages your projects more efficiently. 

With a CRM system, you nurture past, current, and potential customers, thanks to having important project information like milestones, timelines, and budgets accessible.

Is Salesforce good for construction management?

Salesforce is a popular option if you’re looking for a CRM system for construction management. However, if you’re a QuickBooks or Xero user, Method CRM is a better choice. 

Salesforce offers an array of features for construction projects, including: 

  • Powerful contact management.
  • Automated lead nurturing and tracking.
  • Customizable dashboards and reporting.
  • The ability to build custom apps. 

But all of the above will cost you a pretty penny. Instead, check out Method CRM for a construction CRM that’s:

  • Tailored to your business’ needs.
  • Offers a two-way sync with QuickBooks or Xero. 
  • A powerful automation tool. 

What CRM do construction companies use?

There’s no shortage of construction CRM systems available, so when it comes to choosing one, consider your needs.

Method CRM is a popular CRM system for construction businesses as its powerful two-way sync with QuickBooks and Xero allows you to have your accounting data at your fingertips without the risk of double-data entry.

With its no-code backend, you’ll automate any workflow you need. All of this means, doing more with less thanks to Method CRM!

What’s more, the 360-degree view of customers and suppliers transforms your customer experience and operations. So what are you waiting for? 

Get the best CRM for construction with a free trial of Method CRM!

Image credit: Scott Blake via Unsplash

Man walking through a packed warehouse.

What are wholesale distribution systems?

Wholesale distribution systems help wholesalers get their products to end consumers.

What are wholesale distribution systems? Read More »

Wholesale distribution systems facilitate the distribution of products to customers.

Knowing those systems and how they can best serve your business is crucial to maximizing profits and staying ahead of the game. 

In this ultimate guide, we’ll go over everything you need to know about:

  • How wholesale distribution systems work.
  • How to use software to optimize your distribution system. 

What are wholesale distribution systems?

Wholesale distribution systems are the different methods, vendors, and networks that a wholesaler uses to get its product to a customer.

The purpose of wholesale distribution systems is to facilitate the marketing, transportation, and delivery of goods or products to the end consumer. 

Types of wholesale distribution systems

Wholesale systems of distribution can be classified in a few different ways, including:

  • Business-to-business (B2B): In a B2B wholesale system, the wholesaler sells to retailers that then resell to customers.
  • Direct-to-consumer (D2C): In a D2C system, the wholesaler sells its products directly to the consumer.
  • E-distribution: In this system, products are available for purchase directly from the wholesaler via an online platform.

What is a distribution channel?

A distribution channel is part of downstream operations, the chain of businesses a product goes through from production to end consumer.

Traditional distribution channels encompass manufacturers, wholesalers, retailers, and consumers.

Modern channels of distribution that are increasingly common nowadays include e-commerce and drop-ship distribution.

Types of distribution channels

In the distribution of a product, there are three main channels: direct, indirect, and hybrid.

All channels involve one or more distribution system participants or intermediaries. Those intermediaries are manufacturers, wholesalers, retailers, and end consumers. 

Let’s look at the three main distribution channels and examples of how businesses use them.

Direct channels

In direct channels, the producer sells directly to the customer without using other distribution system participants.

A product that goes through a direct channel takes the shortest route to the consumer. For example, a manufacturer that makes industrial machinery sells them directly to the customer.

Another example is the automobile industry – car manufacturers that sell their cars to customers through their stores use a direct channel. 

Indirect channels

Indirect channels use one or more intermediaries to get a product to the end consumer.

Most consumer products use indirect distribution channels comprising manufacturers, wholesalers, and retailers. 

The healthcare industry typically uses indirect distribution channels for pharmaceutical distribution.

For example, a pharmaceutical company may get its product to the customer via the wholesale market, selling its products to a wholesale company in bulk.

Then, the wholesaler finds retailers and sells the product to them for resale. Finally, the retailer, such as a pharmacy, sells the product to end consumers.

Hybrid channels

Hybrid distribution channels use direct and indirect channels to get products to the end consumer.

A company that sells directly to customers and other businesses or retailers uses hybrid distribution channels.

For example, a manufacturer producing clothing might sell directly to customers through their website. At the same time, the manufacturer may sell to wholesalers that resell the clothes at wholesale prices to retailers.

What is the difference between direct and indirect distribution channels?

The difference between direct and indirect distribution channels is how the product reaches the customer.

A manufacturer that sells directly to the consumer uses direct channels. In contrast, indirect channels use intermediaries to get the product to the end consumer. 

One example of a direct channel is a brewery that makes craft beer on-site and sells it directly to the customer.

An example of indirect distribution is the wine and adult beverages industry.

Due to laws still in place from the Prohibition Era, manufacturers in this industry aren’t allowed to sell alcoholic beverages directly to customers. Instead, they must sell to wholesalers.

The retailers then purchase alcoholic beverages at wholesale prices and resell them to customers.

Choosing the right distribution channel

The right distribution channel for companies largely depends on the industry the company operates in and what products it sells.

A company should determine the most profitable and efficient ways to get its products to end consumers.

Let’s look at some distribution sectors or channels and which companies benefit from using them.

Producer > consumer

In this type of system, the most prevalent distribution methods are:

  • On-site sales counter. 
  • Door-to-door sales.
  • Mechanical device sales (i.e., vending machines).

Producer to consumer is most suitable for:

  • Perishable goods in (i.e., catering).
  • Products sold by mail.
  • Industrial goods that require manual intervention.

Producer > retailer > consumer

In this type of system, the main distribution methods are:

  • Postal orders.
  • Sales directly from the factory.
  • A retailer purchasing directly from the producer.

Producer to retailer to consumer is best suited for:

  • Perishable products (e.g., food and fashion products).
  • Large retailers dealing directly with producers.

Producer > wholesaler > retailer > consumer

In this system, the main distribution method is via wholesalers and retailers.

It’s best suited for:

  • Products needing proportional distribution.
  • Goods sold in widely scattered areas.
  • Large quantities of produced goods purchased in limited amounts.

The essential features of a wholesale distribution system

Distribution software has critical features that help wholesale distributors with a wide range of operations, such as customer relationship management (CRM) and sales fulfillment.

Some essential features of a wholesale distribution system include: 

  • Purchase optimization. 
  • Logistics management. 
  • Order fulfillment.
  • Inventory management and tracking.

Why implement a wholesale distribution system?

Implementing a wholesale distribution system is vital for companies wanting to get ahead of the wholesale market.

Distribution software acts as an automatic product distribution system in that it automates many of the tedious processes involved in wholesale distribution, including:

  • Invoicing.
  • Procurement.
  • Stock tracking.

According to Forbes, wholesale distributors must adopt innovative software solutions to compete in an ever-shifting economy.

A wholesaler that uses distribution management systems or software will be more resilient and better equipped for the future.

What are the benefits of wholesale distribution systems?

The benefits of wholesale distribution systems include increased visibility, optimized inventory management, and improved operations:

  • Increased visibility: Distribution software increases visibility through a centralized platform that keeps track of operations and workflows. This platform lets you view operations in real-time, including stock levels, task assignments, order fulfillment status, etc. 
  • Optimized inventory management: Wholesale distribution software provides access to automated inventory tools for inventory management. This includes paperless transactions and detailed inventory tracking over multiple locations.
  • Improved operations: Wholesalers using distribution software can keep track of procurement, picking and packing, dispatching, shipping, and other essential processes. 

Who should use a wholesale distribution system?

Wholesale distribution software is most helpful to wholesalers who want to simplify their distribution service with a software solution.

Other companies that want to stay competitive through digitizing distribution processes can also resort to wholesale distribution systems. 

Wholesale distributors have to keep track of multiple systems simultaneously, including:

  • Sourcing products from manufacturers.
  • Optimizing delivery.
  • Managing supply chains.
  • Staying on top of customer relationships. 

Wholesale distributors often use multiple platforms for managing parts of a central distribution system and manual documentation, such as spreadsheets. But this can increase operational costs, compliance costs, and time spent working the separate systems.

In the worst case, errors made in one system might affect other systems, causing severe congestion in supply or delivery. 

Wholesale distributors can avoid these additional costs and problems with a software solution, which makes it easy to manage all the moving parts of the business on a single distribution system platform. 

How do I get started with wholesale distribution systems?

You can start with wholesale distribution systems by first examining which distribution system is a good fit for your business and industry, whether B2B, D2C, e-commerce, or other systems.

Then, find the software solution that’s the best fit. 

Distribution software that offers an all-in-one software solution is the simplest, quickest way to solve the challenges that distributors face.

An all-in-one software provides everything you need to manage operations, including inventory, workflow, and customer relationship management.

One of the best options for an all-in-one software solution is Method CRM, a fully customizable platform with everything a wholesale distributor needs to:

  • Close more sales.
  • Enhance customer relationships.
  • Simplify distribution workflows.

Method’s platform offers many essential features for wholesale distributors, such as advanced inventory management, workflow automation, and a two-way sync with the accounting platform QuickBooks. 

How to set up a wholesale distribution system

To set up a wholesale distribution system, you must:

  1. Determine who your customers are and how you’ll get your product to them. Ask why and where they’ll buy your product. 
  2. Choose which distribution channels are best for your business. Are you selling directly to your customers? Or will your product go through intermediaries that are purchasing for resale? 
  3. Find and establish business relationships with the intermediaries you need, and sign agreements with them. 
  4. Even after the system is set up, monitoring and optimizing your distribution network is essential.

Always look for ways to make it more efficient and re-examine if it’s the best way to get your products to your customers. 

Key takeaways

Wholesale distribution systems, whether B2B or D2C, help wholesalers define the customers they’re selling to, while distribution channels are the intermediaries involved in the distribution of the product.

Choosing efficient systems and channels of distribution is essential because it’s the core of how your products will reach your customers. 

While many wholesalers use different software to manage operations, implementing an all-in-one software solution is the best way to maximize profits and remain competitive.

The best all-in-one solution needs to handle critical operations for wholesalers, such as:

  • Inventory tracking and management.
  • Logistics management.

Method CRM is a top-performing CRM platform that can handle all that (and more). Method offers a fully-customizable platform you can tailor to your business’s unique needs.

Get top-rated features like advanced inventory management and QuickBooks or Xero sync in a single centralized solution. 

Wholesale distribution systems FAQs

What is an example of wholesale distribution?

An example of wholesale distribution is when a wholesaler buys products from a manufacturer in bulk and sells them to retailers or consumers at wholesale prices. 

What is a wholesale management system?

A wholesale management system is a tool wholesalers use to manage and optimize distribution workflows and processes.

What is distribution management system software?

Distribution management software is a program or platform that assists distributors in getting products to customers efficiently. Distribution software typically includes features like sales order management, supply chain management, transportation and warehouse management, and CRM.

Claim your free trial of Method CRM now!

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