Choosing the Right CRM For Your Manufacturing Company: Key Features and Considerations

Published 23. 11. 2023

Modern manufacturing businesses confront an intricate array of challenges. Managing complex supply chains, evolving customer preferences and the escalating demand for rapid product delivery are just the tip of the iceberg.

At the center of these demanding dynamics is the need for a robust Customer Relationship Management (CRM) system. Beyond mere data management, the right CRM for the manufacturing industry becomes an essential partner, optimizing operations and ensuring sustained customer satisfaction.

In fact, after deploying a CRM, 44% of manufacturers have noticed a more profound understanding of their customers.

Among the plethora of options available, eWay-CRM stands out as one of the best CRMs for small manufacturing businesses. Not only due to its seamless integration with Microsoft Outlook but for a whole host of other reasons.


Did you know?
eWay-CRM is trusted by over 1,500 companies that rely on Outlook as their email platform.


Understanding the Challenges of the Manufacturing Landscape

The manufacturing industry has its own set of unique challenges. Unlike other sectors where direct customer interaction is a primary focus, manufacturing intertwines product production, supply chain complexities, and B2B interactions.

Here are some of the distinctive needs and challenges faced by the manufacturing sector:


Complex Supply Chain Management

Manufacturing units typically deal with a vast array of suppliers. Tracking raw materials, assessing quality, managing timelines, and ensuring seamless communication across multiple stakeholders requires diligent oversight.


Product Lifecycle Management

From conception to disposal, managing a product’s lifecycle is intricate. It involves collaboration across departments, ensuring regulatory compliance, and frequently updating processes based on real-time feedback.


Customer Relationship Nurturing

The manufacturing industry often deals with repeat orders and long-term contracts. Building and maintaining healthy relationships with clients is crucial, necessitating an understanding of their evolving needs and expectations.


Customization and Personalization

Today’s customers are looking for tailored solutions. Be it a particular configuration of machinery or a specific blend of materials, manufacturers must have the infrastructure to handle unique requests without compromising efficiency.


Global Market Dynamics

Many manufacturing businesses operate on a global scale, facing challenges from diverse regional standards to intricate tax regulations. Moreover, every market possesses unique cultural nuances affecting business interactions.

CRMs, like eWay-CRM, offer solutions, allowing companies to track compliance requirements, manage varied tax obligations, and store insights on cultural interactions, ensuring businesses are adept and efficient in the global marketplace.

In the face of these challenges, a CRM isn’t just an add-on tool but a critical infrastructure piece. The best CRM for a small manufacturing business or even a large-scale operation would be one that offers solutions tailored to these specific needs, such as eWay-CRM.


Fun fact
A significant 77% of manufacturers indicated that they actively engage with their CRM system on a day-to-day basis, highlighting its essential role in their operations.


Key Features and Considerations for Manufacturing CRMs

When a manufacturing firm decides to invest in a CRM, understanding the key features and considerations is crucial. Let's discuss the essential features to look for and how eWay-CRM embodies these:


  • Customization and Scalability: Given the unique workflows, a CRM for the manufacturing industry should be adaptable to specific needs. For example, eWay-CRM allows businesses to start with basic features and scale as they grow, ensuring that they don’t pay for functionalities they don’t use.


  • Integration Capabilities: For smooth operations, a CRM needs to integrate with tools the business already uses. As we've seen, eWay-CRM works in harmony with platforms like Outlook, Word, Excel, SharePoint, and more. This seamless integration minimizes disruption and learning curves.


  • Offline Functionality: Manufacturing operations can sometimes be located in areas with limited connectivity. Thus, the ability of a CRM to function offline ensures that work isn’t halted due to internet issues.


  • Centralized Data Management: From managing suppliers to customers, there's a lot of data involved in manufacturing. CRMs like eWay-CRM offer centralized data management, allowing for contacts, companies, and project details to be shared and accessed within the team efficiently.


  • Automated Workflows: Automation can drastically reduce manual input and potential human errors. eWay-CRM's automated workflows in the sales module, for instance, allow deals, leads, and reminders to be managed with reduced manual intervention.


  • Support and Community Engagement: A responsive support system is essential for addressing any hiccups in the CRM usage. eWay-CRM shines in this department with support via phone, chat, email, helpdesk, and even platforms like Reddit. Additionally, the growing community around eWay-CRM means that there's a wealth of shared knowledge and best practices available.


  • Affordability and Pricing Flexibility: For many businesses, especially small to medium-sized manufacturing firms, budget considerations are paramount. With this in mind, eWay-CRM's model of starting free and allowing upgrades ensures affordability. Its scalable pricing ensures that businesses pay only for what they use.


  • Security and Reliability: Manufacturing data can be sensitive, and its protection is vital. CRMs should have robust security measures in place. With eWay-CRM, the advanced user rights and the promise of stability provide the necessary peace of mind.


When choosing a CRM for manufacturing, it's essential to ensure that the software not only offers these key features but also aligns well with the specific challenges and requirements of the industry.

eWay-CRM serves as a shining example of a CRM that caters well to the manufacturing sector - and to get the full view of its functionalities, let us now go into some finer detail.


eWay-CRM: One of the Best CRMs for a Small Manufacturing Business

In the realm of CRMs, there are several names that frequently pop up. Yet, when it comes to addressing the nuanced requirements of the manufacturing sector, eWay-CRM emerges as a top contender. Let’s delve into its features and understand why it might be the best CRM for small manufacturing businesses, and even larger enterprises.


Integrated Outlook Environment: Given that many manufacturing firms already rely on Microsoft Outlook for their daily communications, eWay-CRM's seamless integration into this platform is a significant advantage. It effortlessly organizes emails, schedules meetings, and makes note-taking a breeze—all without leaving the familiar Outlook interface.

And it not only operates from the Outlook interface but is also designed to look just like Outlook.


Shared Contact Management: Every stakeholder, be it a supplier, a client, or a logistics partner, can be added to a shared contact list. This list then synchronizes across all team members' Outlook, ensuring that everyone is on the same page when it comes to contact management.


Project Management Efficiency: The manufacturing process often involves multiple projects running concurrently. eWay-CRM's project management module ensures that everything from task assignments to timesheets is meticulously organized, helping manufacturers keep an eye on deliveries and manage tasks effectively.


Sales Module Capabilities: This feature addresses one of the manufacturing industry's core challenges—managing deals and leads. Whether it's integration with web forms, automatic email tracking, or even Power BI dashboards, the sales module is designed to streamline the sales process.


Email Marketing Integration: In a B2B context, email marketing can be immensely powerful. With eWay-CRM, manufacturers can send out marketing emails directly from their CRM, utilize beautiful templates, and even study detailed user behavior stats and heatmaps.


Advanced User Rights: Given the confidential nature of certain data, manufacturers can benefit from the CRM’s capability to assign advanced user rights, ensuring that sensitive information remains in trusted hands.


Reliability and Affordability: In an industry where time is money, eWay-CRM's promise of reliability becomes vital. Moreover, its flexible pricing, starting free and allowing upgrades as required, means that it’s accessible for businesses of all sizes.


Holistic Customer Relationship Management: Beyond managing sales or projects, eWay-CRM’s modules encompass everything from tracking deals in the sales module to an in-built email marketing tool. This holistic approach ensures that manufacturers can tackle the challenges of customer relationship nurturing effectively.


eWay-CRM isn’t just another generic CRM that can be used for the manufacturing industry; it’s a tool tailored to address the sector’s unique challenges. It harnesses the power of familiar platforms like Outlook and augments them to create a comprehensive solution, ensuring productivity, and organization.


Key Modules in eWay-CRM that Benefit Manufacturing

For a manufacturing business, having specialized modules within a CRM can be a game-changer. eWay-CRM offers distinct modules geared towards not only enhancing customer relationships but also refining sales, marketing, and project management processes.

Here's a closer look at these modules and how they can be pivotal for manufacturing enterprises:


Projects Module:

  • Holistic Project View: Track deliveries efficiently and monitor the entire project lifecycle.
  • Organized Communication: Centralize all project-related communications, ensuring everyone remains on the same page.
  • Financial Oversight: Monitor billing, costs, and profit to ensure projects remain financially viable.
  • Time Tracking: Integrated timesheets help in assessing the time investment on various projects and tasks.


Sales Module:

  • Unified Lead Management: Centralize all deals and leads, streamlining sales processes and ensuring no opportunity is missed.
  • Seamless Integration: With the capability to integrate with web forms and other lead generating tools, the sales process becomes more fluid.
  • Automated Workflows: Automate mundane tasks and set reminders to ensure follow-ups and crucial tasks aren’t overlooked.
  • Data Visualization: With Power BI dashboards, visualize sales metrics and make data-driven decisions.


Email Marketing Module:

  • In-built Marketing: Draft and dispatch marketing emails directly from the CRM, ensuring cohesive customer communication.
  • Engagement Tracking: Utilize detailed stats and heatmaps to gauge user engagement and tweak strategies accordingly.
  • Lead Conversion: With the tools at hand, converting a potential lead into a concrete deal becomes simpler and more streamlined.


Contacts & Companies Module:

  • Team-wide Data Sharing: Centralize contacts and company information, ensuring everyone has access to the same, updated information.
  • Synchronization Across Devices: Whether it's a smartphone or a desktop, contacts get synchronized, ensuring accessibility anywhere.
  • Detailed Tracking: Automatic email tracking and note-taking functionalities make follow-ups and client relationship management more effective.
  • User Access Control: With advanced user rights, determine who can access or modify specific data, adding an additional layer of security and control.


By catering to the multifaceted needs of manufacturing businesses, these modules within eWay-CRM ensure elevated operational efficiency and customer relationship management. They amalgamate to form a comprehensive tool that can revolutionize the way a manufacturing firm operates and interacts with its clientele.


In Conclusion: eWay-CRM as the Pinnacle Choice for Manufacturers

Manufacturing businesses, whether large-scale or small, require meticulous organization and robust tools to stay ahead. eWay-CRM has consistently proven to be a game-changer for many in the industry.

To recap, here are some standout reasons:


  • Seamless Outlook Integration: Leveraging a familiar environment to streamline operations.
  • Versatility Across Devices: Access and functionality remain consistent, no matter where you are.
  • Customization Prowess: Tailoring itself to the unique needs of each manufacturing entity.
  • Value for Money: Delivering top-tier features without breaking the bank.
  • Exemplary Support: Swift and effective responses ensuring minimal disruption.
  • Comprehensive Features: Holistic tools designed to bolster every business facet.


In the quest for the best CRM for small manufacturing businesses and beyond, eWay-CRM emerges as an undeniable frontrunner. Embracing it could very well be the next strategic move to propel your manufacturing business to greater heights.


Embrace efficiency, elevate productivity, and ensure your manufacturing business stays a cut above the rest. Start your eWay-CRM journey for free today and upgrade only when you are ready.