Best manufacturing
CRM for QuickBooks
Automate your end-to-end sales processes with Method CRM for manufacturing and retail companies.
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QuickBooks handles your books.
Let Method CRM handle the rest.
1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.
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contact MANAGEMENT
Turn leads into paying customers in no time
Sales MANAGEMENT
Automate your end-to-end sales processes
CUSTOMER MANAGEMENT
Give customers control with self-service portals
The #1 CRM for QuickBooks
The manufacturer CRM loved by businesses just like yours
18k+
Users trust us
2M+
Estimates created
14yrs
Helping businesses thrive
All – in – one
The perfect CRM for manufacturers to run their business all in one place
From creating estimates to fulfilling orders to processing payments,
Method can help you do it all.
Don’t see what you’re looking for?
Talk to our team about building it for you!
We’ve doubled our revenue in the past three years. Without [Method], it would have been nearly impossible.
Glenn Taylor
Container One
It’s about having the data set up the way each person needs to see it and access it easily — that’s the best part of Method.
Darren Wood
Owner at Vintage Makers
With Method CRM, we’ve entered a 21st-century approach to business. Automation, security, and flexibility have empowered us to deliver faster and more efficiently than ever.
Ilya Yunanov
VP of Sales and Marketing, Wearing Williams
FULLY CUSTOMIZABLE
Tailor Method to match your business processes
Work with our team to build a solution customized to automate your existing processes to keep working the way you want to, just faster!
And don’t worry, Method can connect to your favorite apps too:
+ more
And don’t worry, Method can connect to your favorite apps too:
+ more
We’ve doubled our revenue in the past three years. Without [Method], it would have been nearly impossible.
Glenn Taylor
Container One
It’s about having the data set up the way each person needs to see it and access it easily — that’s the best part of Method.
Darren Wood
Owner at Vintage Makers
With Method CRM, we’ve entered a 21st-century approach to business. Automation, security, and flexibility have empowered us to deliver faster and more efficiently than ever.
Ilya Yunanov
VP of Sales and Marketing, Wearing Williams
Get Started
See what Method can do for your business
Let’s talk!
Talk to our sales experts to see how Method can work for your business and help you grow.
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Additional resources
Trends and resources for manufacturers
QuickBooks add-ons for manufacturing: What to know
Explore QuickBooks add-ons for manufacturing in this blog. Learn what they are, why they’re important, and a couple of your best options.
Manufacturing COGS: Everything you need to know
Explore the essentials of manufacturing COGS, including how to calculate it, the ways it informs profitability, and its relationship to COGM.
QuickBooks Manufacturing and Wholesale guide 2024
QuickBooks for Manufacturing and Wholesale is a complex software. Learn the ins and outs in this concise guide.
Manufacturing and wholesale CRM FAQs
A CRM for manufacturing is a software solution that serves as a single source of truth for all customer data surrounding your manufacturing operations. From inventory information to demographic details, CRM (customer relationship management) is a central hub of information for manufacturers.
A wholesale CRM is a software solution for managing customer information, sales activities, and interactions. It helps wholesalers track leads, nurture customer relationships, and improve sales processes.
In a manufacturing CRM solution, the key features to look out for include:
- Accurate sales forecasts to improve sales performance.
- Marketing automation capabilities (i.e., email marketing campaign functionality).
- Custom field options to adapt to specific business operations.
- Customer service features to better respond to customer inquiries and issues.
- Seamless integration with external tools, like project management platforms or call center software that integrates with QuickBooks, is also vital.
There are several benefits of using a combined manufacturing CRM and inventory management software, including:
- Effective inventory control and sales management in a single platform.
- Money saved on expensive inventory management systems.
- Valuable insights to make data-driven insights around your sales strategies.
- Accurate demand forecasting to align future sales with customer demand, optimizing the stock level you maintain.
Valuable time saved through efficient production planning.
Overall, inventory control software for manufacturing companies coupled with CRM functionality puts you a cut above the competition.
Finding the best option when it comes to choosing a CRM for manufacturing involves first assessing your business’ unique needs. That said, you should opt for a system that:
- Offers powerful features for customer management.
- Simplifies business processes.
- Aids in making data-driven decisions.
- Integrates with essential tools (i.e., order entry software compatible with QuickBooks).
- Enriches the customer journey to elevate your customer experience and foster customer loyalty.
- Has a good reputation, especially regarding product quality and customer satisfaction.
You can use a manufacturing CRM as a strategic asset by leveraging its features for:
- Accurate demand and sales forecasting.
- Guiding production schedules.
- Shaping marketing strategies.
- When you analyze your customer interactions and the demographics of your customer base, you’ll make more informed decisions and strengthen your customer relationships.
Additionally, your sales reps can harness your CRM to:
- Nurture potential customers.
- Foster customer engagement.
- Manage projects in real time.
- Refine your sales process to drive revenue growth.