Customization + Responsive Support
We tried other ERP tools, but only Kladana let us customize formats and interfaces to fit our workflows. And when we had questions, support was right there — quick replies over messenger, no delays.
CRM for Manufacturing
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All‑in‑One System
Keep track of customers, orders, production, and inventory seamlessly
Analyze Sales
Gain real‑time insights on profitability by customer and product without drowning in data
Collaborate Easily
Assign tasks, set reminders, and control user access
CRM Designed for
Manufacturing Businesses
Classic CRMs
- Built for managing new leads, tracking interactions, and automating sales pipelines
- Rigid, one‑size‑fits‑all CRM systems packed with features irrelevant to inventory‑heavy businesses. Expensive and complex for SMEs with manufacturing needs
Kladana CRM Module
- ERP‑integrated CRM system designed for manufacturing, wholesale & e‑commerce with production‑first and inventory‑heavy features
- A cheaper, easy‑to‑use, and clutter‑free alternative that keeps CRM tasks simple and tied to production and inventory
Solving Key Manufacturing CRM Challenges
Challenge
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Scattered customer and supplier data across spreadsheets and emails
Solution — Kladana CRM Module
All Customers & Suppliers in One Place
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A single list with statuses, transaction history, unpaid invoices, and contacts
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Filter by region, last purchase date, or any other criteria for targeted repeat sales
Challenge
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Sales team manually tracking orders, follow‑ups, and pricing, making typos and mistakes
Solution — Kladana CRM Module
Customer Profiles with Key Sales Info
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Store contracts, past transactions, discount levels, and additional files
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Set automatic discounts for high‑volume buyers — applied to new orders instantly
Challenge
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Sales reps send standard docs or customize them in a disorderly manner
Solution — Kladana CRM Module
Customizable Document Templates
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Sales quotes, orders, invoices — designed exactly the way you need
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Add custom fields and extra data for a professional, tailored look
Challenge
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Sales team missing deadlines, mixing up task assignees, and miscommunicating
Solution — Kladana CRM Module
Built‑in Collaboration Tools for Sales Teams
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Comments & tasks linked to customers or sales orders
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Activity feed for each customer and order — keeps both employees and managers in sync
Challenge
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No automated workflows. Employees send payment reminders and create repeat orders manually, causing delays and mistakes
Solution — Kladana CRM Module
Automated Workflows for Customers & Orders
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Assign a call task when a new customer is added
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Auto-create a repeat order after a month for a returning customer
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Send an overdue payment reminder automatically
Challenge
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Managers send printed price lists, which is time‑consuming and expensive, or use spreadsheets and don’t update prices and item variants on time
Solution — Kladana CRM Module
Online Price Lists for Quick Sales Order Processing
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Share price lists containing real‑time inventory updates with new or returning customers via the Online Order App
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Assign custom pricing levels per customer or group
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Configure per warehouse for precise inventory‑based pricing
Challenge
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No integration between CRM and production
Solution — Kladana CRM Module
ERP‑Connected CRM for Production Planning
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Automatically create production orders from confirmed sales
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Ensure stock availability before confirming sales orders
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Align production schedules with sales demand to reduce delays
Kladana CRM for Manufacturers
Combined with the Order Management Module, enables smooth and transparent operations for your sales team. Track sales performance, manage employees, control production, and monitor orders seamlessly with Kladana
Try Manufacturing CRM for FreeKey Features for Sales & Manufacturing Teams
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Keep essential information at hand for cold calls or repeat sales follow‑ups:
- Contact details
- Company info
- Addresses (legal and delivery)
- Client‑specific pricing and discounts
- Order history
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- Assign tasks with deadlines
- Set reminders
- Facilitate team communication to close deals
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- Check product availability or create production orders
- Send sales quotes
- Process shipments
- Set up order statuses
- Leave notes for colleagues within an order
- Monitor payments
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- Filter customers to offer new products or sale items sales quotes
- Automate tasks like offering clients a new order in a month
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- Maintain a list of prospects
- Set up statuses
- Track potential customers through the sales funnel
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Track sales progress:
- By contract
- By project
- By sales channel
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Set up roles and access rights to different transaction types and reports
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Receive alerts for important events:
- New large‑volume orders
- Unprocessed orders
- Canceled orders with specified reasons
- Overdue shipments and payments
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Define sales order approval processes
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- View completed and pending tasks
- Check comments on tasks and orders
- Track transaction history and customer interactions
- Analyze sales volume
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Assign specific pricing to top clients who bring in more business
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- Analyze revenue by employee, customer, or products
- Track revenue, average transaction value, profitability, and number of deals
- Analyze sales funnel by orders and customers
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- Generate custom reports and export to Excel
- Our support team can assist upon request, and you can set up daily email delivery of customized reports
Case Studies:
Real Results
from Manufacturing Businesses
Kladana has a convenient CRM. It provides analytics on each customer — their purchase history, average check, favourite products & comments. It allows you to segment customers and scrutinize reports by clients and sales orders.
Thanks to Kladana analytics and reports, we found out that about 70% of our customers were regular clients. The managers also calculate their own salaries, and I look at how much profit each of them brings to the company.
With Kladana CRM analytics we evaluate the entire range of products, and each item, and analyze retail sales and our customers. Automation helps to sell wisely.
All orders, sales, profits and expenses are visible, and the history is saved in Kladana. It is also convenient for us to see who and how many of the managers have sold goods, the entire system is completely transparent and excludes any fraud.
Our sales representatives visit retail outlets, sell goods, and unload them immediately after purchase. An order is placed in Kladana CRM, and when its status changes to «Successfully completed», an email with the closing documents is sent to a counterparty automatically.
The supervisor has access to statistics for all employees in real time. Within 7 months after the launch, the turnover increased significantly, and the costs have paid off within the first month.
Kladana CRM for Manufacturing Companies
Affordable
14‑day trial, free plan available, $60/year for basic features, and $563/year for the plan with the manufacturing module
Integrations & App Catalogue
Integrations with third‑party platforms like WooCommerce & Shopify, Kladana Online Order App for direct sales without a website, and API available
User‑Friendly Support and Onboarding
1–3 onboarding sessions based on the selected plan, with free support via live chat, email, or form submission for all paid plans, responding in 5–15 minutes
FAQ on CRM for Manufacturing Businesses
General Questions
A CRM for manufacturing companies helps businesses track customer interactions, manage sales,
automate workflows, and sync with inventory and production planning. SMEs benefit by reducing
manual work, preventing sales errors, and improving customer relationships.
Unlike classic CRMs, Kladana is a CRM for manufacturing businesses that connects sales,
inventory, and production planning. It’s designed for wholesale, e‑commerce, and D2C companies,
ensuring that sales data aligns with real‑time stock levels and production needs.
You can start using Kladana CRM for just $60 per year. Our pricing is SME‑friendly,
with scalable plans that grow as your business expands.
The CRM system syncs customer orders with stock availability and production schedules. This prevents
stockouts, automates repeat orders, and ensures timely production planning without delays.
Yes! A standard CRM focuses on leads and sales tracking, while a CRM software for
manufacturing integrates sales with inventory, warehousing, sales, and supply chain processes —
helping businesses manage everything from order processing to final delivery.
Technical & Support Questions
Yes, Kladana CRM Module supports seamless integration with popular third‑party e‑commerce,
accounting, and delivery platforms, including Shopify, WooCommerce, Xero, Zoho Books, and Borzo.
Yes, we offer 1–3 onboarding sessions based on your plan. Our support team is responsive,
replying within 5–15 minutes, and can deliver custom reports and print forms within 2–7 working
days.
Your data is protected with industry-standard security measures, including 256‑bit
encryption, role‑based access controls, and real‑time data backup. Additionally, data is logically
isolated, ensuring no cross‑access between customers. You can also control employee access
rights and choose to grant or deny our support team access to your account for special
assistance. Learn more about our security practices on our security page.
CRM for Sales Reps
We store all client data in one place, including contact details, company info, and previous interactions, so sales reps can quickly access relevant information before making a call or sending a follow‑up.
Yes, you can maintain a list of prospects, assign statuses, and track their journey through the sales funnel.
Yes! Kladana allows you to generate and send sales quotes, check product availability, and create production orders in one place.
You can set automated reminders to follow up with regular customers and offer new products or promotions at the right time.
Yes, you can leave internal comments within an order to ensure smooth collaboration between sales and fulfillment teams.
CRM for Sales Managers and Business Owners
Absolutely! You can assign roles and set access rights for different transaction types and reports.
You’ll receive alerts for important updates, such as large‑volume orders, overdue shipments, unprocessed transactions, and canceled deals.
Yes! Track completed tasks, pending orders, and team comments in real‑time with Kladana.
It provides ready‑made reports by employee, customer, product, and sales channel, showing key metrics like revenue, transaction value, and profitability.
Yes! You can generate customized reports, export them to Excel, and even set up automatic daily email reports.
Yes, you can define order approval rules to control transactions before they are finalized.
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