A Powerful tool for manufacturing companies

Beam CRM is a powerful tool for manufacturing companies looking to improve their client relations, forecasting and production planning.

Accurate Demand Forecasting

If you're a manufacturing company, it's hard to know how much of your production capacity is being used and how much is sitting idle. You might be producing products that will never be sold, or you might be missing out on making money because you don't have enough product.

At Beam CRM, we believe that good lead management can fix this problem. We've designed our software to allow manufacturing companies to track leads throughout the sales process, and see which leads are most likely to convert into paying customers. This information can be used to accurately forecast demand for products, ensuring that manufacturing companies are able to meet customer needs.

Better Production Planning

Beam CRM's inventory management feature ensures that manufacturing companies always have the materials they need to meet customer demand, and can plan production accordingly.

In addition to tracking inventory levels, Beam CRM also automates sales orders. If a manufacturing company receives an order from a customer, they can create an order using Beam CRM's built-in features. This allows them to track their revenue and profits, so they never lose track of how much money is coming in or going out. It also allows for more accurate forecasting of future sales, which helps with strategic planning.

Improved Client Relations

Beam CRM's customer management feature allows manufacturing companies to manage all of their customer information in one central location, including purchase history, preferences, and contact details. This improves communication with clients and allows manufacturing companies to build stronger relationships with them.

Beam CRM's customer management feature also enables businesses to save time by automating repetitive processes. For example, if a client has requested a product return and the business has previously provided them with a return address, Beam CRM will automatically fill in this information on the return form without any manual intervention from staff members. This can help save time on administrative tasks such as processing refunds or issuing credit notes.

Knowledge Base

Beam CRM's knowledgebase feature allows manufacturing companies to document their services and products, making it easy for clients to find the information they need. The knowledgebase is searchable, allowing for quick access to the information that matters most.

The other features of Beam CRM are also designed with manufacturing companies in mind. For instance, Beam CRM has a product catalog that allows you to keep track of your inventory and sales data. It also has a dashboard feature that lets you monitor key metrics such as revenue, costs, and profits in real time.

Lead Forms

The Beam CRM solution allows manufacturing companies to capture leads from a variety of sources, such as web forms, social media, email campaigns, and more.

With the Beam CRM solution, you can:

  • 1. Convert website visitors into leads
  • 2. Generate qualified leads from social media campaigns
  • 3. Track email campaigns by source or campaign type

Reporting and Analytics

Beam CRM provides detailed reporting and analytics on customer behavior, sales, and inventory, which can be used to make data-driven decisions to improve the business. With Beam CRM, manufacturers can set up and track sales leads, manage customers, view sales reports and trends in real time, access inventory and profitability information, and more.

We've taken all of the features you need to run your business—and made them easy to use.


Beam CRM's invoicing feature allows manufacturing companies to create and send invoices to clients, and track payments.

Whether you're a small business owner or a large corporation, Beam CRM's invoicing feature makes it easy to manage your business finances.

Beam CRM's invoicing feature supports multi-company setups so you can manage multiple businesses without having to switch between multiple systems.


At Beam CRM, we believe that small and medium-sized sales companies should have access to the same CRM software as their larger counterparts. That is why we created a solution that is affordable, simple and easy to use, and able to be customized by your company.

With Beam CRM you can manage all of your sales leads, track the status of your deals and see who is doing what with regard to each account. You can also create sales reports that show which customers are the most lucrative, so you can focus on them more than others.

Sales Channel Partner Management:

If you're a manufacturing company, you know how important it is to manage your sales channel partners. You want to keep track of their performance, and make sure they're doing what they're supposed to do.

Beam CRM helps you do that by allowing you to create profiles for each partner, track their performance and pipeline, and see how much revenue they bring in for your company.

You can also use Beam CRM's reports feature to analyze how well the sales channel is performing over time, so that if there are any problems with a specific partner or with your team in general, you'll be able to see them quickly and address them before they become too big.

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