CRM for Custom Manufacturers: Simplify Your Sales Process with HubSpot

If you are a custom manufacturer, you know that efficiency is everything. Companies operating in engineer-to-order and make-to-order environments face unique challenges — managing complex customer orders, tracking production progress, accurately tracking job cost, and ensuring seamless communication across teams.

To tackle these challenges, manufacturers rely on two critical systems: Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). CRM systems streamline sales and customer interactions, while ERPs optimize production and operations, but not all solutions will be the right CRM for custom manufacturers.

That’s why Genius ERP and Lakhos, a HubSpot Platinum CRM solutions partner, have joined forces. Our partnership enables manufacturers to integrate HubSpot CRM with Genius ERP, creating a connected ecosystem that synchronizes data, automates processes, and eliminates manual inefficiencies. The result is a smoother, more productive workflow that enhances customer relationships and drives growth.

Why HubSpot CRM and Genius ERP?

HubSpot CRM is a market-leading platform designed to help sales and marketing teams centralize customer information, track interactions, automate outreach, and manage sales pipelines. It provides manufacturing companies with powerful tools for lead segmentation, personalized communication, and sales process automation. However, HubSpot CRM is not designed to manage production, inventory, or supply chains—that’s where Genius ERP comes in.

Genius ERP is a comprehensive ERP solution specifically built for custom manufacturers. It offers advanced capabilities for production planning, inventory management, job costing, and project tracking. With over 35 years of industry experience, Genius ERP helps manufacturers optimize workflows and ensure on-time, cost-effective production.

When these two platforms are integrated, manufacturers gain complete visibility across sales and production, ensuring that customer expectations align with operational capacity.

The Power of Integration: A Real-World Example

Let’s explore how the HubSpot CRM and Genius ERP integration transforms manufacturing operations to deliver a CRM for custom manufacturers.

Scenario: A 70-Employee Machine Manufacturer

Challenge: The company struggles with siloed data, inefficient sales tracking, and production misalignment.

Optimized Sales Process with Integration

Lead Interaction & Follow-Up

• A sales rep interacts with a potential customer via email.
• The email is automatically logged in HubSpot CRM, and a follow-up reminder is set.

Quote Creation & Opportunity Management

• The sales rep moves the deal to the “Quote to be Created” stage in HubSpot.
• Key details (company name, contact, requested product specs) are synced with Genius ERP.
• The quote is generated in Genius ERP using the synced information.

Sales & Production Alignment

• Once the quote is approved, HubSpot CRM updates automatically, reflecting order progress.
• The production team accesses accurate sales data within Genius ERP, allowing them to plan materials and scheduling.

Automated Communication & Follow-Ups

• The system triggers automated actions, such as sending a quote confirmation email.
• Sales reps receive alerts when the order status changes in Genius ERP, ensuring real-time visibility.

This end-to-end automation ensures that no critical information is lost, improving response times, accuracy, and customer satisfaction.

Key Benefits of HubSpot CRM and Genius ERP Integration

1. Sales & Customer Relationship Management

Centralized Customer Data: Sales teams have instant access to order history, technical specifications, and past interactions. 

Automated Follow-Ups: Eliminate manual reminders with automated workflows in HubSpot CRM. 

Enhanced Sales Tracking: Real-time updates from Genius ERP ensure sales teams always have the latest deal status.

2. Production & Operational Efficiency

Seamless Order Handoff: Sales-approved deals in HubSpot automatically trigger production workflows in Genius ERP. 

Optimized Inventory & Scheduling: Accurate sales data improves production planning, reducing delays and bottlenecks. 

Error Reduction: Data synchronization eliminates manual data entry mistakes between systems.

3. Customer Support & Service

Comprehensive Customer View: Support teams can access all customer interactions, orders, and service requests in HubSpot CRM. 

Faster Issue Resolution: Integration ensures that order details and support history are always up-to-date. 

Improved Customer Retention: Personalized service and proactive engagement enhance customer loyalty.

Lakhos: Your Expert HubSpot CRM Integration Partner

As a certified HubSpot Platinum Partner focused on the manufacturing industry, Lakhos specializes in maximizing the value of HubSpot CRM for custom manufacturers. Their deep understanding of the manufacturing industry allows them to tailor solutions that align with your specific business needs.

The Lakhos team provides:

• Custom Integration Strategies: Ensuring seamless data flow between HubSpot and Genius ERP.
• Process Automation & Optimization: Reducing manual work and increasing efficiency.

Ongoing Support & Training: Helping teams adopt best practices for long-term success.

Gain a Competitive Edge with Genius ERP and HubSpot CRM

Manufacturers who integrate HubSpot CRM with Genius ERP gain a powerful advantage in today’s competitive market. By aligning sales, production, and customer service, companies can boost efficiency, improve communication, and drive revenue growth.

Ready to take your manufacturing operations to the next level? Contact Genius ERP today to see how our CRM for custom manufacturers and ERP solutions can help your business thrive.