22 Best CRMs With Inventory Management Reviewed In 2024
Best CRMs with Inventory Management Shortlist
Here's my pick of the 10 best software from the 22 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Regardless of your industry, CRMs with inventory management features are invaluable. Most likely, you want to manage customer relationship functionalities while organizing and tracking inventory. However, finding the right CRM with inventory management can be challenging, especially with several options available.
Using my experience in revenue operations and digital software, I tested and reviewed several CRMs with inventory management features. From there, I compiled my in-depth findings to help teams locate the best software solutions available. Whether you’re an SMB or a large enterprise, I’m confident that you’ll find your next option in the lists below.
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Best CRMs with Inventory Management Summary
| Tools | Price | |
|---|---|---|
| CRM Creatio | From $25/user/month | Website |
| UpKeep | From $20/user/month | Website |
| Zoho Inventory | From $39/month | Website |
| Brightpearl | Pricing upon request | Website |
| Vtiger | From $12/user/month (billed annually) | Website |
| Second CRM | From $4.25/user/month (billed annually) | Website |
| CRM Runner | From $25/user/month (billed annually) | Website |
| Katana | From $179/user/month (billed annually) | Website |
| Groweon CRM | From $8.35/user/month (billed annually) | Website |
| ClickUp | From $7/user/month (billed annually) | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow to Choose CRMs with Inventory Management
As you work through your own unique software selection process, keep the following points in mind:
- Integration Capabilities: Ensure your chosen CRM software can seamlessly integrate with your existing systems, such as ERPs, ecommerce platforms, and accounting software. This can help synchronize customer data and inventory levels automatically, reducing manual data entry and errors.
- Scalability: Consider whether the software can grow with your business. As your business expands, your inventory and customer management needs will evolve. A scalable solution can adapt to increased inventory volume and a larger customer base without compromising performance.
- User-Friendly Interface: The ease of use is paramount, especially if your team is not particularly tech-savvy. A user-friendly interface ensures that your team can quickly adopt the new system, reducing training time and increasing productivity.
- Customizability: Look for a software that allows for customization to meet specific business requirements. Every business has unique processes, and a one-size-fits-all solution may not address all your needs.
- Real-Time Data and Reporting: Having access to real-time data and robust reporting tools is essential for making informed decisions. Real-time inventory updates help prevent stockouts and overstock situations, while detailed reports provide insights into sales trends, customer behavior, and inventory turnover.
Best CRMs with Inventory Management Reviews
This section provides an in-depth analysis and overview of each CRM with inventory management. Below, I will walk through the pros and cons of each tool, their features, and their best use cases.
CRM Creatio is a no-code platform designed to automate customer relationship management processes. It offers solutions for marketing, sales, and service, enabling businesses to manage the entire customer journey.
Why I picked CRM Creatio: With its customizable workflows, CRM Creatio adapts to various business needs, including inventory management requirements. For example, the platform provides real-time visibility into inventory levels, helping you avoid stockouts and overstock situations. By tracking inventory across multiple locations, it ensures accurate data, which is crucial for effective supply chain management. It also offers order and contract management tools that help you create automated document workflows, track order statuses, and analyze order processing effectiveness.
Standout features & integrations:
Features include mobile accessibility, asset management, work order management, preventive maintenance scheduling, real-time reporting, customizable workflows, integration with other software, barcode scanning, and maintenance history tracking.
Integrations include Accelo, Act!, ActiveCampaign, Acumatica, Adobe Analytics, Asana, Microsoft Exchange, Excel, Mailchimp, HubSpot Marketing Hub, Google Calendar, and Tableau.
Pros and cons
Pros:
- Extensive customization options
- No-code platform
- Supports scaling businesses
Cons:
- Customization can be time-consuming
- Data migration may be complex
UpKeep offers mobile-first maintenance and inventory management, providing businesses with an efficient way to manage assets and stock.
Why I picked UpKeep: UpKeep has a strong mobile-first approach, making it ideal for teams that require on-the-go access to maintenance and inventory data. Its user-friendly mobile app allows technicians to manage tasks and inventory from anywhere, enhancing efficiency and productivity.
Standout features & integrations:
Features include mobile accessibility, asset management, work order management, preventive maintenance scheduling, inventory management, real-time reporting, customizable workflows, integration with other software, barcode scanning, and maintenance history tracking.
Integrations include QuickBooks, Xero, Zapier, Slack, Google Workspace, Microsoft 365, Dropbox, Salesforce, Oracle, and ServiceNow.
Pros and cons
Pros:
- User-friendly mobile app
- Strong asset management
- Customizable options available
Cons:
- Basic inventory features
- Limited to maintenance industries
Zoho Inventory streamlines inventory management and multi-channel selling with strong order management and tracking features.
Why I picked Zoho Inventory: Zoho Inventory provides users with multi-channel selling capabilities and efficient order management system. What makes it stand out is its powerful integration with various sales channels and shipping carriers, making it ideal for businesses looking to manage inventory across multiple platforms seamlessly.
Standout features & integrations:
Features include inventory tracking, order management, and real-time shipping rate calculation.
Integrations include Shopify, Amazon, eBay, Etsy, WooCommerce, Stripe, PayPal, QuickBooks, Zoho CRM, and Mailchimp.
Pros and cons
Pros:
- Comprehensive tracking capabilities
- User-friendly interface
- Smooth CRM integration
Cons:
- Limited advanced customization
- Requires Zoho ecosystem familiarity
Brightpearl automates multi-channel ecommerce operations, providing efficient management of orders, inventory, and customer data.
Why I picked Brightpearl: Brightpearl’s powerful automation capabilities in multi-channel ecommerce operations makes it a top CRM for retail organizations. The software helps teams streamline order management and inventory tracking across various sales channels, significantly reducing manual workloads and improving accuracy.
Standout features & integrations:
Features include multichannel sales integration, real-time inventory management, order management automation, financial management and accounting, demand forecasting and reporting, warehouse management, POS integration, and data analytics and insights.
Integrations include Shopify, Amazon, eBay, BigCommerce, Magento, WooCommerce, Salesforce, Xero, QuickBooks, and ShipStation.
Pros and cons
Pros:
- Excellent customer support
- Real-time inventory tracking
- Omnichannel retail solutions
Cons:
- Limited customization
- Requires training
Vtiger offers centralized and automated inventory management to streamline operations and improve efficiency for businesses.
Why I picked Vtiger: Vtiger’s strong centralized inventory management and automation features make it one of the more advanced CRM software options available. It stands out because it not only tracks inventory but also automates important tasks like reordering and managing stock levels, which is essential for businesses aiming to minimize manual intervention and errors.
Standout features & integrations:
Features include automated inventory tracking, reordering, and advanced reporting tools that provide valuable insights into stock levels and order statuses.
Integrations include QuickBooks, Xero, Mailchimp, Slack, Zapier, Microsoft Outlook, Google Workspace, Shopify, PayPal, and Stripe.
Pros and cons
Pros:
- Efficient inventory control
- Customizable workflows
- Streamlined sales processes
Cons:
- Limited third-party integrations
- Steep learning curve
Second CRM offers an advanced CRM solution with strong local support in the Asia region.
Why I picked Second CRM: Second CRM stands out for its CRM functionalities combined with localized support, making it highly suitable for companies operating in Asian markets. The software also provides strong tools for managing customer relationships and sales pipelines, offering a unified platform to handle both customer data and inventory, which enhances overall business efficiency and decision-making.
Standout features & integrations:
Features include sales automation, customer service management, project management, inventory management, quotation and invoice generation, CRM analytics, email integration, lead management, customizable dashboards, mobile access, and workflow automation.
Integrations include QuickBooks, Xero, Google Workspace, Microsoft 365, Mailchimp, Zoho, Slack, PayPal, Stripe, and WooCommerce.
Pros and cons
Pros:
- Enhances operational efficiency
- Integrates well with others
- Business process automation
Cons:
- Limited customization options
- Complex initial setup
CRM Runner integrates field service and office management, providing an advanced solution for managing both on-site and administrative tasks.
Why I picked CRM Runner: CRM Runner is highlighted for its unique integration of field service and office management capabilities. Its ability to streamline operations by connecting field workers with office staff make it ideal for businesses that require coordination between on-site activities and administrative functions.
Standout features & integrations:
Features include GPS tracking, job scheduling, and inventory management.
Integrations include QuickBooks, Google Workspace, Microsoft 365, Mailchimp, Slack, Stripe, PayPal, Twilio, Zapier, and Docusign.
Pros and cons
Pros:
- Intuitive interface
- Strong tracking tools
- Combines field service management
Cons:
- Smaller support team
- Limited advanced features
Katana provides real-time inventory insights and streamlines production management for manufacturers and other businesses.
Why I picked Katana: Katana is known for its focus on providing real-time inventory insights and production management capabilities. It stands out for its visual production planning and intuitive dashboard, which help businesses track and manage their inventory and manufacturing processes efficiently.
Standout features & integrations:
Features include real-time inventory tracking, visual production planning, and advanced reporting tools that allow businesses to monitor their manufacturing workflow and inventory levels with precision.
Integrations include Shopify, WooCommerce, Xero, QuickBooks, Zapier, Salesforce, HubSpot, Pipedrive, ShipStation, and Magento.
Pros and cons
Pros:
- Intuitive user interface
- Tailored for manufacturers
- Real-time production visibility
Cons:
- Some features still developing
- Limited customer support hours
Groweon CRM provides real-time inventory tracking and automated reordering for efficient inventory management.
Why I picked Groweon CRM: Groweon CRM comes with strong real-time inventory tracking and automated reordering capabilities. It stands out because of its ability to minimize stockouts and overstock situations through automation, making it highly efficient for businesses needing precise inventory management.
Standout features & integrations:
Features include lead management, sales pipeline tracking, customer segmentation, email marketing automation, customizable dashboards, task and calendar integration, real-time analytics and reporting, mobile app access, and workflow automation.
Integrations include QuickBooks, Xero, Shopify, WooCommerce, Amazon, eBay, Stripe, PayPal, Mailchimp, and Zapier.
Pros and cons
Pros:
- Easy to implement
- Cost-effective solution
- Simple inventory tracking
Cons:
- Lack of advanced automation
- Basic feature set
ClickUp offers customizable CRM views and inventory management, enabling businesses to tailor their workflows and manage inventory efficiently.
Why I picked ClickUp: ClickUp provides exceptional customization capabilities, allowing users to tailor CRM views to their specific needs. It stands out because it combines powerful inventory management with a flexible CRM system, making it ideal for businesses that require tailored workflows and detailed inventory tracking.
Standout features & integrations:
Features include task management, project tracking, customizable workflows, time tracking, goal setting, document collaboration, integrations with third-party apps, Gantt charts, Kanban boards, automation, reporting and analytics, mind maps, workload view, Agile project management features, and mobile and desktop apps.
Integrations include Google Workspace, Slack, Microsoft Teams, Salesforce, Zapier, Trello, HubSpot, Zoom, Dropbox, and GitHub.
Pros and cons
Pros:
- Affordable pricing
- Project management tools
- Customizable workflows
Cons:
- Occasional interface issues
- Basic inventory features
Other CRMs With Inventory Management
Below is a list of additional CRMs with inventory management that I shortlisted. While they didn’t make the top 10, they’re still valuable and worth further research
- Cin7
For connected inventory performance across multiple channels
- Helcim
For integrated payment solutions
- Fishbowl
For manufacturing and warehouse management
- HubSpot CRM
For marketing-focused companies
- monday.com
For teams needing customizable workflows
- SugarCRM
For extensive customization options
- Lightspeed
For multi-store management
- MRPeasy
For manufacturing companies with complex inventory needs
- NetSuite
For advanced ERP integration
- Gridlex
For cost-effective CRM solutions
- Odoo
For businesses seeking open-source solutions
- Freshworks
For a user-friendly interface
Related CRM Reviews
If you still haven't found what you're looking for here, check out these tools closely related to all-in-one CRMs that we've tested and evaluated.
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CRMs with Inventory Management Selection Criteria
The criteria for choosing a CRM with inventory management should directly address buyer needs and common pain points, ensuring that the software serves its intended purpose effectively. As an expert who has personally tried and researched these tools, here are the requirements I use when evaluating software:
Core Functionality: 25% of total weighting score
- Tracking customer interactions and sales
- Managing inventory levels and stock
- Generating sales and inventory reports
- Automating order processing
- Integrating with other business systems
Additional Standout Features: 25% of total weighting score
- Identifying unique features not offered by competitors
- Tools leveraging new and innovative features
- Exploring and testing for advanced functionality
Usability: 10% of total weighting score
- Evaluating power and complexity vs ease of use
- Interface design aesthetic
- Intuitive navigation and user-friendly dashboards
- Customizable workflows and drag-and-drop interfaces
Onboarding: 10% of total weighting score
- Quick, simple, and easy onboarding processes
- Availability of training videos and templates
- Interactive product tours and chatbots
- Webinars and comprehensive documentation
Customer Support: 10% of total weighting score
- Availability and responsiveness of support teams
- Multiple support channels (email, phone, live chat)
- Quality of self-service resources (knowledge base, FAQs)
- Customer feedback on support experiences
Value For Money: 10% of total weighting score
- Competitive pricing models
- Cost vs feature set analysis
- Scalability and flexibility of pricing plans
- ROI and long-term value considerations
Customer Reviews: 10% of total weighting score
- Overall satisfaction ratings
- Commonly reported pros and cons
- User feedback on reliability and performance
- Trends in customer feedback over time
Trends for CRMs with Inventory Management
Here are some trends I’ve noticed for CRMs with inventory management, plus what they might mean for the future. I sourced countless product updates, press releases, and release logs to tease out the most important insights.
- Cloud-Based Inventory Systems: Cloud-based inventory systems offer real-time data access and updates, enhancing collaboration and decision-making. This trend is important as it allows businesses to manage inventory efficiently from any location.
- Artificial Intelligence and Machine Learning: AI and machine learning help users analyze historical data and market trends to optimize inventory levels and predict demand. Their ability to adapt and learn continuously makes them indispensable for modern inventory management.
- Internet of Things (IoT) Sensors: IoT sensors provide advanced insights into inventory conditions, such as location and environmental factors. This technology is particularly valuable for perishable goods, ensuring product integrity and operational efficiency.
- Blockchain for Transparent Supply Chains: Blockchain technology provides an immutable record of every transaction, ensuring product authenticity and reducing counterfeiting risks. This trend is particularly beneficial for industries like pharmaceuticals and luxury goods.
- Omni-Channel Inventory Management: Omni-channel inventory management harmonizes inventory across various sales channels, reducing stockouts and optimizing turnover. This approach enhances customer experience by ensuring consistent product availability both online and offline.
The integration of CRM with inventory management is being transformed by these innovative trends, making operations more efficient and customer-centric. Staying updated with these innovations ensures that companies remain competitive and responsive to changing market demands.
What Are CRMs with Inventory Management?
A customer relationship management (CRM) system is a software tool designed to help businesses manage and analyze customer interactions and data throughout the customer lifecycle. When CRMs offer inventory management features, they allow businesses to not only track and nurture customer relationships but also manage their stock levels, orders, and sales processes in one unified platform.
Features of CRMs With Inventory Management
When choosing a CRM with inventory management, it's important to consider the features that will best meet your business needs. Here are some of the top features for CRMs with inventory management that you should keep in mind.
- Real-Time Inventory Tracking: Keeps track of stock levels and updates in real-time.
- Automated Reordering: Automatically generates purchase orders when stock levels reach a set threshold.
- Customizable Dashboards: Allows users to tailor the interface to their specific needs.
- Sales Order Management: Manages and processes customer orders from start to finish.
- Integration with Ecommerce Platforms: Connects seamlessly with online sales channels like Shopify and WooCommerce.
- Customer Relationship Management: Tracks and manages customer interactions and data.
- Reporting and Analytics: Provides insights into sales trends, stock levels, and customer behavior.
- Barcode Scanning: Simplifies inventory updates and order fulfillment with barcode scanning capabilities.
- Supplier Management: Maintains detailed records of supplier information and purchase history.
- Mobile Access: Enables inventory management and CRM tasks to be performed on mobile devices.
Benefits of CRMs with Inventory Management
CRMs with inventory management offer numerous advantages for businesses, combining customer relationship tools with inventory tracking and control. But these aren’t the only benefits you may experience with your software. Here are some additional perks associated with CRMs with inventory management.
- Improved Efficiency: Streamlines operations by integrating customer data with inventory levels, reducing manual tasks and increasing productivity.
- Enhanced Customer Satisfaction: Ensures that stock levels are accurately maintained, leading to timely order fulfillment and improved customer experience.
- Accurate Data and Insights: Provides real-time data and analytics, enabling informed decision-making and better strategic planning.
- Cost Savings: Reduces waste and overstocking through automated reordering and inventory optimization, ultimately lowering operational costs.
- Scalability: Supports business growth by adapting to increased inventory and customer management needs without compromising performance.
Using a CRM with inventory management helps businesses streamline their operations, improve customer satisfaction, and make data-driven decisions. This combination of features supports growth and efficiency, making it a valuable tool for any organization.
Costs & Pricing of CRMs with Inventory Management
When selecting a CRM with inventory management, understanding the costs and pricing options is vital. The pricing typically varies based on the features offered, the number of users, and the level of customization required. Below is an overview of common pricing plans and their features to help you make an informed decision.
Plan Comparison Table for CRMs with Inventory Management
| Plan Type | Average Price | Common Features |
| Free | $0 | Simple CRM functionalities, limited inventory management, limited users, and basic reporting |
| Basic | $15/user/month | Simple CRM functionalities, inventory tracking, sales order management, and standard reporting |
| Standard | $45/user/month | All Basic features, automated reordering, integration with ecommerce platforms, and enhanced analytics |
| Premium | $99/user/month | All Standard features, advanced customization, supplier management, and priority support |
| Enterprise | Pricing upon request | All Premium features, unlimited users, dedicated account manager, full customization, and advanced security features |
When choosing a plan, consider your business's size, budget, and specific needs. By selecting the right tier for your company, you can ensure that you’ll meet all your goals while remaining within your budget.
CRMs with Inventory Management FAQs
Here are some frequently asked questions I’ve received about CRMs with inventory management.
Can a CRM with inventory management integrate with my existing systems?
Yes, most CRMs with inventory management offer integrations with popular systems like ERP, ecommerce platforms, and accounting software. Check the integration capabilities of the CRM to ensure compatibility with your existing systems.
Is a CRM with inventory management suitable for small businesses?
Yes, many CRM solutions offer scalable plans suitable for small businesses. Free and basic plans provide essential functionalities that can grow with your business.
Do I need technical expertise to implement a CRM with inventory management?
Some technical knowledge is beneficial, but many CRMs are designed to be user-friendly. Providers often offer support and resources to assist with implementation and setup.
Can I customize a CRM with inventory management to fit my business needs?
Yes, many CRM solutions offer customization options. You can tailor dashboards, fields, and workflows to match your specific business requirements.
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