What is CRM and inventory management software?

CRM and inventory management software keeps your customer records and your stock in one system, so what a customer has bought and what you hold are never in different places. Stocksmith does this for businesses that make what they sell: each customer has a record with their details, notes and orders, sitting beside your materials, products and costs.

Yes, a CRM designed for your manufacturing workflow rather than a sales pipeline. Each customer has a record with contact details, notes and order history, kept in the same system as your stock and costs. On Studio plans and above you also get customer pricing tiers and two reports ranking customers by revenue and by order count. If you need deals, pipeline stages, a log of calls and emails, or follow-up reminders, a dedicated sales CRM is the better fit.

What can I keep on a customer record?

Each customer record holds a name, email, phone, website, address and notes, and lists every order recorded for that customer. On Studio plans and above you can also attach files to a customer and assign a pricing tier. You can export your contacts list to CSV whenever you need it somewhere else.

Can I see which customers bring in the most revenue?

Yes, on Studio plans and above. The Customers by Revenue report ranks your top customers by what they've spent, excluding tax, for any date range you choose. The Customers by Frequency report ranks them by the number of orders they've placed, so you can tell your biggest spenders from your most regular buyers.

Can I price wholesale and retail customers differently?

On Studio plans and above, yes. You set a price per product for each pricing tier and put each customer on a tier, and the orders you enter for them start from that tier's prices. Tiers also hold a markup, listing fee and commission, so you can see a suggested price and margin for each.

Can I keep suppliers in the same place as customers?

Yes. Contacts can be customers or vendors, so your suppliers sit in the same list as your customers. You can record purchases against a vendor and set a preferred vendor on a material, which keeps the people you buy from as easy to find as the people you sell to.

CRM and Inventory Management Software

Order	Date	Total
#1187	29 Sep	$352.00
#1164	15 Sep	$318.50
#1141	2 Sep	$296.00

Customer	Revenue (ex. tax)
Fernhill Gifts	$4,820
Oakline Pantry	$3,975
Birchwood Supply Co.	$2,310
Marlow & Finch	$1,640

Order	Date	Total
#1187	29 Sep	$352.00
#1164	15 Sep	$318.50
#1141	2 Sep	$296.00

Customer	Revenue (ex. tax)
Fernhill Gifts	$4,820
Oakline Pantry	$3,975
Birchwood Supply Co.	$2,310
Marlow & Finch	$1,640

Customer	Orders
Fernhill Gifts	14
Marlow & Finch	11
Oakline Pantry	9
Birchwood Supply Co.	4

Keep your customers where your stock is

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What customers say

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Nathan T.

Labor & Mirth • Specialty Food Producer

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BoardGameSet • Game Manufacturer

Frequently asked questions

What is CRM and inventory management software?: CRM and inventory management software keeps your customer records and your stock in one system, so what a customer has bought and what you hold are never in different places. Stocksmith does this for businesses that make what they sell: each customer has a record with their details, notes and orders, sitting beside your materials, products and costs.
Is Stocksmith a CRM?: Yes, a CRM designed for your manufacturing workflow rather than a sales pipeline. Each customer has a record with contact details, notes and order history, kept in the same system as your stock and costs. On Studio plans and above you also get customer pricing tiers and two reports ranking customers by revenue and by order count. If you need deals, pipeline stages, a log of calls and emails, or follow-up reminders, a dedicated sales CRM is the better fit.
What can I keep on a customer record?: Each customer record holds a name, email, phone, website, address and notes, and lists every order recorded for that customer. On Studio plans and above you can also attach files to a customer and assign a pricing tier. You can export your contacts list to CSV whenever you need it somewhere else.
Can I see which customers bring in the most revenue?: Yes, on Studio plans and above. The Customers by Revenue report ranks your top customers by what they've spent, excluding tax, for any date range you choose. The Customers by Frequency report ranks them by the number of orders they've placed, so you can tell your biggest spenders from your most regular buyers.
Can I price wholesale and retail customers differently?: On Studio plans and above, yes. You set a price per product for each pricing tier and put each customer on a tier, and the orders you enter for them start from that tier's prices. Tiers also hold a markup, listing fee and commission, so you can see a suggested price and margin for each.
Can I keep suppliers in the same place as customers?: Yes. Contacts can be customers or vendors, so your suppliers sit in the same list as your customers. You can record purchases against a vendor and set a preferred vendor on a material, which keeps the people you buy from as easy to find as the people you sell to.

Your customers and your stock, in one system

A record for every customer, next to your stock

See which customers bring in the most revenue

Pricing tiers, suppliers and exports, in the same place

Pricing tiers

Suppliers in the same list

Export to CSV

Keep your customers where your stock is

Designed for how you make things

What customers say

Who is Stocksmith for?

Frequently asked questions

Related pages

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