HubSpot CRM for Manufacturers & Industrial Distributors

Elite Solutions Partner Built for Manufacturing.

Quote-to-Order & CPQ.

Every manufacturing deal runs through a quote, from an RFQ against drawings to a configured machine or a price list request. We set up HubSpot CPQ in Revenue Hub (formerly Commerce Hub) with quote templates, approval rules and tiered pricing from the product library, so CPQ for manufacturing lives on the deal record where reps already work.

Pipelines track RFQs, quotes and reorders by product line, so HubSpot becomes the quote management software where leadership sees open quote value and win rate. Product configurator software or the ERP can feed options and pricing into each quote. When a buyer signs, workflows hand the order to the ERP, and HubSpot's agents can automate more of the path to closed revenue. Catalog and pricing fields follow property governance rules your operations team can maintain.

ERP Data on Every Account.

Your ERP owns products, pricing, inventory and orders, and your teams trust it. We connect HubSpot to NetSuite, Epicor, SAP, Microsoft Dynamics 365, Infor, Acumatica and Sage through marketplace apps, Data Hub, middleware or custom builds. Each project, from a HubSpot SAP integration to a HubSpot Sage integration, starts with an ERP integration plan leaders trust.

That plan is a field map: which system owns each record, which way data syncs, how often, and what happens when records conflict. We decide how much order detail lives in HubSpot, from every line item to rolled-up purchase history, and use custom objects (Enterprise) for orders, sites or service contracts. Running NetSuite? Here's what to plan before connecting NetSuite.

Reps, Distributors & Dealer Channels.

Manufacturers reach buyers through direct reps, manufacturer representative agencies, distributors and dealers. HubSpot's routing rules and territories do the work of lead routing software and sales territory management software in one place. Web, trade show and distributor leads reach the right independent sales rep quickly, with clear ownership that heads off channel conflict.

Distributor and dealer records carry tiers, territories, agreements and point-of-sale data from Data Studio, so HubSpot becomes the distributor management software your channel team checks first. We handle custom object setup for agreements and partner programs, and we train rep agencies and channel managers on the views they'll use every day. Any commission tracking software your team already runs can connect to the same deals.

Aftermarket Service & Installed Base.

For equipment manufacturers, the installed base keeps earning long after the first sale. We connect every machine you've sold to its account, with serial number tracking by site and owner, so spare parts, upgrades and service contract management start from records you already have and aftermarket sales grow.

Service Hub ticket pipelines run your RMA process, repairs and warranty claims with SLAs and asset, order and warranty details on every ticket, and HubSpot AI agents answer common questions from approved knowledge sources, such as your manuals. A HubSpot customer portal, now the support portal in Service Hub Professional and Enterprise, lets customers and dealers track their tickets, and field service management software connects to the same records, so HubSpot works as your field service CRM. We also connect sales and service, so reps see open issues before they quote the next order.

Account-Based Selling & Technical Marketing.

Industrial deals involve engineering, procurement, plant leaders and specifiers over months. We set up account-based marketing for manufacturers: buying committees mapped on target accounts, sequences for each role and forecasts by product line, so reps see who's engaged before the next review.

Industrial marketing connects spec sheets, technical content and trade show lead management to those same accounts, so manufacturing lead generation feeds the pipeline reps already work. Nurture runs on lifecycle automation by role and industry served. For manufacturers with several brands, plants or divisions, HubSpot Brands, formerly HubSpot business units, keeps assets and reporting separate in one portal, with governance that scales.