Quotes lost in inboxes
RFQs arrive by email, the technical office builds the quote in a spreadsheet and nobody knows where each one stands.
Costquotes sent that nobody chases
HubSpot for industrial & manufacturing
CRM for manufacturers: from trade fair to purchase order, connected to your ERP
Manufacturers, distributors and companies making components, machinery or materials. We set up HubSpot for complex B2B sales: requests for quotation, quotes with product lines, distributors, samples, long sales cycles and after-sales, with prices, stock, orders and invoices synced with your ERP.
4.9
Verified reviews on HubSpot
9
official HubSpot
certifications
certifications
+200
clients in Spain,
Italy and Dubai
Italy and Dubai
19
people on the team
15 in Barcelona · 4 in Dubai
15 in Barcelona · 4 in Dubai
Daily life in an industrial company
You sell technical products. Your sales process lives in Excel.
In manufacturing, a sale takes months, involves purchasing, engineering and management, and depends on data held in the ERP. If the CRM can’t see it, your sales team is working blind.
Trade-fair leads in a notebook
Every fair leaves a pile of business cards and notes that get entered weeks later, or never, and follow-up arrives once interest has cooled.
Costa trade fair with no measurable return
Distributors off the radar
You don’t know which opportunities went to each distributor, what they are selling or which end customers sit behind them.
Costan uncontrolled channel and territory clashes
Prices and stock only in the ERP
Sales reps phone the office to check price lists or availability, and once they close, someone re-keys the order into the ERP.
Costorder errors and days of delay
Long cycles with no memory
Months of conversations with several stakeholders, scattered between email and the rep’s head. If they change accounts or leave, the history goes with them.
Costopportunities that start again from scratch
Samples and after-sales untracked
Samples go out with no response date, and issues, warranty claims and returns are handled by email, far from the customer record.
Costsamples that don’t convert and customers who don’t reorder
What we set up
HubSpot built for industrial B2B sales
Products, distributors, samples and orders modelled the way your company actually sells, in one country or several.
Quote and order pipelines
- RFQ, technical review, quote and negotiation
- Pipelines by product line, market or country
- Loss reasons and competitors recorded
- Repeat orders from regular customers
Quotes with product lines
- Product library with part numbers and families
- Quotes with line items, discounts and terms
- Price lists synced from the ERP
- Multiple currencies for international customers
Distributors and channel
- Distributors, installers and end customers as companies
- Labelled associations: who supplies whom
- Leads routed by territory, distributor or rep
- Activity and sales by channel in one report
Account-based selling
- Target accounts with their buying committee
- Purchasing, engineering and management roles on each contact
- Tasks and sequences for months-long cycles
- Sales forecast by rep and country
Samples and trade fairs
- Sample pipeline: request, dispatch, trial and response
- Trade-fair capture with forms or the HubSpot mobile app
- Automatic follow-up after every fair
- Campaigns by sector, country and language
After-sales and service
- Issues, warranty claims and returns as tickets
- ERP orders and invoices visible on the customer record
- Reorder and maintenance reminders
- Customer portal, depending on your Service Hub edition
Integrations
HubSpot connected to your ERP and your channels
The ERP stays in charge of prices, stock and invoicing; HubSpot owns the customer relationship. We agree which system is the source of truth for each field and sync both ways, with no duplicates.
ERP and invoicing
Prices, stock, orders and invoices with no double keying.
HoldedOdooOther ERPs with an APIWebhooks
B2B online sales
Orders and sample requests straight into the pipeline.
ShopifyPrestaShopKlaviyo
Communication and scheduling
Conversations and visits logged on each account record.
WhatsAppGoogle CalendarWordPress formsZendesk
Source CRM
Migration with accounts, contacts, deals and history.
SalesforceOdooClientifyExcel and CSV
How we implement it
From Excel and a siloed ERP to a CRM that sells on real data
Indicative timelines: 4 to 8 weeks for Sales Hub and 10 to 14 for complex projects, such as those integrating the ERP across several countries.
Sales process audit
We talk to sales reps, the technical office, finance and channel managers to understand how each deal comes in, gets quoted and closes.
Data model
We define products, families, distributors, orders and samples, and how they relate to accounts and deals. Custom objects where needed (available on Enterprise editions).
ERP integration
We decide which system owns each field and connect prices, stock, orders and invoices with two-way sync, retries and a dry-run mode.
Migration
We bring over accounts, contacts, quotes and history from Salesforce, Odoo, another CRM or Excel, with no duplicates.
Testing with real cases
We test real quotes, orders and invoices with your team, by country and currency, before switching anything on.
Training and support
We train each role, in Spain and in Italy, and keep improving with optional monthly support.
Real projects
Integrations and migrations already in production
A manufacturer already sends its won deals from HubSpot to Holded using this integration pattern. And the Salesforce migration shows how we move complex processes without losing the business logic.
90/90
acceptance tests passed
From a deal won in HubSpot to an invoice in Holded, without typing anything twice
An integration pattern already used by a shop, a foodtech company, a tax advisory firm, a manufacturer and a law firm with 5 companies.
Read the case study1,615
Ironclad contract workflows loaded into HubSpot
A fintech SaaS leaves Salesforce with its business logic intact
A migration to HubSpot with around 12 microservices: numbering, daily ARR, automatic renewals, data warehouse, Ironclad contracts and trial provisioning.
Read the case studyFAQs
Questions about CRM for manufacturing and industry
Is HubSpot a good CRM for a manufacturing company?
Yes, when it is configured for complex B2B sales. HubSpot can model products, distributors, samples and orders, support account-based selling and connect to your ERP. Out of the box it only has contacts, companies and deals: adapting it to your process is our job.
Can HubSpot connect to our ERP for prices, stock and orders?
Yes. We have already done it with Holded and Odoo, including for a manufacturer: when a deal is won, the contact and the invoice or pro forma with the quote’s line items are created in the ERP, and the number and PDF come back to HubSpot. If your ERP has an API, we will look at the integration.
How are distributors managed in HubSpot?
Each distributor is a company with its territory, terms and end customers linked through labelled associations. That lets you route opportunities by territory, see what has been passed to each one and measure sales by channel.
Can we build quotes with our own product lines?
Yes. We load your catalogue into the product library, ideally synced with the ERP, and quotes are built from its line items, discounts and terms. Quoting features and multiple currencies depend on the edition you subscribe to.
Does it work for sales teams in Spain and Italy?
Yes. We set up teams, permissions and pipelines by country, currencies, campaigns in each language and comparable reports. We work with clients in Spain and Italy and also train teams in Italian.
How long does a HubSpot implementation take for a manufacturer?
As a guide, 4 to 8 weeks for Sales Hub and 10 to 14 for complex projects, such as those involving ERP integration, migration and several countries. We firm this up after the initial audit.
Free audit
Is your sales process working for you?
In 30 minutes we review how you capture, follow up and close opportunities, in HubSpot, another CRM or Excel, and tell you honestly what we would change first. No commitment, no sales pitch.
We reply within 24 business hours.