{"id":454413,"date":"2025-05-16T08:51:44","date_gmt":"2025-05-16T15:51:44","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=454413"},"modified":"2025-05-16T08:51:47","modified_gmt":"2025-05-16T15:51:47","slug":"crm-with-inventory-management","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/","title":{"rendered":"10 Best CRM with Inventory Management for Businesses"},"content":{"rendered":"\n<p>You&#8217;ve built a solid client base, your numbers look good, and you&#8217;re ready to scale.<\/p>\n\n\n\n<p>To keep that momentum going, you need robust and affordable tools to support your ambitions without overwhelming you.<\/p>\n\n\n\n<p>Because you didn\u2019t start a business to spend hours searching for the right <a href=\"https:\/\/clickup.com\/blog\/inventory-apps\/\">inventory apps<\/a>. \ud83d\udc81\ud83c\udffd\u200d\u2642\ufe0f<\/p>\n\n\n\n<p>So, we\u2019ve done the heavy lifting for you.<\/p>\n\n\n\n<p>After evaluating several options to manage inventory, we\u2019ve narrowed it down to the best inventory management software solutions that are simple, cost-effective, and ideally suited for small and medium-sized businesses.<\/p>\n\n\n\n<p>These 11 CRM with inventory management solutions also integrate well with <a href=\"https:\/\/clickup.com\/blog\/inventory-planning\/\" target=\"_blank\" rel=\"noreferrer noopener\">inventory planning<\/a> tools, track inventory levels, simplify stock management, and increase customer engagement.<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-dbb2c881-f325-48d7-a474-cbf76c7cd81d\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">10 Best CRM with Inventory Management for Businesses<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#0-10-best-crm-with-inventory-management-at-a-glance\" style=\"\">10 Best CRM with Inventory Management at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#1-what-should-you-look-for-in-crm-with-inventory-management\" style=\"\">What Should You Look for in CRM with Inventory Management?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#2-the-10-best-crm-with-inventory-management\" style=\"\">The 10 Best CRM With Inventory Management<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#3-1-clickup-best-for-seamless-crm-and-inventory-integration\" style=\"\">1. ClickUp (Best for seamless CRM and inventory integration)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#9-2-zoho-crm-plus-best-unified-customer-experience-platform\" style=\"\">2. Zoho CRM Plus (Best unified customer experience platform)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#14-3-vtiger-crm-best-all-in-one-crm-for-small-businesses\" style=\"\">3. Vtiger CRM (Best all-in-one CRM for small businesses)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#20-4-mondaycom-best-for-customizable-workflow-and-inventory-tracking\" style=\"\">4. monday.com (Best for customizable workflow and inventory tracking)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#25-5-odoo-best-inventory-app-for-order-management\" style=\"\">5. Odoo (Best inventory app for order management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#31-6-dolibarr-best-open-source-crm-with-inventory-features\" style=\"\">6. Dolibarr (Best open-source CRM with inventory features)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#36-7-onpipeline-best-crm-for-distributors\" style=\"\">7. Onpipeline (Best CRM for distributors)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#42-8-hashmicro-crm-best-for-comprehensive-business-management\" style=\"\">8. HashMicro CRM (Best for comprehensive business management)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#47-9-crm-creatio-best-for-automating-sales-and-inventory-processes\" style=\"\">9. CRM Creatio (Best for automating sales and inventory processes)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/crm-with-inventory-management\/#52-10-katana-best-for-production-management\" style=\"\">10. Katana (Best for production management)<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-10-best-crm-with-inventory-management-at-a-glance\">10 Best CRM with Inventory Management at a Glance<\/h2>\n\n\n\n<p>Let&#8217;s start with a quick comparison table for the 10 Best CRM With inventory management tools. Some even have automated inventory management!<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool<\/strong><\/td><td><strong>Key features<\/strong><\/td><td><strong>Best for <\/strong><\/td><td><strong>Pricing<\/strong><\/td><\/tr><tr><td><strong><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a><\/strong><\/td><td>Everything app for work with CRM &amp; Inventory management <\/td><td>Teams needing seamless CRM + inventory, project management, and collaboration in one platform (all team sizes)<\/td><td>Free plan available<br>Paid plans start at $7<\/td><\/tr><tr><td><strong>Zoho CRM Plus<\/strong><\/td><td>Unified CX platform (9 Zoho apps)<br>Omnichannel engagement<br>AI assistant (Zia)<br>Sales Signals alerts<\/td><td>Businesses wanting unified customer experience, omnichannel sales, and deep analytics (mid-large teams)<\/td><td>30-day free trial<br>Paid plans start at $57<\/td><\/tr><tr><td><strong>Vtiger CRM<\/strong><\/td><td>All-in-one CRM<br>Project management<br>Email campaigns<br>Live chat<\/td><td>Small businesses needing integrated CRM, inventory, and support tools<\/td><td>Free plan available<br>Paid plans start at $15 <\/td><\/tr><tr><td><strong>monday.com<\/strong><\/td><td>Visual boards (Kanban, Timeline, Calendar)<br>Custom workflows<br>Automations<br>Inventory tracking<\/td><td>Teams wanting customizable workflows, visual project &amp; inventory tracking (all sizes)<\/td><td>Free plan available<br>Paid plans start at $12<\/td><\/tr><tr><td><strong>Odoo<\/strong><\/td><td>Real-time inventory tracking<br>Barcode scanning<br>Automated stock &amp; vendor management<br>Supply chain optimization<\/td><td>Businesses needing robust order\/inventory management with automation (all sizes)<\/td><td>Free plan available<br>Paid plans start at $7.25<\/td><\/tr><tr><td><strong>Dolibarr<\/strong><\/td><td>Open-source CRM &amp; ERP<br>Modular design <br>Community support<\/td><td>Budget-conscious teams, startups, or those wanting open-source flexibility<\/td><td>Open source solution with free plan as well as custom pricing plans<\/td><\/tr><tr><td><strong>Onpipeline<\/strong><\/td><td>Customizable database fields<br>Centralized customer data<br>Team performance tracking<br>Simple reporting<\/td><td>Distributors and sales teams needing easy CRM + inventory with simple UI<\/td><td>Free trial available<br>Paid plans start at $25<\/td><\/tr><tr><td><strong>HashMicro CRM<\/strong><\/td><td>Revenue forecasting<br>Detailed sales reports<br>Modular integrations<br>Scalable for growth<\/td><td>Enterprises needing comprehensive, scalable CRM + inventory management<\/td><td>Free demo available<br>Custom pricing<\/td><\/tr><tr><td><strong>CRM Creatio<\/strong><\/td><td>Workflow automation<br>Pre-designed templates<br>Marketplace integrations<br>No-code customization<\/td><td>Enterprises needing automated sales, inventory, and workflow management<\/td><td>Free trial available<br>Paid plans start at $25<\/td><\/tr><tr><td><strong>Katana<\/strong><\/td><td>Inventory optimization<br>Barcode scanning<br>Shopify\/QuickBooks integrations<br>Production management<\/td><td>Manufacturers and product-based businesses needing production + inventory control<\/td><td>Free trial available<br>Paid plans start at $179 (billed annually)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-crm-with-inventory-management\">What Should You Look for in CRM with Inventory Management?<\/h2>\n\n\n\n<p>Here are the inventory management features you should prioritize when<a href=\"https:\/\/clickup.com\/blog\/how-to-choose-a-crm\/\"> selecting a CRM inventory system<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Live syncing:<\/strong> Ensure stock figures update instantly across all warehouses and sales channels with real-time adjustments<\/li>\n\n\n\n<li><strong>Barcode scanning:<\/strong> Incorporate barcode scanning to simplify product tracking and identification<\/li>\n\n\n\n<li><strong>Stock notifications:<\/strong> Set up alerts for low stock levels or items needing restocking to maintain smooth inventory management<\/li>\n\n\n\n<li><strong>Real-time data and reporting:<\/strong> Access live inventory updates and leverage robust reporting tools to prevent overstocking or stockouts while gaining insights into sales trends and inventory turnover<\/li>\n\n\n\n<li><strong>Inventory templates:<\/strong> Use pre-designed inventory templates to streamline tasks and maintain consistency<\/li>\n\n\n\n<li><strong>Integration capabilities: <\/strong>Integrate inventory management systems seamlessly with existing tools like ERP platforms, eCommerce inventory management software, and order management systems to synchronize customer data and inventory levels automatically<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px dotted #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-84d71bec-eeef-4193-9780-33aaa1a5e9cd\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udc40 Did You Know? <\/strong>About <a href=\"https:\/\/www.resco.net\/learning\/crm-users-survey\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">74% of companies<\/a> agree that CRM software helps them see customer information more easily.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-crm-with-inventory-management\">The 10 Best CRM With Inventory Management<\/h2>\n\n\n\n<p>Here are the 10 best <a href=\"https:\/\/clickup.com\/blog\/inventory-management-software\/\">inventory management software<\/a> with CRM functionalities that offer a perfect combination of inventory tracking, customer relationship management, and seamless integrations:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup-best-for-seamless-crm-and-inventory-integration\">1. ClickUp (Best for seamless CRM and inventory integration)<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/ClickUp-CRMNew.avif\" alt=\"Centralize your sales and inventory data in one place with ClickUp CRM and automate your worklfow!\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/login?department=sales-crm&amp;_gl=1*11ymrnu*_gcl_aw*R0NMLjE3NDYwMDE5NTEuRUFJYUlRb2JDaE1JaHE2M2lLel9qQU1WdXg2REF4MElleDQwRUFFWUF5QUFFZ0tkV3ZEX0J3RQ..*_gcl_au*NzE1MDE1NjI4LjE3NDEyNDA4MTM\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try it now!\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try it now!&quot;}\">Try it now!<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Centralize your sales and inventory data in one place with ClickUp CRM and automate your worklfow!<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>ClickUp is the <em>everything app for work<\/em>, which allows for team collaboration and real-time inventory tracking and management. Instead of switching multiple tools, you can rely on<a href=\"https:\/\/clickup.com\/teams\/crm\"> ClickUp CRM<\/a> to manage tasks, track inventory, and stay organized.<\/p>\n\n\n\n<p>To begin with, use the <a href=\"https:\/\/clickup.com\/features\/table-view\">Table View in ClickUp<\/a> to organize inventory data in a clear, customizable way. You can set up columns to track SKU numbers, stock quantities, and other product details. Plus,  it allows you to easily monitor different inventory criteria with <a href=\"https:\/\/clickup.com\/features\/custom-task-statuses\">Custom Statuses <\/a>and <a href=\"https:\/\/clickup.com\/features\/task-priorities\">Priorities<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1264\" height=\"848\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-885.png\" alt=\"ClickUp's Table View\" class=\"wp-image-454419\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-885.png 1264w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-885-300x201.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-885-768x515.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-885-700x470.png 700w\" sizes=\"auto, (max-width: 1264px) 100vw, 1264px\" \/><figcaption class=\"wp-element-caption\">Visualize your inventory data in organized structures with ClickUp&#8217;s Table View<\/figcaption><\/figure><\/div>\n\n\n<p>That&#8217;s just the view! How about the actual work? With ClickUp&#8217;s built-in AI assistant, <a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Brain<\/a>, and its AI agents, you can automate almost every aspect of your workflow from drafting personalized emails to generating summaries to sounding those stock level alarm bells, all via intelligent, trigger-based automation.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"797\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/image-152.png\" alt=\"ClickUp Automations\" class=\"wp-image-461420\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/image-152.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/image-152-300x199.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/image-152-768x510.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/05\/image-152-700x465.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Create custom ClickUp Automations in natural language using ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain for free<\/a><\/div>\n\n\n\n<p>Another helpful platform feature is <a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a>, which allows you to fully customize the interface. With them, you can view all critical inventory data at a glance, making tracking stock movement and availability easier in real time.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/Track-and-organize-testimonials-with-ClickUp-Dashboards.gif\" alt=\"Track and organize testimonials with ClickUp Dashboards\" class=\"wp-image-458104\"\/><figcaption class=\"wp-element-caption\">Build custom dashboards easily with ClickUp. No coding required!<\/figcaption><\/figure><\/div>\n\n\n<p>It also helps you set up widgets to quickly access essential metrics and automate manual tasks like low stock notifications.<\/p>\n\n\n\n<p>\u200b\u200bWith ClickUp, you can easily set up CRM templates to streamline your client deliverables and inventory processes. For instance, the beginner-friendly <strong><a href=\"https:\/\/clickup.com\/templates\/crm-t-102457750\">CRM Template by ClickUp<\/a> <\/strong>is perfect for managing customer relationships quickly and efficiently.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-887.png\" alt=\"Keep all your leads, customer relationships, and sales organized in one place with the ClickUp CRM template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*33gs6z*_gcl_aw*R0NMLjE3MzM3NTcxNzQuQ2owS0NRaUF4OXE2QmhDREFSSXNBQ3dVeHU2dVRhZTFlRnlLa3ZSMnJiM1NEUHNPUWRQenhoYlpXbGEwNkl5Y08wMm93TGh1Z0JyMi00MGFBdjNrRUFMd193Y0I.*_gcl_au*OTg5NjI3MzA2LjE3MzEwNTIzMTguMzAwNjcwNjQzLjE3MzU1OTgzMTQuMTczNTU5ODMxNA..\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Keep all your leads, customer relationships, and sales organized in one place with the ClickUp CRM template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>It offers seven Custom Statuses to track task progress and five ways to visualize your work, helping you keep your accounts organized.<\/p>\n\n\n\n<p>With convenient drag-and-drop functionality, you can organize client information in Calendar, Doc, or List View. This template also helps you keep account details and closed deals in separate lists, clarifying your customer pipeline.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-102457750&amp;_gl=1*33gs6z*_gcl_aw*R0NMLjE3MzM3NTcxNzQuQ2owS0NRaUF4OXE2QmhDREFSSXNBQ3dVeHU2dVRhZTFlRnlLa3ZSMnJiM1NEUHNPUWRQenhoYlpXbGEwNkl5Y08wMm93TGh1Z0JyMi00MGFBdjNrRUFMd193Y0I.*_gcl_au*OTg5NjI3MzA2LjE3MzEwNTIzMTguMzAwNjcwNjQzLjE3MzU1OTgzMTQuMTczNTU5ODMxNA..\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<p>Similarly, the<strong> <a href=\"https:\/\/clickup.com\/templates\/inventory-management-t-4395291\">ClickUp Inventory Management Template<\/a><\/strong> is designed to help you manage your inventory efficiently. With this template, you can easily track stock levels, optimize inventory levels, and ensure that your inventory is always current. It also helps you keep track of stock movements and changes in inventory costs.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-888.png\" alt=\"Get complete visibility into your inventory with the ClickUp Inventory Management Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\" \/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-4395291&amp;_gl=1*1gzrznm*_gcl_aw*R0NMLjE3MzM3NTcxNzQuQ2owS0NRaUF4OXE2QmhDREFSSXNBQ3dVeHU2dVRhZTFlRnlLa3ZSMnJiM1NEUHNPUWRQenhoYlpXbGEwNkl5Y08wMm93TGh1Z0JyMi00MGFBdjNrRUFMd193Y0I.*_gcl_au*OTg5NjI3MzA2LjE3MzEwNTIzMTguMzAwNjcwNjQzLjE3MzU1OTgzMTQuMTczNTU5ODMxNA..\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Get complete visibility into your inventory with the ClickUp Inventory Management Template<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>This template lets you track current stock levels to maintain optimal inventory quantities. You can quickly check available inventory to streamline order fulfillment and avoid overstocking or shortages.<\/p>\n\n\n\n<p>Monitor inventory flow and usage trends to make informed decisions and allocate resources wisely. It also lets you stay updated on inventory cost fluctuations and manage your budget effectively.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-4395291&amp;_gl=1*1gzrznm*_gcl_aw*R0NMLjE3MzM3NTcxNzQuQ2owS0NRaUF4OXE2QmhDREFSSXNBQ3dVeHU2dVRhZTFlRnlLa3ZSMnJiM1NEUHNPUWRQenhoYlpXbGEwNkl5Y08wMm93TGh1Z0JyMi00MGFBdjNrRUFMd193Y0I.*_gcl_au*OTg5NjI3MzA2LjE3MzEwNTIzMTguMzAwNjcwNjQzLjE3MzU1OTgzMTQuMTczNTU5ODMxNA..\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-9393c956-ad90-4325-8b67-0904ebfe4618\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip<\/strong>: Use <a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a> to turn ideas into detailed action plans. You can collaborate in real time and keep everything organized in one place. It&#8217;s a great way to assign tasks, track progress, and align with everyone\u2019s responsibilities.<\/p>\n\n\n<\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set triggers for recurring tasks, like reordering supplies or dispatching inventory, with ClickUp Automations<\/li>\n\n\n\n<li>Share important inventory-related SOPs and processes via <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> and collaborate efficiently through proofing and annotations<\/li>\n\n\n\n<li>Integrate with over 1000+ tools like Google, Slack, and HubSpot<\/li>\n\n\n\n<li>Organize inventory data effortlessly with 10+ flexible CRM <a href=\"https:\/\/clickup.com\/features\/views\">Views in ClickUp<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customization options may feel overwhelming for some users<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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The disparate pieces of communication&#8211;notes, PDF, email, online storage&#8211;can all be focused and harnessed into one place for easy access while working on an activity&#8211;be it project or customer-focused. This capability has helped me save enormous time, not needing to look at different areas.<\/em><\/p><\/blockquote><figure class=\"cu-author-quote__author-group\"><figcaption class=\"cu-author-quote__author-info\"><cite class=\"cu-author-quote__author-name\"><a href=\"https:\/\/www.g2.com\/products\/clickup\/reviews\/clickup-review-8223631\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Edmund D<\/a>.<\/cite><span>,\u00a0<\/span><span class=\"cu-author-quote__author-position\">a small business owner<\/span><\/figcaption><\/figure><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-84dd2a96-1d3c-428e-8de1-758df88f57bf\">\n<p id=\"ub-styled-box-notification-content-\">\u27a1\ufe0f <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">Best CRM Software Examples and Their Use Cases to Increase Productivity<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-2-zoho-crm-plus-best-unified-customer-experience-platform\">2. Zoho CRM Plus (Best unified customer experience platform)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"845\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892-1400x845.png\" alt=\"Zoho CRM Plus: crm with inventory management\" class=\"wp-image-454711\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892-1400x845.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892-300x181.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892-768x464.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892-1536x927.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892-700x423.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-892.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.zoho.com\/crm\/crmplus\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM Plus<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.zoho.com\/crm\/crmplus\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Zoho CRM Plus<\/a> is a business suite that combines CRM, <a href=\"https:\/\/clickup.com\/blog\/logistics-software\/\">logistics management<\/a>, inventory management, and more. It combines nine Zoho applications to create a complete customer experience (CX) management system.&nbsp;<\/p>\n\n\n\n<p>The platform also integrates with major customer channels like email, social media, telephone, and chat, collecting omnichannel data for rich insights and tailored actions.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-zoho-crm-plus-best-features\">Zoho CRM Plus best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track website visitors with SalesIQ and engage them through intelligent live chat<\/li>\n\n\n\n<li>Get instant alerts through the SalesSignals feature when a customer engages in a purchase-related activity across any channel<\/li>\n\n\n\n<li>Leverage Zia, the AI assistant, for contextual alerts, sentiment analysis, and timely customer outreach<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-zoho-crm-plus-limitations\">Zoho CRM Plus limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report a learning curve due to extensive features<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-zoho-crm-plus-pricing\">Zoho CRM Plus pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>CRM Plus:<\/strong> $57\/user per month&nbsp;(billed annually)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-zoho-crm-plus-ratings-amp-reviews\">Zoho CRM Plus ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (60+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.4\/5 (60+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-f6f08692-b11c-4f2c-91f1-be4911c8f7b1\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight: <\/strong>Low-performing teams are <a href=\"https:\/\/clickup.com\/blog\/work-week\/\">4 times more likely to juggle 15+ tool<\/a>s, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms. But how about using one platform?\u00a0<\/p>\n\n\n\n<p>As the everything app for work, <a href=\"https:\/\/clickup.com\/signup\">ClickUp<\/a> brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows.<\/p>\n\n\n\n<p>Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6083780&amp;_gl=1*sgcrx3*_gcl_aw*R0NMLjE3MzM3NTcxNzQuQ2owS0NRaUF4OXE2QmhDREFSSXNBQ3dVeHU2dVRhZTFlRnlLa3ZSMnJiM1NEUHNPUWRQenhoYlpXbGEwNkl5Y08wMm93TGh1Z0JyMi00MGFBdjNrRUFMd193Y0I.*_gcl_au*OTg5NjI3MzA2LjE3MzEwNTIzMTguMzAwNjcwNjQzLjE3MzU1OTgzMTQuMTczNTU5ODMxNA..\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for Free<\/a><\/div>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"14-3-vtiger-crm-best-all-in-one-crm-for-small-businesses\">3. Vtiger CRM (Best all-in-one CRM for small businesses)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"534\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-893.png\" alt=\"Vtiger CRM: crm with inventory management\" class=\"wp-image-454712\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-893.png 900w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-893-300x178.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-893-768x456.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-893-700x415.png 700w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.vtiger.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Vtiger CRM<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>For small businesses, <a href=\"https:\/\/www.vtiger.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Vtiger<\/a> is an ideal <a href=\"https:\/\/clickup.com\/blog\/crm-software-examples\/\">CRM software<\/a>. It keeps contacts and deals organized while bringing inventory, marketing, help desk, project management, and documents under a single platform.<\/p>\n\n\n\n<p>What stands out is how these modules work together. If you close a deal, you can convert it into a project with just one click. Adding frequently used products or services for a client is just as smooth. Everything is connected, saving time and effort.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-vtiger-crm-best-features\">Vtiger CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Organize contacts with a simple form for quick updates<\/li>\n\n\n\n<li>Manage customer cases with the help desk screen and live chat<\/li>\n\n\n\n<li>Create email campaigns with templates and personalization options<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-vtiger-crm-limitations\">Vtiger CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Over-customization creates complexity and challenges usability<\/li>\n\n\n\n<li>Some features, like the project module, may feel complex and unintuitive<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-vtiger-crm-pricing\">Vtiger CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>One Pilot: <\/strong>Free<\/li>\n\n\n\n<li><strong>One Growth<\/strong>: $15\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>One Professional<\/strong>: Starts at $42\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>One Enterprise<\/strong>: Starts at $58\/month per user<\/li>\n\n\n\n<li><strong>One AI<\/strong>: Starts at $66\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-vtiger-crm-ratings-amp-reviews\">Vtiger CRM ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (400+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.3\/5 (300+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-what-real-life-users-are-saying-about-vtiger-crm\">What real-life users are saying about Vtiger CRM?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/vtiger-all-in-one-crm\/reviews\/vtiger-all-in-one-crm-review-8518162\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user <\/a>says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>The biggest help from vtiger is being able to provide tracking tools to customers to improve their customer support. Create solid databases, assignment of tasks and pertinent activities for each client, a complete vision is obtained at the organizational level and with various approaches such as commercial, marketing, strategic, among others.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"20-4-mondaycom-best-for-customizable-workflow-and-inventory-tracking\">4. monday.com (Best for customizable workflow and inventory tracking)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1268\" height=\"820\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-894.png\" alt=\"monday.com: crm with inventory management\" class=\"wp-image-454713\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-894.png 1268w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-894-300x194.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-894-768x497.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-894-700x453.png 700w\" sizes=\"auto, (max-width: 1268px) 100vw, 1268px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"http:\/\/monday.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Monday.com<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>As <a href=\"https:\/\/clickup.com\/blog\/cloud-based-crm-software\/\">cloud-based CRM software<\/a>, <a href=\"http:\/\/monday.com\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">monday.com<\/a> offers a unique mix of CRM and project management tools. Its visual design makes it easy to see the big picture while monitoring sales activities.&nbsp; Customization options let you tailor it to suit various workflows and organize data across multiple sales channels.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-mondaycom-best-features\">monday.com best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track tasks and issues using visual boards with color-coded alerts for quick updates<\/li>\n\n\n\n<li>Use alternative views like timelines, kanban boards, and calendars to manage projects<\/li>\n\n\n\n<li>Automate repetitive tasks and receive notifications to reduce manual work<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-mondaycom-limitations\">monday.com limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provides restricted integrations with fewer options for popular third-party tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-mondaycom-pricing\">monday.com pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Basic<\/strong>: $12\/user per month&nbsp;<\/li>\n\n\n\n<li><strong>Standard<\/strong>: $14\/user per month<\/li>\n\n\n\n<li><strong>Pro<\/strong>: $24\/user per month&nbsp;<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-mondaycom-ratings-amp-reviews\">monday.com ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.7\/5 (12,500+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.6\/5 (5,000+ reviews)<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-994e96f9-2a89-4070-accc-c9eaf78569ba\">\n<p id=\"ub-styled-box-notification-content-\">\u27a1\ufe0f <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/crm-service-business\/\">Best CRM Software for Service Businesses<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"25-5-odoo-best-inventory-app-for-order-management\">5. Odoo (Best inventory app for order management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1284\" height=\"544\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-895.png\" alt=\"Odoo: crm with inventory management\" class=\"wp-image-454715\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-895.png 1284w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-895-300x127.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-895-768x325.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-895-700x297.png 700w\" sizes=\"auto, (max-width: 1284px) 100vw, 1284px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.odoo.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Odoo<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.odoo.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Odoo<\/a>, a comprehensive inventory management and order management solution, speeds up inventory operations by giving you real-time visibility into stock levels. The software also automates tasks like stock replenishment and vendor follow-ups, which helps reduce manual errors and risks.&nbsp;<\/p>\n\n\n\n<p>One of Odoo&#8217;s best features is the ability to set reminders, which ensures you stay on top of essential tasks. It simplifies reporting, order fulfillment, manual data entry, and system integrations.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-odoo-best-features\">Odoo best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track sealed packages with barcode scanning<\/li>\n\n\n\n<li>Automatically send products to storage locations based on real-time capacity<\/li>\n\n\n\n<li>Optimize your supply chain management with Odoo\u2019s consulting services<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-odoo-limitations\">Odoo limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Offers limited reporting options and customization flexibility<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"28-odoo-pricing\">Odoo pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Odoo One:<\/strong> Free<\/li>\n\n\n\n<li><strong>Odoo Standard: <\/strong>$7.25\/user per month<\/li>\n\n\n\n<li><strong>Odoo Custom: <\/strong>$310.90\/user per month<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-odoo-ratings-amp-reviews\">Odoo ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.3\/5 (250+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.2\/5 (1,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-what-real-life-users-are-saying-about-odoo\">What real-life users are saying about Odoo?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/odoo-crm\/reviews\/odoo-crm-review-9816880\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>What I like the best about Odoo CRM is its user-friendly interface and customizable platform for managing business operations, particularly customer relationship management, customer support, and easy data integration.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"31-6-dolibarr-best-open-source-crm-with-inventory-features\">6. Dolibarr (Best open-source CRM with inventory features)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"790\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896-1400x790.png\" alt=\"Dolibarr: crm with inventory management\" class=\"wp-image-454716\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896-1400x790.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896-768x433.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896-1536x867.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896-700x395.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-896.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.dolibarr.org\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Dolibarr<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.dolibarr.org\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Dolibarr<\/a> is an open-source CRM and ERP solution, making it an excellent choice for businesses looking for a budget-friendly tool.&nbsp;It is supported by a large community of developers. Setting up Dolibarr is pretty straightforward, and its user-friendly interface makes it easy to use for anyone, even those without a technical background.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-dolibarr-best-features\">Dolibarr best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Modular design for easy customization to fit specific business needs<\/li>\n\n\n\n<li>Comprehensive CRM, sales, inventory management, and accounting software features<\/li>\n\n\n\n<li>Active community support through forums and documentation<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-dolibarr-limitations\">Dolibarr limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>May not be suitable for highly complex business operations<\/li>\n\n\n\n<li>Can experience occasional bugs needing troubleshooting and updates<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-dolibarr-pricing\">Dolibarr pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free plan available<\/li>\n\n\n\n<li>Custom pricing for specific use cases\/team sizes<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-dolibarr-ratings-amp-reviews\">Dolibarr ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.6\/5 (30+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.5\/5 (100+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"36-7-onpipeline-best-crm-for-distributors\">7. Onpipeline (Best CRM for distributors)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"766\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-897.png\" alt=\"Onpipeline: crm with inventory management\" class=\"wp-image-454717\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-897.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-897-300x224.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-897-768x575.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-897-700x524.png 700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.onpipeline.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Onpipeline<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>With a user-friendly interface and customizable database fields, <a href=\"https:\/\/www.onpipeline.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Onpipeline<\/a> makes managing customer relationships easier and more efficient.<\/p>\n\n\n\n<p>The platform simplifies the sales process, boosts team collaboration, and enhances productivity. What really sets Onpipeline apart is its ability to allow personalized activities, making it adaptable to a wide range of business needs.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-onpipeline-best-features\">Onpipeline best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Centralize all customer details and history in one place for easy access<\/li>\n\n\n\n<li>Keep sales processes organized with easy-to-use reports<\/li>\n\n\n\n<li>Track performance for each team member or salesperson<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-onpipeline-limitations\">Onpipeline limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lacks some advanced features found in more complex CRM inventory management systems&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-onpipeline-pricing\">Onpipeline pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pipeline<\/strong>: $25\/month per user<\/li>\n\n\n\n<li><strong>Standard<\/strong>: $39\/month per user<\/li>\n\n\n\n<li><strong>Advanced<\/strong>: $58\/month per user<\/li>\n\n\n\n<li><strong>Custom<\/strong>: $99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-onpipeline-ratings-amp-reviews\">Onpipeline ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-what-real-life-users-are-saying-about-onpipeline\">What real-life users are saying about Onpipeline?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/onpipeline\/reviews\/onpipeline-review-10860478\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>I have used many other CRMs and this one is very simple, clean cut, and user friendly.<\/em><\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"42-8-hashmicro-crm-best-for-comprehensive-business-management\">8. HashMicro CRM (Best for comprehensive business management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1138\" height=\"630\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-898.png\" alt=\"HashMicro CRM: crm with inventory management\" class=\"wp-image-454718\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-898.png 1138w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-898-300x166.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-898-768x425.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-898-700x388.png 700w\" sizes=\"auto, (max-width: 1138px) 100vw, 1138px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hashmicro.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HashMicro CRM<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/www.hashmicro.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">HashMicro<\/a> is a web-based CRM solution that caters to businesses of all types. It\u2019s ideal for companies seeking a scalable CRM that can adapt to their unique needs. It simplifies tracking sales stages by anticipating future income and refining sales strategies with data-backed insights.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-hashmicro-crm-best-features\">HashMicro CRM best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Predict future income trends with accurate revenue forecasting<\/li>\n\n\n\n<li>Generate detailed sales reports for data-driven strategies<\/li>\n\n\n\n<li>Integrate flexible modules seamlessly with existing systems<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-hashmicro-crm-limitations\">HashMicro CRM limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>May not suit small and medium enterprises with simpler business requirements<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-hashmicro-crm-pricing\">HashMicro CRM pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-hashmicro-crm-ratings-amp-reviews\">HashMicro CRM ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"47-9-crm-creatio-best-for-automating-sales-and-inventory-processes\">9. CRM Creatio (Best for automating sales and inventory processes)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1276\" height=\"788\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-899.png\" alt=\"CRM Creatio: crm with inventory management\" class=\"wp-image-454719\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-899.png 1276w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-899-300x185.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-899-768x474.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-899-700x432.png 700w\" sizes=\"auto, (max-width: 1276px) 100vw, 1276px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.creatio.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">CRM Creatio<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Considered far more than a standard CRM, <a href=\"https:\/\/www.creatio.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Creatio<\/a> combines marketing, sales, and customer service tools into one cohesive platform. It\u2019s built with industries like finance, manufacturing, and telecom in mind, making it perfect for handling complex workflows and personalized customer onboarding.<\/p>\n\n\n\n<p>The tool also focuses on business process management (BPM), helping businesses map and build unique workflows.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-crm-creatio-best-features\">CRM Creatio best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use Creatio Studio to create workflows and custom sales offers without coding<\/li>\n\n\n\n<li>Access pre-designed templates to start workflows quickly<\/li>\n\n\n\n<li>Explore the extensive marketplace to integrate with sales, marketing, and customer service tools<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-crm-creatio-limitations\">CRM Creatio limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users reported occasional technical glitches and bugs<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-crm-creatio-pricing\">CRM Creatio pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Growth:<\/strong> $25\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$55\/month per user<\/li>\n\n\n\n<li><strong>Unlimited: <\/strong>$85\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-crm-creatio-ratings-amp-reviews\">CRM Creatio ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.7\/5 (250+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.7\/5 (100+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"52-10-katana-best-for-production-management\">10. Katana (Best for production management)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"753\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-900-1400x753.png\" alt=\"Katana: crm with inventory management\" class=\"wp-image-454720\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-900-1400x753.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-900-300x161.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-900-768x413.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-900-700x376.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/image-900.png 1480w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/katanamrp.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Katana<\/a><\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/katanamrp.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Katana<\/a> stands out as a cloud-based <a href=\"https:\/\/clickup.com\/blog\/inventory-optimization-software\/\">inventory optimization software<\/a> designed for production management. Its platform is intuitive, helping you stay on top of sales channels, physical inventory, purchase orders, and warehouse management systems\u2014all using one platform.<\/p>\n\n\n\n<p>Katana&#8217;s integration with platforms like Shopify is handy. For example, when a product runs out of stock, Katana reflects this change in Shopify so you can take immediate action.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-katana-best-features\">Katana best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use barcode scanning, stocktake tools, and inventory optimization software for tracking inventory<\/li>\n\n\n\n<li>Consolidate online and offline sales in a single dashboard<\/li>\n\n\n\n<li>Set reorder points to avoid stockouts and ensure timely purchases<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-katana-limitations\">Katana limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Absence of a backup feature, leaving inventory data unrecoverable if lost<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-katana-pricing\">Katana pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter:<\/strong> $179\/month (billed annually)&nbsp;<\/li>\n\n\n\n<li><strong>Standard<\/strong>: $359\/month (billed annually)&nbsp;<\/li>\n\n\n\n<li><strong>Professional<\/strong>: $799\/month (billed annually)&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-katana-ratings-amp-reviews\">Katana ratings &amp; reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2<\/strong>: 4.4\/5 (50+ reviews)<\/li>\n\n\n\n<li><strong>Capterra<\/strong>: 4.6\/5 (150+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-what-real-life-users-are-saying-about-katana\">What real-life users are saying about Katana?<\/h4>\n\n\n\n<p>A<a href=\"https:\/\/katanamrp.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\"> G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p><em>We really like Katana. We grew into it and it&#8217;s been growing with us ever since we started using it in late 2020. It is pretty easy to use. It integrates with shopify and quickbooks. And, if you have any issues, their customer service is really helpful and tries to get it fixed quickly.<\/em><\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-dba3b74a-5387-4050-9ef0-c6b240f4486f\">\n<p id=\"ub-styled-box-notification-content-\">\u27a1\ufe0f <strong>Also Read<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/how-to-create-an-inventory-system\/\">How to Create an Inventory Management System<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"58-get-started-with-the-best-crm-software-\">Get Started With the Best CRM Software&nbsp;&nbsp;<\/h2>\n\n\n\n<p>Who says your CRM system should only track customer information and handle simple tasks? With the right tool, it can do much more.&nbsp;<\/p>\n\n\n\n<p>ClickUp is more than just project management software. When used with ClickUp CRM and inventory management, it becomes a powerful tool for managing customer relationships and inventory processes.<\/p>\n\n\n\n<p>Stay on top of your stock levels, track order statuses, and improve customer interactions, all within one platform. <a href=\"https:\/\/clickup.com\/signup\">Sign up for ClickUp today<\/a> and see how it can elevate your business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You&#8217;ve built a solid client base, your numbers look good, and you&#8217;re ready to scale. To keep that momentum going, you need robust and affordable tools to support your ambitions without overwhelming you. Because you didn\u2019t start a business to spend hours searching for the right inventory apps. \ud83d\udc81\ud83c\udffd\u200d\u2642\ufe0f So, we\u2019ve done the heavy lifting [&hellip;]<\/p>\n","protected":false},"author":117,"featured_media":454729,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[981],"tags":[],"class_list":["post-454413","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/crm-with-inventory-management-featured-image.png","author_info":{"display_name":"Garima Behal","author_link":"https:\/\/clickup.com\/blog\/author\/gbehalclickup-com\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>10 Best CRM with Inventory Management for Businesses | ClickUp<\/title>\n<meta name=\"description\" content=\"Explore the top CRM with inventory management systems for your business. 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