Customer Management
Quote & Follow-Up
Team Collaboration
Job History & Repeat Business
Information Overload
Woodshop CRM – Managing Every Project, Partner, and Piece
Keep track of every order, request, and relationship — all from one intuitive hub.
The Woodshop CRM isn’t just a sales tracker — it’s a centralized relationship manager for customers, vendors, service providers, and even inspectors. Every contact, every job, every follow-up is captured in one place for complete transparency and coordination across your woodworking operation.
System Preview
Context-Driven Relationship Management
Everyone — from your front-office sales team to your shop floor supervisors — sees the same full picture. Each profile contains conversations, job specs, delivery issues, vendor follow-ups, and historical quotes — all in one unified view. No retyping, no lost files, no miscommunication.
Integrated Apps
Contacts
Vendor Directory
Email & Call Logs
Work Order Management
Estimates & Invoices
Inspection Logs
Project Templates
Delivery Scheduling
Material Tracking
Features of Woodshop Master
Unified Contact Database
One Source of Truth for Every Relationship
Store and manage all vendors, suppliers, clients, and freight contacts in a single shared system — no more hunting across emails or Excel sheets.
Quick & Easy Searchability
Find Anyone, Anytime — Instantly
Use smart search to access past quotes, job details, or communication history in seconds. Cut through clutter and move faster.
Advanced Tracking & Real-Time Updates
Never Miss a Step or a Status Change
Get automatic updates when customer records, project statuses, or vendor replies are updated. Everyone stays in the loop — no follow-up gaps.
Deep Analytics & Insights
Make Smarter Decisions, Backed by Data
Analyze engagement history, conversion patterns, and relationship trends to strengthen negotiation leverage and identify repeat business opportunities.
Role-Based Visibility & Permissions
Keep Teams Aligned, Not Overexposed
Ensure the right people see the right data. Sales, procurement, and admin teams can access what they need without unnecessary clutter.
Timeline View of All Interactions
See the Full Story of Every Contact
From first email to last invoice — every interaction is logged and visible in a single timeline. Great for handoffs, follow-ups, and reengagement.
Built-in Quoting Integration
From CRM to Quote in One Click
Push client or vendor details directly into your quoting engine — no need to re-enter or copy/paste. Speeds up your sales process and reduces errors.
Smart Tags & Segmentation
Organize Your Contacts Like a Pro
Filter, group, and label contacts by role, status, engagement level, or custom tags — perfect for personalized outreach or targeted updates.
Mobile-Ready Access
Work from Anywhere, Anytime
Full CRM functionality available on desktop, tablet, or phone — perfect for on-site teams, reps, or shop-floor follow-ups.
Woodshop Master – CTA Footer Content (Subscription-Oriented)
Find the Right Plan for Your Shop
Start small or go full-featured — there’s a Woodshop Master tier built for your team.