Customer Relationship Management (CRM)
In woodshops, customer relationships are built on responsiveness, clear communication, and follow-through. The CRM workspace gives you one place to manage every customer touchpoint — from first quote to final order — so no detail gets missed and every relationship grows stronger.
Know Your Customers. Quote With Confidence. Deliver With Clarity.
This CRM isn’t a sales tool. It’s a shop tool. It keeps all customer information, order history, and project quotes organized in one place — accessible to the people who actually make the work happen. From personalized notes to past jobs and follow-up reminders, it keeps your whole team aligned and responsive.
Solution Highlights
Why Customer Relationship Management Matters
Client trust takes time to build — and seconds to lose. This workspace helps every team member see what’s been promised, what’s been delivered, and what still needs follow-up. It’s not just about selling jobs — it’s about running them right.
What Sets Our CRM Apart
Most CRM tools are built for salespeople, not shops. Ours is built for project managers, admins, and production teams — the people who need to know what was quoted, when it was promised, and where it stands. It gives everyone the context to do their job better — without chasing down emails or asking around.
Features
From Quote to Follow-Up, Keep Clients Close and Projects Moving
This CRM workspace gives your team the tools to serve customers with precision, track every job from pitch to payment, and stay responsive through every stage of the project.