Every Customer in One Place
CRM keeps leads, opportunities, and customer history connected to every quote and order—so your team can follow a deal from first inquiry through close without re-keying details or losing context.
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Trusted by leading custom manufacturers
Build the pipelines your shop actually runs
Set up nurture, prospect, sales, and onboarding pipelines so every opportunity follows a path your team understands—without forcing every job through the same funnel.
- Named pipelines for how your shop sells
- Search and manage pipelines from one list
- Add new pipelines as your process grows
Keep deal health, activity, and value on the record
Weighted value, negotiation stage, roles, and the full activity thread stay on the opportunity—so sales, estimating, and project managers work from the same conversation.
- Deal health, stage, and days since activity in one view
- Activity history tied to the opportunity, not a shared inbox
- Roles, address, and value breakdown on the same record
Move work from proposal to closed without losing the thread
Track every opportunity across proposal, negotiation, won, and lost—with weighted values, owners, and overdue tasks visible at a glance.
- Stage boards with weighted and actual deal value
- Owners, tasks, and overdue flags on each card
- Won and lost outcomes that stay tied to the customer
Sell and serve from the same source of truth
Sales, production, and billing all work from the same customer data—so handoffs stay clean and customers get consistent service.
Unified Profiles
Contacts, addresses, and account details in one record
Job History
See past quotes, orders, and invoices at a glance
Communication Context
Keep notes and updates attached to the customer
Faster Reorders
Start the next job without hunting for old details
Customer context drives better operations
Shops lose time and margin when customer data is scattered. A connected CRM keeps every handoff accurate.
See CRM in action
- ✓ Leads and opportunities in one pipeline
- ✓ Job and quote history that follows the account
- ✓ Notes and context shared across your team
- ✓ Faster quoting for repeat customers
Talk with our team about the right plan for your shop.