A CRM your estimators, project managers and directors all live in.
Every builder, client, enquiry and conversation in one shared workspace — so nothing gets forgotten between the phone call and the finished kitchen.
| Quote | Builder | Value | Sent |
|---|---|---|---|
| Q-1082 | Balmain | $68k | 3d |
| Q-1079 | Harbour | $29k | 5d |
| Q-1077 | Metro | $41k | 7d |
Built for how joinery businesses actually work.
Builders, clients, site contacts and suppliers in a single searchable list — no more spreadsheets emailed around.
Log calls, emails and site visits against the right client in seconds. New estimators pick up context on day one.
See every live enquiry, who it's with and what the next step is — before it turns into a lost quote.
Private notes for the sales team, shared notes for production — visibility scoped to the people who need it.
Every change, every message, every attachment — timestamped and attributed. Perfect for warranty conversations two years later.
Open a builder card and see every quote, job and delivery you've ever done with them — no digging.
How crm flows through FactoryPilot.
Log the phone call, email or referral in seconds — assigned to the right salesperson automatically.
Book the site measure or estimate meeting from the enquiry itself. Calendar updates instantly.
Turn the enquiry into a quote in one click — client, contacts and notes carry across.
Automated follow-ups keep quiet quotes warm. Never lose a job because someone forgot to call back.
Approved jobs land in production with all the context: contacts, notes, decisions.
Historical work with every builder is one click away next time they call.
Questions, answered.
See it running on your factory floor.
A 30-minute demo tailored to your workflow. No slide decks.