Follow-ups shouldn't depend on memory.
Follow up on submitted fabrication scope and budget approvals.
Assign a lead owner, log conversations and give every open enquiry a clear next step.
CRM FOR MECHANICAL & ENGINEERING TRADESMore time on the trade.
More time on the trade.
Less time chasing work.
Boilermakers CRM & job management
Coordinate fabrication enquiries, site work and large metalwork projects. In Trade CRM is being built to help your team turn enquiries into booked work and keep each job moving.
A WORKFLOW FOR BOILERMAKERS
Follow up. Schedule. Get it done.
Follow up on submitted fabrication scope and budget approvals.
01Lead captured
02Follow-up scheduled
03Job organized
THE WORK YOU HANDLE
Built around real boilermakers workflows.
Different requests require different information. A connected customer timeline can help keep service history, quotes and the next action clear.
01
Steel fabrication
Keep relevant enquiries, customer notes and follow-up tasks together.
02
Tank repairs
Keep relevant enquiries, customer notes and follow-up tasks together.
03
Structural assembly
Keep relevant enquiries, customer notes and follow-up tasks together.
Bring every job into focus.
Keep drawings, welding stages and inspection tasks connected.
From the quote stage to completion, have customer and job information ready when it matters.
COMING SOONGive your next job
Give your next job
a better start.
In Trade CRM is in development. See our proposed plans and join the early access list.
See plans