Follow-ups shouldn't depend on memory.
Check in with maintenance managers after technical quotations.
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.
Fitters & Turners CRM & job management
Organize repair requests, machining jobs and workshop schedules. In Trade CRM is being built to help your team turn enquiries into booked work and keep each job moving.
A WORKFLOW FOR FITTERS & TURNERS
Follow up. Schedule. Get it done.
Check in with maintenance managers after technical quotations.
01Lead captured
02Follow-up scheduled
03Job organized
THE WORK YOU HANDLE
Built around real fitters & turners workflows.
Different requests require different information. A connected customer timeline can help keep service history, quotes and the next action clear.
01
Precision machining
Keep relevant enquiries, customer notes and follow-up tasks together.
02
Component repairs
Keep relevant enquiries, customer notes and follow-up tasks together.
03
Industrial fitting
Keep relevant enquiries, customer notes and follow-up tasks together.
Bring every job into focus.
Record specifications, workshop progress and required parts.
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