Leads from dealers, architects and homeowners sit in visual pipelines tied to quotes, orders and site contacts. Reps see the full job story before they pick up the phone.
Pipelines, contacts and quote-to-order handoffs — connected to RA Workshop jobs.
A hot façade enquiry dies in someone's inbox while production schedules around jobs that were never properly quoted.
Sales tools shaped around long-cycle window projects, dealer networks and quote-heavy workflows.
Contact and company records with site addresses, dealer tiers and architect links.
Visual opportunity pipelines with custom stages for your sales motion.
Activity timeline: calls, emails, meetings and quote sends on one card.
Quote and order linking so pipeline value reflects real fabrication jobs.
Lead capture from forms, email and manual entry with assignment rules.
Task and follow-up queues so no enquiry stalls in a busy showroom week.
Territory and team views for multi-branch fabricators.
Dashboards on conversion, average deal size and time-to-quote by product line.
Walk-in, dealer email or web form creates a contact and opportunity in one step.
Rep records dimensions, links RA Workshop quotes and moves the stage forward.
Revision history, competitor notes and margin guardrails stay on the opportunity.
Closed-won triggers order creation with site contacts ready for production and install.
Run email campaigns, monitor real-time KPIs and build operational reports that show what actually moves margin.
Track confirmed orders from finished production through delivery scheduling to on-site installation teams — every unit tied to the job it belongs to.
Parse invoices with AI, build visual automations, delegate work to autonomous assistants, and search your own knowledge base with RAG.
Book a demo and we will map your dealer and showroom pipeline to a live CRM view tied to RA Workshop quotes.
