Never Lose a Lead Again
Calls, emails, texts, chats, unified. Track every project inquiry alongside full project history in one feed.
Why Shops Hate Lead Tracking
You didn't start a shop to be a CRM admin. But without one, revenue slips through the cracks.
New cabinet inquiries hit email, phone, even Instagram DMs.
25% get lost in follow-up.
RFQs pile up with no versioning. Change orders get missed.
"Make doors 1/4" deeper" lost in a thread.
No single source of truth. Past projects, quotes, files scattered across tools.
$20k+ in missed revenue.
"Last month, 2 kitchen RFQs vanished in email. That's $20k in revenue gone because nobody followed up."— Shop owner, 12-person cabinet shop
CRM in 30 Seconds
From first contact to closed deal, every step stays in one place.
Email, call, or text auto-creates an RFQ card with conversation history and past project context.
Communicate alongside the RFQ review. No phone tag, instant client sync.
"Deeper rabbets" auto-versions the RFQ and flags it for review. Nothing gets missed.
Past quotes, files, and project details load instantly so you have full context.
One click to project template, cost library, and milestone invoice.
What This Gets You
Every lead visible with full project history context.
RFQ versioning + complete file history catches scope creep.
Real-time chat alongside RFQ keeps deals moving without phone tag.
Built for shop talk, not sales jargon. Your team uses it day one.
Everything Included
Core functions and shop workflows, purpose-built for make-to-order manufacturing.
Lead capture
Auto-pulls calls, texts, and emails into one unified feed.
Real-time chat
Communicate alongside RFQ and project review.
RFQ management
Auto-versioning with change order flags.
Complete history
Past projects, quotes, files, and details in one system.
Team assignment
Assign leads to foremen with one tap.
Role-based access
Foremen handle RFQs, owners see the pipeline.
Shop Workflows Covered
Works With
CRM connects seamlessly to the rest of your OpenSpindle workflow.
Frequently Asked Questions
No, we charge a flat monthly fee and not per user. Reach out to get a product demo and talk pricing with us.
Yes. Role-based access lets foremen handle RFQs while owners see pipeline overview.
OpenSpindle provides client onboarding to make getting started a breeze. Reach out to schedule a free call to learn about OpenSpindle and our onboarding services.
Ready to Stop Losing Leads?
Join shops using OpenSpindle to cut tool sprawl and closing more work.