CRM
Industry-specific customer management built for aluminium joinery
Overview
FSManager integrates a powerful CRM system tailored to capture and manage information specific to the aluminium joinery industry. Unlike generic CRM tools, every workflow is designed for how joinery businesses actually operate — from initial enquiry through to ongoing account management.
The system follows intuitive workflows designed for the industry, ensuring your team captures the right information at the right time without unnecessary data entry. Every customer interaction is logged and accessible, giving you a complete picture of each relationship.
Key Features
- ✓Industry-specific contact and company management
- ✓Full interaction history for every customer
- ✓Automated follow-up prompts and reminders
- ✓Link contacts to quotes, jobs, and invoices
- ✓Custom fields tailored to joinery industry needs
- ✓Search and filter across your entire customer base
- ✓Activity tracking for sales team performance
- ✓Notes, tasks, and communication logs per contact
CRM is included in FSManager Lite and above
See how CRM fits into the full FSManager platform.
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