Cabinet CRM that follows up on every lead
Keep custom cabinet jobs moving from drawing to delivery
Cabinet CRM for a cabinet shop holds quotes, follow-up and missed-call text back. Cabinet makers use it for the jobs that already fill the week. Interior designers specify cabinetry and send clients to shops whose work they have seen in person. The CRM is free to start. Text-back comes with Ascended, $449 a month.
A kitchen is a long project with a lot of hands. Puffly keeps the consult, drawings, deposit and install date in one place so your shop schedule stays full.
Where cabinet shop leads come from
Designers and architects
Interior designers specify cabinetry and send clients to shops whose work they have seen in person.
Builders and remodelers
A general contractor planning a kitchen needs a cabinet shop that quotes fast and hits the install window.
Photos of finished kitchens
Instagram, Pinterest and Houzz bring homeowners who already know the look they want and search for someone who can build it.
Past clients
A kitchen last year turns into a bathroom vanity or a built-in this year, if you stay on their mind.
What slow follow up costs a cabinet shop
Custom cabinetry is a major spend and a slow decision, so the client keeps comparing shops and finishes. A set of drawings that goes unanswered can sit for weeks. The shop calendar then fills with other work and the project loses its build slot.
Cabinet CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a cabinet shop could lay it out.
- Design consultKitchen size, style, budget range and timeline discussed.
- Drawings and quoteLayout and pricing sent, with room for revisions.
- Deposit and material orderDeposit received, finish samples approved and lumber or doors ordered.
- In the shopBuild is on the schedule and the client knows the delivery window.
- Delivered and installedFinal adjustments, doors and drawers tuned, then a review request.
Follow up moments worth a reminder
Drawings sent ten days ago and the client has not replied
"Hi Sam, wanted to check that the drawings came through. Happy to change the layout or walk through them on a call."
Deposit is in but the finish sample has not been approved
"Hi Sam, we're ready to order once you approve the finish. Want me to bring a fresh door sample so you can see it in your kitchen light?"
Cabinets installed and the countertop template is waiting
"Hi Sam, cabinets are in and level. Your countertop company can schedule the template now. Want me to let them know?"
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Homeowners aim to finish kitchens before the holidays, so late summer and early fall get busy with deadlines. Winter is a good time to follow up on old drawings and book spring builds while the shop has space.
Missed calls and after-hours calls
Cabinet work misses calls because the person who would answer is already with a customer. Interior designers specify cabinetry and send clients to shops whose work they. The next caller rarely leaves a voicemail they trust. They phone another cabinet shop and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Homeowners aim to finish kitchens before the holidays, so late summer and early fall. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many cabinet makers use both.
Cabinet lead follow-up, step by step
Cabinet lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- Design consultCapture it the day it arrives. Kitchen size, style, budget range and timeline discussed. A cabinet lead that stays in a private text is the one that goes cold by Thursday.
- Drawings and quoteSend the number with the day you will check back. Layout and pricing sent, with room for revisions. Put that check on the cabinet deal so it does not depend on memory.
- Deposit and material orderWhen they say yes, book the date and write what you promised. Deposit received, finish samples approved and lumber or doors ordered. The customer should see the same facts you do.
- In the shopDo the work, then say what happens next in one message. Build is on the schedule and the client knows the delivery window. A short update prevents the call that asks if you forgot them.
- Delivered and installedAfter the job, ask for the review or the next visit while it is fresh. Final adjustments, doors and drawers tuned, then a review request. Then close the loop on the record.
If a cabinet shop step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a cabinet shop
Treat each source as its own next step. A cabinet week usually mixes Designers and architects, Builders and remodelers, Photos of finished kitchens, Past clients. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Interior designers specify cabinetry and send clients to shops whose work they have seen in person. A general contractor planning a kitchen needs a cabinet shop that quotes fast and hits the install window. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Drawings sent ten days ago and the client has not replied A useful reply names the job: "Hi Sam, wanted to check that the drawings came through. Happy to change the layout or walk through. Deposit is in but the finish sample has not been approved "Hi Sam, we're ready to order once you approve the finish. Want me to bring a. Save those as tasks on the record. A busy afternoon should not be what erases them.
Homeowners aim to finish kitchens before the holidays, so late summer and early fall get busy with deadlines. Winter is a good time to follow up on old. Slow follow-up has a shape here. Custom cabinetry is a major spend and a slow decision, so the client keeps comparing shops and finishes. A set of drawings that goes unanswered can. Read the open deals before the rush, not after it, and give each one a date. Cabinets installed and the countertop template is waiting belongs on that list too. "Hi Sam, cabinets are in and level. Your countertop company can schedule the template now. Want.
Cabinet CRM FAQ
Can I track a project that takes months?
Yes. Keep each job in the pipeline with tasks for approvals, orders and delivery. Puff helps you notice when a job has gone quiet.
Does Puffly handle drawings or cut lists?
No. Use your own design software. Puffly tracks the client, the quote and the next step, and you can keep notes about revisions.
How do I keep designers sending me work?
Add each designer as a contact or company, link the projects they refer, and set a task to check in. Puff can draft a thank you for you to approve.
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