Countertop CRM for contractors and fabricators
Get the slab picked and the template booked before the kitchen stalls
A countertop CRM for contractors and fabricators tracks templates, fabrication and installs, and follows up on every quote. Puffly sends missed-call text back when the shop phone rings during a template visit. Slab choice stays on the deal. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Countertops sit at the end of a remodel where every delay lands on you. Puffly keeps slab choices, template dates and installs in one list.
Where countertop installation company leads come from
Cabinet shops and kitchen designers
Whoever sells the cabinets knows the countertop is next, and refers clients to a fabricator they trust.
Slab yard visitors
People walk the yard to pick a stone, then need someone to cut, template and install it.
Remodelers and flippers
Contractors on tight schedules want a fabricator who quotes fast and shows up for the template.
Homeowners searching online
Someone tired of laminate looks up quartz or granite near them and starts calling for quotes.
What slow follow up costs a countertop installation company
Countertop customers often pick a slab on a Saturday and change their mind by Tuesday. A quote that goes unanswered can be replaced by a competitor with a similar stone. When the kitchen is torn up, a homeowner waiting on your template date has no patience for silence.
Countertop CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a countertop installation company could lay it out.
- Slab selectedStone, edge profile and sink choice noted, with photos of the slab.
- Template scheduledCabinets are in and level, so the visit is on the calendar.
- In fabricationCutting and polishing, with a target install week set.
- Install date setCrew, access and plumber hookup confirmed with the client.
- Final and seam checkWalk the seams with the homeowner, then ask for a review.
Follow up moments worth a reminder
Quote sent for two different slabs and the homeowner is deciding
"Hi Sam, want me to hold both slabs for a few days while you decide? I can send photos of each in daylight too."
Template is done but the sink has not been chosen
"Hi Sam, we need the sink model to finish your cutout. Can you send me the spec sheet by Thursday so we stay on schedule?"
Install finished and the homeowner said they love it
"Hi Sam, so glad you like the counters. If you have a moment, a review helps us a lot, and I'd be grateful for a referral to a friend planning a kitchen."
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
Remodels line up before the holidays and in spring, so template and install calendars fill quickly. Between rushes, follow up with cabinet shops and designers who send you clients so you stay first on their list.
Missed calls and after-hours calls
Countertop work misses calls because the person who would answer is already with a customer. Whoever sells the cabinets knows the countertop is next, and refers clients. The next caller rarely leaves a voicemail they trust. They phone another countertop installation company 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.
Remodels line up before the holidays and in spring, so template and install calendars. 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 countertop installers use both.
Countertop lead follow-up, step by step
Countertop 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.
- Slab selectedCapture it the day it arrives. Stone, edge profile and sink choice noted, with photos of the slab. A countertop lead that stays in a private text is the one that goes cold by Thursday.
- Template scheduledSend the number with the day you will check back. Cabinets are in and level, so the visit is on the calendar. Put that check on the countertop deal so it does not depend on memory.
- In fabricationWhen they say yes, book the date and write what you promised. Cutting and polishing, with a target install week set. The customer should see the same facts you do.
- Install date setDo the work, then say what happens next in one message. Crew, access and plumber hookup confirmed with the client. A short update prevents the call that asks if you forgot them.
- Final and seam checkAfter the job, ask for the review or the next visit while it is fresh. Walk the seams with the homeowner, then ask for a review. Then close the loop on the record.
If a countertop installation company 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 countertop installation company
Treat each source as its own next step. A countertop week usually mixes Cabinet shops and kitchen designers, Slab yard visitors, Remodelers and flippers, Homeowners searching online. 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. Whoever sells the cabinets knows the countertop is next, and refers clients to a fabricator they trust. People walk the yard to pick a stone, then need someone to cut, template and install it. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Quote sent for two different slabs and the homeowner is deciding A useful reply names the job: "Hi Sam, want me to hold both slabs for a few days while you decide? I can send. Template is done but the sink has not been chosen "Hi Sam, we need the sink model to finish your cutout. Can you send me the. Save those as tasks on the record. A busy afternoon should not be what erases them.
Remodels line up before the holidays and in spring, so template and install calendars fill quickly. Between rushes, follow up with cabinet shops and designers who send you. Slow follow-up has a shape here. Countertop customers often pick a slab on a Saturday and change their mind by Tuesday. A quote that goes unanswered can be replaced by a competitor. Read the open deals before the rush, not after it, and give each one a date. Install finished and the homeowner said they love it belongs on that list too. "Hi Sam, so glad you like the counters. If you have a moment, a review helps.
Countertop CRM FAQ
Can I track jobs that depend on another trade?
Yes. Use a stage like Template scheduled and add a task to check on the cabinets or plumber. Puffly will not call other trades for you, but it reminds you to.
Does Puffly handle slab inventory?
No. Keep inventory in your own system. Puffly tracks the customer, the quote and the next step.
Can I bring in my contact list from a spreadsheet?
Yes. Import from a Google Sheet, then tag designers, builders and homeowners so Puff knows who to follow up with.
Puffly for related trades
Guides
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