Sound familiar?
RFQs sit in one inbox and quotes go cold.
Nobody knows which quotes are still open.
Repeat buyers drift and nobody notices.
What you get
Every RFQ and quote in one pipeline, with reminders before it cools off.
- Every RFQ and quote in one pipeline, with reminders before it cools off.
- Your own custom-built CRM, built around how you quote.
- Up to 10 logins with two-step sign-in on every Level.
- Level 2 adds marketing and advertising. Level 3 adds sales and lead generation.
Who it’s for
Machine & job shopsStructural & metal fabricationPlastics & contract manufacturingSignsCommercial printingCabinets & millwork
How it works
Diagnose › Design › Build › Run
Request an assessment by email or phone, then one conversation and a Level recommendation.
How we work
Our team reads every answerNothing goes live without your OKYour data stays yours. We don’t sell or share it.
Quick answers
How much does it cost?
Pricing starts at $3,500; final price confirmed after the assessment.
Is this another subscription?
No. It’s your own custom CRM, plus a monthly care plan for hosting support, updates and monitoring.
Who is it for?
Shops that sell to businesses.