A CRM for Carpentry Workshops That Follows Each Enquiry to Install

Mythex builds a CRM for a carpentry workshop shaped around how commissions really move: enquiry, survey, quote, won or lost, build and install. You name the stages and fields, it builds the app with a real database, and you publish it for your team.

Who it's for

Joiners who track enquiries in a notebook or a spreadsheet, forget to follow up quotes sent three weeks ago, and cannot say which builders send them their best work.

What you can build

A board with stages enquiry, survey booked, quoted, won, lost
Each lead with project type, materials, budget and target date
A referral source field including named builders, architects and designers
Follow-up dates with a due-today list
Lost reasons such as price, timing or went with another maker
Past clients with what you built, for repeat and referral work

Track trade partners, not just clients

For many workshops, a few builders, kitchen designers and architects bring most of the good commissions. Make referrer a proper record, not a free-text note, and link each job to it. After six months you can see who sent what, how much it was worth and how many converted, which tells you who deserves a thank-you and who to call when the diary is light.

Follow up quotes before they go cold

Bespoke quotes often sit unanswered for weeks while clients compare. Set a follow-up date when a quote goes out, show a list of what is due each morning and log every call or message on the record. Recording why you lost a job, especially price versus timing, shows whether you are quoting high or just booked too far ahead.

Follow-up date set automatically when a quote is sent
Due-today and overdue lists
Notes and activity history per lead

Getting your existing enquiries in

Export the spreadsheet or notes you have and import them as CSV; Mythex maps the columns and flags rows it cannot read. Start with open enquiries and the last two years of clients. Add fields only when you find yourself typing the same thing into notes over and over.

A prompt to start from

Build a CRM for my carpentry workshop. Track enquiries with client name, project type, materials, budget, address and referral source, on a board with stages enquiry, survey booked, quoted, won and lost. Add follow-up dates with a due-today list, lost reasons, a referrers list linked to jobs, CSV import and logins for me and my office manager.

Questions

Can I import my existing client list?

Yes. Export it as CSV and ask Mythex to import it. It matches the columns to your fields and tells you which rows it could not read.

Can I see which builders send me the most work?

Yes. Make referrer a linked record and ask for a report of jobs and value per referrer. It updates as you add new enquiries.

Is there a per-user fee?

Mythex does not charge per seat for the app you build. Your team signs in to the published app with their own accounts.

Is it free?

There is a Free plan with daily credits and no credit card, enough to build and publish a first version. Pro is $25/month for code editing, export and a custom domain.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
Agency Client Portal Template — PIN-protected views on a Kanban board
Freelance Invoicing Template — Saved clients with revenue stats
Quote Generator Template — Line-item pricing, secure client links
Pet Boarding Site Template — Booking wizard with client dashboard