Product / CRM & Pipeline
Every lead, every job, in one view your whole team can see.
UpdatesPad's CRM is built around how countertop sales actually work — from the first inquiry through the approved quote — and the same view follows the work through install. No retyping. No "wait, where's that customer?"
Pipeline · countertop stages
The sales-to-job handoff is where shops lose the most time.
Most countertop shops are running their sales pipeline in three places at once. Leads come in through email, the website, a phone call, and your wife's text. They get tracked in a spreadsheet — until the spreadsheet stops being current. Some land in a generic CRM that doesn't know what a templated kitchen is. Some never get tracked at all.
Then the sale closes. And every piece of information about the customer — who they are, what they want, what was quoted, who's been talking to them — has to be re-entered somewhere else for the job to start. Half of it is lost. The other half is in someone's head.
The CRM isn't really the problem. The handoff is.
A CRM that follows the sale all the way through.
Pipeline that fits the trade.
Stages for the way countertop sales actually flow — Lead, Qualified, Quoted, Approved, In Job. Drag cards forward when something moves. See the whole shop's pipeline at a glance, or filter to just your own deals.
Contacts and accounts, not just names.
Every lead has a record — phone, email, source, project type, notes. Builders and designers get their own account view, with all the contacts and jobs that fall under them. New leads who turn out to be repeat customers get linked, not duplicated.
Activities that show what's happening.
Calls, emails, meetings, follow-ups — logged against the lead, the deal, or the project. The next scheduled activity surfaces on the contact and the opportunity, so the team always knows what's next without asking.
From sale to job, without retyping.
When an opportunity becomes a real order, the customer, account, files, and notes carry over into the job automatically. The estimator doesn't have to email the office. The office doesn't have to ask the estimator.
From the first inquiry to the install.
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1
A lead comes in.
Someone fills out your contact form, calls the office, or gets referred. You add them to UP — or your office adds them, since everyone has a login.
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2
The opportunity moves through the pipeline.
As you qualify the lead, build the quote, and send it, the card moves through stages. The team sees the whole pipeline. Anyone can pick up where someone else left off.
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3
The quote is approved.
The customer approves the quote in their portal. UP creates the order automatically. The opportunity card moves to "In Job," and a project gets created with all the context already in it.
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4
The CRM keeps following the work.
The customer record stays linked to the project. When the office or the installer adds a note, it shows up on the customer. When something changes mid-job, sales knows. The relationship doesn't end at the order.
Built for the shape of a countertop sale.
Most CRMs are built for a generic sales process — a lead, a deal, a close, and then the customer disappears into someone else's system. That works for software companies and consultants. It doesn't work for countertop shops, where the real work starts after the sale.
UP's CRM is shaped differently:
- No per-user fees. Every person in your shop can be on the CRM at every plan. The office, the estimator, the templater, the install crew. The bill scales with how many jobs you do, not who's logged in.
- The pipeline reflects the trade. The stages aren't "Discovery / Demo / Proposal" — they're the actual stages of a countertop sale. The vocabulary matches what shops say out loud.
- The handoff isn't a handoff. Most tools treat the sale and the job as separate things in separate systems. UP treats them as one continuous workflow. The CRM doesn't end at the order — it follows the work through install.
Part of the whole job, not a separate product.
Your CRM data flows into everything else in UpdatesPad. When you build a quote in Quoting & Design, the customer comes from the CRM. When the quote gets approved, Jobs & Scheduling picks it up automatically. When the customer wants to see what's happening, they get a private link through Client Updates — without anyone having to set it up separately.
Get Started
Ready to run the shop with one tool instead of seven?
Tell us a bit about your shop and we'll set up a walkthrough on your kind of jobs.
No sales sequence. No pressure.