Product / CRM & Pipeline
The countertop CRM your whole shop can see.
Every lead, every job, in one view your whole team can see.
UpdatesPad is a countertop CRM built for fabrication shops. It tracks every lead, quote and job in one pipeline, from the first call to the final install, and hands each sale to production without retyping. Your whole team gets access on every plan, with no per seat fees.
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 — New, Qualified, Info Needed, Quoted, Won. 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. When a lead is ready, start the quote in our countertop quoting software without retyping the customer. 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.
Countertop CRM vs. a generic CRM like HubSpot or Pipedrive
HubSpot and Pipedrive are good CRMs for general sales teams. They follow a deal until it closes. In a countertop shop, the close is where the real work starts: templating, slab selection, fabrication and install. UpdatesPad keeps the same record moving from the first call through the install, so nobody retypes the job and no customer falls through the gap between systems.
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.
Countertop CRM questions
What is a countertop CRM?
A countertop CRM is customer relationship management software built for countertop fabricators and installers. It tracks leads, quotes, customers and jobs in a pipeline that matches how a countertop sale works, from first inquiry through templating, fabrication and install.
Can I just use HubSpot or Pipedrive for my countertop shop?
You can, and many shops start there. The gap shows up after the sale. A generic CRM stops at the close, so quotes, templating, scheduling and client updates end up in other tools. UpdatesPad is built for the full countertop job, so the record you create for a lead becomes the job your shop runs.
Does UpdatesPad work with QuickBooks?
Yes. UpdatesPad connects to QuickBooks Online to sync customers and push invoices. Payment and balance sync from QuickBooks is coming soon.
How much does it cost?
Plans start at $79 a month for up to 10 jobs. Every plan includes every feature and your whole team, with no per seat fees. See pricing
How hard is it to switch from my current system?
Easier than you'd think. Start with a free 30-day pilot: we set up your team and load your customers, materials and quote rules, so you see it working on real quotes first. If you stay, we migrate your open jobs and history for free.
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.
Or start with a free 30-day pilot. No credit card.
No sales sequence. No pressure.