Track customers, quotes and bespoke jobs alongside FMB, CSCS card status, workshop insurance and the RAMS that commercial joinery work increasingly demands.
Joinery splits between domestic bespoke work (kitchens, doors, custom builds) and commercial site carpentry (first fix, second fix, structural work). The CRM has to handle both - long-running creative projects and high-volume site work - on one platform. Complys does, with the compliance side built in for the commercial work that pays the best margins.
Every client, main contractor and lead in one searchable list. Designed for joiners - notes, addresses, project history.
Build branded quotes, send via your own email, track when they're opened. Drag cards across the kanban board to update stages.
Connect Gmail, Outlook or business SMTP. Send from your real address with open and click tracking built in.
Log every phone call from the customer record. Notes, outcome, follow-up date - 10 seconds per call.
Public liability insurance, Employers liability insurance, CSCS cards, Workshop insurance - all on the same record as the customer.
AI-generated risk assessments and method statements, customised for carpentry work. Edit, save, share with contractors.
Track every worker's Institute of Carpenters cards, training, and qualifications. Reminders before anything expires.
Get found by main contractors searching for compliant joiners in your area. Your accreditations on display.
Auto-reminders for document expiry, follow-up dates, scheduled work. Nothing slips through the cracks.
Example record - your customers, jobs and compliance all in one place
CRM, compliance, RAMS, quotes, worker passports - all in one place. 90 days free, no card needed.