Stone Fabrication
CRM & Sales Pipeline Software
Track every lead, follow up on every quote, and see your whole pipeline in the same system that templates, cuts, and installs the job. When a quote is accepted, it is already a project, so nothing gets typed twice.
Why Good Jobs Slip Away
Where the Sale Gets Lost
In a stone shop, the sale doesn’t end when the quote goes out. A homeowner wants to see a quartz option, a builder sends plans for twelve lots, a designer calls back three weeks later. When leads live in an inbox, quotes in a folder, and follow-ups on sticky notes, good jobs go quiet and nobody notices until a competitor installs them.
Leads Buried in the Inbox
Web forms, calls, and walk-ins written down in three different places, or not at all.
Quotes That Go Cold
A quote goes out, nobody calls back, and the customer signs with the shop that did.
Follow-Ups in Someone’s Head
When a salesperson is out, so is every promise they made to call someone back.
No Idea What’s in the Pipeline
Nobody can say how much work is quoted, how much is close, or what next month looks like.
Guessing Which Leads Pay Off
Money goes to ads and home shows without knowing which ones turn into installed jobs.
Customer History Scattered
Texts on a personal phone, notes in a notebook, and quotes in another program.
Leads
Capture Every Lead and Work It to a Decision
Every call, web form, and showroom walk-in becomes a lead with an owner, an estimated value, and a plan for what happens next.
One Record per Lead
Contact details, address, estimated value, project type, lead owner, and notes in one place, so anyone on the team can pick it up.
Lead Source and Referrer
Record where every lead came from, from Google to a kitchen designer who sends you work, using a source list you control.
Follow-Up Workflows
Add a lead workflow and the follow-up tasks schedule themselves: call the lead, follow up five work days later, confirm the timeline, and keep going until there is a decision.
Archive With a Reason
When a lead doesn’t move forward, record why: pricing, competition, color options, or can’t be reached. Over time, you learn where you lose.
Convert to a Project in One Click
When the lead is ready for a price, convert it to a project and start the quote.
Keep leads private when you need to. Turn on lead visibility restrictions and each salesperson sees only their own leads, while managers with full access see them all.
#214 Lena Ortiz
Lead · Website · Est. $6,500 · Owner: Jordan Lee
Convert to Project
Lead Workflow
Task
Status
Due
Call the Lead
Completed
Oct 5
Follow Up 1
Completed
Oct 12
Determine Project Timeline
Open
Oct 14
Follow Up 2
Open
Oct 23
Follow Up 3
Open
Finalize Lead Status
Open
Nov 12
Each date is set from the task before it, counted in work days.
Review Stale Work
Leads (3) · Quotes (6)
Quote
Days Stale
Value
Coastal Showroom
34
$12,560
Bennett Kitchen
28
$7,240
Morales Outdoor Bar
22
$5,980
Lot 12 Harbor Ridge
19
$4,410
Patel Vanities
17
$2,870
Grant Laundry Room
16
$1,690
Quotes count from their last edit · leads from the day they came in
Sales Pipeline
Your Whole Pipeline on One Board
Leads and quotes move across one board, from first call to won or lost. The numbers across the top tell you where the business stands before you open a single card.
Open Pipeline, Won, Lost, and Win Rate
See the dollar value and count of open opportunities, plus what you won and lost over the last 7, 30, or 90 days.
Stages That Match How You Sell
Add your own quote stages, like Sent to Customer, Hot, or Long Term Nurture, and drag a card to move it forward.
Stale Alerts
Set how many days a lead or quote can sit without activity. Cards turn amber halfway there and red once they are stale.
Review Stale Work in Bulk
Open one list of every stale lead and quote, with days stale, value, and owner, and act on many at once.
Filter by Salesperson or Team
Run the weekly sales meeting from the board itself, one salesperson or one team at a time.
Quotes and Options
Every Option on One Project
Customers rarely buy the first quote. Give them a granite option and a quartz option, change the edge, add the vanity, and keep every version together on one project.
Multiple Quotes per Project
Each quote has its own stage and value, and you can duplicate one to start the next version in seconds.
The Winner Closes the Rest
When the customer accepts one quote, the other options are marked canceled, so your pipeline doesn’t count the same job twice.
Decline Reasons
When a customer says no, record why, and see the top reasons in your quote reports.
Project History
See when each quote was created, duplicated, and sent, and who did it.
Quote #1042-3
Summit Builders · Contractor Level 1 · Terms: 30 Days
1042-3 · Hot
1042 · In Progress
1042-2 · Sent
Room A · 5 Items
Amount
Calacatta Laza 3CM
$9,480
Fabrication & Install
$1,520
Undermount Sink Cutout
$260
Total
$11,260
Accepted
Convert to Deal
Follow-Ups and Appointments
Follow-Ups That Actually Happen
Estimates, showroom visits, and callbacks are tasks with an owner and a date, on the same calendars your shop already uses for templating and installs.
Sales Appointment Calendar
Week · October 12 to 16
Salesperson
Mon 12
Tue 13
Wed 14
Thu 15
Fri 16
Sam Ruiz
In-Home Estimate · 9 AM
Follow Up · Coastal Showroom
Showroom · 2 PM
Kelly Park
In-Home Estimate · 11 AM
Follow Up · Bennett Kitchen
Showroom · 10:30 AM
Jordan Lee
Follow Up · Lena Ortiz
Walk-in · Morales Outdoor Bar
Follow Up · Grant Laundry
Sales Task Types
In-home estimates, showroom appointments, walk-ins, and follow-ups each get their own task type and color.
Dates That Set Themselves
Schedule a task a set number of work days after another, and give it a default assignee, so the next step is never left blank.
Calendars by Salesperson
Build a sales appointment calendar or a follow-up calendar by week, day, or month, with one row per salesperson.
Each salesperson starts the day on the Overview dashboard, with today’s tasks, overdue follow-ups, and their pipeline in one view.
Customer Chat
Project #1061 Reed Kitchen
Billing
Onsite · Dana Reed
Communication
Hi Dana, your revised quote with the quartz option is ready. Want to see the slabs in the showroom this week?
Sam · 10:14 AM
Yes! Thursday at 2 works. Can we compare it with the Calacatta?
Dana · 10:31 AM
Thursday at 2 is booked. I’ll have both slabs pulled for you.
Sam · 10:33 AM
Customer Chat
Text Customers From the Job
Customers answer texts faster than email. Customer Chat lets your team text from the customer, quote, or project record, and the whole conversation stays with the job instead of on someone’s personal phone.
Text the Right Person
Choose the billing, onsite, or communication contact on the project and start or continue the conversation.
History Anyone Can Pick Up
When a salesperson is out, the office sees every message already sent and keeps the conversation going.
Owners Get Notified
Choose whether the primary owner, the secondary owner, or the whole project team hears about new activity on a project.
Customers
Every Customer, Every Builder, One Profile
Homeowners, builders, designers, and cabinet shops each get a profile that holds their contacts, pricing, projects, and history, so repeat business is easy to quote and easy to serve.
Organizations and People
Keep companies and individual homeowners side by side, with every contact’s role and phone numbers on the company record.
Divisions Under One Account
Group a builder’s divisions or a dealer’s locations as child organizations under the parent account.
Default Sales Team and Pricing
Set the primary and secondary salesperson, pricing tier, payment terms, and special pricing once, and every new quote starts with them.
Builder Plans
Save a builder’s floor plans with their pricing and team, and reuse them on every lot instead of quoting the same kitchen again.
Notes and Custom Fields
Internal notes, printed notes, and fields of your own, like preferred contact method or contract signed.
Harbor Ridge Homes
Builder · Builder Level 2 · Terms: 30 Days
AR Balance
$18,240.00
Profile
Contacts
Projects
Plans
Plan
Value
Used
The Ashford
$4,150
9
The Belmont
$4,380
6
The Carlisle
$5,720
4
Townhome End Unit
$2,940
11
Quote Performance
September 1 to 30 · By Primary Owner
Conversion Rate · 74 Quotes
58%
Sam Ruiz
$84K
Kelly Park
$71K
Jordan Lee
$52K
Pipeline and Conversion
Quote Performance
Sales Funnel
Sales Forecast
Per Customer Quote Insights
Sales Results
Sales by Person
Sales by Customer
Sales by Project Type
Project Profitability
Sales Reporting
Know What’s Working
See which salespeople close, which lead sources pay off, and what is coming in over the next few weeks, built from the same quotes your team already works in.
Conversion by Salesperson or Team
Conversion rate, average time to accept, and quoted value day by day, split by creator, owner, or team. Click any day to see the quotes behind it.
Lead Source to Installed Job
The Sales Funnel shows how many leads from each source turned into quotes and into jobs.
Forecast the Next Few Weeks
See expected sales by week, with quotes, uninvoiced orders, and invoices shown together or apart.
Connect Stonify to Claude and add a customer, start a quote, or create a follow-up task from a chat.
See Stonify AI
One System
A CRM That Knows the Shop
A stand-alone CRM stops at “won.” In Stonify, the sale keeps going into material, scheduling, and billing, and your salespeople can see all of it.
Won Means Ready
Convert the accepted quote to a deal and issue the sales order and deposit request from the same project.
Hold the Slab
Hold inventory from the quote, so the slab the customer picked is still there when they sign.
Check the Balance First
See a customer’s AR balance and aging on their profile before you quote the next job.
The Right Price Every Time
Pricing tiers, special pricing, and automatic discounts apply from the customer, so every salesperson quotes the same way.
The Flow
How a Lead Becomes an Installed Job
See how a first phone call turns into a signed job without leaving one system.
01
Capture the Lead
Add the lead with its source, estimated value, and owner. A lead workflow schedules the first call and every follow-up after it.
02
Quote the Options
Convert the lead to a project and build one quote or several. Hold the slabs the customer likes while they decide.
03
Follow Up Until It Closes
Move quotes across the pipeline, text the customer from the job, and act on anything that turns stale.
04
Win and Hand Off
Convert the accepted quote to a deal. The sales order, deposit, and schedule start from the same project.
“What once required four different platforms is now streamlined into one powerful, intuitive system.”
Victor DeOliveira, President, Discover Surfaces
01
What is CRM software for stone fabricators?
02
Do I need a separate CRM like HubSpot or Salesforce?
03
How does Stonify flag quotes that are going cold?
04
Can I track where my leads come from?
05
Can Stonify schedule follow-ups automatically?
06
Can I text customers from Stonify?
07
Can salespeople see only their own leads?
08
Can one project have more than one quote option?
09
Can I see win rate by salesperson?
