Connects with your systems
CRM for millwork shops.
SalesJack is the AI-native sales platform for millwork and custom trim suppliers. Quotes, orders, and permits sync automatically, giving your reps the customer context and follow-up reminders to keep builder and designer relationships moving.
Supporting sales teams across building supply
Invested in growing the LBM industry
Keep custom quotes moving
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A clear next step for every millwork quote
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Bring ERP quotes, email requests, and permit leads into one sales pipeline- Assign opportunities to the rep responsible for the builder relationship
- Log conversations with builders and designers beside the opportunity
- Use reminders to follow up while trim selections and project plans develop
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Build on the builder relationships you already have
See quotes and category spend together. Cross-sell flags help reps spot where a builder's next project could include another trim or door package.
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Keep project quotes and conversations together.
Quotes, orders, and permits sync without double entry. Daily priorities put important accounts and follow-ups in front of reps, at the desk or on the jobsite.
Original SalesJack graphics illustrate sales workflows, not measured customer results.
Builder data and project leads, connected
SalesJack matches permits, ERP and manufacturer order data, and email and call history to the right company and jobsite. Give your reps one customer view for the next custom trim quote or builder conversation.
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Sales tools for lasting builder relationships
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Keep custom trim opportunities in view
Keep custom trim opportunities in view
Collect jobsite quotes and estimates in one place for outside reps, inside sales, and estimators. Follow-up and cross-sell flags help your team keep the next trim package in view while the builder's plans develop.
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AI questions and dashboards for your builder accounts
AI questions and dashboards for your builder accounts
Ask plain-English questions using your own customer data. Daily priorities and dashboards help reps decide which builder account or trim quote needs attention.
Email and text follow-ups with ERP-based customer lists
Email and text follow-ups with ERP-based customer lists
Use ERP-based lists and automations to reconnect with builders between projects, with their customer history close to the conversation.
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Permit and website leads matched to the right rep
Permit and website leads matched to the right rep
Embedded forms and source tracking bring website inquiries into your pipeline. Permit and web leads match to ERP data and the rep responsible for the builder relationship.
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On-site training for your millwork sales team
On-site training for your millwork sales team
In-person training and rep coaching help your team make customer conversations and quote follow-up part of their everyday sales workflow.
We set it up. Your team uses it.
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On-site training for your millwork sales team
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ERP configuration and rep coaching through the first 90 days
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Plan a 4-6 week rollout with ERP connection and data migration
The first two photos show real SalesJack training and team members. The third is stock carpentry photography by cottonbro studio / Pexels, not a SalesJack customer. Confirm rollout timing for your systems with our team.
Questions from millwork sales teams
Will our reps need to enter quotes and orders twice?
SalesJack syncs quotes, orders, and permits automatically from connected systems. Your team can work with a consolidated customer and jobsite view rather than re-entering ERP records. Confirm the data feed available for your ERP with our team.
How does it help with long custom trim sales cycles?
Project management brings jobsite quotes and estimates together for outside reps, inside sales, and estimators. Follow-up and cross-sell flags help your team return to the right opportunity as the builder's plans and selections develop.
Can reps ask questions about their builder accounts?
Yes. SalesJack's AI chat lets reps ask questions in plain English using their own data. Dashboards and daily priorities bring important quotes, permits, and accounts into view. Reps can use SalesJack on mobile or web, at the desk or on a jobsite.
How do permit and website leads reach the right rep?
SalesJack matches permit and website leads to ERP customer data and the right rep. Embedded forms and source tracking keep the inquiry's origin with the opportunity, so a request for custom trim can reach the team responsible for that builder relationship.
Can we stay in touch between building projects?
Email and text marketing use ERP-based customer lists and automations. Your team can reconnect with builder accounts between projects and coordinate outreach with the quotes and conversations already in SalesJack. We also provide on-site training to help reps adopt the workflow.
Keep your next trim quote moving
See how SalesJack brings jobsite quotes, customer history, and follow-up into your millwork sales team's day.