Free CRM for Carpentry Contractors – Track Clients, Projects and Jobsite Details
Carpentry contractors move constantly between jobs: structural framing, decks, stairs, trim, built-ins, doors and punch list work. Details about layouts, materials, finishes and client preferences are often buried in text messages, sketches, email threads and someone’s memory. A simple, free, mobile-first CRM gives you one place to track every client, project and jobsite note so your carpentry work stays organised – whether you’re framing walls or installing fine finish trim.
A Free CRM Built for Carpentry Contractors
Organise Builders, Homeowners and GC Relationships
Use the Companies module to store general contractors, builders, developers and key commercial clients, as well as homeowner customers for direct work. Link project managers, supers, site contacts and homeowners as Contacts. Every inquiry, site visit, coordination call and walkthrough can be logged as an activity, so you always know who you spoke to, what was agreed and which project it belongs to before you step back on site.
Custom Fields That Match Real Carpentry Work
Generic office software doesn’t think in spans, species or profiles. With flexible custom fields, you can shape the CRM around your carpentry workflow. Track project type (framing, deck, stairs, trim package, doors/windows, custom built-ins), framing type (stick, panelised), lumber species and grade, common dimensions you’re using (2x4, 2x6, LVL sizes), deck system details, stair specs (rise/run, stringer type, code notes), and trim/skirting profiles. For finish work, capture door and casing styles, hardware selections, paint/stain colors and factory vs field finish. You can also store layout notes, tolerances and code-related comments so key information doesn’t live only on the plans.
Advanced Search, Filters and a Clear, Fast Dashboard
When you’re running multiple crews or juggling GC relationships, finding the right information quickly matters. Use advanced search and powerful filtering tools to find all active jobs for a specific GC, projects in a certain city or ZIP code, high-value trim packages, or projects currently at framing vs punch list. The built-in dashboard gives you a clean snapshot of how many companies and contacts you’re working with and what’s been happening recently, without bloated sales charts getting in the way.
Keep Office, Foremen and Crews on the Same Page
Mobile-First and Fast for Work on Site
Foremen and lead carpenters spend their time on ladders and saw horses, not behind a desk. This CRM uses mobile-first technology and is built to be fast, so it works brilliantly on phones and tablets. They can pull up client information, project notes, layout comments and material preferences from the truck or the jobsite, then add updates immediately after coordination meetings or end-of-day walkthroughs. Everyone – from office admin to crew leads – sees the same up-to-date information.
Free for Up to 30 Users – Ideal for Growing Carpentry Teams
Whether you’re a small carpentry outfit or a growing contractor with multiple crews and office staff, the CRM is completely free for up to 30 users. Office staff can log new inquiries and maintain contact records, estimators can track opportunities and notes, and foremen can update job details from the field. You get a shared, organised system without subscription fees cutting into your margins on each project.
API Access to Connect Forms, Leads and Other Systems
As your carpentry business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website quote forms so new leads automatically create Companies and Contacts, or integrate with other systems where you manage estimates, schedules or job costing. New opportunities flow straight into your CRM, ready to be qualified, followed up and turned into booked projects.
Support, Stability and a Focus on US Carpentry Businesses
Built-In Support Tickets for CRM Users
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can ask questions, report issues or suggest improvements, and track responses in one place. The ticketing is for you as a user of the CRM – it’s not designed to handle your own customer service – so the system stays focused on keeping your data organised and your projects flowing smoothly.
A Free, Fast CRM Platform Exclusively for US Companies
This free CRM platform is available to companies in the US only, making it a strong fit for American carpentry contractors who want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage clients, projects and jobsite details, backed by a fast, reliable system that grows with your workload and your crews.