Building supply

A CRM for building supply and lumber yards

Your contractor customers talk to the counter in the morning, the yard at noon and the outside rep on the job site. EzyCrm keeps all of it on one page per contractor, so the next person who picks up the phone knows what was quoted, what was promised and what's next.

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Who is EzyCrm built for in building supply?

Independent lumber yards, building centres and specialty supply (roofing, windows and doors, insulation, drywall) that sell to contractors and trades: a contractor desk or counter in the store and one or more outside reps who visit builders and job sites. Teams from a few people to a few hundred.

Counter, desk and yard staff who work on a computer usually take the $25 Office seat. Outside reps take $49 (the phone app and typed questions to Cypher, the AI assistant) or $89 (everything, including hands-free Cypher in the truck). Owners and bookkeepers who only look are $9.

How do contractors and their jobs fit in?

Each contractor is a company with its people under it: the owner, the site super, whoever orders. A job you're chasing goes on the pipeline as a deal with a value and an expected close date, and moves from stage to stage as it firms up. You see what's open, what's weighted and what should close this month.

Every call, email, visit, quote and note lands on the contractor's page, newest first. Each contact gets a next step with a date, and each morning EzyCrm lists who is overdue, who is due today and who has no next step at all.

Can we quote in EzyCrm?

Yes. Add your products with a SKU and price, build a quote on a deal, and send a PDF with your business details. Quotes carry GST and an optional second tax for PST, and a product can be marked No PST. If you quote in your own system instead, an owner can switch EzyCrm quotes off.

Quotes sit on the contractor's history with everything else, so the counter can see what the outside rep quoted last week before the contractor calls to order.

Can it help find new contractors?

Yes, two ways. New customers nearby, on My day, lists businesses within 5 km of where you are that aren't in EzyCrm yet, from OpenStreetMap, and you choose what kinds you sell to: construction contractors, plumbers, electricians, heating and cooling and more. Add one and it's your lead, ready for today's route.

Territory watch checks the team's towns every morning for public tenders (like CanadaBuys) and new businesses on the map, and keeps the ones worth a call. Each one has Add as lead and Not for us.

What does the outside rep get?

A plan for the day: pick the contractors to see and EzyCrm puts them in the best driving order, with directions for each stop. The phone app finds the customer you're parked at, and one tap logs the visit, emails an order to the office or starts a quote.

The phone app is for Android and iPhone, in testing now, with the $49 and $89 seats; EzyCrm also works in any phone browser. With the $89 seat, say "Hey Cypher" and it reads you the day and each customer email waiting on you, with a reply it wrote. Nothing is sent without your yes.

Does it work with Outlook and our accounting?

Outlook and Microsoft 365, yes: meetings sync both ways and emails with your customers land on their history. Only emails with your contacts are read, never the rest of the inbox. For accounting, Microsoft Dynamics 365 Business Central is the one system EzyCrm connects to so far.

There's no connection to other accounting or point-of-sale systems. Bring your contractor list in from a spreadsheet: export CSV or Excel, drop it into Import, check the preview, and undo the whole import if it's wrong.

Does it do inventory, deliveries or point of sale?

No. EzyCrm doesn't keep stock levels, schedule the delivery truck or ring in sales at the counter. It's for the selling around them: who to call, what was quoted, which jobs are coming, and when to follow up.

When a rep takes an order on site, Email order sends it to the company's owners and admins with replies going back to the rep, and a note lands on the customer's history, so the order is never only in one inbox.

What does it cost for a yard?

Each person pays for their seat, monthly in Canadian dollars: $9 view-only, $25 Office, $49 App + basic Cypher, $89 Everything. An owner and 6 reps on Everything plus 2 counter or office staff is $673 a month, plus GST and PST. The first 30 days are free, no card needed.

Supplying trades across a counter and a territory? See CRM for distributors and field sales CRM.

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