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CRM Integrations · Cabinetry & Coatings

Monday CRM for Kitchen Cabinetry Manufacturing

Centralized Monday CRM replacing fragmented multi-system workflow with integrated pricing database, AutoCAD file processing, and automated project management for kitchen cabinetry manufacturing.

New Age Cabinetry & Coatings · Phoenix, AZ, USA
Read the build
Walkthrough

See the system run

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The metrics and full project details are ready below ↓

The change

From manual to automatic

One change at a time — swipe through the four.

  1. 01 / 04
    By hand

    Comprehensive Monday CRM

    Handled manually, step by step.

    Automatically

    Now automated

    Implemented comprehensive Monday CRM system replacing ClickUp with custom sales pipelines and workflows

  2. 02 / 04
    By hand

    Materials

    Handled manually, step by step.

    Automatically

    Now automated

    Built materials, hardware, and accessories pricing database

  3. 03 / 04
    By hand

    Pricing formulas and

    Handled manually, step by step.

    Automatically

    Now automated

    Created automated pricing formulas and quote generation system integrated with sales process

  4. 04 / 04
    By hand

    AutoCAD integration

    Handled manually, step by step.

    Automatically

    CRM sub items

    Developed AutoCAD integration extracting design specifications and auto-populating cabinet dimensions in CRM sub-items

What we shipped

Inside the build

Implemented comprehensive Monday CRM system replacing ClickUp with custom sales pipelines and workflows

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Built materials, hardware, and accessories pricing database

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Created automated pricing formulas and quote generation system integrated with sales process

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Developed AutoCAD integration extracting design specifications and auto-populating cabinet dimensions in CRM sub-items

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Integrated DocuSign for automated contract workflows eliminating manual document processing

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Built QuickBooks integration for automated invoice generation and financial data synchronization

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Created Google Drive integration with automatic folder creation and two-way document synchronization

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Developed email marketing automation and corporate email integration with communication history tracking

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD

Built custom task boards and reporting systems serving all departments: sales, production, delivery, assembly, finance, legal

MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCAD
Results

Measurable results

Swipe the metrics — each one with what it changed in the business, and why it mattered.

  • Operational Clarity

    Unified project management for 3-5 monthly projects across 20 team members eliminating system fragmentation

    Complete project visibility reduces coordination time by 50% while eliminating costly mistakes caused by information gaps between teams.

  • Pricing Accuracy

    Automated pricing and quote generation replacing manual calculations and template creation

    Consistent, error-free pricing improves profit margins while enabling faster response to client requests, creating competitive advantage in kitchen cabinetry bidding.

  • Design Integration

    AutoCAD file processing automatically populating cabinet specifications without manual data entry

    Seamless design-to-production workflow eliminates specification errors and reduces project startup time, improving both quality and delivery schedules.

  • Information Access

    Centralized document management with automatic Google Drive folder creation and file synchronization

    Perfect document organization reduces project coordination time by 30% while eliminating errors caused by working with outdated information.

  • System Reliability

    Eliminated data synchronization issues and cross-system information searching

    Unified data platform eliminates technical overhead while providing management with accurate, real-time information for strategic decision-making.

  • Financial Automation

    Automated financial workflows through QuickBooks integration reducing manual invoice and payment processing

    Streamlined financial processes improve cash flow timing by 20% while freeing accounting resources for strategic financial analysis.

  • Communication Control

    Streamlined communication tracking and email marketing automation across all project phases

    Complete communication transparency improves client relationships while reducing project management overhead and ensuring consistent service delivery.

Stack

Built on what they already ran

No rip-and-replace, no new SaaS to buy — we connected the tools already in the building.

Runs on
MondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCADDocuSignQuickBooksMondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCADDocuSignQuickBooksMondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCADDocuSignQuickBooksMondayMakeGoogle DocsGoogle SheetsGoogle DriveAutoCADDocuSignQuickBooks
Works equally with
HubSpotPipedriveZohoZapiern8nPandaDocBoxDropboxHubSpotPipedriveZohoZapiern8nPandaDocBoxDropboxHubSpotPipedriveZohoZapiern8nPandaDocBoxDropboxHubSpotPipedriveZohoZapiern8nPandaDocBoxDropbox
Reviews

In the client's own words

Juggling projects across ClickUp, QuickBooks, Google Drive, and AutoCAD was a headache—constant coordination issues, wasted time tracking info across tools. Our 20-person team was bogged down moving data manually. Workteq switched us to Monday and changed everything. Now from sales calls through delivery, it's all streamlined. AutoCAD feeds directly into specs, quotes generate automatically, files organize themselves.

Victor Martinez — CEO at New Age Cabinetry & Coatings

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