Aluminium fabrication contractors · CRM
Keep every measured site and every sent quote on a record someone owns.
A CRM for an aluminium fabrication contractor is the record of enquiries, measurement visits, quotes and orders, with a named person against each. GullySales sets this up in a tool your office will actually use, whether a shared sheet or a simple CRM.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What CRM means
A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.
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Sales and marketing for aluminium fabrication contractors, the overview.
Last updated 18 Oct 2026.
For aluminium fabrication contractors
Where it usually goes wrong, and what we would do.
“The quote lives in the estimator's phone”
The person who measured the site holds the rate and the promise made. When they are on another site, nobody else knows what was said, and the buyer is left waiting.
“Contractors and dealers are the repeat source”
An interior firm that gave you one floor may give another. Without a record of who gave what and when, you cannot see which contacts to visit again.
“Paper measurement slips go missing”
Dimensions, sections and hardware written on a slip are needed again when the order is confirmed. A lost slip means a second visit and a doubtful buyer.
“Repair history is never kept”
A track you repaired last year is the first thing the owner mentions when ordering new windows. A record of the earlier visit shows you remember them.
What we do
What we deliver for aluminium fabrication contractors.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A sheet or CRM set up for your office
Fields for site, type of work, source, measurement date, quote sent, owner and result.
Result: Every site is one row someone is responsible for.
A stage list that matches your work
Enquiry, visit booked, measured, quote sent, negotiation, won, lost, in fitting.
Result: Everyone uses the same words for where a job stands.
Photographs and measurements attached
Site photographs and measurement notes stored against each record.
Result: The order can be confirmed from the record, without a second visit.
A contact record for contractors and dealers
Each firm with the people, the jobs given and the last visit.
Result: You see who has not been visited.
A short training for your office staff
How to enter an enquiry, update a stage and close a job.
Result: Your staff can keep the record without outside help.
How the result is measured
- Enquiries logged in the CRM
- Data completeness
- Reports generated from CRM data
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for these aluminium fabrication contractors.
- Sliding and casement window and door fabricators
- Office partition and glass cabin fabricators
- Shopfront and showroom aluminium work contractors
- ACP cladding and elevation fabricators
- Aluminium railing, grill and balcony enclosure makers
- False ceiling grid and aluminium panel fitters
- Home-based and workshop-based fabricators serving individual homeowners
- Fabricators who work only as sub-contractors for interior firms
How it works
How the CRM work runs
The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.
- 1
Map the sales process
We record how a deal actually moves from enquiry to close in your business today.
- 2
Configure stages and fields
The CRM's pipeline and fields are built to match that process exactly, not a generic template.
- 3
Set up automations
Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.
- 4
Test with real deals
We run the configuration against actual current deals to catch gaps before the whole team relies on it.
Where this fits
Three pieces of sales work, in this order.
This work sits inside sales management. A target, a review routine and someone who owns the number.
Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3 · you are here
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Is a spreadsheet enough?
Who should own the record?
Can it connect to WhatsApp?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
More for aluminium fabrication contractors
Everything else we would do for you.
Closest to this: leads and follow-up
Also for aluminium fabrication contractors
Or start from the overview: sales and marketing for aluminium fabrication contractors.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.