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.
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Measurable Results
Quantifiable business outcomes demonstrating the tangible value of our automation solutions
Unified project management for 3-5 monthly projects across 20 team members eliminating system fragmentation
Strategic Impact
Unified project management across 20 team members eliminates coordination overhead that previously caused project delays, cost overruns, and team frustration while creating clear accountability for each project phase.
Business Value
Complete project visibility reduces coordination time by 50% while eliminating costly mistakes caused by information gaps between teams.
Challenge & Solution
Real business challenges and our targeted automation solutions
Business Bottleneck
Across a 3‑month project cycle, New Age used ClickUp for project management, QuickBooks for finances, Google Drive for files, and AutoCAD for design.
The opportunity was to centralize these workflows into Monday CRM for a unified operating picture, standardized pricing and CAD handoffs, and coordinated document/communication flows across all departments.
Solution Points
Implemented comprehensive Monday CRM system replacing ClickUp with custom sales pipelines and workflows
Built materials, hardware, and accessories pricing database
Created automated pricing formulas and quote generation system integrated with sales process
Developed AutoCAD integration extracting design specifications and auto-populating cabinet dimensions in CRM sub-items
Integrated DocuSign for automated contract workflows eliminating manual document processing
Built QuickBooks integration for automated invoice generation and financial data synchronization
Created Google Drive integration with automatic folder creation and two-way document synchronization
Developed email marketing automation and corporate email integration with communication history tracking
Built custom task boards and reporting systems serving all departments: sales, production, delivery, assembly, finance, legal
“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. Architeq 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
Technical Deep Dive
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