CRM for pallet companies
A CRM that fits how a pallet yard runs.
Pallet businesses juggle buy-side and sell-side relationships — companies you pick up from, customers you sell to, often the same account. We set up a CRM around that reality, so quotes, pickups, recurring orders and follow-ups stop living in inboxes and notebooks.
Built for
- Recyclers with recurring pickup accounts
- Manufacturers with repeat custom orders
- Brokers managing buyers and suppliers
- Growing yards hiring their first salespeople
Sound familiar?
Customer history is scattered
Pricing, specs, contacts and past orders are split across email, spreadsheets, the accounting system and one salesperson's memory.
Follow-ups slip
Quotes go out and nobody chases them. Accounts that used to order monthly quietly stop, and no one notices until the numbers drop.
Generic CRMs don't fit
Off-the-shelf pipelines assume one-off sales, not recurring pickups, core exchange and customers who are also suppliers.
What we do
CRM for Pallet Yards, done for you.
Every engagement is scoped to your yard, your service area and your customers — no generic packages.
CRM selection and setup
We recommend the right platform for your size and budget and configure it for pallet workflows: accounts that buy and sell, pickup schedules, quote pipelines and recurring orders.
Data migration and clean-up
Contacts, accounts, pricing and history moved in from spreadsheets, email and old systems — de-duplicated and organized.
Quote and order tracking
Every quote tracked from request to won or lost, with spec sheets and pricing attached, and reminders when it's time to follow up.
Integrations
Connections to email, phone, your website forms, accounting and the Pallet Union spec and RFQ tools, so data is entered once.
Dashboards and training
Simple views of pipeline, reorder risk and pickup volume, plus hands-on training for office and sales staff.
How it works
- Step 1
Map your accounts
We document how customers, suppliers, pickups and orders actually flow through your business.
- Step 2
Configure
The CRM is set up to mirror that flow, with only the fields and steps your team will really use.
- Step 3
Migrate and connect
Your data comes across and the CRM is wired into email, forms and accounting.
- Step 4
Adopt
Training, a few weeks of hands-on support, and adjustments once the team is using it every day.
Questions
- Which CRM do you use?
- It depends on your size, budget and existing tools. We work with mainstream platforms and can build a lightweight custom CRM when off-the-shelf options are a poor fit.
- Can you move our data from spreadsheets?
- Yes — spreadsheet and email-based records are the most common starting point we see.
- Will it connect to our accounting software?
- In most cases, yes. We confirm integrations during planning before you commit.
- How long does setup take?
- A typical single-location pallet company is up and running in a few weeks, including migration and training.
Book a free consultation
Tell us a little about your business. We'll reply within one business day to set up a 30-minute call.
Related services
AI for Pallet Yards
Quote requests, pickup scheduling, spec questions, invoices and follow-ups eat hours every day. We put AI to work on the repetitive parts so your team spends its time on customers and production — not retyping emails into spreadsheets.
Technology Buildouts
When off-the-shelf software doesn't fit the way your yard works, we build what does — customer portals, pickup and inventory tracking, quoting tools, driver apps and the integrations that tie them together. We built the Pallet Union platform the same way.
Marketing for Pallet Companies
Most pallet companies grow by word of mouth until it stops being enough. We build the marketing engine — website, search, ads and follow-up — that brings in new buyers and pickup accounts on a predictable schedule.