How This Custom Fabricator Scaled Past 20 Million with a CRM

Scaling Up with Fexingo: How Small Businesses Become Mid-Market Companies · Aug 24, 2026 · 5m · transcript

In this episode of Scaling Up with Fexingo, Lucas and Luna dive into the story of a custom metal fabrication shop that broke through the $20 million revenue mark by overhauling its CRM and sales follow-up process. The owner, who had been relying on sticky notes and a shared spreadsheet, discovered that a surprisingly simple CRM—one that his team actually used—recovered over $3 million in lost quotes within a year. We break down the specific triggers that made the system stick, how they segmented prospects by project size, and the exact follow-up cadence that turned slow-burn quotes into…