Improve sales, increase retention and manage customer service.
Don’t just track customers – grow relationships and increase repeat business.
This software module helps you organise, manage and track all your customer contact points, making sure you stay on top of your enquiries, orders and team appointments.
Improve sales, increase retention and manage your customer service with integrateCRM.
Features
- Connect and manage email, appointments, and contacts
- Team calendars for coordinated customer service
- Order & quote reporting for business insights
- Installation calendar for simple scheduling
- Customer service ticketing for issue resolution
- Holiday management to maintain service levels
- System reporting for performance analysis
- Infohub (intranet) for team coordination
Keep everyone in the loop
Our window and door CRM software is specifically designed to help you keep everyone on the same page.
Ensure consistent service levels with streamlined communications, holiday tracking and management and use the reporting functionality to monitor how your business is performing so you can manage growth.
Manage your new enquiries and orders, keep track of appointments and correspondence and maintain professional customer service.
Centralised customer communication and service
No need to change your current email platform, integrateCRM works with Outlook and Gmail, allowing you to create standard email templates for appointment confirmations or quotes with attachments.
Bring together emails, appointments, and contacts in one place, ensuring nothing falls through the cracks. Each enquiry receives an individual tracking number for monitoring dates, times, communication, quotes and orders, giving you instant access to all customer information.
Our ticketing system tracks every query or concern, assigning tickets to appropriate team members and monitoring resolution progress. Add file notes with important information or document customer calls for a comprehensive view and the ability to quickly respond.
Coordinated team planning and resource management
Optimise your team’s efficiency with our interconnected planning tools. Team calendars enable you to see what your whole team is doing at any moment, from sales and survey to installation and management, preventing scheduling conflicts and improving resource allocation.
Lead allocation lets you assign window and door enquiries to different team members quickly and easily, ensuring timely customer responses and the installation calendar simplifies the scheduling of site visits and installations, preventing double-bookings and providing customers with accurate timeframes. integrateCRM is also fully integrated with Google Maps to easily identify site locations.
Our holiday management feature helps you maintain consistent service levels during staff absences by helping you plan coverage and maintain critical roles.
Business intelligence and performance analytics
Make informed decisions with our powerful reporting capabilities.
Order and quote reporting helps you track conversion rates, analyse sales trends, and identify your most profitable products or services. Comprehensive system reporting provides clear insights into response times, resolution rates, and other key performance indicators.
Our customisable dashboards enable you to monitor KPIs at a glance, identify bottlenecks, and measure the impact of process changes. With all your information in one place, you can quickly access the data needed to answer customer queries and make strategic decisions. These analytical tools drive continuous improvement throughout your organisation and support strategic business growth.
Digital workspace for team empowerment
Keep important company information, policies, templates, and announcements in one place in our infohub (intranet).
This digital workspace improves internal communication, streamlines onboarding, and ensures all team members have access to the latest resources and updates. The Infohub enhances collaboration across departments and equips your team with the knowledge they need to deliver exceptional customer service consistently, maintaining a consistent look, feel and message across all customer communications.
Why choose integrateCRM?
- Improve customer satisfaction through coordinated service and faster response times
- Increase team efficiency with centralised calendars and resource management
- Make data-driven decisions using comprehensive business intelligence
- Enhance accountability through transparent issue tracking and resolution
- Maintain service consistency even during staff holidays and absences
- Strengthen internal communication with a centralised information hub
- Drive continuous improvement with detailed performance analytics
What our clients say
Ready to transform your customer relationship management? Contact us today for a personalised demonstration of how integrateCRM can support your business goals.