Keeping everyone in the loop

Customer Relationship Management (CRM) software for window and door companies who need to manage their business and clients to the highest standards, but do not want their teams to spend time endlessly updating complex systems.

Features

  • Enquiry Management
  • Infohub (intranet)
  • Email. Appointments, Contacts
  • Team Calendars
  • Site Photos
  • Order & Quote Reporting
  • Installation Calendar
  • Remedials
  • Holiday Management
  • System Reports

Easily keep track of order progress

Customer Relationship Management (CRM) software for window and door companies who need to manage their business and clients to the highest standards, but do not want their teams to spend time endlessly updating complex systems.

Organise your customer communications

Fully integrated with Outlook and Gmail. Standard email templates can be created with attachments to help reduce time spent writing out standard emails, such as appointment confirmations or quotation cover letters.

Lead allocation

Quickly and easily assign your window and door enquiries to different team members, ensuring customers can be responded to in a timely manner. integrateCRM is also fully integrated with Google maps to easily identify site locations.

Access team diaries

Team diaries are held centrally, enabling you to see what your whole team is doing at any point in time. From sales and survey to installation and management.

All your information in one place

Each enquiry or customer has an individual number for tracking dates, times, communication, quotes for windows and doors and orders, allowing you to access all the information you need to know and respond to customer queries quickly.

What our clients say

“As an early adopter of integrate, we are impressed with the impact it is already having on our business. It’s amazing to have access to all information and resources in one place and leaves me time to manage the business rather than multiple spreadsheets.”

Andrew Madge, Gowercroft

To discover more about integrate, get in touch today!

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