Keeping everyone in the loop
Customer Relationship Management (CRM) software for window and door companies. Manage your business and jobs to the highest standards, without wasting time 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
Window and door CRM software specifically designed to help you manage your new enquiries and orders. Helping you to keep track of appointments and correspondence.
Reducing the time spent writing standard emails and allowing you to add file notes with important information or to note when someone calls or writes to you.
Helping you to maintain a professional image to the customer.
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. For example, you can have template emails for appointment confirmations or sending quotations.
Lead allocation
Assign window and door enquiries to different team members quickly and easily. This helps ensure that 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 moment. From sales and survey to installation and management.
All your information in one place
Each enquiry has an individual number for tracking dates, times, communication, quotes and orders. This allows you to instantly access all the information you need to quickly respond to customer queries.
What our clients say
To discover more about integrate, get in touch today!
