CRM (customer relationship management) 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.
Easy to use so everyone in your business can keep track of order progress
Window and door CRM software specifically designed to help you keep manage new enquiries, keep track of appointments and maintain a professional image to the customer.
Remote Lead allocation
Manage the windows and doors enquiries out of the office. Saving time for team members travelling to different sites.
Know what your teams are doing
Team diaries held centrally, enabling you to see what your whole windows and doors team is doing. From sales, and surveying to installation and management.
Organise your customer communications
Fully integrated with outlook and google mail, calendar and contacts. Access your clients and their communications anywhere in the world from any device.
One place to look for all information
Each enquiry or customer has an individual number for tracking dates, times, communication, quotes for windows and doors and orders.
Postcode look up for accurate addresses
Don't get lost. Fully integrated with googlemaps so everyone knows where they are going from windows and doors installers to the sales team.
Maintain a consistent professional image
Email templates with attachments. eg. appointment confirmations with company introduction, quotation cover letters with company introduction.
"As an early adopter of integrate, we are impressed with the impact it is already having on our joinery 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 Managing Director. Gowercroft Joinery.
"This software has saved us at least three full time equivalent positions over the last five years while supporting increases in capacity across our windows business. "