We built Partner CRM for a window and door company. It connects measurements and quotes with contracts, production and settlements, and documents and arrangements stay with the project, which the team returns to at later stages.
Customers, on-site measurements and quotes.
Contracts, annexes, invoices and settlements.
Orders, purchasing, product statuses and service.
Before a window reaches the building, it passes through the sales rep, the surveyor, the office, production and the installation crew. Every handover is a risk that something gets lost along the way.
Without a shared place, quotes, contracts, annexes and measurement sheets scatter across inboxes, drives and phones.
A measurement needs a date, an owner and a co-worker. Without a shared plan it's hard to check who is out in the field and when.
Customer, measurement, quote, contract, order and invoice sit in one project, with a full history and an identifier.
The measurements module has an owner and a co-worker, statuses, an agreed and a suggested date, and a measurement sheet from a template.
The attachments panel collects files linked to contracts, quotes, orders and measurements, with search and a context filter.
Every project has an address, and the dashboard shows it on a map. Planning measurements and installations starts with geography, not with a list.
The administrator changes statuses, templates for quotes, contracts and annexes, and service types in the panel, without a developer.
Data entered once moves on - from the first contact to the settlement.
Customer, measurement and quote go into one project.
The contract triggers orders, purchasing and production.
Invoices, warranties and files stay with the project.
| Permission | Sales rep | Office | Administrator |
|---|---|---|---|
| Customers and contacts | |||
| Measurements and measurement sheets | |||
| Quotes | |||
| Contracts and annexes | |||
| Orders and production | |||
| Invoices and settlements | |||
| Dictionaries and templates | |||
| Roles, departments and LDAP groups |
The company's process recorded in the system, not in notes.
