In brief
Liquid built a custom CRM for a window and door company that was working with Excel and paper. It brings enquiries, site surveys with measurements and photos, quotes with reminders, supplier orders, the installation calendar and aftercare into a single tool. Similar software starts at €1,000, with no per-user licences.
A window fitter's work today
One enquiry comes in at the showroom, one by phone, one from the website. The survey produces a sheet of measurements, the quote ends up in a folder, the supplier order in an email, the installation date in a diary. When a customer calls to ask where things stand, someone has to piece the story together from four different places.
What the software does
- All enquiries in a single list, with the contact source and next step
- Job stages: enquiry, survey, quote, order, production, delivery, installation, aftercare
- Survey form filled in on site with measurements, photos and notes
- Quotes in the customer record, with reminders for those with no reply
- Supplier orders with expected delivery dates and a warning on delays
- Calendar of surveys and installations for technicians and crews, from a phone
- Documents per customer: signed quotes, order confirmations, invoices, paperwork for tax deductions
- History of interventions and warranties for aftercare
- Owner's view: open quotes, jobs in progress, the week's installations
Why custom
General-purpose CRMs think in deals, not in jobs with measurements, suppliers and installation crews. Industry management systems often cover production but not the relationship with the customer. Software built around your process keeps both together, with no per-user licences.