Enquiries & customers
Keep order numbers, dates, customers, addresses and current project status in one structured list.
Dealer CRM & configurator administration
CRM FOR YOUR DEALER NETWORK
Connect sales, quotations and product administration in one central workspace. Your team can manage enquiries, quotations, invoices, order positions and statuses while maintaining the product data, profiles and system rules used by the configurator.
01Receive enquiriesKeep customer and project requests in one searchable overview.
02Create quotationsTurn configured products into commercial documents and offers.
03Manage ordersFollow every project through clear commercial and production statuses.
04Control product dataMaintain systems, profiles, pricing and technical limits centrally.
More than a simple CRM
A business layer built around your configurator.
The CRM connects the customer-facing configurator with the internal work your sales and administration teams need every day. Commercial documents, order statuses and product master data remain connected to the same digital platform.
Quotes & documents
Open quotation requests, offers, invoices and item positions directly from the project overview.
Product master data
Manage product names, descriptions, constructions and commercial surcharges without touching the front end.
Technical system rules
Maintain profiles, dimensions, opening schemes, material factors and other technical parameters centrally.
Enquiries & order workflow
See the full commercial pipeline in one overview.
The CRM gives your team a clear list of incoming requests and active orders. Each row keeps the customer, project address, date and current status visible while the relevant documents and positions are only one click away.
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Status filteringFilter requests by enquiry, quotation, ordered, production, finished, delivered or cancelled.
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Quick document accessOpen quotation request, offer, invoice and project positions directly from the list.
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Customer visibilityOrder number, customer and address remain visible without opening every project individually.
Product administration
Keep the configurator product structure under your control.
The administration area lets your team maintain the product groups that appear in the configurator. Names, descriptions, percentage surcharges and available constructions can be updated through a clear business interface.
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Central product catalogueManage windows, lift-slide, PSK and other configurable product families.
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Descriptions & commercial rulesUpdate product text and product-level surcharge percentages from the admin area.
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Construction managementConnect each product family with the layouts and constructions customers can configure.
Profiles & pricing logic
Maintain the commercial data behind every configuration.
Profile systems can carry their own material and labour percentages while related handles and product rules remain connected to the selected profile.
Profile management
Profiles, material factors and labour
Maintain profile systems with images and editable percentage factors so commercial logic can remain aligned with your real product structure.
Technical systems
HST models and dimension rules
Store opening schemes together with surcharges, maximum dimensions, standard sizes and the number of openings or sashes used by each model.
Connected workflow
From configured product to quotation, order and production status.
The value of the CRM is strongest when product configuration and commercial administration are part of the same process instead of separate tools.
01
Customer configures
Products and options are selected through the online configurator.
02
Request enters CRM
Customer and project data become available to the sales or dealer team.
03
Quote & order
The project moves through quotation, approval and order stages with clear documents.
04
Track progress
Continue through production, completion and delivery without losing the original project context.
Dealer & sales teams
Give every user one clear place to work.
The platform can serve as a shared workspace for internal sales teams and dealer networks. Instead of exchanging disconnected spreadsheets, PDFs and emails, users can work with the same current product and project data.
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Shared project historyKeep commercial activity and project status connected to the original request.
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Central product rulesChanges to products, profiles and system parameters can be maintained from one administration area.
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Scalable structureAdd further product groups, dealer accounts and process stages as your sales network grows.
Need a CRM connected directly to your configurator?
We can adapt the workflow, user roles, product administration, quotation process, status structure and dealer access to the way your company actually sells and manages orders.