Features
Built to work the way your industry works.
This isn't a generic system with a glazing label stuck on it. Every screen, every workflow, every report was designed around how window, door and conservatory companies actually operate. Here's the detail.
The end of the spreadsheet
Lead Management
You know the drill. Lead comes in, someone scribbles it down, it gets entered tomorrow — maybe. By then, the customer's had three other quotes. WindowsExtranet captures every enquiry the moment it arrives and puts it all at your fingertips — filterable, searchable, organised.
- Filter by date range, lead source, rep, status — find anything in seconds
- Every lead has full history, dates, reps, notes, quotes, sales and more
- Duplicates caught early, you decide which rep is best to visit second time around
- See exactly which lead sources are bringing in the best results
Every rep knows exactly where they need to be
Appointment Scheduling
An empty diary is expensive. A disorganised one is worse. Your reps get their schedule on their phone, your office sees every diary side by side, and reminders make sure nobody forgets an appointment.
- Drag-and-drop diary for reps, surveyors and installers
- Automatic reminders so your team never misses an appointment
- Office view — see every rep's diary side by side
- Postcode-based scheduling keeps travel time sensible
- Outcome tracking — pitched, measured, rebooked
- Feeds straight into your sales pipeline
See where every pound sits
Sales Tracking
Your sales manager shouldn't need to ring round the reps to know what's happening. From first pitch to signed contract, every opportunity is tracked with its value, status and next action. Your forecast finally means something.
- Average order values and conversion rates by rep, branch, product
- Tracks cancellations, handle blowouts, follow up with a dedicated pitch and miss flow
- Sales targets and commission calculation built in
- Know exactly what each rep has sold, quoted and lost — right now
- Leaderboard — healthy competition, handled tastefully
Grow without the growing pains
Multi-Branch Operations
Adding a branch shouldn't mean adding a headache. Each new location gets its own workspace, staff, and reporting from day one. Head office gets the consolidated view without chasing spreadsheets from five different managers.
- Add a branch in minutes, not days
- Filter and view leads across any branch from one place
- Branch managers see their team — head office sees everyone
- Transfer leads between branches with full history preserved
- Compare branch performance side by side
- Branch-level settings — different products, areas, targets
Your best lead source, managed properly
Service & Aftercare
Most glazing companies treat aftercare as a cost centre. The good ones know it's where the next conservatory sale comes from. Track service calls, manage warranties, dispatch engineers — and when Mrs. Jones mentions her neighbour wants new windows, you're ready.
- Log service calls with photos and notes
- Warranty tracking with automatic expiry alerts
- Engineer scheduling and dispatch
- Customer satisfaction follow-ups
- One click to convert a service visit into a new sales lead
15 years of knowing what to measure
Reports & Analytics
Generic CRMs give you generic reports. After over 15 years working with glazing companies, we've refined ours to show the numbers that actually help you find problems and fix them — from lead source performance to close rates by product type.
- Live dashboard — leads, appointments, sales, updated in real time
- Lead source ROI — know which marketing is actually working
- Rep performance — pitches, close rates, average values
- Spot weak areas before they become expensive
- Custom report builder for the deep dives
- Export anything to Excel when you need to
Still using spreadsheets?
There's a better way.
Add your lead sources, your sales reps and a few basic settings — you'll be up and running in an afternoon. 14-day free trial, no card, no commitment.