CRM from estimate to delivery

Estimates, site measurement, contract, production, installation, delivery and payment in one chain.

What changes in daily work

A basic pipeline is not enough for construction, windows or manufacturing. We connect the sale with technical stages, documents and owners.

Solution scope

  • Measurements, estimates and revisions
  • Controlled handoff to production
  • Installation, acceptance and final payment

How the result is accepted

At the start we agree measurable criteria, owners and project boundaries. Switching software on is not treated as a completed implementation: the team verifies real scenarios, data and the customer’s next action.

From measurement and estimate to production and installation

Construction and window sales depend on technical surveys, estimate revisions, approval and site visits. CRM connects the commercial stage to the site, documents, schedule and responsible people.

Manufacturing workflows record sales handoff, data completeness, planned dates, shipping, installation and acceptance. Material accounting remains in the appropriate system and can be synchronized when required.

  • Site, measurement and commercial-estimate revisions
  • Controlled handoff from sales to production
  • Installation, acceptance, claims and final payment

How we implement CRM

  1. 1

    Audit

    Study objectives, workflows, roles and data.

  2. 2

    Design

    Define architecture, stages and acceptance criteria.

  3. 3

    Configure

    Build fields, pipelines, automation and integrations.

  4. 4

    Pilot

    Test real scenarios with a small user group.

  5. 5

    Launch

    Train the team, measure adoption and improve the system.

Frequently asked questions

Let’s discuss your task

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