CRM for installers

Digital customer and quote management

Inquiries, quotes and installations in one tool – less coordination, more clarity. Including calendar, emails, tasks and files. Optimized for your processes.

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Calendar & Emails

Easily view and manage appointments and emails. Plan which employee is with which customer when, or when installations should be carried out.

Integrations for Microsoft and Google Workspace

Create your own calendars for your teams

Keep track of each customer's email history

Notes, Tasks, Checklists and File Requests

Manage all files and images for your planning on one platform. Create project reports and documentation with just a few clicks.

Individual checklists for your processes

Notes and images

Tasks with templates and checklists

File requests for uncomplicated coordination with your customers

Individual Processes

Smooth processes. From lead to installation. Keep track of all your leads, quotes and installations. All information about your customers and planned quotes in one place.

Individual statuses and tags

Multiple boards for different processes

Also on the go with phone or tablet

Teams and User Management

Do you have multiple teams, external partners or different clients? No problem, because with our user roles, your users only have access to the projects they should see.

Map team and sales structures

Task and installation planning

External user roles for restricted access

Assign individual user permissions

Book a demo. Get to know all products and features.

In a personal product presentation, we'll show you all products and features. Free of charge, no obligation and tailored to your business and needs.

Book a demo