CRM, ERP for window and door installation companies

CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems for a company that specializes in window and door installation can be extremely beneficial and assist in many aspects of the business. Here are several reasons why this is important:

1. Customer Management: CRM helps track customer contact information, order history, product specifications, service requirements, and more. This allows you to store important data and interact with customers more efficiently.
2. Order Management: CRM can assist in organizing and tracking orders from start to finish. Consequently, you can respond promptly to customer requests, manage time and resources for window and door installations.
3. Production and Inventory Management: ERP allows you to manage the production process, track inventories of raw materials, components, and finished products. This can improve production and inventory planning, avoiding material shortages or excessive stockpiles.
4. Project and Resource Management: ERP helps track window and door installation projects, allocate resources (human, material, financial), and plan work orders to ensure timely and efficient completion.
5. Financial Management: ERP may include modules for financial accounting, invoicing, cost management, and budgeting. This helps ensure the financial stability of the company and the effective use of resources.
6. Supplier Relationship Management: ERP can facilitate the automation of material ordering processes, settlements with suppliers, and quality control of deliveries. This allows optimizing the supply chain and reducing costs.
7. Analytics and Reporting: ERP provides the capability to generate reports and analytics on various aspects of the business, such as sales, production, finance, and more. This helps management make informed decisions based on objective data.

In summary, CRM helps improve customer relationship management, increase sales and marketing efficiency, and enhance customer service, which can positively impact the success of your window and door installation business.

ERP helps increase the efficiency of the company's production and administration, optimize costs, and ensure better control over all aspects of the business, contributing to the successful operation of a window and door installation company.

The company Polupan has extensive experience in the field of window and door installation. We know the key points and how to properly set up process logic:

Management of:

• orders and their payment (cash register);
• measurements;
• cost estimation (commercial proposals);
• installation work;
• automatic salary calculation;
• customer notifications about work dates;
• inventory management in warehouses and with employees;
• tool service and repair;
• vehicle service and repair;
• Viber, Telegram integration;
• IP telephony integration.