Business Process Automation for Window Contractors
Stop wasting time on manual tasks. bpmPro automates your quotes, orders, scheduling, and payments so you can focus on growing your business. Learn more about our CRM for window contractors.
Faster Quotes
Generate professional proposals in minutes instead of hours with automated calculations.
Streamlined Workflows
Automate repetitive tasks like order processing, scheduling, and customer follow-ups.
Better Cash Flow
Track payments, send reminders, and get paid faster with integrated payment processing.
How bpmPro Automates Your Business
From first contact to final payment, bpmPro handles every step of your window contracting workflow.
Lead Capture & Follow-Up
Automatically create leads from web forms, assign them to sales reps, and schedule follow-up reminders so no opportunity falls through the cracks.
- Web-to-lead capture with automatic assignment
- Scheduled follow-up tasks and reminders
- Lead status tracking through your sales pipeline
Quoting & Proposals
Generate professional PDF proposals with automated pricing calculations, tax handling, and price anchoring. Clone previous quotes to save time.
- Automated pricing with tax and discount calculations
- Professional branded PDF proposals
- Clone and modify previous quotes in seconds
Order Processing
Move from signed proposal to production order with the Close Deal Wizard. Automated stage progression tracks every project through your pipeline.
- One-click Close Deal Wizard
- Automatic stage progression and status updates
- Full audit trail from quote to completion
Scheduling & Project Tracking
Visual Projects Board with color-coded stages, traffic light dashboard, and automatic notifications when projects move between stages.
- Drag-and-drop Projects Board
- Color-coded traffic light status indicators
- Automatic notifications on stage changes
Invoicing & Payments
Send payment links via Stripe, track invoices, apply credits, and automatically record payments. Integrated with QuickBooks for accounting sync.
- Stripe-powered payment links
- Automatic payment recording and invoice tracking
- QuickBooks integration for accounting sync
Reporting & Commissions
Command Center dashboard, sales commission tracking with chargeback support, and customizable KPIs so you always know where your business stands.
- Command Center dashboard with real-time KPIs
- Automated commission calculations with chargeback support
- Customizable reports and performance tracking
Built on Salesforce
bpmPro runs on the world's #1 CRM platform, giving you enterprise-grade reliability, security, and scalability without enterprise complexity.
Ready to automate your window business?
Join other Florida contractors who've transformed their operations with bpmPro.