Salesforce for Window Contractors
bpmPro is a native Salesforce managed package purpose-built for the window and door industry. It delivers the full power of the world's #1 CRM platform with 50+ features designed specifically for how window contractors sell, manage projects, and get paid. Built by a former window installer who has been in the industry since 2003.
Why Salesforce for Your Window Business
Most window contractor CRMs are built on proprietary platforms that limit your growth. With bpmPro, you get the full power of Salesforce — the same platform used by 150,000+ companies worldwide — tailored to your specific trade.
Enterprise-Grade Platform
Salesforce delivers SOC 2 certified security, 99.9% guaranteed uptime, and the scalability to grow from a 5-person shop to a 500-person operation. Your data is protected by the same infrastructure that Fortune 500 companies rely on every day.
Customizable to Your Workflow
Every contracting business is different. Salesforce gives you the tools to adapt bpmPro to your processes — custom fields, Salesforce Flows, reports, dashboards, and validation rules — all without writing a single line of code. Your CRM should work the way you do, not the other way around.
5,000+ AppExchange Apps
Need DocuSign for e-signatures? QuickBooks sync for accounting? Marketing automation? Salesforce's AppExchange marketplace has over 5,000 apps that plug right into your bpmPro environment. No other window contractor CRM gives you this level of extensibility.
What Makes bpmPro Different
bpmPro is not a generic CRM with a window contractor template bolted on. It is a Salesforce 2GP managed package engineered from the ground up for the way window and door contractors actually run their businesses.
Built by a Former Installer
bpmPro's founder has been in the window and door industry since 2003 — starting as a window installer before becoming a software developer. Every feature in bpmPro was designed by someone who has lived the daily challenges of running a window contracting business. That is why bpmPro handles the details other CRMs miss: price anchoring on proposals, commission chargebacks, installation scheduling conflicts, and manufacturer-specific order workflows.
50+ Purpose-Built Features
bpmPro includes over 50 features designed for window and door contractors. From lead capture through final payment, every step of your workflow is covered. Key capabilities include:
- Close Deal Wizard for one-click deal closing
- Visual Projects Board with drag-and-drop scheduling
- Commission Manager with chargeback support
- Command Center dashboard for real-time KPIs
ES Windows Quote Import
If you use ES Windows for quoting, bpmPro lets you import those quotes directly into Salesforce — eliminating double data entry and reducing errors. Your ES Windows pricing feeds straight into bpmPro proposals, keeping everything in one system. Learn more about the ES Windows integration.
Stripe Payment Processing
Collect deposits, progress payments, and final balances directly through Salesforce with bpmPro's built-in Stripe payment processing. Send payment links to homeowners, track invoice status, and automatically record payments — all without leaving your CRM. No more chasing checks or manual payment reconciliation.
bpmPro vs Generic CRMs
See how a Salesforce-native CRM for window contractors compares to generic tools and spreadsheets.
| Feature | bpmPro on Salesforce | Generic CRM | Spreadsheets |
|---|---|---|---|
| Window-specific workflows | |||
| Salesforce Reports & Dashboards | Limited | Manual | |
| Quote-to-payment automation | Partial | ||
| Commission tracking & chargebacks | |||
| ES Windows quote import | |||
| Stripe payment processing | Add-on | ||
| Mobile access (Salesforce app) | Varies | Limited | |
| Enterprise scalability | Limited |
Built on the World's #1 CRM Platform
When you choose bpmPro, you are choosing the same technology platform that powers the world's most successful businesses. Salesforce is trusted by over 150,000 companies — from startups to Fortune 500 enterprises. With bpmPro, small and mid-size window contractors get that same enterprise-level technology, configured for their specific trade.
Unlike proprietary CRM platforms that lock you into their ecosystem, Salesforce gives you ownership of your data and the freedom to integrate with thousands of business tools. Your customer records, project history, financial data, and reports all live on a platform that grows with you. Whether you are running 10 projects a month or 100, Salesforce scales without skipping a beat. And because bpmPro is a CRM for window contractors built as a Salesforce managed package, you get automatic updates and new features without disrupting your existing workflows.
Real Results for Window Contractors
Window and door contractors using bpmPro on Salesforce are seeing measurable improvements across their operations. Here is what our clients experience.
Automated pricing calculations, ES Windows quote import, and one-click proposal generation cut quoting time by up to 75%. Sales reps spend less time on paperwork and more time closing deals.
With everything running on one Salesforce platform — from lead capture to final payment — there is no need to copy data between systems. Enter it once, and bpmPro carries it through every stage.
The Command Center dashboard and Projects Board give you instant visibility into every project, every rep's pipeline, and every dollar in your business. No more guessing where things stand.
Frequently Asked Questions
Common questions about using Salesforce for your window contracting business.
Is bpmPro built on Salesforce?
Yes. bpmPro is a Salesforce 2GP (second-generation) managed package. It runs natively on the Salesforce platform, which means you get all the benefits of Salesforce — security, uptime, reporting, mobile access, and extensibility — with features purpose-built for window and door contractors. It is not a separate application that connects to Salesforce; it IS Salesforce, customized for your industry.
Do I need a separate Salesforce license?
No. bpmPro includes Salesforce licensing as part of your subscription. You do not need to purchase a separate Salesforce license or navigate Salesforce's licensing model on your own. Everything is bundled into one straightforward subscription so you can get started quickly without worrying about licensing complexity.
Can I customize bpmPro?
Absolutely. Since bpmPro runs on Salesforce, you have full access to the Salesforce platform's customization tools. Create custom fields to track data unique to your business. Build Salesforce Flows to automate repetitive tasks. Design reports and dashboards that surface the metrics you care about. Add validation rules to enforce data quality. And with over 5,000 AppExchange apps available, you can extend bpmPro's capabilities even further — all without writing code.
How is bpmPro different from other window contractor CRMs?
Unlike competitors like Builder Prime, JobNimbus, or LeadPerfection, bpmPro runs natively on Salesforce — the world's #1 CRM platform. This gives you enterprise-grade security (SOC 2 certified), 99.9% guaranteed uptime, and access to 5,000+ AppExchange integrations that proprietary platforms simply cannot match. Additionally, bpmPro was built by a former window installer who has been in the industry since 2003, so every feature is designed around real window and door contractor workflows — not generic home improvement processes.
How do I get started with bpmPro?
Getting started is easy. Book a free demo and our team will walk you through the platform, answer your questions, and show you exactly how bpmPro can streamline your window contracting business. The demo is personalized to your specific workflow, so you will see how bpmPro handles the challenges you face every day.
Ready to bring Salesforce to your window business?
Join 12+ window and door contractors already running their business on bpmPro — the only Salesforce CRM built specifically for your trade.