One company. A growing family of tools.

xTriam builds software for the people who do the work — contractors, the trades, and the professionals who serve them. Every product comes from firsthand operating experience, not a feature list.

bP

bpmPro

For established window & door companies

Live

The enterprise, Salesforce-native CRM for window & door contractors.

Our flagship platform runs the entire customer journey — from lead capture to final payment — on Salesforce. Purpose-built for window, door, and glazing companies that need enterprise-grade quoting, production scheduling, project accounting, and communications in one place.

  • CPQ quoting built for impact windows & doors
  • Production scheduling & project tracking
  • Project accounting with QuickBooks sync
  • Stripe payments & automated SMS/email updates
iT

InvoiceTicket

For independent pros & small trades

Live

Snap it. Invoice it. Get paid.

AI-first, mobile-first invoicing for the people who work from the field, not behind a desk. Describe or photograph a job and send a professional invoice in minutes — then collect payment online. Free to start, no credit card required.

  • AI invoice & estimate creation by voice, text, or photo
  • AI receipt scanning into a ready-to-send invoice
  • Estimates with e-signature & branded PDF delivery
  • Online payments via Stripe · bilingual EN/ES
Bf

BluFound

For licensed real estate agents

Live · Pilot

Curate MLS listings and share them with clients — feedback built in.

A client-facing MLS property portal for REALTORS. Instead of emailing PDFs or forwarding links, agents curate a private list and share one link — then see exactly which homes are landing, because clients favorite, rate, and comment in one place.

  • Curated, private listing lists — one link per client
  • Two-way feedback: favorites, star ratings & comments
  • Draw-on-map search with AI brief-matching
  • Office-wide insights & appointment scheduling
pP

PlaxoPro

For growing shops that don't want Salesforce

Early Access

The lean, project-first CRM for smaller window & door shops.

The same operator DNA as bpmPro, in a lighter package. PlaxoPro runs the job lifecycle — estimate, quote, manage, invoice, close — without the weight or cost of a Salesforce org. Multi-user teams with roles, flat pricing, no per-seat friction.

  • Estimate → quote → manage → invoice → close
  • Multi-user teams with owner, sales, ops & accounting roles
  • Flat pricing — no per-seat charges
  • Accepts American Express
pH

PlaxoHub

For manufacturers with dealer networks

Early Access

A white-label dealer portal with a built-in CPQ engine.

Manufacturers run a branded portal where their dealer network configures products, generates accurate priced proposals, and collects e-signatures. Three-layer pricing keeps your cost hidden, and every client document carries the dealer's brand — never yours or ours.

  • Modular CPQ with three role-controlled pricing layers
  • Per-dealer white-label branding on every document
  • Six document types with e-signatures & audit trail
  • Jurisdiction-based tax engine & approval workflows
Tb

Tobuh

For teams running sales outreach

Early Access

AI-powered outreach and lead automation.

Turn scattered prospecting into a system. Tobuh captures leads with AI, builds email campaigns with merge fields, schedules the sends, and tracks every open and click — so your team follows up with the right people at the right time.

  • AI lead capture — turn a card or list into contacts
  • Email templates with merge fields & live preview
  • Scheduled campaigns with automated follow-up
  • Open & click tracking dashboards

Custom Software & Automation

Built by operators, not just engineers.

Before we wrote a line of code, we ran the business. xTriam was founded by a licensed general contractor and real estate broker who spent years running a construction company — then built the software to fix what was broken.

That combination — deep industry experience, full-stack development, and applied AI — is rare in one shop. When an off-the-shelf product isn't the right fit, we build custom software and automate the manual work that drains your team and erodes your margins.

What we bring to the table

  • Construction & trades expertise
    We know quoting, production, job costing, and the field — because we lived it.
  • Full-stack development
    Salesforce, React, Firebase, and mobile-first web apps — designed, built, and shipped end to end.
  • Applied AI, done responsibly
    AI that drafts the work and lets your people approve it — practical automation, not hype.
  • Business process design
    We map how your business actually runs, then remove the manual steps that cost you time and margin.

Not sure which product fits?

Tell us how you work and we'll point you to the right tool — or build the one you need.