A window treatment CRM that keeps every window, every order line and every install in one place.
A window treatment job is a consult, a multi-room quote, a deposit, a final measure, factory orders that may ship separately, an install and sometimes a remake. We build the CRM so each step has a date and each window has its own record.
A shade order is many small products with one deadline
Field service software expects one visit, one invoice. A window treatment job might cover a dozen windows across five rooms, with different products, fabrics, colors, mounts and lift systems for each, ordered from two or three manufacturers that ship on different dates. The install can only happen when everything arrives, or it splits into two trips. Tracking that in a notebook or a spreadsheet works until one line goes missing and the customer is left with a bare window in the nursery.
Measuring is another trap. A consult measurement is good enough to quote; the final measure has to be exact before the order is placed, because custom products do not come back if they are wrong. A CRM that stores both, window by window, and locks the final numbers before ordering protects your margin.
Then there are partners. Interior designers and builders send repeat work, often with their own pricing arrangements and their own clients. Knowing which designer sent which jobs, and keeping their projects organized, is how those relationships grow.
What a blinds and shades CRM has to track
Each of these prevents a remake, a missed install or a lost referral.
Measurements per window, twice
Consult and final measurements stored separately per opening with width, height, mount type, depth and obstructions, and the final set locked once the order is sent.
Room-by-room quotes with options
Each opening gets its own priced line (the product, the fabric and color, cordless or motorized operation), so a buyer can compare a cellular shade to a roller in the same room and approve online.
Order lines by manufacturer
Order number, expected ship date and received status for each line, with alerts when a line is backordered or late, so the office calls the customer before the customer calls.
Installs scheduled when the order is complete
The install visit books only when all lines arrive, or the office sees exactly which are missing before deciding whether to split the job.
Remakes and manufacturer claims
Products that arrive damaged, wrong or out of spec are logged with photos, the claim number and the reinstall date, so they are not forgotten.
Designer and builder accounts
Partners have their own pricing rules, project lists, contacts and referral history, and you can see the value of what each partner has sent.
How we build a CRM for window treatment dealers
We built one for our own service companies first and build yours around how your showroom and installers work.
Stages that match your process
Inquiry, consult booked, quoted, deposit paid, final measure, ordered, partially received, ready to install, installed, closed. You name them, and the board shows what is waiting and on whom.
A tablet-friendly measure form
Consultants enter openings room by room on a tablet during the visit, with fields for mount, depth and obstructions and a photo of each window.
Motorization and service records
Motor type, power source, remote and hub pairing and the customer's smart home platform stored with the job for future service calls.
Online approval and deposits
Customers approve the quote and pay the deposit from a link, and the order cannot be placed until the deposit posts and the final measure is locked.
Owner reports
Close rate per consultant, average time from deposit to install, remake count by cause and revenue by lead source and by partner, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for blinds & window treatments, answered.
Can the CRM place orders with manufacturers directly?
It depends on the manufacturer. Some offer ordering systems that can be connected, and others still need the order entered on their dealer site. The CRM stores the order details either way.
Will it work for shutters and drapery too?
Yes. Shutters, drapery, hardware and motorized systems are just different line types with their own fields, all on the same job.
Can designers see the status of their clients' orders?
Yes, if you turn it on. Each designer logs in to see only their own clients: what was ordered, what has shipped and when the install is booked.
Can it import from my current system?
Yes. We bring over customers, past jobs, measurements and open orders, check the result with you and keep the old data readable.
Custom CRM for blinds & window treatments. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole blinds & window treatments setup.
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