CRM for fitting businesses

CRM for window fitters who still chase leads in WhatsApp

Keep every enquiry, survey address, previous install and open quote on the customer, so your office stops asking fitters which Mrs Jones that was.

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Customers tied to real jobs, not orphan contacts

History travels with the install

A CRM only helps if it sits next to the work. In FitterPal, customers own jobs, quotes, bookings, photos and invoices. When a warranty call lands two years later, you open the customer and see the original bay window install.

  • Enquiry to customer without retyping names and addresses
  • See open quotes, unpaid invoices and upcoming bookings at a glance
  • Referral sources so you know which showrooms actually convert
  • Notes and updates your whole office can read

Follow-ups that survive busy weeks

Nothing sits in a forgotten chat thread

Most fitting firms lose money on soft leads and unpaid deposits, not on bad installs. A job-linked CRM makes it obvious what still needs a call, a re-quote or a schedule slot.

💡 If your CRM is a phone contacts list plus a group chat, you're already paying for it in missed follow-ups.

  • Visual pipeline so quoted-but-not-won work stays visible
  • Marshall can surface overdue invoices and attention items
  • Website enquiries land as structured leads, not inbox noise
  • Works alongside scheduling and quoting. No second login.

What you get

Job pipeline

See every lead and install stage without a spreadsheet.

Quotes on the customer

Send estimates that stay attached to the right household.

Photo history

Before and after evidence next to the customer record.

Websites

Capture enquiries into FitterPal instead of a generic form tool.

Keep exploring

Window fitting software

The full job, enquiry to paid.

Quoting and estimating

Turn surveys into clear quotes.

FitterPal websites

Capture enquiries into your CRM.

Questions from fitting firms

No. Customer records, jobs, quotes and communications live together, so most window fitting firms don't need a second CRM subscription.

Yes. Bring across the contacts you already have so you're not starting from a blank book. Book a demo if you want help planning a clean import.

Yes. Owner-operators and small crews get the most from stopping lead leakage between WhatsApp, paper and email.

See it in action

Grab a quick 15-minute demo: tell us what you need, see Strutos in action and get every question answered. No pressure, just value.

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