GlassManager Customer Management — Contact Management Software

Contact management focuses on storing and organizing customer information like names, locations, and communication history. CRM (Customer Relationship Management) goes further, tracking the entire customer lifecycle including estimates, jobs, invoices, and payments. GlassManager combines both, offering contact management plus full customer journey tracking from lead to payment.

GlassManager uses embeddable or hosted lead capture forms that can be customized with your branding and placed on your website or social media. Each form includes built-in source tracking, so you can see exactly where leads originate and measure the performance of different marketing channels.

Yes. GlassManager allows customers to review and approve quotes, submit deposit approvals, and pay invoices entirely online. This reduces delays in the sales cycle, improves cash flow, and gives customers a convenient self-service option without needing phone calls or paper documents.

Customer profiles include multiple contacts, service locations, custom price levels, automatic discounts, and payment terms. The system also maintains full records of open estimates, active jobs, finished jobs, statements, and outstanding balances, giving your team a complete view of each account.

Yes. Customer data captured through GlassManager's Customer Management module carries over automatically into the Job Management module, eliminating duplicate data entry across estimates, work orders, purchase orders, invoicing, and payments as a lead progresses into an active project.

Pricing is available upon request and depends on your business size and selected feature tier. Contact GlassManager directly at info@glassmanager.com or call +1-877-821-8324 to discuss pricing options tailored to your glass or glazing business's specific requirements.