Customer Management
Keep Every Customer Relationship Organized
Access customer details, job history, estimates, invoices, and account information from one centralized platform built for glass contractors.
Capture Leads into Your Pipeline
Stop losing inquiries to sticky notes and missed calls. Embed a lead form on your website or share it anywhere, and every submission creates a new lead in GlassManager automatically.
- Every inquiry becomes a tracked lead, no manual entry
- Customize form to capture required details
- Know exactly where every lead came from with source tracking
Deliver Better Customer Experiences
Give your team quick access to customer information, project history, and account details from one platform.
Complete Customer Profiles
No more digging through emails to find a contact or guessing which location a job is for. Keep every contact, location, note, and document under one customer profile.
- Manage multiple contacts and locations under one customer
- Notes stay visible across every job and interaction
- Attach documents directly to the customer profile
Customer-Specific Pricing and Payment Terms
Quote the right price every time without checking old emails or asking around. Set pricing, discounts, and payment terms once and they follow the customer across every estimate and invoice.
- Set special price levels for specific customers
- Apply automatic discounts to customer profiles
- Manage payment terms like Net 30 per customer
Let Customers Approve and Pay Online
Make it easy for customers to say yes. Send a quote for online approval, collect a deposit, and let them pay invoices without a single phone call.
- Customers approve quotes online
- Request deposits for estimate approval
- Let customers pay invoices online
Trusted By Businesses Like Yours
We have customers with three or four locations and different contacts at each one. Before GlassManager, we were constantly mixing up who to call and what pricing we agreed to. Now every contact, every location, every note is right there on the profile. The team just pulls it up and they have everything they need.
— Maria, Continental Glass
Build Stronger Customer Relationships
See how GlassManager helps glass contractors organize customer information, track project history, and improve customer service.