Customer Management

Manage your entire customer journey in one place. Capture leads, and keep a complete view of every customer's detail, documents, and project history.

Leads

Capture every lead and turn it into revenue.

  • Embed a customizable Lead Form on your website to capture inquiries automatically
  • Or share the same form as a hosted page via email, social media, or direct links
  • Every submission creates a new lead and deal in GlassManager automatically
  • Customize the form with your logo and brand information
  • Track where every lead came from with built-in source tracking
Customer Profile

Get to know your customer better.

  • Keep detailed information about your customers, including different contacts and locations
  • Add special price levels for specific customers
  • Add automatic discounts for special customers
  • Include payment terms and notes
  • Save notes, and documents about your client
Customer Records
  • Keep track of open estimates and jobs
  • Record finished jobs
  • Prepare customer statements based on periods and open transactions
  • Easy access to total balance owing and previous payments
Extra Features
  • Allow customers to approve quotes online
  • Request deposits for estimate approval
  • Let customers pay invoices online

Get in Touch

Contact Us

GlassManager

Contact us today to learn how we can improve your business.