Effortless Quotes. Exceptional Growth.
A complete solution to manage your entire customer lifecycle—from lead to installation—powered by industry-leading CPQ technology. Purpose-built for screen, awning, and window covering dealers with the specialized tools to grow your business confidently.
Trusted by leading home enhancement dealers nationwide
Industry-Leading CPQ Technology
Trusted by top screen, awning, and window covering manufacturers and dealers to transform complex configurations into precise, detailed quotes that win more business.
Collaborative Quoting
Create quotes directly with customers using tablets. Our CPQ system handles complex configurations for screens, awnings, and window coverings with dimension-based pricing that eliminates costly errors.
Perfect for: On-site consultations for motorized screens, retractable awnings, and custom window treatments
Clear Quote Summaries
Generate detailed, easy-to-read quote summaries that clearly communicate all product specifications and pricing. Instantly generate PDFs and get e-signatures on the spot.
Perfect for: Streamlining customer decision-making with transparent, professional quotes
Integrated Payments
Collect deposits and final payments effortlessly with Stripe integration, improving cash flow and reducing payment delays.
Perfect for: Securing projects with deposits and streamlining collections
Supplier Connections
Slash administration time with direct integration to your trusted suppliers. Track production status and get automated updates without endless phone calls.
Perfect for: Streamlining communication with your premium manufacturer partners
Installation Mastery
Optimize installer schedules and reduce costly no-shows with intelligent route planning and automatic customer reminders.
Perfect for: Installation teams handling multiple projects daily
Business Insights
Identify growth opportunities and optimize pricing with powerful analytics dashboards customized for home enhancement dealers.
Perfect for: Business owners focused on strategic growth and profitability
Strategic Business Growth Platform
A dealer-owner focused system that transforms your entire business process into a revenue-generating engine.
Lead Qualification
Convert 30% more leads into sales with intelligent qualification and automated follow-up that ensures no opportunity falls through the cracks. Your sales team can focus on closing, not admin work.
Business impact: Higher conversion rates, optimized sales team efficiency
Industry-Leading CPQ
Our crown jewel: transform complex configurations into impressive visual quotes that close 40% faster. Eliminate pricing errors and quote inconsistency that cost you money while enabling even new staff to quote like experts.
Business impact: Higher close rates, reduced training costs, error elimination
Cash Flow Acceleration
Collect deposits 75% faster with frictionless digital payments. Automate payment reminders and track every transaction in one place for easy financial management and projections.
Business impact: Improved cash flow, reduced payment delays, financial visibility
Supply Chain Mastery
Slash the time spent managing supplier communications by 80%. Get real-time production updates and proactively manage customer expectations without endless phone calls and emails that drain your team's productivity.
Business impact: Reduced administrative costs, enhanced team productivity
Installation Optimization
Reduce installation rescheduling by 60% with intelligent scheduling and automated customer communications. Maximize installer efficiency with route optimization that allows you to complete more jobs per day.
Business impact: Higher installation capacity, reduced labor costs
Business Intelligence
Gain insights into your business that reveal opportunities for growth and optimization. Make data-driven decisions with dashboards that track key performance metrics across your entire operation.
Business impact: Strategic growth insights, optimized pricing, increased profitability
Transforming the Dealer-Customer Relationship
See how our platform creates success stories for both sides of every transaction.
For You
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Increase close rates by 40%
On-the-spot quotes and e-signatures eliminate the "think about it" period that kills deals.
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Cut quoting errors to nearly zero
Automated dimension-based pricing ensures you never lose money on measurement mistakes.
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Lower labor costs
Handle 30% more projects without adding administrative staff.
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Improve cash flow
Collect deposits 75% faster with integrated Stripe payments.
For Your Customers
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Transparent, professional quotes
Clear, detailed summaries help customers understand exactly what they're getting.
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Real-time project updates
Automated notifications eliminate anxious "Where's my order?" phone calls.
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Convenient e-payments
Modern payment options with secure digital transactions and automatic receipts.
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Reliable installation scheduling
Automated reminders and narrower appointment windows reduce reschedules by 60%.
Transparent Pricing
No hidden fees, no surprises—just straightforward pricing that scales with your business.
Standard
Best fit for growing dealerships
Includes up to 5 users. Add users for just $100/month each.
Every Standard plan comes with a generous $50 monthly AI credit to supercharge your quoting and customer outreach. Need more? Easily top up credits as your business scales—no disruption, no hassle.
Core Features:
- Complete CRM & Pipeline Management
- Visual Quote Builder
- Integrated Payment Processing
- Customer Communications Hub
- Lead Management & Tracking
Business Tools:
- Supplier Integrations
- Installation Scheduling
- E-signature Collection
- Basic Reporting & Analytics
- Standard Email Support
Enterprise
For dealer groups and multi-location businesses
Custom pricing based on your specific needs
Everything in Standard, plus:
- Multi-location Management
- Advanced Reporting & Analytics
- White Labeling Options
Enterprise Support:
- Dedicated Account Manager
- Priority Support
- Custom Development Options
Payment Processing
Accept payments directly through the platform with Stripe integration:
- 3% + $0.30 per transaction
- Process deposits and final payments
- Automated receipts and payment tracking
Benefits of integrated payments:
- Improve cash flow with faster deposits
- Eliminate manual payment tracking
- Enhance customer experience with modern payment options
Ready to Get Started?
Our experts will personally guide your dealership through a seamless onboarding process—no guesswork, no generic setup. We tailor the platform for your unique workflow, ensuring you and your team see value from day one.
- 1:1 onboarding with product specialists
- Custom setup for your dealership’s needs
- On-demand training & dedicated support
- See results before you pay—no risk, no credit card
Let us do the heavy lifting—so you can focus on growing your business and delighting customers.
Unlock a seamless sales, payments, and customer experience—start your personalized onboarding journey with our expert team today.
Begin Your SetupWe’ll reach out to learn your needs and start your tailored setup—no obligation, no credit card required.