Stop quoting in spreadsheets.
Start closing on the spot.
Painless CRM connects your entire workflow — CPQ quoting, e-signatures, deposits, supplier orders, and install scheduling — so you sell more, collect faster, and never re-type an order again.
You don't have a CRM problem.
You have a workflow problem.
Your business runs on measurements, options, supplier lead times, deposits, and install windows. But your "system" looks like this:
What if one system handled the entire journey — lead to quote, deposit to supplier order, install to final payment?
One workflow from lead
to installed project
A lead becomes a quote. The quote becomes a signed proposal with a deposit collected. The deposit triggers a supplier order. The order arrives and the install gets scheduled. One click at each stage — no spreadsheets, no portals, no midnight data entry.
A homeowner reaches out
Web form, referral, showroom walk-in, or phone call — the lead lands in your pipeline automatically with source tracking and follow-up tasks assigned.
A homeowner reaches out
Web form, referral, showroom walk-in, or phone call — the lead lands in your pipeline automatically with source tracking and follow-up tasks assigned.
Lead becomes an opportunity
Qualified leads convert to opportunities with a single click. Schedule the on-site measurement, attach notes, and track the deal value in your pipeline.
Lead becomes an opportunity
Qualified leads convert to opportunities with a single click. Schedule the on-site measurement, attach notes, and track the deal value in your pipeline.
Build the quote on-site
At the customer's home, configure products with the CPQ engine — width, drop, fabric, motor, mount type. Pricing calculates live from your supplier's rules.
Build the quote on-site
At the customer's home, configure products with the CPQ engine — width, drop, fabric, motor, mount type. Pricing calculates live from your supplier's rules.
Quote becomes a proposal
Turn the finished quote into a polished proposal with site photos, itemized pricing, and e-signature. Send it to the customer's phone before you leave.
Quote becomes a proposal
Turn the finished quote into a polished proposal with site photos, itemized pricing, and e-signature. Send it to the customer's phone before you leave.
Signed, deposited, won
The customer signs electronically and pays the deposit through Stripe — all in one flow. The deal moves to won. Receipts go out automatically.
Signed, deposited, won
The customer signs electronically and pays the deposit through Stripe — all in one flow. The deal moves to won. Receipts go out automatically.
Specs flow to the manufacturer
Every measurement, option, and spec from the quote becomes a purchase order with one click. No retyping into supplier portals. Track delivery status in real time.
Specs flow to the manufacturer
Every measurement, option, and spec from the quote becomes a purchase order with one click. No retyping into supplier portals. Track delivery status in real time.
Schedule, install, and invoice
Schedule around material arrival and crew availability. Automated reminders reduce no-shows. After the install, generate the final invoice and collect the balance.
Schedule, install, and invoice
Schedule around material arrival and crew availability. Automated reminders reduce no-shows. After the install, generate the final invoice and collect the balance.
Final payment in, relationship stays open
Collect the remaining balance through Stripe, mark the job paid in full, and keep the customer on file. When they call back for service or a second project, their history is already there.
Final payment in, relationship stays open
Collect the remaining balance through Stripe, mark the job paid in full, and keep the customer on file. When they call back for service or a second project, their history is already there.
Your suppliers' pricing.
Live in every quote.
We load pricing matrices, product rules, and configuration logic directly from your manufacturers. Every quote uses real supplier costs — so you price with confidence on-site, protect your margins, and never call the office to check if a configuration is valid.
Connected to your manufacturers
Painless ingests each supplier's complete product catalog — dimensions, options, fabrics, motors, pricing tiers, and compatibility rules. When they update a price sheet or add a new product line, your quotes reflect it automatically. No manual updates. No stale spreadsheets. No surprise margin erosion.
Every config validated instantly
Max widths, required motors for certain sizes, fabric-color availability — the system knows what's valid before you present it. No callbacks to the office to ask "can we do this?"
See your margin on every line
Dealer cost and your markup are visible on every item in real time. Set pricing overrides per product. Never accidentally quote below your floor price again.
Quote at the kitchen table
Build the quote on a tablet while the homeowner watches. Adjust measurements, swap options, see the price update live. Close before you leave the driveway.
Zero calls back to the office
Pricing, product rules, and availability are already in the system. Your salespeople quote with full confidence without tying up office staff for price checks.
Signed quote becomes a PO instantly
Every measurement, option, and spec flows straight into a supplier purchase order with one click. No re-keying into manufacturer portals at midnight.
Proposals that close on the spot
Turn any quote into a polished proposal with itemized pricing and e-signature — sent to the customer's phone in seconds. Deposit collected before you pack up.
Every workaround you've accepted
has a better answer.
You've built a business despite your tools, not because of them. Here's what changes when the software actually fits the job.
Same team. Same customers. Completely different output.
See It in Action
Whether you're a team of one
or twenty — it fits.
Painless CRM scales from solo operators closing their first deal to multi-location groups running hundreds of jobs a month. Same platform. Same workflow. Different scale.
Solo Dealers
You wear every hat. Your software should carry more of them.
When you're the salesperson, installer, and owner, you can't afford to spend nights re-entering orders and chasing signatures. Painless handles quoting, payments, supplier orders, and follow-up — so you can actually go home.
Growing Teams
Give your crew one system instead of six workarounds.
As you add salespeople, office staff, and install crews, everyone needs the same view of what's sold, what's ordered, and what's scheduled. Painless keeps your whole team on the same page without meetings about meetings.
Multi-Location Groups
Standardize the process. Scale the results.
Run the same quoting rules, product catalogs, and payment workflows across every location — while giving each team their own pipeline and accountability. One platform, consistent output, no rogue spreadsheets.
One plan. Pay as you grow.
Full platform access from day one — no feature tiers or hidden upgrades. Add seats when your team grows, and automation credits scale with your usage.
Includes 3 user seats. Full platform access with no feature gates.
Add team members as you grow. Same full access, no tiers.
AI-powered follow-up sequences, smart reminders, lead scoring, and automated notifications are built in — not a paid add-on. $50/mo in credits included with every plan, then pay-as-you-go if you scale beyond.
The math is simple.
The payoff is immediate.
Every dealer who switches to Painless closes more jobs with the same team. Here's why the numbers work in your favor from month one.
More quotes per day
When you can build an accurate, rule-checked quote on a tablet in minutes instead of hours at a desk, you fit more appointments into every day — and close more of them on the spot.
Deposits collected same-day
Proposals go out with e-signature and Stripe payment built in. No chasing checks, no waiting for wire transfers, no separate invoice tool. The money moves while the customer is still excited.
Hours re-typing orders
The quote already has every measurement, option, and spec. One click turns it into a supplier PO. Your evenings go back to being evenings.
One extra closed deal per month pays for the entire platform.
The average configured-product job runs $3,000–$8,000. If faster quoting, instant deposits, and automated follow-up help you close even one more deal a month, Painless pays for itself many times over. Most dealers see it within the first few weeks.
Your next quote could be
your fastest close ever.
We'll walk you through the full workflow with your products, your pricing, and your actual supplier catalog. 30 minutes. No commitment.
Book Your Demo Free · 30 minutes · Uses your real product catalog