// DEALER INSIGHTS

Advice for growing dealers.

CRM, CPQ, operations, and the realities of running a shading or home enhancement business.

Apr 22, 2026 · 5 min read

Your CRM Wasn't Built for This

Generic CRMs promise visibility and automation, but dealers of screens, awnings, and pergolas still quote in spreadsheets and re-enter orders at midnight. Here's why — and what a purpose-built system actually looks like.

crm cpq dealers

Mar 11, 2026 · 4 min read

5 Signs You've Outgrown Spreadsheets (and What to Do About It)

Most dealers of awnings, screens, and outdoor products start with a spreadsheet. Here are five signs yours has become more obstacle than asset — and what changes when your tools finally fit the job.

operations crm dealers