Double glazing CRM software built for installers
Strata brings leads, surveys, installation scheduling, documents and payments into one system — built around how window and door businesses actually run their operations, not adapted from a generic CRM.
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Running a glazing business shouldn't mean fighting your own admin
Most installers aren't short of work — they're short of one place to see it all. As the business grows, the gaps between spreadsheets, diaries and inboxes get more expensive.
Disconnected spreadsheets, diaries and systems
Leads live in one spreadsheet, the diary's on paper or in a different app, and contracts get chased over email. Nothing talks to anything else.
Poor visibility of leads and live contracts
It's hard to see at a glance which leads are cooling off, which contracts have stalled, or what's actually happening across the business this week.
Difficulty coordinating surveys, installations and service calls
Booking a survey, fitting a job around installer availability, and slotting in a service call all mean phone calls, texts and double-checking diaries.
Missing documents, notes and outstanding actions
Signed contracts, site photos and customer notes end up scattered across inboxes, phones and filing cabinets, along with the next thing someone needs to do.
Limited oversight of job costs, payments and profitability
It's hard to know what a contract actually costs to deliver, what's still owed, or which jobs and reps are genuinely profitable until it's too late to act.
Repeated data entry, everywhere
The same customer details, product specs and job notes get typed out again in the next spreadsheet, the next form, the next phone call.
One system, the complete installer workflow
Every stage of a glazing contract, connected — so information entered once at the start is still there, correct and up to date, at the end.
Leads & sales management
Capture and track every enquiry from first contact to signed contract, with visibility over pipeline stage and next action.
Contract Processing
When a lead is sold, it converts straight into a contract — customer, product and pricing details carried across, no re-entering.
Surveys & installation scheduling
Plan and coordinate surveys and fitting on a live schedule board your whole team can see and trust.
Documents, notes & communication
Keep signed paperwork, site photos and customer notes attached to the job itself, not scattered across inboxes.
Service calls
Log and track remedials and aftercare against the original contract, so nothing gets lost once the job's fitted.
Costs, invoices & payments
See what a job costs, what's been invoiced, and what's still outstanding, in one place, in real time.
Reporting & visibility
Real numbers on leads, contracts, cash flow and performance, not a Friday afternoon spreadsheet exercise.
Sales Commissions
Sales commissions are calculated automatically, when a lead result is entered and when a costing sheet is submitted. All tracked from the original sale.
Fitter Invoicing
Fitters can submit their own invoices all linked to the jobs they are assigned to. CIS is automatically calculated. No more paper invoices submitted.
Built for the way UK glazing businesses are actually structured
Window & door installers replacing spreadsheets and paper diaries
Businesses ready to move off a patchwork of spreadsheets, WhatsApp and a wall-mounted diary onto one shared system.
Multi-branch glazing businesses
Companies operating across more than one branch or trading entity who need one consistent view without losing local control.
Teams managing canvassers, self-employed fitters and commission
Businesses that need accurate, private commission tracking for canvassers, sales reps and self-employed installation teams.
Growing installers outgrowing a legacy system
Businesses that have outgrown an old desktop CRM or a generic sales tool that was never built for fitted installation work.
Frequently asked questions
Double-glazing CRM software helps window and door installers manage the complete customer journey in one system. This includes leads, quotations, contracts, surveys, installations, documents, payments and service calls.
Most general CRM systems concentrate on leads and sales pipelines. Strata continues beyond the sale, helping installation businesses manage contracts, surveys, fitting schedules, job costs, payments, commissions and after-sales service.
Yes. Strata can support businesses operating from multiple branches, with users, permissions and business settings configured around the way the company operates.
Yes. Strata can calculate sales and canvasser commissions, including split commissions and sliding scales. Fitters can also submit their invoices from the installation schedule for office staff to review and approve.
Yes. Strata is browser-based and works across computers, tablets and mobile devices. Office staff, surveyors and fitting teams can access the same up-to-date job information wherever they are working.
Setup depends on the size and requirements of the business. We’ll help configure your users, statuses and workflows so you aren’t starting with an empty system. Most businesses can begin using Strata without a lengthy implementation process. In fact you could be up and running within a matter of hours.
Book a personalised demonstration and we’ll show you how Strata handles leads, contracts, scheduling, installations, payments and service calls. The demonstration will be based around the way your business currently works, with no obligation to proceed.