You Found

The best Software for

Window Pros

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bpmPro

✓ Cloud-based and Multi-Device

Window Professionals

Feeling Overwhelmed?

Unquoted Opportunities?

Lost jobs because they slipped through the cracks?

Missing Deadlines?

Deadlines missed due to miscommunication, causing costly delays?

Double Permit Fees?

Paid permit fees twice because they expired unnoticed?

Forgetting to Release an Order?

Staff missed releasing a product order due to too many jobs?

Drowning in Paperwork?

Buried in paperwork, stealing time from what matters?

Struggling with Inventory?

Hard to track inventory, leading to unnecessary costs?

Sounds familiar?

You're not alone

Great news!

There is a solution:

Meet

bpmPro

What's bpmPro?

bpmPro is a CRM software with powerful business process management (BPM) capabilities, giving you the complete control over your business operations you've been seeking.

Specifically tailored for the window industry, bpmPro is a comprehensive tool designed to meet your unique needs.

Drive the Customer Journey

#1 Engaging the Customer

Assign and monitor all leads.
Coordinate salespersons' appointments.
Create and send proposals and contracts.
Track all customer communications.
Upload and store pictures and files.

#2 Managing the Order

Schedule and store final measurements.
Manage HOA approvals, track applications, and monitor requirements.
Centralize tracking of all products and materials orders.
Send automatic progress updates to clients.
Track building permits and inspections.

#3 Delivering the Service

Track product orders, inventory in production, warehouse stock, and installed but unpaid items.
Supervise jobs by logging comments, issues, tasks, and uploading pictures.
Schedule installations with a calendar interface to organize multiple jobs.
Send automated notifications to both clients and installers, ensuring everyone stays informed.

#4 Closing the Project

Finalize project accounting and ensure all payments are completed.
Document walk-throughs, assign tasks to the support team for any pending issues, and ensure follow-through.
Create email templates to automatically send thank-you notes to clients upon project completion.
Manage warranty and post-service requests for ongoing client support.

bpmPro offers many more capabilities beyond the tasks listed above. These are just a few examples of what the software can do to streamline your operations.

Core Features

Enterprise-Level
CRM

Product and Labor
Estimating

Product Order
Management

Real-Time
Job Costing

Permit Data
Handling

Building Inspection
Logging

Billing and
Collections

Stripe
Integration

Job
Scheduling

Customer
Notifications

Sales Commission
Accounting

Warehouse
Management

Photo
Management

Job Status
Board

And
Many More

Explore Features

Empower Your Business with bpmPro: More Than Just a CRM

Your Strategic Partner

bpmPro serves as a strategic partner in your success. With your subscription, you gain access to ongoing support dedicated to growing your business. We guide you through the complexities of the contracting industry, sharing best practices, answering your questions, and providing continuous training.

More Than Just a Tool

bpmPro isn’t just about streamlining operations; it’s about empowering your business to reach its full potential. Our service is dedicated to keeping you on course and driving continuous improvement.

A Unified CRM Solution

bpmPro organizes all your data, business knowledge, and processes in one place. It’s your all-in-one digital toolbox, eliminating the need for spreadsheets, physical folders, post-it notes, and scattered files. Everything you need is at your fingertips, accessible from a PC, tablet, or mobile device.

Drive Efficiency and Profitability

bpmPro boosts operational efficiency while significantly improving profitability. Discover how you can achieve more with less effort and seize opportunities that were previously overlooked.

Automate Repetitive Tasks

bpmPro transforms your operations by automating routine tasks, like sending notifications about product order ETAs to clients and staff. This automation enhances productivity and frees your team to focus on strategic decisions and customer satisfaction.

Simplified Task Delegation and Tracking

bpmPro makes task delegation and tracking easy. Managers can assign tasks to team members, with automatic reminders ensuring nothing is missed. Everything is tracked and documented, giving managers instant insights into project progress and history.

CRM for Enhanced Business Visibility

bpmPro keeps you in command with real-time visibility into your entire operation. Make informed decisions and respond quickly with comprehensive, up-to-the-minute insights.

A CRM Built by Industry Veterans for Contractors

bpmPro isn’t just another CRM; it’s designed by construction industry veterans who understand your challenges. It’s crafted to address the unique pain points of the construction business.

Increase Your Cash Flow

With Less Effort

Start using technology to save time and money. Learn more about our software designed to revolutionize window and door business operations

Listen to bpmPro Clients

Success Stories

Boost Staff Performance

Mohammad Aljamal, President of Hurricane Window and Screen

Mohammad faced challenges in managing business operations as the company grew.

bpmPro boosted Hurricane Window and Screen's performance and slashed administrative time by 80%.

Streamline Operations

Michele Diaz, President of Palm Aluminum & Glass

Michele dedicated five to six years to finding the right software to assist them with their window business operations.

bpmPro has empowered Palm Aluminum & Glass to streamline their entire operations with a highly user-friendly interface.

Ready to Improve your Cash Flow and Operations?

Begin by Calculating Your Current Losses

Our proprietary Cash Flow Calculator, a unique and free tool from xTriam, paints a clear picture of your operational performance, and highlights areas of improvement.

A brief screen recorder demonstration on how to use xTriam's cash flow calculator.

Calculate Cash Flow

Book A Demo

Experience the Power of xTriam's bpmPro

Schedule a demo via Google Meet or a in-person meeting within South Florida, with a industry veteran who understands your pain points firsthand.

Witness bpmPro in action and learn how xTriam can streamline your operations, reduce your stress, and boost your cash flow.

Profitability Through Process Automation

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