Yes, bpmPro is a comprehensive software solution designed specifically for window contractors. It combines the functionalities of a CRM (Customer Relationship Management) system, a quoting system, project management tools, process management capabilities, and automation features.

It is worth noting that bpmPro is built on Salesforce.com, the world's leading CRM platform. This integration ensures seamless data management and leverages the robust capabilities of Salesforce to enhance your window contracting business operations.

No, there is no need to install bpmPro on your PC. It is a cloud-based software solution, which means you can access it through a web browser from any device with an internet connection.

Whether you're using a desktop computer, laptop, tablet, or even a smartphone, you can conveniently access bpmPro and manage your window contracting processes without the hassle of installing any software locally. This provides flexibility and accessibility for users to work from anywhere at any time.

Absolutely! bpmPro is designed to be accessible across multiple devices. Whether you're using a PC, tablet, or mobile device, you can conveniently access and use bpmPro's features and functionalities. This ensures flexibility and enables you to manage your window contracting processes seamlessly, no matter where you are or what device you prefer to work with.

Enjoy the freedom of accessing bpmPro on your preferred device and streamline your operations with ease.

xTriam implementation team does this for you. Setting up bpmPro for your company users involves a technical setup process, ensuring smooth implementation and access for all users.

Yes, you have the flexibility to create different user profiles and define permissions based on roles such as Management, Sales Reps, and Limited.

You can easily import your company's contacts, including customers, vendors, and subcontractors, into
‍bpmPro to maintain a centralized database. xTriam implementation staff will assist you with this task.

bpmPro employs data validation mechanisms during the import process to ensure the accuracy and reliability of your contact information.

Absolutely! You can load custom pricing data, such as labor rates, permit expediting service fees, and lists of manufacturers and municipalities, to tailor the software to your specific needs.

No.  There is no limitation.

Companies can switch between plans at any time.

The deliverables of bpmPro software include:

• Technical setup for company users.
• Creating users and defining user permissions, which are then assigned to the three available profiles: Management, Sales Reps, and Limited.
• Importing existing company contacts, including customers, vendors, and subcontractors, while ensuring contact data validation.
• Loading custom pricing data, such as labor rates, permit expediting service fees, and lists of manufacturers and municipalities.
• Customizing Sales Documents like proposals and contracts.
• Customizing Email Templates for various purposes like Lead Assignment, Proposal Presentation, Product Order Updates, and Case Originations.

With bpmPro, you have the ability to customize Sales Documents, such as proposals and contracts, to reflect your brand and business preferences.

Yes, bpmPro allows you to personalize Email Templates for various purposes, including Lead Assignment, Proposal Presentation, Product Order Updates, and Case Originations. This helps maintain consistent and professional communication with clients and stakeholders.

xTriam offers full customer and technical support from Monday through Friday from 8:00 AM to 6 PM EST.