Customer records with jobs, quotes, documents, and notes.
Window CRM software
A customer system built around actual installs.
Generic CRMs can store contacts, but Panexis connects customers to quotes, deposits, surveys, production, fitting dates, service calls, and customer updates.
Window CRM software
Panexis
Customer
Quote
Job
Install
Aftercare
How it helps
Simple tools for the work your team already does.
Follow-up reminders and communication history.
Customer portal access for quotes, updates, and handover details.
Built for window and door workflows rather than generic sales pipelines.
Workflow
See the path at a glance.
The aim is to make the next step obvious, keep the details attached to the job, and stop important work disappearing into inboxes, paper notes, or spreadsheets.
1
Customer
2
Quote
3
Job
4
Install
5
Aftercare
Who it helps
Built for real window and door teams.
Window companies
Door installers
Office teams
Sales teams
Next step