Glass and glazing contractors juggle residential windows, commercial doors, storefronts and curtain wall – all with different glass makeups, frame systems and hardware packages. You’re tracking rough openings, IGU specs, tempering, safety requirements and hardware schedules while coordinating with GCs, architects and suppliers. When openings, glass specs and contact details live across emails, spreadsheets and paper takeoffs, it’s easy to lose track of what was approved for which elevation. A simple, free, mobile-first CRM gives you one place to track every customer, project and opening so your glazing work stays organised from bid to punch list.
Use the Companies module to store general contractors, builders, architects, developers and commercial owners, as well as homeowners for direct window and door work. Link project managers, site supers, architects, facility managers and homeowners as Contacts. Every enquiry, bid invite, shop drawing review, coordination call and site meeting can be logged as an activity, so you always know who you spoke to, what was agreed and which project or elevation it belongs to.
Generic office software doesn’t understand IGU make-ups, safety glazing or U-factors. With flexible custom fields, you can shape the CRM around your glazing workflow. Track opening ID, elevation, rough opening size and frame system, plus glass make-up (e.g. 1" IGU: 1/4" clear | air/argon | 1/4" low-E), coating type, tempered vs laminated, tint, and performance data (U-factor, SHGC, VT). For doors and storefronts, capture hardware sets (hinges, closers, panic devices, locks), handing, threshold type, ADA requirements and access control notes. You can also store fire-rating requirements, safety glazing locations (hazardous locations by code), shop drawing references and supplier order numbers so critical details don’t live only in someone’s head.
When you’re managing multiple jobs and elevations, you need to find the right information fast. Use advanced search and powerful filtering tools to pull up all projects for a specific GC, jobs in a certain city or ZIP code, openings with tempered or laminated safety glass, doors with a particular hardware set, or projects currently at bid, shop drawing or installation stage. The built-in dashboard gives you a clean snapshot of how many companies and contacts you’re working with and what’s been happening recently, without bloated sales charts getting in the way.
Estimators, PMs and installers spend most of their time on site, in lifts and around glass racks, not behind a desk. This CRM is built with mobile-first technology and designed to be fast, so it works brilliantly on phones and tablets. On site, they can pull up project records, see opening lists, glass and hardware notes, access instructions and sequencing comments, then add photos and updates immediately after a site walk or install. Everyone – from office staff to fabrication to site crews – works from the same up-to-date information, which means fewer miscuts, fewer punch items and fewer “wrong glass at the wrong opening” moments.
Whether you’re a small glazing outfit or a growing glass contractor with multiple crews and office staff, the CRM is completely free for up to 30 users. Office staff can log new enquiries and maintain contact records, estimators can capture bid notes and alternates, PMs can track coordination, and installers can add job notes from the field. You get a shared, organised system without monthly subscription fees eating into margin on each project.
As your glass and glazing business scales, you can connect the CRM to the tools you already use. With full API access, you can plug in website quote forms so new leads automatically create Companies and Contacts, or integrate with other systems where you manage estimates, scheduling, fabrication or project management. New opportunities flow straight into your CRM, ready to be qualified, priced and turned into awarded contracts.
If you ever need help using the CRM, there’s a built-in ticketing feature that lets you contact the CRM support team directly. You can ask questions, report issues or suggest improvements and track responses in one place. The ticketing is for you as a CRM user – it’s not designed to handle your own RFIs or punch items – so the system stays focused on keeping your data organised and your projects moving.
This free CRM platform is available to companies in the US only, making it a strong fit for American glass and glazing contractors who want a modern, mobile-first CRM without monthly subscription costs. You get one central place to manage customers, projects, openings and hardware schedules, backed by a fast, reliable system that grows with your backlog and your teams.