Lead management for home improvement companies
Every lead, appointment and sale. One simple system.
A professional, bespoke lead management system for window, door, conservatory, roofline and solar companies. Log a lead in seconds, give reps their diary on their phone, and see the numbers that matter — whether you're a two-person office or twenty branches.
- No card required
- Live in an afternoon
- UK support from real people
- Windows & doors
- Conservatories
- Roofs & orangeries
- Roofline
- Solar
- Home improvements
Simple by design
From phone call to signed sale in three screens
No training manual. If your team can use a spreadsheet, they can use this on day one — and they'll never want to go back.
A lead takes seconds, not a form-filling session
Name, number, postcode, what they're interested in and where they came from. Look up the address, pick the source, save. Duplicates are flagged before they cost you a wasted visit.
Every rep's week, at a glance
Appointments land straight in the diary, colour-coded by outcome. Filter by rep, branch or promoter, and see list and last price for every pitch without opening a thing.
Sales captured properly, first time
Gross, deposit, payment method and finance — with the nett worked out as you type. Job numbers, survey and fitting dates sit alongside, so the office and the fitters are working from the same page.
Take a look around
Real screens. Real numbers.
Genuine screenshots of the system running on real-world data, with every customer's details swapped out.
Every enquiry in one list
Filter by date, branch, source or status. Blowouts stand out, products and pulled dates are right there, and nothing lives on a sticky note.
Small, medium or large
The same simple system, sized to your business
Start with one office and three users. Grow to twenty branches. You never have to switch systems or retrain your team.
Ditch the spreadsheet today
Everything you need from day one without paying for things you don't. Set up in an afternoon and run your whole diary from it by tomorrow.
- Leads, diary and sales in one place
- Reps see their day on their phone
- Key reports without building anything
Grow without outgrowing it
Add branches, reps and promoters as you go. Weekly Sales Flash, aftercare, and your own fields on leads, quotes and sales — no developer needed.
- Multi-branch from the start
- Your own fields, drag and drop
- Service and aftercare built in
Head office sees everything
Unlimited branches, a dedicated account manager, data migration and bespoke features. Branch managers see their patch — you see the whole picture.
- Unlimited branches and permissions
- Rep, branch and product reporting
- Bespoke features built for you
Bespoke without the bespoke price
Shaped around how your business works
Generic CRMs make you work their way. This one bends to yours — and if you need something it doesn't do yet, we'll build it.
- Your fields, your forms
- Add the questions you ask on leads, quotes and sales. Drag them into order and preview the form as you build it.
- Your statuses and workflow
- Pitch & miss, blowouts, finance stages, planning — name every status the way your team already talks.
- Your lists, your columns
- Choose which columns each list shows and which roles see them. Office staff and reps each get what they need.
- Your name, your colours
- Your own web address and your brand colour throughout, so it feels like your system — because it is.
In the office or on the road
Nothing to install. Works on every phone.
Reps open their diary on the drive, check the customer, and record the outcome before they've left the street. Managers check the numbers from anywhere. It's the same system, just sized for your pocket.
- Today's appointmentsWith area, products and prices
- Outcomes on the spotSold, pitched or rebooked
- Find any customerSearch by name or lead number
- Numbers on the goMonth and year to date
Getting started
Up and running in an afternoon
No lengthy implementation projects. No consultants. Tell the system how your business works and it adapts to you.
Define your lead sources
Website forms, Checkatrade, Bark, phone tracking — categorise every enquiry by source so you always know where your leads come from.
Add your team
Sales reps, office staff, surveyors. Set who sees what, who gets which leads, and which branch they belong to.
Set your basics
Products you sell, cash or finance options, and your lead sources. Five minutes of setup that shapes the whole system to your business.
You're live
Start inputting leads with just the information you need — simple and fast. Same day setup and your whole team can be online straight away.
Don't take our word for it
Trusted by UK home improvement companies for 15+ years
“We've been using this system for about 8 years now. We knew we needed something after outgrowing spreadsheets and tried plenty of generic CRM systems, but nothing seemed to suit. This just works exactly how we needed it to, right out of the box.”
“We've been using Extranet for 17 years now. Over that time we've asked for countless tweaks and updates and every single one has been implemented exactly how it should work. It's the backbone of our multi-branch company — much more than just a CRM.”
“We've been running a UPVC sales company for nearly 18 months now. A friend in the industry pointed me this direction as we were growing, so gave it a try. It's literally transformed the way we handle all of our leads and we have a much better outlook of all the key data we need on a daily basis.”
Frequently Asked Questions
Replace Your Spreadsheets
with one simple system
Add your lead sources, your sales reps and a few basic settings — you'll be up and running in an afternoon. 14-day free trial, no card, no commitment.