Infinity2X CRM: The Mobile CRM Built for Glass Sales Teams
Infinity2X CRM puts your glass customers, prospects and follow-ups in your sales reps' pockets. It runs on iPhone, iPad and Android, and it is free with every Infinity2X GlassOne plan.
Glass Is Still Sold on Site, Not Online
A splashback quote starts with a site measure. A commercial glazing job is won across several builder meetings. A trade account with a shower-screen installer is kept by turning up regularly, answering the phone, and following up the quote you sent last week.
In most glass businesses that history lives in a rep's phone, a diary and their head. When the rep is on leave or moves on, the pipeline goes with them. Infinity2X CRM keeps every visit, call, quote follow-up and complaint against the customer record, so the business owns the relationship, not one person.
Everything a Glass Sales Rep Needs Between Site Visits
Daily dashboard
Visits today, open prospects, pipeline value and follow-ups due, as soon as the app opens.
Today's visits
A time-ordered list of today's site measures, account reviews and delivery follow-ups, with the suburb for each.
Check in & directions
Check in at a customer's site and open turn-by-turn directions to the next visit in one tap.
Prospect pipeline
Track each prospect's estimated value, next follow-up date and status, from new enquiry to won account.
Activity log
Log face-to-face meetings, phone calls, emails, site measures, showroom visits, quote follow-ups and complaints.
Follow-ups that don't slip
Schedule the next step when you log an activity. Overdue follow-ups are flagged until they're marked done.
Customer accounts
Search customers by name, contact or suburb, filter by active, on hold or inactive, and see when they were last visited.
One-tap call & email
Call or email the customer contact straight from the account, without hunting for the number.
Phone, tablet, light or dark
Built for iPhone, iPad and Android, with a dark theme for early starts and late finishes.
The Same Pipeline on Tablet and Phone
Managers plan the week on an iPad in the showroom. Reps work the same list from their phone on site.
Screens show sample data.
A Simple Sales Routine for Glass and Glazing Reps
The best-run glass businesses don't need a complicated sales process. They need the same few habits done every week. Infinity2X CRM is built around this routine:
- Start the day from the dashboard. Check today's visits and anything overdue before leaving the yard.
- Log every site measure the same day. Record the site measure activity with notes on access, glass type and any safety glass requirements, so the estimator can quote without calling the rep back.
- Set the follow-up before you leave the site. Most lost glass quotes aren't lost on price. Nobody followed up. Book the next call when you log the visit.
- Visit trade accounts on a rhythm. Use "last visited" on the customer list to spot installers and builders you haven't seen in six weeks.
- Log complaints too. A chipped edge or a late delivery logged as a complaint is a service record, and the fastest way to keep an account.
Infinity2X CRM, Answered
Is Infinity2X CRM included in every plan?
Yes. The CRM module is included in Infinity2X GlassOne Starter, Small and Enterprise, and the mobile app is free for every user on your account.
Which devices does the CRM app run on?
Infinity2X CRM runs on iPhone, iPad and Android phones and tablets, with a sidebar layout on tablets and bottom navigation on phones.
What activities can reps log?
Face-to-face meetings, phone calls, emails, site measures, showroom visits, quote follow-ups and complaints, each marked as done or scheduled, with an optional follow-up date and notes.
Can managers see the whole pipeline?
Yes. The dashboard shows open prospects, total pipeline value and follow-ups due, and every logged activity is kept against the customer record.
Who built Infinity2X CRM?
Infinity2X CRM is developed by CNet Software Solutions in Australia, the same team that builds and supports Infinity2X GlassOne.
How do we get access?
Request a demo and our team will set up your Infinity2X GlassOne account. We then set up CRM app access for each member of your sales team.
See Infinity2X CRM With Your Own Customers
Request a personalised demo and we'll show you the CRM app and Infinity2X GlassOne together.