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Software for bioclimatic pergola businesses
A bioclimatic pergola is a high-value project with many parts and several visits before it closes. CerraSoft organises sales follow-up, the quote with your margin and the coordination of surveys and installation.
Follow-up of every enquiry
High-value projects that can't go cold.
Source and ownerKnow where each enquiry came from and who’s handling it.
Stages your wayVisit, survey, quote and negotiation, using your company's stages.
Enquiries without a quoteThe ones going cold, in plain sight so you can act.
Conversion rateHow many of your enquiries become customers.
A quote for every pergola, with your margin
The supplier's price list, imported and calculated.
Manufacturer's price listImport the supplier's quote and review its line items before using them.
Materials and RAL coloursMaterial families with cost, sale price, margin and RAL colours.
Minimum margin and discountsSet the minimum expected margin and the maximum discount per quote.
VersionsIf the customer changes measurements or finishes, you issue a new version and the history is kept.
Coordinated surveys and installation
Your whole field team on one screen.
Survey scheduleEach surveyor’s available days, visible when booking.
Installer scheduleFilter by person and job type
Status of every jobSurvey, scheduled, in progress, on hold or completed.
Documents and materialsThe contract, documents and materials for each job.
Solutions by product
System features
See it working on a real project
A guided 30-minute demo using a quote from your business.