Run your entire pergola business from one platform.
CRM, shared calendar, installation management, instant quotes from a real-time 3D configurator, digital signature and a branded customer portal — finally together, built specifically for pergola installers.
Pergola installers lose deals not to competitors — but to chaos.
Leads buried in inboxes. Quotes built in Excel that take three days. Site visits scheduled by phone. Installations tracked on whiteboards. Signed offers chased on WhatsApp. Each tool was supposed to help — together they slow you down and let customers slip away.
From first inquiry to final handover — without leaving Configurix.
A CRM that finally speaks pergola.
Stop forcing your business into a generic CRM. Configurix ships with pipelines, fields and automations built around how pergola installers actually sell — from first website inquiry to signed-off installation.
- Unified customer database — contacts, companies, addresses, tags
- Pipeline stages tailored to pergola sales (lead → site visit → quote → signed → installed)
- Lead source tracking (website, referral, trade show, ads)
- Notes, files, call logs and email threads on every record
- Assign owners and split commissions across your sales team
- GDPR-ready consent tracking and data export
Every site visit, measurement and installation in one calendar.
Let customers self-book site visits from your website. Route crews efficiently. Sync everything with the calendar your team already uses.
Shared team calendar
Site visits, measurements, installations and follow-ups in one view per technician or crew.
Smart routing
Group appointments by zone so your crews spend less time driving and more time installing.
Automatic reminders
Email + SMS reminders to customers 48h and 2h before any appointment — fewer no-shows.
Google & Outlook sync
Two-way sync keeps personal calendars and Configurix perfectly aligned.
Plan, dispatch and document every installation.
A jobs board for the people who actually mount pergolas. Configurix gives crews exactly what they need on-site — and gives you full visibility on every project.
Job checklists
Pre-install, on-site and handover checklists per pergola model — nothing forgotten.
Crew assignment
Drag-and-drop crews onto installation days; see capacity and conflicts instantly.
Photos & sign-off
Before/after photos, customer signature on completion, automatic warranty start date.
Quotes in minutes, not days. Branded. Accurate. Signed.
The moment your customer finishes configuring their pergola, the quote is ready. No re-typing, no formula errors, no missed accessories — just a beautiful PDF, in your brand, ready to send.
- One-click quote from any 3D configuration
- Custom line items, options, accessories and labor
- Country-aware VAT and tax rules
- Discounts (% or fixed), staged payment terms
- Versioning — never lose a previous revision
- Expiry dates and automatic follow-up sequences
- Branded PDF with your logo, colors and terms
- Send via email, WhatsApp or shareable link
Your customer signs the offer themselves — in their own portal.
Send the quote by email or WhatsApp. The customer opens their personal portal, reviews the 3D configuration, signs the offer digitally, and follows their project all the way to installation. You see every step in real time.
- Login with email or magic link — no password needed
- View 3D configuration, quote and signed offer
- Digital signature with audit trail (IP, timestamp, device)
- Upload requested documents (cadastral plan, ID, deposit proof)
- See installation date, crew name and live status
- Download invoices, warranty certificate and maintenance guide
- Open support tickets after installation
Know exactly where your business stands.
Revenue forecast
See projected revenue based on pipeline stages, win rates and quote expiry.
Conversion analytics
Drop-off rate at every stage — find exactly where deals get stuck.
Team performance
Quotes sent, won, lost and average deal value per salesperson and crew.
Plays well with the tools you already use.
Enterprise-grade security, wherever you operate.
Global cloud infrastructure with regional data-residency options. Role-based access control. Full audit log on every customer action. GDPR-ready consent management. Daily encrypted backups. SSO available on enterprise plans.
Questions pergola installers ask us.
Book a demo. See Configurix live.
A free, no-obligation, personalized walkthrough of the platform — tailored to how your team sells and installs.
Book a demo