Infinity2X CRM is the customer relationship management module for Infinity2X GlassOne, with a companion app for iPhone and iPad. It gives glass suppliers, glaziers, and glazing businesses one place to manage customer accounts, prospects, sales visits, and follow-ups, so reps in the field and staff in the office work from the same information.
Infinity2X CRM is the contact management module of GlassOne. It tracks leads as prospects, logs every call, meeting, email, and site visit as an activity, and turns a qualified prospect into a customer and a quote in one step. When the quote is accepted it becomes a GlassOne sales order, so the whole journey from first contact to order sits in one system.
Register leads with contact, estimated value, lead source, and rep. Track them from New to Qualified.
Calls, meetings, emails, site measures, and showroom visits, in one timeline per company.
Open activities become to-dos with a due date. Anything past due is flagged overdue in red.
Create Quote turns a prospect into a quote-only customer and opens a standard or glass quote.
Today's visits on the rep's phone, with check-in on site for visit-type activities.
Accepted quotes convert to GlassOne sales orders. No second system to keep in sync.
A lead becomes a prospect, a qualified prospect becomes a customer and a quote, and an accepted quote becomes a sales order. Activities are logged at every stage.
Register the lead. Move it through New, Contacted, and Qualified, or disqualify it with a reason.
Create Quote converts the prospect into a customer on hold: quotes allowed, orders and invoices blocked until approved.
A standard or glass quote (with edges, holes, and other processes) opens with the customer, rep, and address filled in.
When the customer accepts, release the hold and convert. The sales order is created and the quote is marked Won.
Everything a rep needs between customer visits, on the phone they already carry.
The day at a glance, with Find customer, Prospects, and Check in.
Status filters, last visit, and one-tap calling.
Yes. On iPad the Infinity2X CRM app switches to a sidebar layout with more room for the day's plan, which suits account reviews at the customer's counter or planning the week from the office.
Infinity2X CRM is a module of Infinity2X GlassOne, our cloud glass fabrication software. The customers your reps visit are the same customers the office quotes, invoices, and delivers to, so there is no second system to keep in sync.
No IT project. We set it up with you and your reps are working from the app in days.
Book a personalised demo. We walk you through the CRM module and mobile app using your own customers and sales process.
One click loads activity types, pipeline stages, and lead sources. Then add your open prospects and customers.
Each sales rep uses the Infinity2X CRM app on iPhone or iPad, with their own dashboard of visits, prospects, and follow-ups.
Reps work through today's visits, check in on site, update prospects, and clear follow-ups while the office sees progress.
Infinity2X CRM is the customer relationship management module for Infinity2X GlassOne, built for glass suppliers, glaziers, and glazing businesses. It keeps customer accounts, prospects, sales visits, and follow-ups in one place, and comes with a mobile app so sales reps can work from their iPhone or iPad.
Yes. The Infinity2X CRM app runs on iPhone and iPad. Reps see visits today, open prospects, pipeline value, and follow-ups due, plus quick actions to find a customer, open prospects, and check in on site.
Yes. Infinity2X CRM is the contact management module of GlassOne. Prospects convert into GlassOne customers, quotes are created in the GlassOne Sales Order module, and an accepted quote converts straight into a sales order.
It is designed for glass and glazing businesses with sales reps or account managers who visit customers: flat-glass suppliers and processors, glaziers, splashback and shower screen companies, balustrade fabricators, and aluminium window companies.
Yes. Each prospect carries a value, and the dashboard totals open prospects and pipeline value so reps and managers can see what is in play and which follow-ups are due today or overdue.
Yes. The customer list can be filtered by Active, On hold, or Inactive, searched by name, contact, or suburb, and shows when each account was last visited. Reps can call a customer contact straight from the list.
Yes. On the prospect page, Create Quote converts the prospect into a customer account on hold and opens a new standard or glass quote with the customer, sales rep, delivery method, and address filled in. The prospect's activity history moves to the new customer.
An on-hold customer is a quote-only account. Quotes can be created and updated, but sales orders and invoices are blocked until someone releases the hold, so nobody can order or invoice against an account before it is approved.
Calls, face-to-face meetings, emails, site measures, showroom visits, quote follow-ups, and service and accounts contacts such as complaints, remakes, and payment follow-ups. An activity is either a completed record of what happened or an open to-do with a follow-up or due date, and open activities past their due date are flagged overdue.
The default stages are 10% quote submitted, 20% new customer has job, 40% existing customer has job, 70% verbal approval, 90% letter of intent or PO, 100% order placed (won), and 0% quote lost. You can rename, add, or retire stages in setup.
Request a demo and our team will walk you through the CRM module and the mobile app with your own business data, then set up your account and users. Pricing is tailored to your team size; contact us for a quote.
See Infinity2X CRM and the mobile app with your own customers. Our team sets everything up, no IT expertise needed.