Finance Pro: The ERP Solution for Door and Window Manufacturers
The Finance Pro+ Doors and Windows Configurator for PVC, aluminum, and wood streamlines the management of all tasks generated by your operations. Tailored to real-world needs, this software accelerates the creation and management of quotes while minimizing the risk of errors. With intuitive interfaces, you can design, sell, and manufacture your doors and windows, optimizing resources and enhancing productivity.
Finance Pro also allows you to define your series of windows (casement, sliding, double-hung, etc.) and doors (entry, side, patio, including stained glass), giving you maximum flexibility to meet your customers’ specific needs while maintaining optimal production process management.
With Finance Pro, entering quotes becomes a simple and efficient process. Users can select from a range of customizable options for each product and instantly receive a visual rendering of the chosen configuration. Unlike most other software that relies on slow and tedious “Next/Previous” navigation, Finance Pro enables you to create a complete quote from a single page.
Material and operation calculations required to produce the quote, including costs and sales price, are performed immediately, allowing you to see the instant impact of the client’s option choices. This fast and intuitive feature reduces quote processing time while enhancing accuracy, enabling you to respond to customer requests more swiftly.
Finance Pro CRM centralizes all your customer information, simplifying the management and tracking of interactions with prospects and clients. With a comprehensive overview of each client, including interaction history, preferences, and specific needs, your teams can deliver personalized and responsive service, boosting customer satisfaction and loyalty.
Finance Pro CRM also allows you to track and prioritize sales opportunities, proactively manage leads, and automate follow-up tasks. This optimized management helps you more effectively convert prospects into clients, maximizing conversions and driving business growth. By visualizing your sales pipeline in real-time, you can quickly identify high-potential opportunities and make strategic decisions to expand your business.
Finance Pro includes an eCommerce module that enables your resellers to enter their own quotes for their customers directly from your web platform. Once the final customer confirms their order, the reseller can seamlessly transfer the quote into your order management system, ensuring a smooth and quick transition from quote to order. This feature reduces delays, minimizes entry errors, and ensures flawless coordination between your resellers and your business, ultimately improving satisfaction for all parties involved.
With Finance Pro, you gain full control over your supply chain. Our module ensures that you have the right materials at the right time and place, preventing costly delays. By optimizing inventory management and automating purchase orders (including correct dimensions, colors, etc.), you reduce errors, cut costs, and maintain uninterrupted production.
Finance Pro also incorporates predictive analytics that help you anticipate material needs based on past trends and production forecasts. These insights enable you to make informed decisions, minimize excess stock or shortages, and adjust your procurement strategies in real-time. By streamlining material flows, lowering inventory costs, and ensuring a reliable supply chain, you enhance production efficiency and profitability.
With Finance Pro+, data is entered only once and flows seamlessly through all stages of production and management. The system establishes a continuous information chain that starts in sales and extends through inventory management, production, shipping, invoicing, and customer service.
Finance Pro optimizes raw material cutting and generates a report for the cutting department detailing the cutting sequence and the bin numbers for storing pieces. It also creates barcodes for each workstation in the factory, allowing you to track the progress of orders in real-time.
If your factory is equipped with automated machinery such as cutting machines, welders, drills, or CNC equipment, Finance Pro can interface directly with these machines. This integration further automates your production processes, enhancing precision and efficiency while reducing human error.
Finance Pro helps you plan and manage your deliveries with precision, ensuring optimal logistics management. The system tracks transportation routes and monitors the volume of orders to be included in each delivery, enabling efficient organization and optimal use of resources.
By scanning delivery labels, Finance Pro verifies that the entire order is included in the shipment, with no missing items. It also ensures that no unplanned items are mistakenly added to the delivery, preventing errors and delays. This feature allows you to consistently meet customer expectations by guaranteeing complete and accurate deliveries, enhancing overall customer satisfaction.
Finance Pro+ provides complete control over your processes, allowing you to avoid the chaos when managing custom orders. You gain instant access to precise information for informed decision-making, enhancing your customer service. This integrated management system boosts productivity while reducing staff training costs, streamlining operations for a more efficient and cost-effective workflow.
Finance Pro+ goes beyond managing your operations by seamlessly integrating with your financial and payroll modules to give you a comprehensive view of profitability. Monitor your costs in real-time, optimize your margins, manage employee payroll efficiently, and maintain control over your company’s financial health. Additionally, Finance Pro+ provides customized Key Performance Indicators (KPIs) to measure the efficiency of your processes and quickly identify improvement opportunities.
Finance Pro+ is more than just a management software—it’s a strategic partner that empowers you to precisely and efficiently manage every aspect of your door and window manufacturing business. By integrating your processes, Finance Pro+ enhances productivity, reduces errors, and ensures smooth end-to-end management.
Finance Pro+ is the tool you need to modernize and optimize the management of your operations. Contact us today to learn how our ERP solution can help you achieve your goals.