The CRM built for home-improvement installers
Manage your leads, sales, contracts, surveys, installations, commissions and payments in one connected system.
Built for growing window, door, conservatory, roofline, solar and installation-led home-improvement businesses.
Book a Demo
Your spreadsheet called. It’s had enough.
When leads, contracts, schedules, commissions and payments are spread across spreadsheets, emails and whiteboards, information gets missed and nobody has a complete view of the business. Strata brings it all together—from the first enquiry to the final payment.
Lead and Sales Management
Record and manage your leads in one place. Assign appointments, track outcomes and keep a clear history of every opportunity.
Commission Engine
Calculate and manage commission for salespeople, managers and canvassers without relying on separate spreadsheets.
Scheduling and Fitter Management
Plan work from the central schedule board and assign teams or individual fitters. Scheduled jobs feed into each fitter’s diary, keeping the office and installation teams working from the same information.
Contract Management
Keep contract details, customer information, notes, documents and payments together as each job progresses.
Workflow Automation
Create workflows that carry out routine actions when key events happen in Strata, helping your team follow a consistent process.
Job Costing
Record job costs and review the financial position of individual contracts to help identify pressure on your margins.
From the schedule board to the fitter’s invoice
One connected process for your office and installation teams
Schedule installations from the office and give every fitter a mobile diary of their assigned work.
At the end of the week, fitters create an invoice from their scheduled jobs. Strata keeps the work, additional items, deductions, CIS and net payment together.
Office staff can review and approve fitter invoices in just a few clicks.
One platform at the heart of Norfolk Glazing Solutions
From the first enquiry to the final payment, Strata helps keep the entire operation connected.
Strata has completely transformed how we run Norfolk Glazing Solutions. We've processed over £4 million of contracts through the platform and I couldn't imagine going back to the way we worked before. The commission engine alone saves us hours every single week — no more spreadsheets, no more disputes, no more end-of-month headaches.