PanPerfekt CRM WINDOWS · DOORS · SERVICE
Every tool to grow your service business

Features
PanPerfekt CRM

More than just order tracking. Full control over your service business — from request to finished job.

10order statuses, fully tracked
4interface languages
24/7access from any device
Features

Everything you need to work efficiently

PanPerfekt CRM brings every key process together in one place. Save time, raise service quality and grow your profit.

Orders and requests

Manage requests, statuses and the full history of client interactions with ease.

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Calendar and Google Calendar

Schedule visits, sync events and always see your technicians' real availability.

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Clients

A complete client database with history, contacts and personal notes.

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Parts and warehouse

Stock tracking, purchasing, reservations and fast lookup of the parts you need.

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Finance

Track payments, expenses, deposits and profit — a clear financial picture of your business.

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Team

Roles, permissions and oversight of your team's work — efficient organizing without endless phone calls.

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Reports and analytics

Revenue, technician workload, popular services and other key metrics in clear reports.

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Access from any device

Work from the office, from home or out in the field — fully adapted for desktop, tablet and phone.

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Interface preview · sample data

The order list with key data on one screen

Status, client and amount are visible at a glance, no extra clicks. Color coding shows what needs attention first.

Orders
• Diagnostics Anna Kowalska 2 450 zł
• Assigned Marek Nowak 1 180 zł
• Completed Katarzyna Wiśniewska 3 920 zł
• New request Tomasz Zieliński

Every order under control

See what stage every order is at, who's responsible for it, and what needs to happen next

1 New request
2 Diagnostics
3 Awaiting parts
4 Ready to assign
5 Assigned
6 In progress
7 Completed
8 Documents
9 Review
10 Closed

Everything about the order — in one place

Client, address, status, assignee, dates, cost, parts and documents — nothing falls through the cracks between calls

Katarzyna Wiśniewska
ul. Krakowska 14, Wrocław  ·  +48 600 123 456
• Completed
WykonawcaPiotr Kamiński
Termin22.09 · 14:00–16:00
Koszt3 920 zł
Zaliczka / pozostało1 500 zł / 2 420 zł
Usługi
Wymiana okucia okiennego
Regulacja skrzydła drzwi
Części
Okucie MACO ×1
Uszczelka EPDM 4m
Dokumenty i zdjęcia
Protokół.pdf
6 zdjęć
Notes

Client asked to be called an hour before the visit and for the concierge to be notified.

A work calendar with no double-booking

Schedule diagnostics and jobs, check your team's availability, and sync work events with Google Calendar.

2223242526
09:00 — Kowalska, ul. Grunwaldzka
14:00 — Wiśniewska, ul. Krakowska
17:30 — Nowak, ul. Legnicka
Your business in numbers

Don't just complete jobs. Understand what you're earning.

Revenue, expenses, profit and margin — in real time, no spreadsheets

Revenue128 400 zł+12%
Expenses54 200 zł−4%
Profit74 200 zł+21%
Margin57,8%+3,1
Average order value2 140 zł+6%
Completed orders46+9
Cost per work hour180 zł+5%

Parts always under control

Stock levels, purchase and sale price for every item, and parts written off straight from orders

Okucie MACO
38 / 65 zł41 szt.
Uszczelka EPDM
4 / 9 zł27 m
Klamka aluminium
22 / 45 zł4 szt.
Silikon montażowy
11 / 24 zł19 szt.
How it works

From request to result — just a few steps

PanPerfekt CRM automates the core workflow so nothing slips through

1 Request A request enters the system from a call, website or messenger
2 Diagnostics A technician visits and logs the issue and required parts
3 Planning Parts are reserved and the visit is scheduled in the calendar
4 Execution The technician closes the job with photos, a report and the client's signature
5 Payment The deposit and balance are recorded automatically in finance
6 Analytics Profit, technician workload and stock are all visible on the dashboard

Order in every job

PanPerfekt brings clients, staff, calendar, warehouse and finance together in one CRM

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