Digital customer and quote management

Inquiries, quotes and installations in one tool — less coordination, more clarity. Including the engineering calculator, client portal, messaging and documents. Built for window and door companies, not a generic CRM.

No per-lead feesNo ad spend requiredOnboarding in days, not months
CRCarmen Ruiz
SMSergio M.€ 4,450
Site survey
Calendar
now
9:15
10:30
12:00
13:30

Wednesday, 15 May

Manage assignments
MLMarta López
SVSergio Vidal
AVAndrei Volkov

Our partners work with the world's leading manufacturers

  • REHAU
  • VEKA
  • Schüco
  • Kömmerling
  • Cortizo
  • WDS

Qualified by design

Vague inquiries in. Verified projects out.

Most lead marketplaces hand you a phone number and a guess. Estimia doesn't. Homeowners arrive from search, social, and partner sites, configure their windows in the calculator — and your pipeline receives real orders with dimensions, opening types, glazing, and region already filled in.

Everything you need to run a window business.

Order pipeline

A Kanban board with drag-and-drop stages, tags and stars. Assign orders, comment, and see the full activity timeline of every deal.

Quotes & offers

Build multi-option quotes with discounts and tax, generate a branded PDF, send the offer and get it approved online.

Window calculator

Engineering geometry to the millimetre: profile systems, glazing, hardware — with live cost and a bill of materials.

Communications hub

WhatsApp, email and Telegram in one inbox per order. Message templates, quick replies and AI translation built in.

Tasks & subcontractors

Assign measurements and installations to your team or invited subcontractors. Accept, decline and complete with photos.

Documents & e-signature

Generate contracts and order documents from templates. Clients review and sign online — via QR code or a PIN-protected link.

Your sales pipeline

Smooth processes, from lead to installation. Keep track of all your inquiries, quotes and installations — all information about your customers and planned jobs in one place.

Features

  • Drag-and-drop stages that match your process
  • Star, assign and comment on every order
  • Full activity timeline and stage history
  • Convert inbound leads to orders in one click
app.estimia.es/crm/orders
New2
Measured2
€2,180
Quote sent1
€4,450
Production2
€6,930
Quote Q-2026-0187
Option AOption B
Tilt-turn window · 1200 × 1400€ 486
Sliding door · 2400 × 2200€ 1,240
Discount− 5%
IVA 21%€ 772
Total€ 4,450
Send offer PDF Approved · Mar 19

Quotes, offers & documents

Build a quote in minutes, not evenings. Offer the client several configurations, send a branded PDF, and get the approval — with an e-signature — without printing a single page.

Features

  • Multi-option quotes — offer two or three configurations at once
  • Inline editing with discounts and tax, no page reloads
  • Branded PDF: generate, preview and send in seconds
  • Client approves, rejects or requests changes online
  • Request factory quotes and compare them side by side

Try it yourself

The engineering calculator, live

Configure a window the way your customers would, then click “Get your quote (PDF)” to download a branded sample invoice. This is the exact calculator your dealers use — embeddable on your own site too.

One inbox for every channel

Your clients write on WhatsApp, email and Telegram. Your team answers from one place — attached to the order, visible to everyone who needs it, and translated automatically when the languages don't match.

Features

  • WhatsApp, email and Telegram unified per order
  • AI translation — reply in your language, they read theirs
  • Message templates and quick replies for your team
  • Internal notes and client chat with attachments
  • Unread-message reminders so no lead goes cold
Order REQ-2026-0042 · Chat
WhatsApp Email Telegram
¿Podrían venir el jueves por la tarde a medir?

Could you come Thursday afternoon to measure?

Sí — Sergio estará allí a las 16:00. ✔
Confirm visitSend quoteRequest photos
estimia.es/go/portal
OrderREQ-2026-0042 In production
Request submittedMarch 10
Measurement completedMarch 15
Quote approvedMarch 19
In productionsince March 22
Installation
Your companyVentanas Valencia
Message

A client portal that closes deals for you

Every client gets a private tracking portal — branded with your logo and contact details. They follow the order from measurement to installation, approve quotes in one click, and leave a rating that boosts your standing on the platform.

Features

  • No login, no app — a personal magic link by email or SMS
  • Live timeline: measurement → quote → production → installation
  • One-click quote approval and document e-signature
  • Post-completion rating that boosts your standing

Operations & field teams

Measurements and installations don't live in a group chat anymore. Assign a task, the installer accepts it on their phone, does the job, and closes it with photos — while you watch the status change in real time.

Features

  • Invite subcontractors and manage their eligibility
  • Tasks are accepted, declined or completed with photos
  • Availability calendars for every installer
  • Create and track factory manufacturing orders
Task · Installation
Install 4 units · C/ Colón 18, Valencia

Thu, 23 May · 9:00

Accepted
SVSergio VidalInstaller
AVAndrei VolkovSubcontractor

Completion photos

+4
Settings · Team
ML
Marta López
Admin
SV
Sergio Vidal
Manager
AV
Andrei Volkov
Member
Invite

External users only see the orders they are assigned to

Teams and user management

Multiple teams, external partners, different roles? No problem. With per-company roles and strict data isolation, every user sees exactly the orders they should — and nothing else.

Features

  • Admin, manager and member roles per company
  • Invite by email — resend, cancel, change roles anytime
  • External users see only the orders they work on
  • Your clients, pricing and margins stay strictly yours

A website that sells — not a placeholder

Most installers drive their Instagram and WhatsApp traffic to a dead Facebook page. Every paid Estimia plan ships a fast, modern website on your own domain — generated from your profile, kept in sync automatically, and built to turn a visitor into a quote request.

Features

  • On your own domain — or a .es domain included with your plan
  • Built from your profile: services, gallery, real reviews, FAQ
  • Edit your profile and the site rebuilds itself in minutes
  • Fast, mobile-first and SEO-ready for local searches
  • Max embeds the live calculator — a price and a lead on your site

Included with Pro & Max

ventanas-valencia.es
VVVentanas Valencia

Aluminium & PVC windows, fitted right.

Get a quoteCall now
★ 4.9Rating
12+Years
340Jobs done
Price calculatorMax

Verified companies only

Every company on Estimia is verified during onboarding. Homeowners trust the directory because we keep it clean.

How we verify companies

Fair lead distribution

Leads are matched by region, capacity, and quality of service — not by who pays the most. New companies get a fair start.

GDPR-compliant by design

Hosted in the EU, client data isolated per company, and full audit logs. Your data is yours — and only yours.

Pricing

Plans that match how you work

One plan per role in the trade — start free on the field, scale up as you sell and coordinate. No per-lead fees, ever.

01 / Field

Basic

For installers & fitters receiving job assignments

FreeFree

No card requiredNo card required

Apply as an installer
  • Personal workspace — tasks, calendar, profile
  • Receive & manage assigned jobs
  • Mobile field app with site maps
  • Upload measurements & completion photos
  • Availability calendar
Most popular
02 / Sales

Pro

Full CRM for dealers & autónomos

€49€39/mo/mo

Billed monthlyBilled €468/yr

Apply to join

30-day free trial included

Everything in Basic, plus

  • Qualified regional leads in your inbox
  • Full CRM with Kanban pipeline
  • Engineering calculator with bill of materials
  • Branded PDF quotes with live discounts
  • Communications hub — WhatsApp, email, Telegram
  • Subcontractor network & factory orders
  • Public profile in the directory
  • Ready-made website on your own domain, SEO included
  • Analytics & team management
03 / Network

Max

For manufacturers & regional networks

€199€159/mo/mo

Billed monthlyBilled €1,908/yr

Apply to join

30-day free trial included

Everything in Pro, plus

  • Custom pricing engine
  • Window calculator embedded on your own website
  • Custom document templates with AI assist
  • AI agents & assisted translation
  • Priority support & onboarding

Not sure which plan fits? We pick it with you on the onboarding call — no commitment.

Before you apply

Frequently asked questions

Everything window and door companies usually ask before they apply.

Who can apply to join Estimia?

Licensed window, door, and glazing companies operating in Spain — from solo autónomos to regional networks. We also accept individual installers and fitters who want to receive measurement and installation jobs from dealers on the platform.

How are leads distributed between companies?

Each request is matched against region coverage, current workload, response history, and client ratings. New companies get a fair starting allocation and earn their way up the queue by responding fast, closing well, and treating clients well.

Can I keep using my own factory and suppliers?

Yes. Most companies on Estimia manufacture in-house or work with the suppliers they already trust. The Estimia factory option is available if you want it — particularly useful for autónomos without their own workshop — but never required.

How long does onboarding take?

After you submit the apply form, we run a short verification call to confirm your company details, regions of operation, and brand catalogue. Once approved, your workspace is configured and ready the same week.

Does it cost anything to receive leads?

There is no per-lead fee. Plans are tiered by the role you play — installer, dealer, or aggregator — and we discuss the right fit during the onboarding call. The leads themselves are not auctioned and not sold per piece.

Is there a fee on closed deals?

You only pay a success fee when you actually close and sign a deal — nothing for leads, calls, or quotes that go nowhere. We succeed when you succeed, so our incentive is to send you requests you can realistically win. For homeowners the platform is completely free: they compare quotes and choose a company at no cost.

Will my clients see other companies on the platform?

During the quoting stage, yes. A homeowner can request quotes from several companies at once, compare them, and choose the one that serves them best — that is deliberate, and it keeps the market fair: the best offer and the fastest response win. Once the client chooses you, the order is yours: they communicate only with you, their tracking portal carries your logo and contact details, and your client list, pricing, and margins stay strictly isolated from every other company on the platform.

What languages does the platform support?

The workspace and the client portal are available in Spanish, English, and Russian today, with more languages on the way. AI-assisted translation helps you communicate with clients who write in a language your team does not speak.

Is a website included, and on which plan?

Yes — both paid plans include a website hosted by Estimia. Pro (€49/mo) gives you a full website on your own domain with SEO built in. Max (€199/mo) adds the live window calculator embedded on the page, so a visitor gets a price and becomes a lead without leaving your site. The free Basic plan (for installers receiving jobs) does not include a website.

Do I need my own domain, or do you provide one?

Either works. Point an existing domain at the site, or have a .es domain included with your plan if you do not have one yet. Estimia handles the hosting, SSL certificate, deployment and setup — there is no web agency to hire and no separate hosting bill to pay.

What is on the website, and who keeps it up to date?

The site is generated from your Estimia company profile: your logo and brand colour, the services and brands you install, your photo gallery, your verified client reviews, your FAQ, and your contact details with a map. It stays in sync automatically — when you edit your profile in Estimia, the website rebuilds itself within minutes. You never touch HTML or a page builder.

Will the website help me show up on Google?

Yes. Each site is a fast, statically generated, mobile-first page with clean semantic markup and per-page SEO metadata — the technical foundations search engines reward — and it links to and from your verified profile on estimia.es. It will not outrank a national brand overnight, but for local searches like “aluminium windows in Valencia” it gives you a real, indexable presence instead of a dead social page.

What if I already use a CRM?

Many companies migrate from a generic CRM or from spreadsheets. The Estimia workspace is purpose-built for windows and doors — the calculator, the bill of materials, the PDF quote, and the subcontractor workflow are not generic features you can recreate in HubSpot or Pipedrive.

Ready to grow with Estimia?

Tell us about your company. We will run a short verification call, configure your workspace, and start sending you matched leads from your region.

Apply to onboard your company

Already on the directory?See the public listing.