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Stay on top of follow-ups
Use tasks, reminders and job activity to keep track of what needs attention, so enquiries and quotes do not get forgotten.
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Schedule your team
Use the calendar to check immediate availability and assign surveyors/measure-ups, installations and service appointments, so everyone knows where they need to be and when.
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Create quotes anywhere, offline
Use the BlindMatrix mobile app to measure, configure products, apply pricing and create professional quotes at the customer’s premises, instantly, even without internet access.
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Track every job
See appointments, tasks, quotes, payments and job history together, so your team always knows what has happened and what comes next.
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Manage payments
Record deposits and payments against each job, giving your team a clearer view of what has been paid and what is still outstanding.
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Send POs directly to suppliers
Send purchase orders directly from job requirements to your suppliers through EDI, reducing manual re-entry, ordering errors and time spent processing supplier orders.
BM Copilot in BM Sales
Sell smarter with BM Copilot
BM Copilot brings AI directly into your sales workflow. See which customers and quotes need attention, get answers from your existing sales data, and let Copilot prepare follow-up emails or SMS messages, schedule next steps and help move opportunities forward. Your team stays in control of what gets sent or actioned.
Keep every sale moving
Track company and team performance from one dashboard
- Make informed decisions faster.
- Track your team’s KPIs at a glance with customised views.
- Improve staff accountability and efficiency.
Easily view all relevant job information on a single page
- Get enhanced visibility for faster job processing.
- View what you need without switching between tabs.
- See the consolidated job history in one comprehensive overview.
Smart calendar to keep appointments on track
- Automate appointments based on territories.
- Use a smart appointment time calculator.
- Allocate travel time intelligently.
Route assistant to streamline customer visits
- Create optimised route plans.
- Save travel time and fuel costs.
- Prioritise appointments based on location.
Quote customers instantly, even where there’s no internet connection.
- Generate quotes instantly at the customer’s place.
- Add product images for clearer quotes.
- Use ‘Pay Now’ for instant payments.
Automate routine work and save hours
- Set automation rules in BlindMatrix to keep workflows moving.
- Trigger the right actions automatically when conditions are met.
- Keep customer interactions timely without relying on manual follow-up.
Frequently asked questions
BM Sales is the sales management module within BlindMatrix, specialist software for blinds, curtains, shutters and other window covering businesses. Designed for retailers, wholesalers and manufacturers, it brings customer enquiries, quotes, appointments, orders and follow-ups together, helping teams manage sales from the first enquiry to a confirmed order without working across disconnected records.
BM Sales uses your configured products, real-time price tables and business rules to prepare quotes for made-to-measure blinds, curtains, shutters and other window coverings. This helps your team apply consistent pricing and product configurations across quotations. Once a quote is approved, it can be converted into a job without entering the same details again.
A general CRM can help manage customer details and sales activity, but window covering retailers also need to handle product configurations, measurements, quotations and installations. BlindMatrix combines these industry-specific requirements with customer management through BM Sales, allowing retailers to manage enquiries, prepare product-specific quotes and coordinate appointments within the same specialist software.
BlindMatrix integrates with major window covering suppliers across the USA, UK, Canada and Australia, providing access to their product catalogues and price lists within the software. Most price lists are kept up to date, helping retailers prepare quotes using current supplier pricing. However, the frequency of updates and who maintains them vary depending on the supplier and their integration arrangements.
Yes. The BlindMatrix On-Site App allows window covering sales teams to configure products and prepare quotations during customer visits, even without an internet connection. Salespeople can also access relevant customer information and appointments, helping them handle on-site sales activities without having to wait until they return to the office.
Yes. BM Sales helps retailers schedule and manage measuring appointments, sales visits and installations while keeping bookings connected to the relevant customer and job. This allows teams to view upcoming appointments alongside sales information and coordinate the activities involved in moving a customer from initial enquiry through to installation.
BlindMatrix allows approved BM Sales quotations to be converted into jobs without re-entering the same details. Relevant customer information, product configurations, and order details carry forward, reducing repeated data entry and helping maintain consistency between the accepted quotation and the subsequent job.
Yes. BM Copilot is a built-in AI assistant within BlindMatrix that works with BM Sales to answer sales-related questions, identify quotes requiring attention and prepare follow-up emails or SMS messages. Your team can review, edit, and approve proposed actions before they are carried out, helping maintain control over customer communications.
Yes. BM Sales connects with production, inventory and accounts workflows within BlindMatrix. When an approved quote becomes a job, relevant order information carries through to the next stages, helping retailers coordinate customer orders with the teams responsible for fulfilment. This reduces repeated data entry and supports a more consistent flow of information across the business.