Integrations
Connect RenoGlance to your FMS or CRM for closed-loop revenue attribution.
Track every lead from "visualized design" → "booked job" → "revenue", so you can prove ROI and scale what works.
- Match leads to jobs and revenue (closed-loop ROI).
- See which designs and upsells drive booked appointments.
- Automate follow-up based on pipeline stage (new lead, estimate sent, no response).
Supported platforms
We integrate with most major field management systems and CRMs—and can connect to any system via webhooks or Zapier.
How it works
Lead capture
Homeowner saves a design and requests a quote or appointment.
CRM sync
Lead details + design metadata are pushed or matched in your FMS/CRM.
Pipeline + revenue
When a job closes, RenoGlance attributes revenue back to the source/design.
Optimization
Double down on the channels + designs that convert best.
What you can track
RenoGlance records the events that matter for conversion and attribution—so reporting is clean, actionable, and tied to revenue.
- Lead source / campaign
- Saved design IDs + SKU/config
- Appointment booked
- Estimate sent / won / lost
- Revenue + margin (if available)
Setup checklist
Most teams can validate the integration in a short pilot with real leads.
- 1.Admin access to your FMS/CRM (or integration token credentials).
- 2.Define fields to store RenoGlance metadata (source, design ID, SKU).
- 3.Map pipeline stages to RenoGlance follow-up triggers.
- 4.Test with 5–10 leads, verify matches, then go live.
FAQs
Which CRM/FMS platforms do you support?
We support a wide range of field management systems and CRMs through direct integrations, Zapier, and webhooks. Contact us to discuss your specific platform.
Is this a two-way sync?
Most teams start with a one-way push (RenoGlance → CRM) plus revenue attribution back to RenoGlance. If you need two-way status sync, we support it in the integration plan.
What if a lead already exists in my CRM?
We dedupe/match by email/phone (and optional address) and append RenoGlance design metadata so your team sees the full context.
Can we prove ROI by campaign?
Yes—RenoGlance tracks source → design → lead → appointment → revenue so you can measure ROI by channel, campaign, and even creative (the design).
Want this integrated in your workflow?
We'll map your fields, verify attribution, and launch a pilot that proves bookings + ROI.