Glazepoint

CRM & Quoting Platform for the UK Glazing Industry

CRM DEVELOPMENTXERO INTEGRATIONSALES ANALYTICS
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Project Overview

Glazepoint is a specialist CRM and quoting platform used by glazing companies across the UK. I was brought in to support the technical growth of the product and handle the more complex engineering challenges that had become bottlenecks for the team.

Glazepoint homepage showcasing CRM and quoting platform

The Challenge

Glazepoint had two critical technical challenges that were blocking their growth and creating support overhead:

  • The Xero integration (via a plugin) had become unreliable with a completely broken OAuth flow
  • No way to track sales performance or measure the pipeline from estimates to closed work
  • Financial workflows (estimates, quotes, purchase orders, invoicing) were unstable

What This Means for You

When your business depends on accurate financial data flowing through your system, integration failures aren't just inconvenient—they're revenue-blocking. I specialize in diagnosing and rebuilding these critical connections so your platform works reliably at scale.

The Solution

Rebuilt the Xero Integration From the Ground Up

Glazepoint relies heavily on accurate financial workflows—estimates, quotes, purchase orders, and invoicing. Their existing Xero integration had become unreliable and the OAuth flow was broken, preventing users from connecting or syncing correctly.

OAuth 2.0 Repair

Full repair of the authorisation flow, which had completely stopped working

Direct API Migration

Complete rewrite migrating from the Bubble Xero plugin to the direct Xero API for stability and control

End-to-End Syncing

Estimates → Quotes → Purchase Orders → Invoices with proper reconciliation logic

Reliable Error Handling

More predictable behaviour that significantly reduced support overhead

What This Means for You

Third-party plugins often break when APIs change or authentication standards evolve. By building direct integrations, I give you full control over your financial workflows and eliminate dependency on unreliable intermediaries.

Built a Dedicated Sales Pipeline Reporting System

Glazepoint had no way to track the performance of estimates through to closed work. I designed and built a full reporting layer that provides insight across salesperson, lead source, principal product interest, and stage progression.

Satellite Reporting Table

Created a decoupled analytics layer separate from the transactional database

Batch Processing

Built processes to continuously populate and update aggregated reporting data

Chart.js Visualization

Integrated visual dashboards directly inside the Bubble app for real-time insights

What This Means for You

Good reporting isn't just about displaying data—it's about architecting your database so analytics don't slow down your operational systems. I build reporting layers that scale and give you actionable business intelligence without performance trade-offs.

The Outcome

100%
OAuth Flow Reliability
(from completely broken)
First Time
Sales Pipeline Visibility
(no previous tracking)
Significant
Support Overhead Reduction
(from stable integration)

The rebuilt Xero integration gave Glazepoint a clean, maintainable financial connection that matched their growing scale. The sales pipeline reporting became the first reliable way they could measure performance across their sales funnel, from initial estimate through to invoice.

Technologies Used

Bubble.ioXero APIOAuth 2.0Chart.jsAPI ConnectorsDatabase Architecture

Need Similar Technical Support?

Whether you need to rebuild a broken integration, architect a reporting system, or solve complex technical challenges in your Bubble app, I can help.

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