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CRM for windows and doors

Window and door inquiries that end in a measuring visit, not silence

A CRM for windows and doors is one place that holds each customer's inquiry, ballpark price, measuring visit and final quote together. LeedFox replies to every inquiry right away by SMS and e-mail, offers a time for a measuring visit or a showroom visit, and asks for a review after the install.

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Where leads get lost

The customer sent measurements to five companies. The one that replies and follows up wins.

Everyone wants a price first, nobody wants to wait

An inquiry comes in with rough tape-measure sizes and a question about cost. By the time you work out a ballpark between installs, the customer already has three others.

Booking a measuring visit is a hassle

Your technician is out on measuring visits and installs, and the customer wants a time after work or on Saturday. The back-and-forth calls take longer than the measuring itself.

Weeks pass between the quote and the order

The customer weighs frames, colors, triple glazing and whether to wait until spring. The quote sits in their inbox and nobody follows up.

How it runs in LeedFox

From tape-measure sizes to installed windows

  1. Inquiries with measurements included

    From a form or configurator on your website through a webhook, or from a Facebook or Instagram ad. The number of windows, the material and any notes stay on the card.

  2. A reply and a measuring visit

    The customer gets an SMS and an e-mail right away and picks a time for a measuring visit at their home or a showroom visit. The appointment goes into Google Calendar.

  3. The quote as a PDF

    Build both the estimate and the final quote in the editor and send them by e-mail as a PDF. When the customer replies to your connected mailbox, the reply is saved to their card.

  4. Order, then a review after the install

    Move the job forward all the way to install. Once the windows are in, send the customer a link to review you on Google or Facebook.

Deal stages

Jobs in the order windows go from inquiry to install

  1. 1New inquiry
  2. 2Estimate
  3. 3Measuring
  4. 4Final quote
  5. 5Ordered
  6. 6Installed

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

Quotes as PDF

Put a quote together in the editor and send it by e-mail as a PDF. It stays saved with the customer.

E-mail from your mailbox

Gmail, Outlook or your company mailbox. Replies are saved with the lead.

Review requests

After a won job, send a link to leave a review on Google or Facebook.

Questions

What people ask

What is a CRM for windows and doors?

Software where a company that sells and installs windows and doors sees every inquiry from the first measurements to the install, including quotes and messages with the customer. LeedFox also replies to each inquiry right away and offers a time for a measuring visit.

Does LeedFox calculate window prices or place orders with the manufacturer?

No. LeedFox has no configurator, no pricing by size and no ordering from manufacturers. You enter prices into the quote in the editor, LeedFox sends it as a PDF and makes sure someone follows up.

Can we connect a calculator or configurator on our website?

Yes, as long as it can send data through a webhook. The customer's measurements and choices are saved to the inquiry.

Can we offer both measuring visits and showroom visits?

Yes. On the booking page the customer picks an open slot, and it goes into your Google Calendar. Anyone who wants to talk online first can choose a Google Meet call.

Why ask for a review only after the install?

Because that is when the customer is happiest, and other people read reviews when choosing a company. After a won job, LeedFox sends them a link to Google or Facebook.

Other industries

Construction companiesInquiries for renovations and builds, site visits and estimates that do not get stuck between people. RoofersRepair and new roof inquiries in one place, with the inspection booked before the customer calls someone else. Carpenters and kitchensCustom kitchens and furniture: from floor plan to measuring, design and order, nothing lost on the way. Solar installersCalculator and ad inquiries sorted, consultations booked, site surveys in the technician's calendar. Heat pump installersBoiler replacement inquiries in one place, the home survey booked and every customer question on their card.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

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