CRM and lead management for Window and Door Companies
Windows and doors are a significant home investment. A customer replacing all the windows in their house, fitting new bi-fold doors, or upgrading to a composite front door isn’t making a snap decision. They’re getting multiple quotes, comparing specifications, checking guarantees, and taking their time before they commit to spending several thousand pounds.
That decision making window is exactly where most window and door companies lose work. Not because their product isn’t competitive or their installation isn’t up to scratch. Because they quoted, sent a brochure, and when the customer didn’t respond within a week — moved on. No follow up. No check in. No reason for the customer to choose them over the company that stayed in touch and kept the conversation going.
Our CRM gives window and door businesses one simple system to keep every lead warm, every quote followed up, and every high value opportunity moving towards a decision — all from your phone, all pay monthly, no big upfront fees.
How Our CRM Works for Window and Door Companies
From the first enquiry to the final payment, everything is in one place. Every lead captured automatically, every follow up tracked, every opportunity visible.
Every enquiry that comes through your website feeds directly into your pipeline. No manually copying contact details from emails, no logging web forms at the end of the day — it’s all captured instantly and sitting in your dashboard the moment it arrives.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. Out on a survey or installation? Check the pipeline from your phone. Back in the showroom or office? Pull up the full dashboard and see every lead, every live job, and every outstanding quote across the business at once.
Your team gets their own accounts at no extra cost. Showroom staff, surveyors, installation teams, and anyone following up quotes — everyone works from the same pipeline and everyone sees the same information. Nothing falls through the gap between people.
Phone calls feed into the pipeline automatically. Every enquiry that comes in by phone is logged alongside your web and chatbot leads so every opportunity, however it arrives, ends up in the same place.
Got an existing database of customers or prospects in a spreadsheet? Upload a CSV and they’re all in the system within minutes. No manual data entry, no starting from scratch.
We install a chatbot on your website that works around the clock. A homeowner researching window replacement options on a Saturday morning gets engaged, qualified, and fed into your pipeline — so you start every week with warm leads ready to follow up.
Your Pipeline, Built Around How You Work
Window and door businesses handle everything from single door replacements to full house window packages and commercial glazing contracts — so the pipeline is fully customisable to manage that full range from one place.
Set your stages up to match your process. Initial Enquiry, Survey Booked, Survey Complete, Quote Sent, Brochure Followed Up, Won, Installation Booked, Complete — whatever labels fit how you work. Move leads through as they progress and always know exactly where every opportunity stands.
Add job values and the dashboard tracks everything automatically. Single door installations, full window replacements, bi-fold packages — all visible in real time. See what’s been won, what’s in the pipeline, and what the coming months look like financially without having to piece it together from multiple places.
Invoice directly from the system when installations are complete. No switching between tools, no chasing payments through email — everything from first enquiry to final payment in one place.
No Big Upfront Fees — Just a Simple Monthly Plan
Window and door companies carry significant stock, showroom, and vehicle costs before a single installation is invoiced. A large upfront CRM fee before you’ve seen any return from it is the last thing you need on top of that.
Everything is pay monthly. No setup fees, no onboarding charges, no long contracts. A simple monthly investment that pays for itself the moment it helps you win a job you would otherwise have lost to a competitor who followed up and you didn’t.
No big upfront cost. No risk. Just a system that works from your phone and pays for itself every single month.
Streamline Your Operations
Running a window and door business means managing surveys, production lead times, installation schedules, and customer expectations — all at the same time. Your lead management system shouldn’t be adding to that workload.
Go completely paperless. Every lead, every survey note, every customer detail stored digitally and accessible from anywhere — in the showroom, on site, or at home.
Respond fast to new enquiries. Customers shopping for windows and doors are often getting three or four quotes simultaneously. The company that responds first and stays in contact throughout the decision process wins the job more often than not. The moment a new lead arrives in your pipeline you get notified so you can act on it immediately.
With the whole team on the same system there’s no confusion between showroom staff, surveyors, and installation crews. Everyone works from the same information and no detail gets lost between people.
Win More Work
Windows and doors is a considered purchase and considered purchases are won or lost in the follow up stage. A customer sitting on three quotes is going to choose from the companies that stayed in touch — not the one that sent a brochure and disappeared.
The pipeline makes sure you’re always the company that stayed in touch. Every quote has a follow up date. Every lead that’s gone quiet gets flagged before it’s too late. You work through the list consistently and you win the jobs that less organised competitors are letting go cold.
The revenue dashboard shows what’s in the pipeline, what it’s worth, and what’s been won — so you always know whether the month is on track and where to focus your energy.
Invoice directly from the system when installations are complete. Get paid faster, look more professional, and keep cash flow healthy without the month end chase.
What’s Included
- Full CRM pipeline setup tailored to your window and door business
- One Base Media phone app
- Full desktop dashboard
- Staff accounts at no extra cost
- Call tracking
- CSV upload
- Chatbot installation on your website
- Customisable pipeline stages
- Revenue tracking dashboard
- Invoice sending from the system
- Ongoing support
- Pay monthly — no big upfront fees
FAQ
No. If you can use WhatsApp you can use this. We set everything up and you’re ready from day one.
Yes — the One Base Media app works on any smartphone. Manage your pipeline, check revenue, and send invoices from wherever you are.
We install a chatbot on your website that engages every visitor, qualifies their enquiry, and feeds their details into your pipeline automatically — around the clock including evenings and weekends.
Yes — staff accounts at no extra cost. Showroom staff, surveyors, and installation teams all on the same pipeline with the same visibility.
Yes — upload a CSV and your full database is in the system within minutes.
Everything is pay monthly — no upfront fees. Get in touch for a full breakdown of what’s included.
Indirectly yes — winning more jobs and collecting reviews consistently both improve your Google Business Profile ranking and Local Service Ads performance over time.
Ready to Stop Letting Window and Door Leads Go Cold?
Stop losing high value jobs to competitors who followed up and you didn’t. Our CRM gives window and door companies one simple system to manage every enquiry, track every installation, and see exactly what the business is worth — all from your phone.
No big upfront fees. No long contracts. Just a system that pays for itself every single month.
Get in touch today and let’s get your leads under control.