Window and door installation CRM that follows up on every lead
Keep the customer sold through a six-week order
Window and door installation CRM for a window and door installation company holds quotes, follow-up and missed-call text back. Window and door installers use it for the jobs that already fill the week. Homeowners with stuck sashes, cold rooms or fogged glass search for replacements. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Custom windows and doors take weeks to arrive. Puffly tracks each quote, order and install date so the wait does not turn into cold feet.
Where window and door installation company leads come from
Drafty houses and old windows
Homeowners with stuck sashes, cold rooms or fogged glass search for replacements, often after a winter of putting up with it.
Showroom and home show visitors
People walk in to look at a sample or a front door display. Capture their details before they leave.
Builders and remodelers
General contractors need a reliable install crew on a job schedule, and they send steady work to who they trust.
Manufacturer and dealer programs
Some brands send local leads to certified dealers, and those leads expect a fast reply.
What slow follow up costs a window and door installation company
Windows and doors cost real money and homeowners shop across several companies and the big-box stores. A quote with no follow up loses to whoever calls back with a friendlier tone. Once an order is placed, silence during the lead time makes people second guess the purchase.
Window and door installation CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a window and door installation company could lay it out.
- In-home measureEvery opening measured, with notes on style, color and any rot.
- Quote with optionsGood, better and best, with the reasons behind each.
- Order placedThe manufacturer lead time is noted with a task for check ins.
- Install scheduledProduct is in, and the crew day is booked.
- Punch list and reviewTrim, caulk and touch ups done, then ask for a review.
Follow up moments worth a reminder
Quote sent last week and the customer is comparing with a big-box store
"Hi Sam, happy to go over how our install and warranty compare with the other quote. Want me to stop by with a sample?"
The order is halfway through its lead time and the homeowner has not heard anything
"Hi Sam, quick update, your windows are on schedule and I'll confirm an install date as soon as they ship."
A front door quote went out after the home show
"Hi Sam, it was great meeting you at the show. Did you get a chance to look at the front door quote? I can adjust the style or finish."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Homeowners often decide in the fall before cold weather or in spring after a long winter, so those stretches are busy. Because of lead times, sell in slower months and use that time to follow up with anyone who asked for a quote but never answered.
Missed calls and after-hours calls
Window and door installation work misses calls because the person who would answer is already with a customer. Homeowners with stuck sashes, cold rooms or fogged glass search for replacements. The next caller rarely leaves a voicemail they trust. They phone another window and door installation company and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Homeowners often decide in the fall before cold weather or in spring after a. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many window and door installers use both.
Window and door installation lead follow-up, step by step
Window and door installation lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- In-home measureCapture it the day it arrives. Every opening measured, with notes on style, color and any rot. A window and door installation lead that stays in a private text is the one that goes cold by Thursday.
- Quote with optionsSend the number with the day you will check back. Good, better and best, with the reasons behind each. Put that check on the window and door installation deal so it does not depend on memory.
- Order placedWhen they say yes, book the date and write what you promised. The manufacturer lead time is noted with a task for check ins. The customer should see the same facts you do.
- Install scheduledDo the work, then say what happens next in one message. Product is in, and the crew day is booked. A short update prevents the call that asks if you forgot them.
- Punch list and reviewAfter the job, ask for the review or the next visit while it is fresh. Trim, caulk and touch ups done, then ask for a review. Then close the loop on the record.
If a window and door installation company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a window and door installation company
Treat each source as its own next step. A window and door installation week usually mixes Drafty houses and old windows, Showroom and home show visitors, Builders and remodelers, Manufacturer and dealer programs. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Homeowners with stuck sashes, cold rooms or fogged glass search for replacements, often after a winter of putting up with it. People walk in to look at a sample or a front door display. Capture their details before they. The point of the list is that those two do not get the same follow-up.
The deals that stall sound ordinary. Quote sent last week and the customer is comparing with a big-box store A useful reply names the job: "Hi Sam, happy to go over how our install and warranty compare with the other quote. Want me. The order is halfway through its lead time and the homeowner has not heard anything "Hi Sam, quick update, your windows are on schedule and I'll confirm an install date as. Save those as tasks on the record. A busy afternoon should not be what erases them.
Window and door installation CRM FAQ
Can I keep track of a long lead time on an order?
Yes. Move the deal to Order placed and set a task for each check in date. Puffly does not talk to manufacturers, so note the tracking you get from them.
Can I send quotes with several options?
Puffly has quotes you can send to customers, and you decide how to present your good, better and best choices.
Can I follow up on leads from a home show?
Yes. Import a list from a Google Sheet or add people as contacts, then have Puff draft a friendly message for you to approve.
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