Free CRM for window and door installers

Keep the customer sold through a six-week order

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.

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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.

A pipeline that fits a window and door installation company

Puffly’s pipeline is yours to name. Here is one way a window and door installation company could lay it out.

  1. In-home measureEvery opening measured, with notes on style, color and any rot.
  2. Quote with optionsGood, better and best, with the reasons behind each.
  3. Order placedThe manufacturer lead time is noted with a task for check ins.
  4. Install scheduledProduct is in, and the crew day is booked.
  5. 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 [name], 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 [name], 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 [name], 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, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.

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.

Questions from window and door installers

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.

Start with the free CRM.

Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.

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