A window and door CRM that turns more set appointments into signed jobs
You pay for the lead, a setter books the appointment, and the rep drives out to a dark house or a homeowner whose partner is at work. A window and door CRM built on the platform answers every lead in minutes, confirms both homeowners before the rep leaves, rescues the appointments that fall over and follows up every unsold quote until the homeowner is ready.
For installers with 10 to 250 staff- Paid search
- Map listings
- Bought leads
- Home shows
- Store events
- Door knocking
- Referrals
- Past customers
- Yard signs
- Direct mail
- Social ads
- Manufacturer dealer leads
A set appointment is not a sat appointment
Replacement windows, doors and siding are sold at the kitchen table. Leads come from search, home shows, door knocking and lead sellers who pass the same homeowner to several companies, so the first company to call usually gets the appointment. Then the real losses start. The house is empty when the rep arrives. Only one homeowner is there, and the other one has to see the price. The appointment was booked two weeks out and the homeowner has since signed with someone else.
After the visit, most homeowners do not sign on the night. Some will buy within months, but the follow-up lives on sticky notes, in a rep's phone or in a spreadsheet nobody owns, so the money already spent on the lead is written off. And once a contract is signed, the product can take weeks to arrive. Homeowners who hear nothing between the deposit and install day ring the office, cancel, or leave the review you did not want.
The first call wins
Shared leads go to several companies at once. Reply in an hour and the homeowner has already booked a rival.
Dark houses and one-leggers
Reps drive out to nobody home, or to one homeowner who will not decide without the other.
Unsold quotes go cold
Homeowners who did not sign on the night are chased once, if at all, then forgotten.
Silence before install day
Weeks of lead time with no update, so the office takes the calls and some deposits turn into cancellations.
Every lead called first.
Every appointment confirmed.
Every unsold quote followed up.
A missed appointment becomes a rebooked appointment, not a wasted lead
When the rep marks a visit as nobody home, cancelled or one homeowner only, the platform starts the rescue before the rep is back in the van.
No-show recovery
- Trigger
Starts when
The rep marks an in-home appointment as nobody home, cancelled on the day or one homeowner only
Missed visit logged
The rep taps the outcome on their phone and the rescue starts on its own, with the reason recorded.
InstantRebooking text sent
A short text with no blame offers two new times, and for a one-homeowner visit asks when both of you are home.
Within 15 minutesWait for a reply
1 day
- RebookedNew time chosen
Reminders restarted
Day before and on the day
Owner told
New time on their calendar
- Done
- No replyStill quiet
Email with the details
If there is no reply, an email repeats the offer with what the visit covers and how long it takes.
Next dayWait
2 days
Office prompted to call
If the homeowner still has not rebooked, a setter gets a call task with the history on screen.
Day 3Moved to long follow-up
Anyone who does not rebook joins a longer follow-up track instead of being written off.
Day 7- End
- RebookedNew time chosen
- Web form: 10 windows, front of house, quote wanted this monthnew
- Text sent with two appointment times and a question about both homeowners
- Homeowner books Thursday 18:00, both at home after workbooked
- Reminder sent with the rep's name and photosent
- Homeowner cancels at 15:10: one of them is working late
- Rebooking text offers Saturday 10:00 or Monday 18:30sent
- Saturday 10:00 chosen, rep's calendar updateddone
Illustration of a typical lead handled after the office has closed.
What appointments that never sit cost your company
Put in your own figures. The reminder defaults come from healthcare research, not from window or siding sales, so change them if you know better. The result is your arithmetic, not a promise.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
missed = appointments × no-show share
monthly cost = missed × your close rate × first-year value
recovered = monthly cost × relative fall in no-shows (low and high)
The reminder effect comes from two systematic reviews of clinic appointments (B-05, B-06). Sales and advice appointments may behave differently. The cost line is your own arithmetic.
Sources for the defaults. B-05: Robotham et al., "Using digital notifications to improve attendance in clinic", BMJ Open 6(10):e012116, healthcare appointments, published 24 October 2016 (source, checked 2026-10-16); B-06: Hasvold and Wootton, "Use of telephone and SMS reminders to improve attendance at hospital appointments", Journal of Telemedicine and Telecare 17(7), healthcare appointments, published October 2011 (source, checked 2026-10-16).
Worked example. 60 appointments a month, 20% missed, 25% of attended meetings close at 5,000: 12 missed appointments and about 15,000 of first-year revenue missed each month, of which reminders would typically recover around 3,750 to 4,340.
What a window and door CRM needs to do
Six parts of the platform matter most to window, door and siding companies. Your measuring, quoting and ordering tools stay where they are; the platform runs everything around them.
Speed to lead on every source
Bought leads, web forms, map listings and social ads all arrive on one homeowner record. The first text goes out within the minute, the setter gets an alert, and the AI agent can ask how many openings, what product and when the homeowner wants the work done.
Confirmations that ask for both homeowners
The confirmation and the reminders say plainly that the visit takes about the time you set and works best with every decision maker present. Ask for a reply to confirm, and a reply that says one homeowner only flags the appointment for the setter to move.
A pipeline from lead to install
Stages for new lead, appointment set, sat, quoted, signed, ordered, install booked and complete, each with a value. A demo with no sale moves to its own stage so the unsold quotes can be counted and worked, not lost among new leads.
Follow-up on unsold quotes for months
Window and siding decisions often wait for a tax refund, a second quote or the next season. A workflow keeps in touch with useful messages on a long rhythm and puts a call task in front of a rep when the homeowner replies or opens the quote again.
Contracts, deposits and install updates
Send the contract for e-signature and take the deposit by payment link on the night. Between order and install day, scheduled texts tell the homeowner where their job stands, so the office answers fewer calls about delivery dates.
Cost per sat appointment by source
Every lead keeps its source from first contact to signed contract, so you can compare home shows, bought leads and paid search on appointments that actually sat and jobs that actually signed, not on cost per lead.
- When an in-home appointment is booked
- Then text a confirmation asking both homeowners to be present
- If the reply says one homeowner only
- Then flag it for the setter to offer a new time
- Always remind the day before and two hours before
What a window and siding company sets up in the first month
Everything runs on one homeowner record, so the lead source, the appointment, the quote, the deposit and the review sit together.
Calls answered after the setters go home
An AI voice agent picks up evening and weekend calls, asks what the homeowner wants replaced and how many openings, and books the in-home appointment into the rep's calendar. A missed call gets a text back within the minute.
Appointments by territory
Calendars per rep or per area, round robin across the team and travel buffers between visits, with reminders that ask both homeowners to be there.
Follow-up that does not depend on the rep
A demo with no sale starts a sequence of texts, emails and call tasks that runs for months, not days.
Deposits on the night
Send the contract for e-signature and a payment link for the deposit from the same record, by text or email.
Reviews after install day
When the job is marked complete, the homeowner gets a thank-you and a review request, with a reminder if they do not leave one.
From a lead sheet and a setter's memory to one record
A typical window and siding company runs leads through a lead seller's portal, a call-centre spreadsheet, personal phones, a quoting tool and a review site login. Each holds part of the homeowner's story.
The usual stack
- Leads in portals, inboxes and on home-show clipboards
- Appointments confirmed by whoever has time
- Unsold quotes chased from sticky notes and memory
- Cost per lead judged without knowing which appointments sat
One platform
- Every lead on one homeowner record, with its source
- Confirmations and reminders that ask for every decision maker
- A follow-up track for every demo with no sale
- Sat appointments and signed jobs reported by source
Teams that add a general CRM such as HubSpot or Pipedrive for follow-up often end up with a second system beside their quoting tool and no shared record. Here the licence covers unlimited users, so every setter, rep and installer can have a login at no extra cost. Your measuring, quoting and ordering software stays.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Missed call text back: how it works and how to set it up
Missed call text back replies to unanswered callers within seconds. Set the ring timeout, write a text that sounds human and decide where AI helps.
Sales follow up: how it works and how to set it up
The personal half of sales follow up: a dated task for every touch and a library of tested snippets each salesperson adapts so it never reads like a template.
Email nurture campaign: how it works and how to set it up
Run an email nurture campaign for leads who are interested but not ready, choose who enters, space the emails sensibly and stop the moment they respond.
The same platform, written for other businesses that sell large home projects: custom home builders, pool builders and landscaping companies. Or see every industry.
Questions buyers ask
What is the best CRM for a window and door company?
The one that answers leads fastest and keeps following up after the kitchen-table visit. Look for instant replies on every lead source, calendars by rep and area, confirmations that ask for both homeowners, a stage for demos with no sale, contracts with e-signature and reporting on sat appointments by source.
Does it replace our quoting or measuring software?
No. Keep the tool your reps use to measure, configure and price windows, doors and siding. The platform runs everything around it: lead capture, appointment setting, confirmations, follow-up, contracts, deposits, install-date updates and reviews.
How do we follow up with homeowners who did not sign on the first visit?
Mark the visit as a demo with no sale and a long follow-up starts on its own: a thank-you that evening, the quote again with answers to common questions, then useful messages on a slower rhythm for months. A rep gets a call task when the homeowner replies or reopens the quote.
Can we text homeowners from bought leads and home shows?
The platform sends texts and emails and records the consent you collect on each contact. Whether you may text or call a given homeowner depends on the consent they gave and on the telemarketing, do-not-call and messaging rules where they live. Check those rules, and your lead seller's terms, before you switch automated messages on.
How long does it take to get running?
Most companies are live in two to four weeks. Start with lead capture and the first text, then rep calendars and confirmations, then missed-appointment rescue and the unsold-quote follow-up. Your existing leads and customers come across from a spreadsheet export.
What does a window and door CRM cost here?
The licence is €7,512 a year with unlimited users and contacts, and it includes 30 hours of onboarding. Implementation beyond those hours is €85 an hour, agreed before any hours are billed. Email, SMS and call usage is billed as used at the published rates.
Find where your appointments fall over
Bring last month's leads and appointments. On the call we trace where they stalled, from first call to signed contract, and tell you plainly which fix would pay first.
Book a strategy call
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Sit more of the appointments you already pay for
One window and door CRM for speed to lead, confirmed appointments, months of follow-up and reviews after install day.