Windows Customer Manager – Sales CRM by One Team US

Windows Customer Manager - Window Sales CRM

Specialized customer relationship management platform for window replacement contractors managing leads, appointments, measurements, estimates, sales, installation scheduling, and customer follow-up for efficient window replacement business operations.

Industry: home improvementProject Year: 2016Client: Window Replacement Contractors

Services Provided

  • CRM Development
  • Sales Management
  • Installation Scheduling

Project Tags

Industries

Home Improvement

Categories

Field Service & Sales Automation

Tech Tags

CRM PlatformMobile AppsEstimating ToolsScheduling System

Focus & Tech

Home ImprovementWindowsField ServiceCRM PlatformMobile AppsEstimating ToolsScheduling System

Overview

Windows Customer Manager delivers specialized CRM for window replacement contractors managing lead generation and tracking, appointment scheduling for in-home consultations, window measurement tools ensuring accurate sizing, estimate generation with window configurations and pricing, sales pipeline management tracking opportunities through closing, installation crew scheduling coordinating with customer availability, and customer follow-up for satisfaction and referrals.

Our Contributions

  • CRM Development
  • Sales Management
  • Installation Scheduling

Supported Devices

  • Web Browsers
  • iOS
  • Android

Development Tools / Environments

  • CRM Platform
  • Mobile Apps
  • Estimating Tools
  • Scheduling System

The Problem

Window replacement contractors needed specialized CRM managing unique workflows including in-home measurements, custom window configurations, detailed estimates, installation coordination, and customer relationship management for referral-based business growth.

The Challenge

Developing window sales CRM required implementing measurement tools supporting accurate window sizing, creating estimating systems calculating costs for custom configurations, building sales pipeline management tracking long sales cycles, coordinating installation scheduling with crew availability and customer preferences, managing customer communications throughout lengthy project timelines, and designing mobile-friendly interfaces for field sales representatives.

The Result

Windows Customer Manager successfully delivers specialized CRM enabling efficient lead management, accurate estimates, sales pipeline tracking, coordinated installation scheduling, and customer relationship management improving sales conversion and business growth for window replacement contractors.

Screens & Flows

Windows Customer Manager – CRM Dashboard by One Team US
Windows Customer Manager – Home Screen by One Team US

Planning a similar project like Window Replacement Contractors?