CRM for Window and Door businesses: Why integrate Beats Monday, Salesforce & HubSpot

Running a window and door business means juggling enquiries, quotes, site visits, installations, invoicing, and aftercare – often all at once.

If you’re managing this with spreadsheets, emails, and (let’s be honest) post-it notes, you’re wasting time, making errors, and losing leads. You need a CRM system – but which one?

Generic platforms like Monday.com, Salesforce, and HubSpot are popular choices for a reason, but they’re built for every type of business. That can mean extra setup, costly add-ons, and features you’ll never use.

What you need is a software that understands your workflow from the first enquiry to the final installation, and that’s where integrate comes in.

Tracey Ferry from EndtoEnd’s Sales Support team explains why integrate gives window and door businesses the edge over generic CRM platforms.

What is a CRM system, and why do window and door businesses need one?

A Customer Relationship Management (CRM) system is much more than just a digital contact list. Get the right one and it becomes an invaluable business tool, keeping all your customer information, communications and jobs in one place.

At a basic level, you want your CRM to:

• Track and manage new leads and enquiries
• Create accurate quotes and visual proposals
• Schedule site visits and installations
• Simplify invoicing and payment tracking
• Keep every customer updated from start to finish

Window and door companies that grow and thrive are using the right CRM for these jobs. Long before their windows are neatly installed, all their crucial admin will be in place… just as neatly and hassle-free. 

Think about it.

By reducing admin with clearly scheduled processes and follow-ups, the right CRM makes sure you never miss a lead, forget a quote, or lose track of a job. At each moment, you and your team know what’s happened, what’s happening, and what needs to happen next.

The generic CRM options: Monday.com, Salesforce, and HubSpot

When you’re searching for a CRM, businesses often come across (or have worked with) popular platforms like Monday.com, Salesforce, or HubSpot. While powerful, they’re designed to serve every kind of business, not the specific work of window and door companies, like yours.

Here are my thoughts on them, and what companies switching to integrateCRM found:

• Monday.com CRM – Great for project tracking, but lacks quoting and scheduling tools essential for trade businesses.
• Salesforce CRM – Extremely powerful, but costly and overcomplicated for small to mid-sized installation businesses. Built for enterprise sales teams, not field-based operations.
• HubSpot CRM – Excellent for marketing and customer engagement, and free to get started (always a bonus) but still needs add-ons or third-party apps to handle quoting, scheduling, and installations.

These platforms can work, but they’re often more expensive, more complex, and less efficient in our line of work.

You need fast, simple tools, reflecting your daily workflow and built around an understanding of our industry.

Dare I say it? Of course. You need integrate.

Why choose integrateCRM for window and door installations?

Unlike generic platforms, integrate is purpose-built for the window and door industry, meaning you get all the features you need without complicated setup or costly add-ons.

With integrate, you can:

• Quote faster with integrated design diagrams and visual quotes
• Avoid scheduling mistakes with simple, industry-specific calendar tools
• Identify follow-ups to make sure every lead is contacted
• Keep all job details in one place, from enquiry to installation
• Access reports instantly with real-time information shared
• Save hours on admin, focusing more of your attention on quality installations

Industry-specific expertise calls for industry-specific software, which is where integrate stands out, helping your window and door business do the same.

Pricing transparency, with nothing to hide

Clarity and transparency are a big deal in our line of work!

Unlike many generic CRMs that offer low starting costs and then charge extra for essentials, integrate offers straightforward, transparent pricing. Everything you need is included upfront, meaning you can budget confidently and avoid nasty surprises as your business grows.

We know what you need.

Find out what integrateCRM users are saying

When you start looking into using (or switching to) integrate, we’re happy to connect you with existing users. Often, these are our best salespeople. They’ll tell you straight, letting you know how the software helps them in the office, the factory, the warehouse, and on-site.

Here’s what Dan Johnston, Owner and Managing Director at SashWise Ltd, says about integrate:

“It’s user-friendly, and it’s simplified our work.

It’s probably most useful to compare it to our last CRM system, Business Pilot, and I’m sure other people in the window and door industry will relate. Previously, we had loads of different bits of information we had to fill in for each lead or client. As you can imagine, half of these weren’t relevant, but you still had to go through the process.

integrate is more slimmed-down and straightforward. I love that we’ve now got the quoting system populated; that’s been the main benefit for me, as we can automatically pull out the stored pricing information and generate the numbers our customers (and the people in accounts) need to see.”

(You can read their whole story here.)

Is it time for integrate in your window and door business?

You’ll know you’re ready for integrateCRM if…

• You’re losing jobs because of missed follow-ups or quote delays
• You feel like you’re spending more time on admin than on installations
• Your customer data has multiple homes (spreadsheets, emails, sticky notes)
• You don’t have clear visibility on jobs, team workloads, or revenue
• Customers have commented on delays and poor communication
• You’re regularly chasing your tail, not just grooves in your joinery

There’s no judgment here – sorting these for our customers and industry partners is why EndtoEnd exists. If even one of these sounds familiar, switching to integrate will help your business grow faster. 

Continuous improvement with integrate

While big-name platforms like Monday.com, Salesforce, and HubSpot work, they’re not built specifically for trade businesses. Specialist software like integrateCRM gives you everything you need, with less hassle and better results.

Already using HubSpot? Even better, integrate works WITH other software, so you can create the support that works the way you want it to. We help customers connect them up so they work together, it doesn’t have to be an either-or choice.

You benefit from working with us as your industry partner, who has walked the same path and fitted the same windows and doors as you. Our customers benefit from regular updates and software improvements, based on feedback from you, along with the flexibility to refine your system to suit your business needs.

It works, it helps, and it’s good to go for your business.