- Deployed and working in 14 days
The Sales CRM. Built for Windows & Doors Replacement Companies
Most CRMs are built for someone else. This one is configured from day one for how replacement companies actually sell: appointments, in-home closes, contracts, and follow-up. Powered by Zoho, set up by us, ready to run.
Up and Running in 14 Days. Not 6 Months.
14 days
From kickoff to live
$4,990
Flat implementation fee
1 platform
Everything in one place
Most CRM implementations drag on for months. We do it differently. This is a pre-built, battle-tested package configured specifically for windows & doors replacement companies. The workflows are already designed. The automations are already mapped. The pipelines reflect how your sales cycle actually works. We plug it into your business, tailor it to your team, and you’re operational in 14 days.
No discovery phases that last forever. No surprise invoices. No learning curve before the learning curve. Just a system that’s ready to capture leads, book appointments, and close deals from the moment your team logs in.
Convert Leads to Appointments
Website & Ad Form Integration
Every lead from your website, Meta campaigns, and Google Ads lands directly in your CRM. It happens automatically, instantly, and without anyone having to copy and paste anything. No more leads lost to a missed notification or a form that went nowhere.
Lead Pipeline with Automated Emails & SMS
From the moment a lead comes in, your CRM goes to work. Automated emails and SMS notifications move prospects through a structured qualification flow and guide them to book their own appointments, so your team can focus on selling, not chasing.
Tasks, Tags & Notes
Assign ownership, flag follow-ups, and leave context for the next person on the file. Your whole team works from the same record, so nothing gets dropped and no one’s asking “who’s handling this?”
Close More Business from Appointments
Deal & Appointment Flow Management
A structured pipeline that tracks every opportunity from first contact to signed contract. See exactly where every deal stands, what’s been done, and what needs to happen next across your entire team.
Appointment Automation Flows
Cancellation? No-show? The CRM handles it by automatically sending re-engagement emails and SMS to get the appointment back on the calendar. Reminders go out before every visit. Satisfaction surveys go out after. All without anyone lifting a finger.
Rehash Automation Flow
Not every appointment closes on the day. This flow automatically follows up with unsold quotes over time, using messaging that adds urgency and incentive, so that the pipeline you’ve already paid for keeps working after the rep has moved on.
Better Business Management
Centralized Social Media Management
Manage your company’s brand and social media presence from one place inside the platform. Publishing, scheduling, and inbox handling are all covered. Stay active without switching between apps.
Lead Source & Sales Rep Reports
Know exactly which ad channels are producing and which reps are converting. Built-in reports give ownership clear visibility into where revenue is coming from and where it’s being lost.
Contract E-Signature Flow
Contracts get signed in the home or sent remotely for signature. No printing, no scanning, no chasing. The signed document lives in the CRM record alongside everything else.
Bring Everyone On Board
Mobile App for Your Field and Sales Teams
Your reps are never at a desk when the work happens. They’re on the road, in driveways, and closing deals in living rooms. The mobile app gives them full access to their pipeline, customer details, notes, tasks, and e-signatures from their phone or tablet, right where they need them.
Any update made in the field appears instantly to the office team. No reconstructing the day from memory, no stale notes, no dropped follow-ups. What happens in the field gets captured in the field.
Email Integration
Connect your existing business email and keep every customer conversation tied directly to their record in the CRM. Quotes, follow-ups, confirmations: it’s all in one place. No more digging through inboxes to figure out what was said.
Ready-to-Plug Add-Ons
Your base CRM is built to run on day one. These add-ons extend it further, and each one is scoped, priced, and deployed separately so you only pay for what you actually need.
What People that Work with Us Have to Say
Inna P.
Alena O.
Teymur T.
Igor T.
The DirectReach team did an outstanding job helping us transition our installation management from Google Calendar to Zoho CRM. This shift has significantly improved our operations by eliminating much of the back-and-forth between our office team and installers.
Ari Z.
Vitaly S.
The Direct Reach team did an outstanding job setting up Zoho One for my company, Total Home Windows and Doors. They expertly automated the lead flow from various campaigns to our CRM.
FEATURED CUSTOMER SUCCESS STORY
Canadian Choice Windows & Doors adopts Zoho One to grow its business across Canada.
In this story, you will learn how Canadian Choice Windows & Doors transformed its operations using Zoho CRM and the expertise of the DirectReach team. Here are just some highlights:
Already On Board:
Canadian Choice Windows & Doors
Big City Windows
Total Home Windows & Doors
WindowForce
Total Seal Windows
LockTight Windows
See It in Action Before You Commit.
Book a 30-minute demo and we’ll walk you through the full system live, configured for a windows and doors business exactly like yours. Or if you just have questions first, send us a message and we’ll get back to you same day.
No commitment. No sales pressure. Just a straight conversation about whether this is the right fit for your business.