Top 7 CRMs for Window and Door Companies

Running a window and door business means managing high-ticket projects, keeping sales teams on pace, and making sure jobs get installed on schedule. With so many moving parts, the right contractor CRM does more than just organize names and numbers. Your team needs the structure to scale smoothly without wasting time or losing margin. 

Here are seven CRMs that window and door companies often consider. Each has useful features – though only a few are truly designed with the specific needs of home improvement businesses like window and door replacement companies in mind.

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1. Builder Prime

Not just another contractor CRM, Builder Prime was built by someone who actually worked inside a window and door company. Their founder saw firsthand where other systems came up short. That’s why it unites lead management, estimating software, production scheduling, and payment tracking in one platform that helps window and door companies sell more, install faster, and scale with confidence. 

For window and door companies, these capabilities make a measurable difference in how their company operates: 

• All-in-one system means you don’t need a patchwork of apps to manage sales, installs, and customer communication.‍
• Automated speed-to-lead follow-ups help you book more window and door appointments before competitors even call back.‍
• Built-in SMS messaging lets you confirm appointments, send reminders, and update customers in real time – reducing no-shows and improving communication.‍
• Professional estimating software lets you price window sizes, styles, and door options on the spot, present good/better/best choices, and protect your margins.‍
• Production and project management keep install crews aligned on measurements, delivery dates, and labor schedules so jobs finish on time and customers stay happy.‍
• Reporting and KPIs give owners and managers real visibility into sales pipelines, conversion rates, and profit.‍
• PLUS - Builder Prime has earned top honors from industry reports like Capterra, GetApp and Software Advice. User ratings back these seals of approval, making Builder Prime an easy choice for window and door companies. 

Companies that adopt Builder Prime often find they can grow window and door sales without adding as much overhead. Instead of spending on multiple disconnected systems, they save time, cut errors, and deliver a smoother customer experience that earns them 5-star reviews, repeat business, and referrals. 

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2. MarketSharp

A staple in the home improvement industry, MarketSharp is a popular option with window and door companies. It helps with lead tracking and integrates with marketing campaigns. Some contractors like its familiarity, though others feel it hasn’t kept up with modern software capabilities.
Where MarketSharp tends to stand out is in its marketing focus. Many window and door companies have historically used it to stay in touch with past clients and generate repeat business. For teams that rely heavily on outbound marketing, this can be an effective tool – though companies looking for deeper estimating capabilities, automation, production management, or real-time reporting often need to layer on other systems.

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3. JobNimbus

JobNimbus is a well-known construction CRM, especially in roofing. Window and door contractors sometimes adopt it for its sales pipeline tools and mobile app. While flexible, it often requires heavy customization to fit a window and door workflow, and features like estimating or production management may feel geared more toward roofing contractors.

Many users like JobNimbus for its scheduling features and ability to sync field notes from mobile devices. For window and door companies that manage multiple reps and crews, that flexibility can help reduce miscommunication. However, because it wasn’t originally designed for windows and doors, it may take extra setup to get the estimating and production details right.

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4. JobTread

JobTread is a newer CRM and project management platform gaining traction with contractors across different trades, especially remodelers and general contractors. Window and door companies sometimes look to it for its job costing, budgeting, and document management features. Its interface feels more modern than older systems, and it offers flexibility for different workflows.

The trade-off is that while JobTread covers job costing well, it may require add-ons or integrations for more advanced sales and marketing automation. For contractors looking for an all-in-one home improvement CRM, it may not eliminate the need for additional systems that could eat into your overhead.

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5. JobProgress

JobProgress markets itself as a CRM for remodelers and contractors. It offers job tracking, estimating, and some document management. Contractors sometimes like its affordability, but others report it lacks depth in lead management, automation compared to more advanced home improvement CRM systems.

For smaller window and door companies, JobProgress can serve as a good first step into CRM adoption. Its estimating features and job board provide a more organized approach than spreadsheets or paper files. But as businesses grow, many find themselves wanting more robust reporting, automation, and integration capabilities.

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6. LeadPerfection 

LeadPerfection is a CRM designed specifically for the home improvement industry. Window and door companies that use it like its appointment scheduling capabilities, call center management, and sales tracking. 

The trade-off is that LeadPerfection mainly covers the front end of the job. It does not extend into production management or customer follow-up. Contractors also note that the interface feels clunky compared to newer systems, and its reporting tools don’t always provide the depth owners and managers want for decision-making.

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7. HubSpot 

HubSpot is widely used as a marketing CRM for an array of small businesses, and some window and door companies adopt it due to its mass appeal and popularity. While it is strong in email automation and lead nurturing, it is not designed for job estimating or managing installs. Companies that choose HubSpot as a CRM for a window and door business must layer in other programs to handle proposals, production, and payments.

That kind of patchwork setup can create headaches. HubSpot’s inbound marketing features can fill the pipeline quickly, but if production can’t keep pace or communication scatters across apps, customer satisfaction drops – and so does your bottom line.

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Choosing the Right CRM for Your Window and Door Business 

No two CRMs are alike, and each of the systems above offers something that could benefit a window and door company. The real question is whether the CRM simply helps you manage contacts – or whether it equips your team to sell more, install faster, and grow with less friction.

For some companies, a marketing-focused platform or an affordable starter CRM may be enough for now. But as volume increases and customer expectations rise, those systems often reach their limits. That’s where an all-in-one home improvement CRM makes the difference: fewer tools to juggle, tighter control over margins, and a smoother customer experience that fuels repeat business and referrals.

Builder Prime was built with window and door companies in mind from day one. If you’re serious about growth, it’s worth seeing how Builder Prime can streamline your sales, production, and customer management in one platform.

‍👉 Schedule a demo today and see how the right CRM can help your window and door business scale with confidence.