01 — MISSED CALL TEXT-BACK
Answer every lead — even mid-measure
When a homeowner calls and you can't pick up, CRMMarketing.ai texts them back in 60 seconds so the lead stays warm while you finish the job.
- Responds within 60 seconds of a missed call
- Message sounds like it came from your company
- Conversation routed straight into your CRM
- Never lose a project to voicemail again
02 — SPEED-TO-LEAD BOOKING
Book the in-home consult before competitors call back
The first company to respond usually gets the appointment. Every new lead gets an instant reply and a path to book a consultation automatically.
- Instant auto-reply to every new lead
- Automatic consultation booking
- Appointment reminders cut no-shows
- First-responder advantage on every lead
03 — ESTIMATE & BID FOLLOW-UP
Be the company that actually follows up
Windows are a multiple-bid purchase and the company that follows up usually wins. Automated, timed follow-up keeps every quote in front of the homeowner until they decide.
- Custom pipeline stages for projects
- Automated follow-up after every quote
- Reminders through the decision window
- Win-back sequences for stalled bids
04 — REPUTATION MANAGEMENT
5-star Google reviews — on autopilot
After every completed job, CRMMarketing.ai automatically requests a review by text and email. Your Google Business Profile grows while you sleep.
- Auto-send review request after job completion
- Text and email — whichever opens first
- Direct link to your Google Business Profile
- Review monitoring and alerts
05 — AI CHATBOT FOR WINDOWS & DOORS
Qualify leads at 2AM without lifting a finger
Your website gets traffic overnight. The AI chatbot engages visitors, asks how many windows and what's driving the project, and books the consultation — automatically, 24/7.
- Trained for window & door sales conversations
- Qualifies project size and motivation
- Books consultations to your calendar
- Available 24/7 — even after hours
06 — EMAIL & SMS CAMPAIGNS
Turn installs into referrals and reviews
Post-install check-ins, financing reminders, referral asks, neighbor campaigns — automated outreach turns happy customers into the next jobs.
- Post-install follow-up sequences
- Referral request campaigns
- Neighbor / same-street outreach
- Win-back outreach to aged leads