AI CRM Builder for Window and Door Installers
Most window and door installers use a fraction of what a real CRM does, and pay for all of it. Describe how you actually track customers — the stages, the fields, the follow-ups — and Mythex builds a CRM shaped like your process.
Who it's for
Window and door installers tracking customers in a spreadsheet, a notes app or someone's memory.
What you can build
- Contacts and companies with customer name, address and openings
- A pipeline with your own stages, dragged between columns
- Notes and activity history on every customer
- Follow-up dates with a list of what is due today
- A source field so you learn which channel brings customers
How window and door installers work
A window and door installer sells from a showroom or a home visit, sends a surveyor to measure every opening, then orders frames from a fabricator with lead times of several weeks. Fitting teams work in pairs, and spring and early autumn are the busiest seasons. Most firms still run on a surveyor's notepad, a spreadsheet of orders and a phone full of WhatsApp photos. Software helps most where measurements, colors and hardware choices travel from the survey to the factory order without being retyped.
What crm for Window and Door Installers has to handle
- Every opening on a job listed with its measurements, style and frame color rather than one notes field.
- Pipeline stages that match the trade: survey booked, quoted, ordered, delivered, fitted, snagged.
- Lead source tracking, since showroom walk-ins, referrals and online leads close at very different rates.
- Follow-up dates for quotes, because many buyers take weeks to decide.
A tip for window and door installers
Log why lost quotes were lost. In glazing it is usually price, lead time or the customer going with the firm that surveyed first. After a season the pattern tells you whether to cut margin, stock common sizes or answer enquiries faster.
A prompt to start from
Build a CRM for a window and door installer. Track customers with customer name, address, openings and frame colour, a status, a source and free-text notes. Show them on a kanban board with stages I can rename, plus a table view with search and filters. Add a follow-up date with a "due today" list, an activity history per record, CSV import and export, and user login for the team.
Questions
What stages should a window company CRM have?
A common set is enquiry, survey booked, quoted, ordered, delivered, fitted and snag-free. You can rename stages to match how your firm works.
Can I import the customers I already have?
Yes. Ask for a CSV import, export your spreadsheet, and upload it. Mythex maps the columns and tells you which rows it could not read.
Can the whole team use it?
Yes. Ask for user accounts and roles, and each person signs in to the published app. Mythex does not charge per seat for the app you build.
Do I need to know how to code?
No. You describe what you want in plain language and Mythex writes the code, shows a live preview, and lets you change things by chatting. The code editor and terminal are there if you ever want them.
Do I have to explain my business every time?
No. Mythex remembers who you are and how you work across every project, and follows the standing notes you set for a project, so you are not re-briefing it in each new chat. You can read, edit or switch all of it off.
How much does it cost?
There is a Free plan with daily credits, enough to build and publish a first version. Pro is $25/month and adds full code editing, GitHub export, custom domains, and credit top-ups.
Templates to start from
- Waitlist Landing Page Template — Countdown, live counter, lead admin
- Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
- Portfolio Website Template — Hero, projects, about, and contact
- Sales Attribution Dashboard Template — Multi-model revenue attribution
- Hiring Pipeline Tracker Template — Kanban stages with AI copilot
- Sales Roleplay Trainer Template — Voice-style practice with scorecards
- Plumbing Business Site Template — Quote calculator with lead dashboard
- Build Cost Estimator Template — Five-step calculator with lead capture
Guide
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