Where Window and Door Jobs Are Won or Lost
The gap between a winning estimate and a lost one usually isn’t the quality of the work. It’s what happens at the appointment. Window and door contractors who run a consistent, accurate sales process see fewer ordering errors, tighter project costs, and a close rate that reflects the quality of their work.
What Leap SalesPro Does for Window and Door Contractors
Good, Better, Best Options for Every Homeowner
With windows and doors, homeowners need to see their choices clearly. Leap SalesPro’s tiered pricing structure lets reps build good, better, and best configurations into every estimate, walk homeowners through the tradeoffs, and choose the option that fits.
Accurate Estimates, Every Time
Leap SalesPro pulls manufacturer pricing directly from Fenevision into your window and door quoting software at the appointment. Every rep on your team quotes from the same accurate catalog whether they’re across town or across three markets.
Close More Jobs with Built-In Financing
Built-in financing turns hesitation into commitment. Submit one universal credit application to up to 12 lending partners. If the first option doesn’t work, move to the next without the homeowner filling out another form.
Every Spec Captured at the Consultation
Measurements, photos, product selections, and notes are all tied to the job at the time of consultation. What gets sold matches what gets ordered and installed, reducing errors and eliminating the costly reorders that eat margin on custom configurations.
Offline Access on Every Job Site
Homes don’t always have reliable Wi-Fi. Leap SalesPro works fully offline so reps can build estimates, present proposals, and close jobs anywhere. Everything syncs automatically when the connection is restored.
E-Signature at the Appointment
Leap SalesPro captures signatures on iPad or mobile device at the appointment, or sends the contract remotely when the homeowner is ready. The deal closes on their timeline and nothing gets lost waiting on paperwork.
“From 2019 to 2022, we jumped from just a couple million a year up to 32 million. Leap SalesPro creates an environment to where you can control your products, your estimates, your commissions, your price presentation, and it’s a duplicatable process.”
—Reed Channell, ZINTEX Remodeling Group
Window and Door Software for the Full Job
Closing the deal is one part of the business. Leap CRM is the window and door software that keeps everything moving after the contract is signed. When Leap SalesPro closes a deal, it flows directly into Leap CRM without re-entering a line of data. Whether your team runs 20 jobs a week or 200, everything stays organized in one place.
- Assign crews and subcontractors with job-level access at no additional cost
- Trigger automated homeowner updates at every stage
- Track material orders, monitor rep performance, and collect payment from one platform
Ready to Get Started? Let’s Talk
"*" indicates required fields
Frequently Asked Questions
Yes. Leap provides guided onboarding and dedicated support to help window and door contractors get up and running quickly. Our team helps configure your system, train your staff, and ensure your team gets the most value from Leap.
Many window and door companies create estimates during the in-home consultation so they can present pricing and close the project during the appointment. Leap SalesPro allows sales reps to build estimates, present professional proposals, offer financing options, and capture signed agreements directly in the home.
Window and door sales reps often use digital sales tools during in-home consultations to present products, walk homeowners through options, and build project proposals.
Leap SalesPro is designed for the in-home sales process. It helps reps generate measurement reports, create estimates, guide homeowners through product selections, create professional proposals, offer financing options, and capture signed agreements on an iPad or mobile device.
Financing helps window and door contractors close bigger projects on the spot. Leap SalesPro integrates with 10+ lenders including GreenSky, Pure Finance, and Aqua so homeowners can apply during the in-home consultation. One credit application runs through your entire lender list, maximizing approval chances before you leave the appointment. There is no cost to get set up, and Leap provides a dedicated financing consultant to help you configure your lender options and train your reps.
Managing project scheduling is one of the biggest operational challenges for window and door contractors as job volume grows. Leap CRM helps teams track each job through clearly defined stages, coordinate project timelines, and maintain visibility into what is scheduled, what is in progress, and what is pending. Owners and managers can see their full pipeline at a glance so nothing gets missed.
Window and door contractors typically need their business software to connect with the tools they already use, including lead sources, financing providers, and accounting platforms. Leap integrates with a range of tools common in the home improvement industry, including FeneVision, CompanyCam, and Eagleview, so data flows between systems without manual re-entry, keeping your team focused on the work instead of the paperwork.
You can view the full list of integrations on our integrations page.
The best CRM for window and door contractors is one built specifically for the home improvement sales process. Leap CRM helps window and door companies manage leads, track jobs, oversee installation progress, communicate with homeowners, and maintain visibility into their entire project pipeline.