Best Window CRM in 2026: From the Kitchen Table to the Install

A window job has a quiet middle. The homeowner signs at the kitchen table on a Tuesday, the units are special ordered on Wednesday, and then nothing visible happens for four to eight weeks while the factory builds them. That stretch is where window companies lose trust, field the "any news?" calls and sometimes lose the job to a cancellation. The best window CRM is the one that handles that quiet middle as well as it handles the sale. This guide covers what to look for, what five products charge, and who should buy which.

Cedar House publishes this guide and makes one of the products in it, Cedar House Stack, plus a field app, Cedar House Field. Prices and features for the other companies were read on their own websites on November 10, 2026.

What makes a window sale different from other trades?

A window sale is a high ticket, in home, special order sale, and most general field service software is built for the opposite: small tickets, stock parts and same day work. Three things set window companies apart.

• The sale happens at the kitchen table. A rep measures, shows options, quotes a price for the whole house and asks for a signature in one visit. The software has to present well on a tablet and take a signature and a deposit on the spot.
• The product is built to order. Every opening is its own size, so nothing ships from a shelf. There is a re measure, an order to the manufacturer or distributor, and a wait.
• The law gives the buyer time to back out. A sale made in the home is covered by the FTC Cooling Off Rule, which gives the buyer until midnight of the third business day to cancel and requires a written notice of that right. Your paperwork has to get this right every time.

A tool that handles all three without bolting on extra apps is the short list.

The best window CRM, sorted by how you sell

The best window CRM for a company with six commissioned reps is not the best one for an owner who sells on Monday and installs on Friday. Sort yourself first.

Commissioned sales teams

If most of your revenue comes from reps running set appointments, you need in home presentation, price controls so reps cannot give the store away, financing at the table and commission tracking. Leap SalesPro, Builder Prime and MarketSharp are all built around this kind of company.

Owner operators and small crews

If you measure, sell and install yourself with a helper or two, you need fast quotes with good, better and best packages, a deposit link and a calendar. QuoteIQ is priced for this size and has a page written for window replacement.

Exterior companies where windows are one line

If you sell windows along with roofs, siding and gutters, often after a storm, you want one job record holding every scope, not a separate window system. That is where a roofing and exterior CRM, including Cedar House Stack, makes sense. Our siding contractor CRM checklist and best gutter CRM guide cover the other exterior scopes the same way.

What should you look for in window and door software?

Look for six things, in this order, and test each one on a real job from last month during a trial.

1. Pricing by the opening. Windows are priced per unit, usually by size band (often united inches, width plus height), with adders for upper floors, removal, trim capping and patio doors. The price book should hold those once so every rep quotes the same house the same way.
2. Options at the table. A vinyl package and a premium package side by side on one screen, with the homeowner picking one and signing.
3. Deposit at signing. Special order units should never be ordered before money is in. Look for a deposit collected with the signature, and a payment schedule for the balance.
4. The cancellation notice. The contract should carry the right to cancel and its date, filled in from the day the job was really signed.
5. Order tracking through the wait. Who ordered what, when, and when it is due in, visible to the office and ideally to the homeowner.
6. Install proof. Photos of the flashed opening, the insulated gap and the finished trim, kept on the job for warranty calls years later.

Window CRM prices, read November 10, 2026

All five companies below publish at least a starting price, which is better than most trades. They charge in very different ways, so the table also shows what a four person office would pay: an owner, an office manager and two sales reps, plus two installers.

Sources: Builder Prime pricing, Leap pricing, MarketSharp pricing, the QuoteIQ pricing and window replacement pages, and the Cedar House pricing page, all read November 10, 2026. Card processing and add ons are extra on every product. Where a product does not say how installers are charged, only the four office and sales seats are counted.

Two details change the math. Leap and MarketSharp sell annual contracts, so the monthly figure is a twelve month commitment. QuoteIQ's window page says the sales pipeline is on Elite and up and QuickBooks Online is on Pro and up, so a team with reps lands on the $299.99 plan.

Builder Prime: home improvement sales to production

Builder Prime is a home improvement CRM with a page written for window and door companies. It describes measurements, pricing, notes and install details carrying from the sale into production without retyping, plus drag and drop crew scheduling, job costing with change orders, and commission tracking. Its pricing page lists estimates, e signature, sales scheduling, work orders, subcontractor management, a GPS time clock, payments and QuickBooks sync in the base platform, and it names GreenSky among its financing connections. It is month to month by default.

The fixed $300 platform fee makes it expensive for a one or two person shop and fair for a team of eight or ten.

Leap: built around the in home presentation

Leap sells two products. Leap CRM handles leads, the calendar, production and invoicing. Leap SalesPro is the in home sales tool, and its Premium plan lists discount controls, in app pricing, in app financing, advanced estimating and measurement integrations, with remote signatures and payment captures counted per plan. Leap's own blog targets replacement window and door companies.

If your close rate at the table is the number you manage by, SalesPro is aimed squarely at you. The one year contract and the $750 starting point are the trade off.

MarketSharp: the long running remodeler CRM

MarketSharp sells to remodeling contractors and home pros with three plans. Every plan includes up to three hours of onboarding and up to four hours of data conversion, and texting overages cost 5 cents a message. The Ultimate plan adds document creation and e signature. All plans are annual contracts, which is worth weighing if you are not sure yet.

QuoteIQ: the low cost pick for owners who install

QuoteIQ's window replacement page follows the job the way a small company runs it: good, better and best window packages on one estimate, a deposit collected with the signature so the units are paid toward before the order, an install calendar where jobs move when a delivery changes, and a payment link or QR code for the balance at the walkthrough. Its price book lists double hung, casement, slider, bay and bow, picture, insert and full frame replacement, entry, patio and storm doors.

The catch for a growing company is the plan ladder. Assigning jobs to team members starts on Pro and the rep pipeline on Elite.

Cedar House Stack for a window and door company

Cedar House Stack is a CRM for roofing and the other home service trades, and windows and doors is one of its fifteen trades. Here is what it does for window work today, checked against the product.

• A window estimator. Count the openings in three size bands (up to 101 united inches, up to 120, and larger), plus patio doors and stories. It builds a vinyl option and a premium option with removal, trim capping, sealant and foam, install labor, an upper floor adder and patio door labor, priced from your own costs.
• A windows and doors starter estimate for when you would rather type lines than run the estimator.
• Present, sign and take a deposit in the same visit, with a payment schedule for the balance.
• The cancellation notice. The starter documents include a Notice of Cancellation whose dates fill from the day the job was signed, counting business days the way the federal rule does.
• Orders through the wait. A material order goes by email to your supplier branch and is moved from sent to confirmed to delivered. The homeowner's page then reads "Materials ordered, on the way to you" and later "Materials delivered", which answers the "any news?" call before it is made.
• Install photos with a checklist. The crew is prompted for the flashed opening, the insulated gap, the maker's label on the glass and the finished trim and caulk, in English or Spanish. The homeowner sees them under "How your windows went in".
• A service ask two years out, a switch you can turn on, so the customer hears from you before they need you.

What it does not do, plainly: there is no manufacturer catalog or window configurator for grids, colors and glass packages, no direct order link to a window manufacturer, and no lead safe work record. Ordering aerial measurement reports from inside a job is listed as coming soon on our pricing page. If those are the center of your business, read the next section.

Window companies that should pick another tool

Pick something other than Cedar House Stack if any of these describe you.

• You run a large commissioned team and live on table price controls. Leap SalesPro is built for exactly that, and Builder Prime and MarketSharp are close behind.
• You are one person and want the cheapest real tool. QuoteIQ Essentials at $29.99 a month, or Leap CRM Essential at $79, cost less than one Stack seat.
• You need a product configurator that prices every option a manufacturer offers. None of the general CRMs in this guide claims one on its window page. Ask your manufacturer what quoting tool it supports first.
• You only install for other companies. A subcontract installer needs a calendar and invoicing, not a sales CRM.

Cedar House Stack is the better fit when windows ride along with roofs, siding and gutters on the same house, or when you also send canvassers out after storms with hail canvassing software and want those doors to land on the same job.

How to test a window CRM before you commit

Run one real job from last month through every product on your short list, start to finish, before any annual contract.

1. Price a twelve opening house with two patio doors and a second story, in two packages. Time it.
2. Sign it on a tablet with a deposit, as the homeowner would.
3. Print the contract and check the cancellation notice and its date.
4. Place the order, mark it confirmed, then delivered, and see what the homeowner can see in between.
5. Have an installer add the close out photos from a phone in the driveway.
6. Ask what it costs to leave, and how you get your photos and contracts out. Our guide to switching CRMs lists the questions.

For the full picture across trades, see the best CRM for contractors. For windows sold with roofs and siding, start on the roofing and exterior page.

What window and door companies ask about CRM software

How much does CRM software for a window company cost?

On November 10, 2026, published prices for a team of four in the office ran from about $200 a month on QuoteIQ Pro to about $500 to $600 a month on MarketSharp Pro, Builder Prime or Leap CRM Team, and from $750 a month on Leap SalesPro Premium. One person can start at $29.99 on QuoteIQ or $79 on Leap CRM Essential. Card processing, texting and add ons cost extra.

Should a window company take a deposit before ordering the windows?

Most do, because replacement windows are built to the size of each opening and cannot be returned to a shelf. Collecting the deposit with the signature means the order is paid toward before it goes to the manufacturer. Use software that takes the deposit in the same visit and holds a payment schedule for the balance due at the walkthrough.

Does a window sale made in the home need a cancellation notice?

Usually yes. The FTC Cooling Off Rule covers most sales made in the buyer's home and gives the buyer until midnight of the third business day to cancel, with a written notice of that right. Some states add their own rules. Have your attorney review your contract, and make sure your software fills the dates from the day the job was really signed.

How do window companies keep homeowners informed while units are on order?

The simplest way is to track the order itself, marked sent, confirmed and delivered, and let the homeowner see that status without calling the office. A short text when the order is confirmed and another when it is delivered stops most of the calls. Give an honest range for the lead time at signing rather than a single date.

Can one CRM handle windows, siding and roofing together?

Yes, if it keeps several scopes on one job for the same house. Exterior companies often sell windows with siding or after a storm along with a roof. A roofing and exterior CRM that prices each scope from its own book and keeps one customer record works better than running a separate window system beside it.