Speed to lead wins installation work. The CRM should make every enquiry fast.
Early accessCubeCRM for installers & home improvement
CRM for window, door, kitchen, solar, heating and other installers - lead handling, survey bookings, quotes and follow-ups for high-volume enquiries.
- Installers
- UK hosted, set up in person
- 01234 672 617
Installers pay for enquiries from their website, lead-generation sites, showrooms and local advertising, and the first business to get a surveyor in front of the homeowner usually wins.
After the survey comes a quote, and then a follow-up that often never happens. CubeCRM captures every lead with its source, assigns it by postcode or product, books the survey, and tracks the quote through to a decision - with follow-ups scheduled automatically and the whole team able to see what is outstanding. The business can finally see which lead sources produce installations, and how quickly the team really responds.
- Minutes
From web lead to assigned surveyor
- Every
Quote with a scheduled follow-up
- Per install
Cost of each lead source
What goes wrong
The problems that keep coming up
Not every business has all five. Almost every business we speak to has three.
Leads from too many places
Website, lead sites, showroom, social media and phone enquiries all arrive differently, and some are never logged at all.
Slow first response
Homeowners contact several installers at once. Leads not called within the hour often book a survey with somebody else.
Quotes left hanging
After the survey and quote, follow-up depends on the surveyor remembering. Many quotes go quiet with no outcome recorded.
Lead spend unmeasured
Lead-generation sites charge per lead, and nobody can say which of them produce installations rather than tyre-kickers.
Past customers forgotten
Customers who might want a second installation, a service or a referral are never contacted again.
What we do about it
How CubeCRM is set up for installers
Configuration, not a separate edition. Everything here is in the same product - it is switched on and shaped during setup.
Every lead captured
Web forms, lead sites, email and phone enquiries in one queue with their source, logged automatically where possible.
Assigned by postcode
Leads routed to the right surveyor or area team by postcode and product, with anything unanswered escalated.
Surveys booked and tracked
Survey appointments recorded against the lead with outcomes and photographs, visible to the office.
Quotes and follow-ups
Quotes built from your price list, with follow-ups scheduled automatically and online acceptance.
Cost per installation
Lead source carried through to won work, so each lead site and advert can be judged on installations, not leads.
Past customers and referrals
Service reminders, referral requests and follow-on offers to past customers, with consent recorded.
In practice
Two situations from this sector
Typical situations, anonymised. These are the kinds of problem businesses describe before they change anything.
- Case 1
The lead site that did not pay
Before
A double glazing company paid three lead-generation sites for enquiries. It assumed they performed similarly because lead volumes were similar.
With CubeCRM
Tracking source through to installation showed one site produced most of the installations and another almost none. The weaker site was dropped and the budget moved.
- Case 2
Quotes nobody chased
Before
A kitchen installer’s designers produced detailed quotes after each home visit, then moved on to the next appointment. Follow-up was sporadic.
With CubeCRM
Every quote now has follow-up calls scheduled at set intervals and a recorded outcome. Conversion rose, and lost reasons showed where pricing needed attention.
How it happens
What getting started involves
The same five stages whatever your sector. Discovery and training can be done at your office, because sitting with the team tells us more than any questionnaire.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
Questions
What this sector asks first
Yes. Where the site emails leads, a dedicated address turns them into records with the source attached. Where it offers an API or webhook, leads can post directly.
Yes. Surveyors can see their appointments, customer details and history, log the survey with photographs and build a quote from a phone or tablet.
CubeCRM covers leads, surveys, quotes and customers. Installation scheduling and job management are part of CubeERP, which shares CubeCRM’s data model if you need them later.
Finance options can be recorded on the quote, but CubeCRM is not a finance broker platform. If you offer regulated finance, your lender’s tools and rules continue to apply.
Where to start
The parts that usually matter most here
Enquiry Management Software
Every enquiry from the website, email and phone in one queue - assigned, answered and tracked through to a quote, so none of them go cold in a shared mailbox.
Lead Management Software
Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy.
Quoting & Proposal Software
Branded quotes and proposals built from your own price list, with every revision kept, automatic chasing and online acceptance that closes the deal.
Field Sales Software
Customer history, visit planning, notes and quoting on a phone - so the people who sell face to face work from the same record as the office.
Related
Sectors with similar problems
- Construction & ContractorsCRM for contractors, sub-contractors and specialist trades - tender enquiries, estimates, main contractor relationships and repeat clients.
- Facilities & Property ServicesCRM for cleaning, maintenance, security, grounds and facilities management companies - tenders, contracts, renewals and multi-site clients.
- Events, Venues & HospitalityCRM for venues, event organisers and corporate hospitality - enquiries, proposals, repeat bookers and agency relationships in one place.
If your process really is unusual
Some requirements are specific to one business rather than one sector. Those get built against the same documented API everybody else uses - not bolted on to the side of a database nobody is allowed to look at.
Installers
Show us how you win work today
Bring one enquiry that went well, one that went nowhere, and whatever you use to track them now. That tells us more about whether this fits than any list of features.
