# 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. **URL:** https://cubecrm.co.uk/industries/installers-home-improvement Speed to lead wins installation work. The CRM should make every enquiry fast. 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. ## Figures - **Minutes** From web lead to assigned surveyor - **Every** Quote with a scheduled follow-up - **Per install** Cost of each lead source ## Common problems in this sector - **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 CubeCRM does about it - **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. ## Use cases ### The lead site that did not pay **Scenario:** A double glazing company paid three lead-generation sites for enquiries. It assumed they performed similarly because lead volumes were similar. **Outcome:** 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. ### Quotes nobody chased **Scenario:** A kitchen installer’s designers produced detailed quotes after each home visit, then moved on to the next appointment. Follow-up was sporadic. **Outcome:** 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. ## Getting started 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. ## Frequently asked questions **Can leads from lead-generation sites come straight in?** 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. **Can surveyors use it on their phone?** Yes. Surveyors can see their appointments, customer details and history, log the survey with photographs and build a quote from a phone or tablet. **Does it schedule installation teams?** 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. **Does it help with consumer credit or finance quotes?** 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. ## Relevant solution pages - **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. https://cubecrm.co.uk/software/enquiry-management-software - **Lead Management Software** - Capture, qualify, assign and nurture leads in one place, so sales spends its time on the prospects most likely to buy. https://cubecrm.co.uk/software/lead-management-software - **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. https://cubecrm.co.uk/software/quoting-software - **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. https://cubecrm.co.uk/software/field-sales-software ## Related industries - **Construction & Contractors** - CRM for contractors, sub-contractors and specialist trades - tender enquiries, estimates, main contractor relationships and repeat clients. https://cubecrm.co.uk/industries/construction-contractors - **Facilities & Property Services** - CRM for cleaning, maintenance, security, grounds and facilities management companies - tenders, contracts, renewals and multi-site clients. https://cubecrm.co.uk/industries/facilities-services - **Events, Venues & Hospitality** - CRM for venues, event organisers and corporate hospitality - enquiries, proposals, repeat bookers and agency relationships in one place. https://cubecrm.co.uk/industries/events-venues ## Contact - **Product:** CubeCRM - **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972) - **Email:** hello@cubecrm.co.uk - **Sales:** sales@cubecrm.co.uk - **Support:** support@cubecrm.co.uk - **Telephone:** 01234 672 617 (+441234672617) - **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP - **Opening hours:** Monday to Friday, 9am to 5.30pm - **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)