The 5 Best Tools for Automating Window and Door Lead Generation

William Avila
Aug 23, 2023 10:17:17 PM

Following up on leads can be a tedious task, especially for busy window and door companies. Wouldn't it be a game-changer if you could automate this process and ensure no lead falls through the cracks? Well, we have good news! This isn't a far-off dream—it's a reality you can achieve today with digital tools. Say goodbye to manual tracking and hello to automation with these top-notch tools. 

"The future of effective lead follow-up lies in automation."

So, what's in the digital toolbox for window and door companies, you ask? Let's dive right in!

Why Traditional Tools Alone are Not Enough

traditional lead generation

Picture this: it's a bustling Monday morning at your window and door company. You're juggling a coffee in one hand, a phone in the other, and an overflowing email inbox on your computer screen.

This is where traditional tools like email, phone, and text come into play. They're familiar, comfortable, and have been the backbone of business communication for years. 

But let's face it, these tools alone aren't cutting it anymore in an age of digital transformation. Not when you're dealing with a mountain of leads to follow-up on. 

"To stay competitive in today’s fast-paced business world, it’s crucial to automate tasks whenever possible," says Sarah, a veteran in the window and door industry.

Why? Because automation means efficiency. It means never dropping the ball on a potential sale because an email got buried or a phone call was missed. It means freeing up your staff's time to focus on what they do best: building relationships and closing deals. 

The Limitations of Traditional Tools 

Don't get us wrong - traditional tools have their place. But they come with limitations.

With email, there's the risk of messages getting lost in spam or cluttered folders. 

Phone calls, on the other hand, can often go to voicemail, and younger generations don't like live 1:1 conversations.

Manual text messages can often take over an hour to compose and send after initial contact. That's too long!

Automation, in contrast, streamlines the follow-up process. It ensures that no lead falls through the cracks. Plus, it doesn't just improve efficiency; it also improves the customer experience. After all, in today's digital age, customers expect prompt, personalized communication. 

How Window and Door Companies Can Streamline their Sales Process

quality window lead generation

Are you a window and door company looking for ways to streamline your sales process? The fast-paced digital world offers various tools that can automate the often tedious tasks of lead follow-up. Here are five of the best tools to boost your sales process significantly. 



Hubspot is a popular CRM tool used by many businesses.. This tool provides the foundation for connecting messaging efforts with effective contact management.

From this tool, you can link to any of these mentioned tools and have them work together to automate emails, organize and track leads, and even analyze your performance with its in-depth analytics feature. With HubSpot, staying on top of your game is a breeze. 


Hatch LogoHatch 

Next in line is Hatch. Hatch is a sales acceleration platform that offers automated follow-up features. Designed for conversations, this tool makes it simple to send personalized messages to your leads via text, email, or voicemail.

The plaftorm's automated follow-ups ensure you're always in touch with potential customers, even when you're busy with other tasks. 



Enter Kixie, an automated voice and SMS tool that speeds up the process of responding to leads.

With Kixie, you can reach out to many leads with just a few clicks. Plus, it integrates seamlessly with your CRM, making lead management straightforward. 


Salesmsg - Business SMS - Apps on Google PlaySaleMesg 

SaleMesg is a messaging platform that allows businesses to automate follow-up messages across multiple channels. 

This tool is great for automating follow-up messages, allowing you to keep in touch with leads through text, email, or voice. With SaleMesg, you can rest assured that no lead goes unnoticed. 


Email, Phone, and Text 

Let's not forget the traditional methods: Email, Phone, and Text. While they may seem old-fashioned, these tools are still highly effective for lead follow-up. Automation software can help schedule emails, set reminders for phone calls, and even send out mass text messages for maximum reach. 

Traditional Outreach Tools Need These TWO KEYS to Succeed

Regarding traditional outreach tools like email, phone, and text messages, speed and personalization are two crucial keys to success.

In the fast-paced world of window and door companies, following up with leads is essential. The quicker the response, the higher the chance of conversion. After all, who doesn't appreciate an immediate response? 

Just as importantly, personalization can make or break your follow-up efforts. Tailoring your communication to each lead's specific needs and interests can dramatically increase engagement.

Imagine receiving a message that addresses you by your name and speaks directly about your unique situation. Feels good, right?

How to Implement Automated Sales Tools Successfully

Automated Sales Tools Window Leads

Implementing automated sales tools can feel like a mammoth task. But don't fret, we've got your back. Here's a step-by-step guide to make the process smoother than a well-oiled machine. 


Step 1: Identify Your Needs 

Firstly, you need to identify your specific needs. Are you looking to automate emails, phone calls or text messages? Perhaps all three? Knowing what you want out of the automation process is crucial for success. 


Step 2: Choose the Right Tool 

There are a plethora of tools available for automating your lead follow-ups. For instance, Hubspot is an excellent choice for automating emails, while Hatch specializes in text message automation. Kixie and SaleMesg are also great options, depending on your specific needs.

Our advice? Choose one (along with Hubspot) to start with. You'll be able to switch and implement other tools as your needs (and proficiency) grow.


Step 3: Set Up the Tool 

Once you've chosen the tool, the next step is to set it up. This may involve integrating it with your existing CRM system, setting up templates for automated messages, or configuring it to trigger at specific points in the lead nurturing process. 


Step 4: Test the Tool 

Before you fully implement the tool, testing it to ensure it works as expected is essential. This might mean running a few test campaigns or sending some test messages. It's better to iron out any kinks now than to find out down the line that the tool isn't performing as it should. 


Step 5: Monitor and Adjust 

Finally, after implementing the tool, it's vital to monitor its effectiveness and make necessary adjustments. This could involve tweaking your automated messages, adjusting the timing of your follow-ups, or even switching to a different tool if the one you initially chose isn't performing well. 

Implementing automated sales tools doesn't have to be a daunting task. With careful planning, testing, and monitoring, you can streamline your lead follow-up process and take your window and door business to new heights.

The ROI of Investing in Sales Automation

Window and door company owner vacation

Ah, the sweet smell of ROI! Isn't it what we're all seeking in our business ventures? The fantastic news is that investing in sales automation, particularly in window and door businesses, can bring a healthy return on investment. But let's get into the nuts and bolts of it. 


The Time-Saving Factor 

First off, let's consider your time, the most precious resource. 80% of sales require 5 follow-up calls after the initial meeting. Automation tools like Hubspot, Hatch, Kixie, and SaleMesg save you precious work hours. Instead of manually following up on each lead, these tools do the heavy lifting for you. 


The Efficiency Element 

Next, there's the matter of efficiency. 44% of salespeople give up after one follow-up. These digital tools streamline the process, making your follow-up activities a breeze.

Your team can more easily manage, track, and prioritize your leads, ensuring that none falls through the cracks. Now that's what we call efficiency in action! 


Boosting Conversion Rates 

Finally, let's talk conversions. Automated follow-ups can significantly increase your conversion rates. Why? Because timely, personalized follow-up messages can keep your company at the top of your lead's mind.

This, in turn, increases the likelihood of them choosing your windows or doors.  And Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost.

To sum up, the ROI of investing in sales automation is multi-faceted. You save time, increase efficiency and boost conversion rates. So, if you're not already using these top automation tools, it might be time to give them a whirl.

Automated text messaging has helped our clients 10x their revenue in a short amount of time, and it can for your business, too.

Looking for More Ways to Avoid Common Mistakes and Improve Lead Quality?

Rizen CTAs

In the bustling world of window and door business, the quality of your leads can make or break your company's success. So, are you looking for ways to sidestep common pitfalls and enhance the quality of your leads? If so, you're in the right place. 

If you're unsure if you're winning or losing with your marketing, check out our free guide about The Plain Truth on How to Sell Windows and Doors.

If you want your leads to turn into closed deals so you can leave your business for 30 days, you NEED to check out SmartLeadGen. Plug into the done-for-you software that identifies and converts qualified potential customers. 

  • Qualify, nurture, and disqualify incoming leads more efficiently
  • Spend more time focusing leads with high-conversion potential
  • Avoid wasting money and getting no results with your advertising

Learn more by scheduling a 15-min conversation now!

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