AI operating system for window & door dealers

Answer every lead. Book more appointments. Keep every job moving.

WindowEdge gives window and door dealers AI agents for inbound calls, lead follow-up, appointment booking, quoting context, customer updates, and sales-team workflows.

Answers calls and texts 24/7

Qualifies homeowners and books appointments

Follows up until the job is won or lost

Book a Demo See how it works

Prefer to talk? Call (206) 737-3577. Built by dealers with 30+ years in the trade.

Live AI Agent

Inbound homeowner call

Active

We need to replace several windows before winter.

I can help. About how many windows are you considering, and what city are you in?

Around eight. We are in Bellevue.

Qualified lead

Project: 8 replacement windows
Location: Bellevue, WA
Timeline: Before winter
Status: Appointment ready

Dealer activity

Answered missed call

Qualified 8-window project

Booked Friday 10:30 AM

Rep brief sent

76%

appointments booked by WindowEdge AI agents

37%

qualified-lead booking lift

100+

after-hours appointments per month

$105k+

direct revenue lift per 100 qualified leads

The workflow

One AI system from first call to final follow-up

The page should not make buyers decode six separate tools. WindowEdge follows the actual dealer workflow from homeowner inquiry to booked appointment, sales prep, quoting context, and follow-up.

Capture

AI answers inbound calls, texts, web chats, and missed calls before the homeowner keeps shopping.

New lead captured

Qualify

The agent confirms project type, service area, timeline, decision maker, and appointment readiness.

Project details collected

Book

Qualified homeowners are scheduled with the right team and the appointment context is handed off cleanly.

Consultation booked

Prepare

Sales reps get the conversation summary, homeowner notes, and next-best action before the appointment.

Rep brief created

Follow up

No-shows, unsold estimates, and stale opportunities keep moving without relying on sticky notes.

Follow-up queued

Product proof

See the AI handle a real window lead

Buyers need to see what happens, not read another wall of AI claims. WindowEdge captures the conversation, extracts the project context, books the appointment, and gives your team the handoff.

Watch the workflow in a demo

Homeowner conversation

We need to replace several windows before winter.

I can help. Are these replacement windows, new construction, or repairs?

Replacement. Probably eight windows.

Great. I have a consultation opening Friday at 10:30. Would that work?

Team handoff

Qualified appointment booked

Project: 8 replacement windows
Timeline: Before winter
Location: Bellevue, WA
Next step: Rep assigned

Dealer moments

Built around the moments that make or break a deal

Instead of another generic AI feature grid, the important question is where the dealership loses revenue today and what the AI does in that exact moment.

100+ after-hours appointments per month

The homeowner calls after your office closes

Before

Voicemail, a delayed callback, and a competitor who may answer first.

With WindowEdge

AI answers, qualifies the project, books the consultation, and sends the details before morning.

Under 60-second response path

A good lead comes in while your team is busy

Before

The CSR is on another call and the homeowner waits for a response.

With WindowEdge

AI responds immediately by phone or text, captures context, and keeps the homeowner engaged.

More opportunities kept alive

A quoted homeowner goes quiet

Before

Follow-up depends on rep discipline, manual reminders, and fragmented notes.

With WindowEdge

WindowEdge keeps reminders, messages, and next-best actions moving until the opportunity is won or lost.

Capabilities

AI capabilities built for window and door dealers

Each capability links to a deeper page, but the top-level story stays simple: capture the lead, book the appointment, support the sale, and keep the customer informed.

76% AI-booked appointments

AI Receptionist

Answers and qualifies inbound calls 24/7.

Inbound callsMissed-call text backCalendar booking

Explore AI Receptionist

37% booking lift

AI Appointment Setter

Turns qualified interest into booked appointments.

Lead qualificationObjection handlingNo-show recovery

Explore AI Appointment Setter

60-second response path

AI Lead Capture

Responds across phone, SMS, and web before the lead goes cold.

Speed to leadMulti-touch follow-upChannel coverage

Explore AI Lead Capture

One shared workflow

Dealer Operating System

Keeps lead flow, sales prep, and operations working from shared context.

CRM visibilityTeam handoffsOperational context

Explore Dealer Operating System

Quote in minutes

AI Quoting

Helps reps move from appointment context to proposal faster.

Product contextProposal supportSales handoff

Explore AI Quoting

40-60% fewer status calls

Homeowner Portal

Keeps customers informed after the sale without constant office calls.

Project statusCustomer updatesReview moments

Explore Homeowner Portal

Why now

The old operating model is breaking

Window and door dealers are not losing only because they need more leads. They lose when response, qualification, quoting context, and follow-up break between tools and teams.

Lead volume is not the only problem. Response capacity is.

Most dealers already generate demand. The leak is missed calls, slow follow-up, and inconsistent qualification.

Your best CSRs cannot be everywhere at once.

AI handles repetitive first touches so your team can focus on judgment, customer care, and exceptions.

Homeowners expect instant answers.

Evening and weekend leads do not wait for Monday morning. They keep shopping.

Every handoff costs money.

When phone notes, calendar details, quoting, and follow-up live in separate places, good opportunities stall.

Real dealer results

AI agents now book the majority of appointments

At Lake Washington Windows & Doors, WindowEdge AI agents handle inbound lead flow, qualify homeowners, and book appointments after hours and during busy periods.

Results depend on lead volume, market, staffing, and process. The numbers here reflect documented WindowEdge dealer workflows.

76%

appointments booked by WindowEdge AI agents

37%

qualified-lead booking lift

100+

after-hours appointments per month

Category context

Not a generic AI tool or a legacy CRM with AI bolted on

Most dealers are comparing three different categories. The right question is which one owns the full lead-to-project workflow.

Capability

Generic AI

Legacy CRM

WindowEdge

Built for window and door dealers

Partial

Yes

AI voice and SMS agents

Partial

Yes

Lead qualification and booking

Partial

Manual

Yes

Quote and sales context

Partial

Yes

Homeowner project communication

Partial

Yes

WindowEdge AI vs improveit 360

Compare a Salesforce-based home improvement CRM with AI-native dealer operations.

WindowEdge AI vs Builder Prime

Compare contractor CRM, estimating, and production workflows with WindowEdge AI.

See where AI can remove bottlenecks in your dealership

Book a 20-minute walkthrough. We will map your current lead flow, show the AI receptionist and booking workflow, and identify the first places WindowEdge can help.

Book a Demo Call (206) 737-3577

No generic software pitch. Built for window and door dealers.