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Win more estimates and get repeat customers back on the schedule

HelloGrowthCRM captures every inquiry, builds quotes, chases the ones that go quiet and reminds past customers when they are due again. It is not a dispatch or route optimization system.

Quick answer

Does HelloGrowthCRM handle scheduling and routing?

No. It is not a dispatch or route optimization system. It will not build tomorrow's route, order stops by drive time, assign crews to vehicles or show a van on a map. If your operation depends on routing multiple crews, run a field service or routing tool for that. HelloGrowthCRM covers the sales and customer side: inquiries, quotes, follow-up, invoicing and bringing recurring customers back. It connects to other tools through native connectors, Zapier and an API.
Outcome-first workflow$12 per user per month, or $10 billed annually pricingEmail and SMS follow-up
Industry Use Cases

Same-day quotes for residential per-pane pricing

Storefront contracts quoted at a flat monthly rate

Spring and fall reminders to past residential customers

Estimate follow-up sequences by text and email

Add-on upsells for screens, tracks and gutters

Post-construction window cleaning quotes for builders

Why this page exists

Window cleaning lives or dies on two things: how fast you get back to an inquiry, and whether last spring's customer books again this fall. Most of the work is small, repeatable and easy to lose. A homeowner fills in a form on Saturday, three companies reply, and the first one to text usually wins. A storefront asks for a quarterly price, then nothing happens for a month because nobody chased it. HelloGrowthCRM handles that side of the business. Inquiries from your website, phone and messaging land in one pipeline. The quote builder gets a price out the same day. Automated follow-up chases the estimates that go quiet, and recurring reminder sequences bring twice-a-year residential customers back without anyone keeping a list. Setup takes about 15 minutes and there is a free forever plan.

One thing to be clear about: HelloGrowthCRM is not a dispatch or route optimization system. It will not build tomorrow's route, sequence stops by drive time, assign crews to trucks or track a van on a map. If your day depends on routing six crews efficiently across a metro area, you need a field service or routing tool for that, and plenty of window cleaners run one alongside a CRM. What HelloGrowthCRM does is everything either side of the job itself. Where the inquiry came from, how quickly it got a price, whether the estimate was followed up, what the customer was invoiced, and when they are due again. Integrations through native connectors, Zapier and an API let it sit next to whatever you use to run the day.

Common search intent

CRM for window cleaningbest CRM for a small window cleaning businesssoftware to follow up on window cleaning estimateshow to bring back twice yearly window cleaning customersquoting software for per pane window cleaning pricingcommercial window cleaning contract renewal reminders

Why teams evaluating CRM for window cleaning want a simpler system

An inquiry arrives at seven on a Saturday evening while you are still on a ladder. By Monday the homeowner has already booked the company that replied that night.

Estimates go out and nothing happens. Nobody chases the ones that went quiet, and a real share of the year's revenue simply evaporates into unanswered quotes.

Residential customers want service roughly twice a year, but nobody keeps the list. Spring comes around and you are buying leads instead of calling last year's customers.

Commercial storefront work is priced monthly or quarterly, then renewal comes up and nobody notices until the contact leaves and the account quietly stops booking.

Add-ons like screens, tracks, sills, hard water removal and gutter work get forgotten at quoting time, so the job value ends up lower than it should have been.

Nobody knows which leads came from Google, which came from a yard sign and which came from a referral, so marketing spend is a guess every single season.

Challenge → solution → result

Common Window Cleaning problems — and how this CRM solves them

Challenge: Weekend and after-hours inquiries answered too late to winSolution: Lead capture from web forms, phone and messaging with an instant automated replyResult: The customer hears something the same evening instead of Monday
Challenge: Estimates sent and never chasedSolution: Automated email, SMS and WhatsApp sequences triggered when a quote goes outResult: Quiet quotes get several follow-ups without anyone remembering to send them
Challenge: Past customers not called back for their next cleanSolution: Recurring reminder sequences timed from the last completed jobResult: Repeat work booked from your own list instead of bought as new leads
Challenge: Add-ons forgotten during quotingSolution: Quote builder templates with optional lines for screens, tracks, hard water and guttersResult: Extras offered on every quote, so job value depends less on memory
Challenge: No idea which marketing produced paying workSolution: Referral-source tracking through to invoice, shown on reporting dashboardsResult: Spend decisions based on booked jobs rather than call volume

Map your workflow to the CRM instead of rebuilding it in spreadsheets

An inquiry from your website, a missed call or a text on a weekendLead capture from web forms, phone and messaging into one pipeline
Moving a job from inquiry to estimate to booked to invoicedPipeline with stages you name yourself for residential and commercial work
Pricing per pane, per window, by square foot or as a flat monthly rateQuote builder that handles your pricing method plus optional add-on lines
Calling back a homeowner or a property manager the same dayBuilt-in dialer with call recording and AI call summaries
Chasing estimates that went quiet after you sent a priceAutomated email sequences with SMS and WhatsApp follow-up
Bringing twice-a-year residential customers back in spring and fallRecurring reminder sequences timed off the last completed job
Deciding which of this morning's inquiries is worth calling firstAI lead scoring based on activity and record detail
Billing a residential job on the spot or a commercial account on termsInvoicing attached to the same record as the quote
Quoting and invoicing from the truck between jobsMobile apps for iOS and Android
Knowing which marketing actually brought in paying workReferral-source tracking with reporting dashboards
Email + SMS follow-up

Text beats voicemail for most of this work

A homeowner who filled in a form at nine on Saturday night will answer a text before they answer an unknown number. A property manager wants a written price by email with a reference they can forward for approval. HelloGrowthCRM sends email, SMS and WhatsApp from the same record, and the built-in dialer handles the calls, with recording and AI summaries so you remember what you promised on the last one. Send a quote by text, follow up by email, call when it matters. Every message sits on the same customer record, so anyone in the business can pick it up.

Best next step

See how email, SMS, tasks, and billing fit your workflow in one demo.

Built for SMS and email follow-up

How it works

1

Catch every inquiry, including the after-hours ones

Connect your website form, your business number and your messaging channels. Missed calls and weekend texts land in the same pipeline as everything else, with the source recorded, so nothing waits until you get back to a desk.

2

Get a price out fast

Build quotes with the pricing method you already use, whether that is per pane, per window, by square foot or a flat monthly rate for a storefront. Add screens, tracks, hard water or gutter lines as optional extras.

3

Chase the quotes that go quiet

Start an automated sequence when an estimate is sent. A short text a couple of days later, an email the week after, and a task for you to call. Most of it runs without you thinking about it.

4

Bring recurring customers back

Set a reminder sequence off the date a job was completed, so a customer who wants service twice a year hears from you at the right time. Commercial accounts get their own renewal reminders before a contract lapses.

Pricing

$12 per user per month, or $10 billed annually

HelloGrowthCRM is $12 per user per month on monthly billing, or $10 per user per month billed annually. There is a free forever plan, which is often enough for a solo operator or a two-person crew. You pay per seat, so an owner plus an office admin plus two crew leads is four seats, and there is no charge tied to job volume, quote value or revenue. Setup takes about 15 minutes. If you would rather have the pipeline, quote templates and follow-up sequences built for you, the optional managed RevOps service, Growth Engine, is available.

What a window cleaning business needs, and what a generic CRM gives you

RequirementHelloGrowthCRMGeneric CRM
Quotes priced per pane, per window, per square foot or flat monthlyQuote builder with your own line items and optional add-on linesProduct catalogs built for selling units rather than measured work
Automatic reminders for customers due again in six monthsRecurring reminder sequences timed off the last completed jobOne-off tasks you have to create and remember for each customer
Fast reply to weekend and after-hours inquiriesCapture from web, phone and messaging with automated first responseForm submissions that sit in an inbox until someone opens a laptop
Separate handling of residential and commercial workSeparate pipelines and stages, reported independentlyA single deal pipeline that flattens two different sales processes
Quoting and invoicing from the truckMobile apps for iOS and Android with quotes and invoicing built inMobile apps that view records but cannot produce a priced quote
Honest scope about routing and dispatchStated plainly: no routing, no dispatch, no crew schedulingBroad claims about running your whole operation

Frequently asked questions

No. It is not a dispatch or route optimization system. It will not build tomorrow's route, order stops by drive time, assign crews to vehicles or show a van on a map. If your operation depends on routing multiple crews, run a field service or routing tool for that. HelloGrowthCRM covers the sales and customer side: inquiries, quotes, follow-up, invoicing and bringing recurring customers back. It connects to other tools through native connectors, Zapier and an API.

Stop losing quotes and repeat customers

Start on the free forever plan and have your inquiry, quote and follow-up pipeline running in about 15 minutes. Keep whatever you use for routing and scheduling. Paid plans are $12 per user per month, or $10 per user per month billed annually.

AI & Intelligence

AI Features Built for Window Cleaning

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Explore AI Agents

All AI features included on every paid plan. No add-ons.