For windows, doors & conservatories
The CRM for double glazing companies that books more surveys
Lidora started life with a UK double glazing company, so it speaks your language. It’s a CRM for double glazing companies that answers every window and door enquiry in seconds, books the home survey, gives your surveyors the details they need and keeps every quote moving until it’s sold.
- 7 days free, no card needed
- Set up for windows and doors
- One price for your whole team
In short
Lidora is a CRM for double glazing companies in the UK. It comes with a ready-made setup for windows, doors, conservatories, orangeries and rooflines: enquiry questions like number of windows, current frames and colour, a home survey booking form, automatic replies by WhatsApp, text or email, and a pipeline from new enquiry to sold. Plans start at £39 a month, with a 7-day free trial.
What to look for in a CRM for double glazing companies
- Survey details up front: number of windows and doors, current frames, property type and colour.
- Home survey booking with reminders, so surveyors aren’t knocking on empty houses.
- Fast replies to ad leads, because window enquiries from Facebook go cold in hours.
- A sales pipeline from enquiry to sold, with the value of every quote.
- Finance interest captured on the enquiry, so you can talk payment options early.
- Reports by lead source, so you know which ads actually sell windows.
Sound familiar?
Plenty of leads, not enough sales
Window and door leads are expensive. Every one that goes unanswered or unsurveyed is money spent for nothing.
Ad leads going cold
You pay for Facebook leads, but by the time someone calls, the homeowner has booked three other companies.
Surveys without the basics
Surveyors turn up not knowing how many windows, what frames or whether it's a bungalow or a semi.
Nobody in at survey time
No confirmation, no reminder, and a wasted hour on the road.
Quotes left on the table
Customers who were "just thinking about it" never hear from you again.
From enquiry to sold
Every window, door and conservatory sale in view
Every lead lands on your opportunities board with the product they want and the quote value. Drag each one from new enquiry to survey booked, quote sent and sold, and see what’s waiting for an answer.
- Stages: New enquiry → Survey booked → Quote sent → Sold
- Quote values and win rate
- Won and lost reasons
- Leads shared fairly between your sales team
Instant replies
Answer Facebook leads before your competitors do
Window and door leads from Facebook and Instagram lead ads arrive in seconds on Growth and Pro, and Lidora sends a friendly first message straight away, by WhatsApp, text or email. Follow-ups keep going until they reply.
- Facebook and Instagram lead ads (Growth and Pro)
- First reply in seconds, day or night
- Quiet hours so nobody is woken up
- Stops as soon as the homeowner replies
Home surveys
Homeowners book their own survey
Share your booking link in messages and on your website. Homeowners choose a survey time, get a confirmation and a reminder the day before, and the survey goes straight into your surveyor’s calendar.
- "Book a free home survey" form ready to use
- Reminders cut wasted trips
- Customers can move or cancel themselves
- One calendar for surveyors and fitters
New in Lidora
More ways Lidora wins you window and door sales
Lidora keeps adding the things window and door companies asked for.
Missed calls texted back
Can't answer? The caller gets a text from your business within seconds, can leave a voicemail and becomes a lead (Growth and Pro).
Quotes chased for you
When a quote goes out, Lidora checks in a few days later, and again, until they say yes or no.
WhatsApp from your own number
Your first reply, review and payment requests go out from your business WhatsApp number. You carry on the chat on your phone (Growth and Pro).
Google reviews on autopilot
Every won customer gets your Google review link at the right moment. See and reply to every Google review in Lidora.
Directory leads, in by themselves
Lead emails from Checkatrade, Bark, MyBuilder and others become leads with an instant reply.
Jobs you can share
Click a booking to change it, print a job sheet or send the details to your team on WhatsApp.
Ready-made for you
A ready-made setup for double glazing
Choose “Windows, doors & conservatories” when you sign up. Lidora comes with your stages, the questions surveyors need, your products and a home survey booking form.
Questions on your enquiry form
- Property type
- Homeowner?
- Number of windows and doors
- Current windows or doors (single glazed, old double glazing…)
- Preferred colour
- Timescale
- Interested in finance?
- Survey notes
Products ready to pick: uPVC and aluminium windows, composite and bifold doors, patio doors, conservatories, roof replacements, orangeries, rooflines and glass repairs.
Your stages
- New enquiry
- Contacted
- Survey booked
- Quote sent
- Sold
First message, sent for you
Hi Margaret, thanks for contacting Fernlea Windows & Doors about uPVC windows 😊 Steve will call you shortly to book a free home survey.
Booking form: Free home survey
How it works
Selling windows by tomorrow
Start your free trial
Sign up and choose “Windows, doors & conservatories”. The setup above is ready in a minute.
Connect your leads
Connect Facebook lead ads (Growth and Pro), your website form or Zapier, so every enquiry lands in Lidora.
Book and sell
Replies go out at once, homeowners book surveys and your team follows every quote to sold.
An honest fit
Lidora gets the sale. Your other systems handle the order.
Lidora is the part of your business that wins the work. It works alongside the tools you already use to run the jobs.
Lidora does
- Every window and door enquiry in one list
- Instant replies and follow-ups
- Home survey booking with reminders
- Quotes, values and win rate
- Which ads and sources sell the most
- Missed calls texted back (Growth and Pro)
- Quotes chased automatically
- Google review requests after every job
Keep your other tools for
- Window design and pricing software
- Manufacturing and supplier orders
- Fitting schedules and job sheets
- FENSA or CERTASS registration and invoicing
Keep your quoting, ordering and certification tools. Lidora makes sure every lead becomes a survey and every quote gets followed up.
Plans
Simple prices for window and door companies
Most window companies choose Growth: Facebook lead ads, automatic WhatsApp and texts, and 5 users. Pro adds unlimited users for bigger sales teams.
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| Price per month | $49£39 | $99£79 | $199£159 |
| Users | 2 | 5 | Unlimited |
| Booking forms | 1 | 3 | Unlimited |
| File storage | 500 MB | 2 GB | 20 GB |
| Leads | Unlimited | Unlimited | Unlimited |
| Leads, pipeline, calendar and quotes | Yes | Yes | Yes |
| Calendar booking box: edit, print and share jobs | Yes | Yes | Yes |
| Email follow-ups after enquiries and quotes | Yes | Yes | Yes |
| Google review requests | Yes | Yes | Yes |
| See and reply to your Google reviews | Yes | Yes | Yes |
| Enquiry forms and website leads | Yes | Yes | Yes |
| Leads from Checkatrade, Bark and other emails | Yes | Yes | Yes |
| Import from CSV or Excel | Yes | Yes | Yes |
| One-tap WhatsApp and calls | Yes | Yes | Yes |
| Custom fields, templates, own logo | Yes | Yes | Yes |
| Media, reports and the monthly results email | Yes | Yes | Yes |
| Team permissions, two-step login, backups | Yes | Yes | Yes |
| Phone app with new-lead alerts | Yes | Yes | Yes |
| Automatic WhatsApp templates | No | 5 | 10 |
| Automatic WhatsApp messages a month (included) | No | 250 | 750 |
| Automatic texts through Twilio | No | Yes | Yes |
| Missed calls texted back | No | Yes | Yes |
| Website chat widget | No | Yes | Yes |
| Surveys | No | Yes | Yes |
| Google reviews widget for your website | No | Yes | Yes |
| Facebook and Instagram lead ads | No | Yes | Yes |
| Smart phone alerts ("still waiting", morning summary) | No | Yes | Yes |
| Marketing spend and cost per lead | No | Yes | Yes |
| Activity log and automatic report emails | No | Yes | Yes |
| No "Powered by Lidora" | No | No | Yes |
| Support | Email and WhatsApp | Priority, same working day | |
| Setup help | Guides | 30-minute setup call | 1-hour setup and training call |
| Setup fee | None | None | None |
| Free trial | 7 days | Upgrade from the trial | Upgrade from the trial |
FAQ
Questions window and door companies ask
What is the best CRM for double glazing companies?
The best CRM for a double glazing company answers leads fast, books surveys and makes sure every quote is followed up. Lidora has a ready-made windows, doors and conservatories setup for exactly that, from £39 a month for the whole business.
Does Lidora work with Facebook lead ads for windows?
Yes. On Growth and Pro, Facebook and Instagram lead ads arrive in Lidora within seconds and get an instant reply. Reports show the cost of each lead and each sale when you add your ad spend.
Can surveyors see the details before they go?
Yes. The enquiry form asks for property type, number of windows and doors, current frames, colour and timescale, and surveyors see it all on the customer's page and in the calendar.
Can it replace our window quoting software?
No. Lidora tracks the quote and its value, but it doesn't design windows or calculate prices. Keep your quoting software and use Lidora to win the sale.
Was Lidora really made with a glazing company?
Yes. Lidora was first built for a UK double glazing company, and its windows, doors and conservatories setup comes from that work.
How much does it cost?
Starter is £39 a month, Growth £79 and Pro £159, for the whole business. No setup fee, no contract, and a 7-day free trial without a card. Prices exclude VAT.
Can you build my website and do my SEO as well?
Yes. Our team at NexGen Rank offers one complete package for window and door companies: a website, full local SEO, your Google Business Profile and Lidora, all set up for you. See what's included or book a free call.
Done for you
Want more window and door sales, not just a CRM?
Our team at NexGen Rank can build your website, do your local SEO, look after your Google Business Profile and set up Lidora for you. One package for window and door companies, one team, more enquiries.
A website that wins jobs
Fast, mobile-first, written for your trade and your area, with enquiry and booking forms built in.
Full SEO
Local SEO every month: the pages, keywords and links that put you in front of people searching near you.
Google Business Profile
Set up, optimised and kept active with posts, photos and review requests.
Lidora CRM, set up for you
Every enquiry answered in seconds, followed up and booked in. We set it all up and train your team.
One complete package from NexGen Rank, the team behind Lidora. We talk through what you need on a free call first. The package is arranged and invoiced by NexGen Rank, separately from a Lidora plan.
Book more home surveys this month
Try Lidora free for 7 days. No card needed.