Cost & consolidation
One platform instead of six subscriptions
Replace six subscriptions and a pile of busy work with one AI-native platform.
The problem
The typical dealer stack is a CRM, a call tracking tool, quoting software, a jobsite photo app, a marketing attribution platform, a survey tool, and a pile of spreadsheets taping them together. Each one is a subscription, a login, an integration to babysit, and a place where data goes to die. You pay for all of it, and none of it talks to the rest.
The WindowEdge answer
WindowEdge reduces costs by consolidating the dealer software stack into one AI-native platform. CRM and contact management, project management, call tracking and attribution, quoting and proposals, jobsite media, surveys, and homeowner communication all run in one system with one login and one bill.
That eliminates a stack of per-seat subscriptions, but the bigger savings are operational: AI agents handle the phones, follow-up, rehash, and surveys that otherwise require dedicated staff time, so your existing team covers more ground.
Instead of CSRs racing phone calls and retyping data between tools, they work with customers, and the rehash function that used to be a department runs automatically. One platform, fewer subscriptions, and people focused on the work that actually grows the business.
How WindowEdge delivers it
Accounts & Contacts
CRM and contact management, replacing your standalone CRM subscription.
Project OS
Project and workflow management, replacing separate PM tools and tracking spreadsheets.
Call Tracking & Attribution
Call tracking and marketing attribution, replacing standalone trackers and attribution platforms.
Smart Quote
Quoting and proposals with e-signature, replacing dedicated quoting software.
Survey Agents
Automated customer surveys and sentiment, replacing standalone survey tools.
Rehash Agents
Automated rehash that works every non-sold appointment, replacing dedicated rehash labor.
AI Sales Agents
Around-the-clock phone, SMS, and chat coverage, so the team you have goes further.
Homeowner Portal
Customer communication and document sharing in one branded portal instead of scattered tools.
What you get
- One platform and one bill in place of six or more point-tool subscriptions
- No integrations to build or babysit: every feature shares the same data
- AI agents absorb the phone, follow-up, rehash, and survey busy work
- Your team spends its time with customers, not retyping data between tools
What WindowEdge replaces
CRM & contact management
Today: standalone CRMs and spreadsheets
Project management
Today: PM tools and tracking spreadsheets
Call tracking
Today: tools like CallRail
Marketing attribution
Today: tools like HubSpot
Quoting software
Today: dedicated estimating tools
Jobsite media
Today: tools like CompanyCam
Survey tools
Today: standalone survey platforms
Rehash labor
Today: dedicated rehash staff time
Questions dealers ask
What tools does WindowEdge replace?
The typical list: your CRM and contact manager, call tracking (tools like CallRail), quoting software, jobsite media apps (tools like CompanyCam), marketing attribution platforms (tools like HubSpot), and survey tools. It also absorbs the manual rehash work that some dealers staff as a department.
Do we have to switch everything at once?
No. Most dealers start with the AI agents or quoting, see the platform in action, and consolidate the rest as contracts on their old tools expire. Implementation typically takes about two weeks per rollout.
Is one platform really cheaper than best-of-breed tools?
Add up your current subscriptions, the per-seat fees, and the hours your team spends moving data between them, and consolidation usually wins on the subscription math alone. The operational savings from AI agents handling calls, follow-up, and surveys are on top of that.
What happens to our data in the old tools?
We migrate your contacts, history, and pipeline into WindowEdge as part of implementation, so the timeline on each customer record carries over instead of starting from zero.
See cost & consolidation on your own numbers
A 20-minute demo, no slides, no pressure. Bring your real call volume and we will show you exactly how this works for your business.