Northstar CRM

Run the board.Close the job.

Sales, schedule, follow-up, and estimates for window, roofing, and HVAC companies — built to scan between stops, not sit in a meeting.

Windows · Roofing · HVAC · Multi-location

Sales · Shield Windows

New

River Rd — estimate

Overdue call

Oak St — lead

Follow up

Miller — quote sent

Pending

Scheduled

Chen — Thu 10:00

Paid deposit
Status colors stay standard on purpose
Paid / wonPendingOverdue

The day-to-day, in one place

Blueprint blue for the product. Safety amber when you need someone to act. Slate everywhere else so it stays easy to look at all day.

Sales and project pipelines

Move a job from first call to install without a second spreadsheet. Sales and PM stages stay on the same record.

Calendar that matches the truck

Estimates, follow-up calls, and crew time live on one calendar so the office and the field see the same day.

Follow-up that actually goes out

Day 0 / 1 / 3 / 7 / 14 cadence queues emails and call tasks when a quote goes out — not when someone remembers.

Estimates and branded email

Send quotes from your company name. Optional: verify your own domain. Shared sending works on day one.

Multi-location, one login

Owners see every branch. Managers stay on theirs. Each company is isolated from every other contractor on Northstar.

Chat-bot on your website

Paste one script tag. Homeowners chat on your site; qualified leads land in your pipeline with the intake questions you actually use.

Straightforward plans

Email allotment is included. Overage does not shut you off.

Ready when the next lead calls.

Create your company in a minute. Invite the office. Keep every customer on one job record.