CRM for builders & construction companies UK
Stop losing five figure building projects to slow follow ups and lost notes. A bespoke trade CRM designed for independent UK builders, extensions specialists, and contractors.
A bespoke CRM for builders organizes customer enquiries, schedules site surveys with automatic reminders, and runs courteous automated follow ups on unaccepted quotes. While generic US construction platforms like Buildertrend charge heavy monthly user subscriptions, Veltris builds an independent CRM tailored to your quote flow for £300 to begin your 30 day pilot, with the £2,500 setup fee due only if the platform proves its worth.
Unchased Quotes
You spend hours pricing jobs on evenings and weekends, send the quote, and never hear back because you are busy on site. Automated polite follow ups ensure quotes are answered without manual chasing.
Site Survey No Shows
Driving 45 minutes across town only to find a homeowner forgot the appointment wastes your time and fuel. Automated survey reminders with easy confirmation links keep appointments firm.
Scattered Job Notes
Scattered text messages, WhatsApp groups, and paper notepads lead to missed details and forgotten commitments. Every client message, drawing, and price revision lives on one clean board.
Built around how UK building jobs actually progress
Move projects visually from initial estimate to completion. Each stage can trigger automatic messages, calendar bookings, and follow up reminders.
New Enquiry
Instant intake from your website, WhatsApp, or trade directories.
Survey Booked
Survey slot reserved on your calendar with automated homeowner reminders.
Survey Done
Site dimensions and project scope recorded for quick estimating.
Quote Sent
Official estimate delivered with automated polite check ins at day 3, 7, and 14.
Deposit Paid
Contract signed, deposit confirmed, and materials ordering unlocked.
On Site Build
Live build stage with milestone updates and client documentation.
Handover & Review
Snag list resolved, final payment received, and review invite triggered.
Interactive demo preloaded with UK building quotes and projects.
Test the live builders demo: project pipelineEverything UK builders ask about custom CRM software
What is a CRM for builders?
A CRM for builders is software designed to track customer enquiries, manage site surveys, follow up on unaccepted quotes, and monitor job progress across domestic and commercial projects.
Unlike generic sales software that tracks corporate sales calls, a builder CRM is organized around project estimating, survey diary management, subcontractor communication, and practical client updates from the site.
What is the best CRM for construction companies?
The best CRM for large enterprise construction firms or trade subcontractors is typically Buildertrend or JobNimbus, but for independent UK building firms running between 3 and 15 concurrent projects, off the shelf platforms are overloaded with unnecessary complexity while lacking automated quote follow ups and simple British trade pipelines.
Major commercial platforms require hundreds of pounds every month per employee and force your team through extensive configuration intended for US general contractors. A bespoke CRM developed by Veltris provides exactly the screens you need: new quote intake, survey scheduling, quotation chasing, and active project boards.
How do builders keep track of quotes and follow ups?
Most UK builders track quotes manually on whiteboards or spreadsheets, resulting in tens of thousands of pounds in unaccepted estimates sitting in an awaiting response void because they lack time to chase prospects while working on site.
Research confirms that 78% of buyers choose the first responder, and leads are 21x more likely to qualify when contacted within 5 minutes. A bespoke CRM introduces an automated Awaiting Response system. Once an estimate is sent, the CRM schedules polite check ins after 3, 7, and 14 days, answering client questions and securing project deposits while you remain focused on your tools.
Can it book and remind site surveys?
Yes, a bespoke builder CRM connects directly to your calendar to schedule site visits, confirm location details, and send automated appointment reminders to homeowners, drastically reducing wasted trips and no-shows.
Homeowners receive instant confirmation with instructions on what to prepare, followed by reminders 24 hours and 2 hours prior to your arrival. If a client needs to reschedule, they can click a single link without interrupting your day.
When does a builder outgrow spreadsheets?
A building firm outgrows spreadsheets the moment more than three quotes are open at once and customer follow ups depend on memory while managing subcontractors on site.
When projects are tracked in Excel or paper daybooks, enquiries get lost in personal inboxes, customer addresses are jotted on timber offcuts, and unaccepted quotes are forgotten. A custom CRM consolidates every contact, drawing, quote, and payment milestone into a single secure interface.
What does it cost?
A custom builder CRM by Veltris is delivered with a 30 day pilot for £300, followed by a £2,500 setup fee (discounted from £5,000) charged only at day 30 if you approve the platform and choose to continue, plus £300 monthly maintenance and hosting.
Under our transparent pricing guarantee: if it does not earn its place in the 30 day pilot, you never pay the setup fee. You walk away having paid £300 total. There are zero per user license charges regardless of how many project managers or office staff log in.
Read the full custom CRM cost breakdownRequest a tailored builder walkthrough
See how a custom CRM organizes your quotes and site visits. We will prepare a demo board matching your exact trade and project stages.
Prefer direct contact? Message Mohammad Farooqi on Instagram @veltris.ukl or email [email protected].