Custom CRM for UK House Extension Builders
Screen architectural drawings, coordinate site surveys with travel buffers, and systematically chase five-figure extension estimates without spending your evenings on admin.
The Extension Builder Pipeline Stages
Built specifically around the domestic architectural planning lifecycle, from first enquiry to contract execution.
Drawing Triage
Captures enquiry details and collects architectural plans to verify whether planning permission and building control drawings are approved.
Survey Scheduled
Homeowner reserves a site survey slot in your live diary, applying driving buffers and automated 24-hour reminder confirmations.
Estimate Chasing
Delivered quote triggers respectful Day 3, 7, and 14 follow-up sequences via WhatsApp and email to maintain momentum.
Contract & Deposit
Approved estimate generates formal build contract, locks start date in production schedule, and generates Xero deposit invoice.
Why House Extension Builders Lose Jobs After the Quote
House extension projects are high stakes decisions for homeowners. Spending £60,000 to £120,000 on a single or double storey extension is often the largest financial commitment a family makes after buying their home.
Because the numbers are significant, homeowners request quotes from multiple builders. The contractor who wins is rarely the cheapest; it is the contractor who proves themselves the most organised, responsive, and professional from the initial survey onwards.
Rigorous market research demonstrates that 78% of buyers purchase from the business that responds first, and prospective leads contacted within five minutes are 21x more likely to qualify. Our custom CRM ensures your extension building firm answers enquiries immediately, screens drawings thoroughly, and stays front of mind until the contract is signed.
Transparent 30-Day Pilot Terms
You pay £300 to begin (£150 non refundable setup plus £150 refundable if you feel it was not worth it). We configure your pipeline, import historical leads, and connect your calendar. The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing maintenance is a flat £300 per month all in.
Frequently Asked Questions
How does the system screen extension enquiries before a site visit?
When a homeowner enquirys, the system automatically checks whether they have planning permission, approved building regulations drawings, and an established budget. Homeowners can upload architectural PDF plans directly, allowing your estimator to review scope before committing to an in-person site survey.
Can we follow up delivered extension estimates automatically?
Yes. Extension quotes often range from £40,000 to £150,000 and take homeowners weeks to review. The system dispatches respectful follow-up check-ins on Day 3, Day 7, and Day 14, notifying you instantly when a homeowner replies.
How does the 30-day pilot protect our building firm?
You pay £300 to begin (£150 non refundable setup plus £150 refundable if you feel it was not worth it). We build your pipeline and import your contacts. The main £2,500 setup fee is charged only at day 30 if you approve and continue.
What is the three-year total cost of ownership?
Year 1 is £6,100 (£300 pilot + £2,500 setup + £300/mo retainer). Years 2 and 3 are £3,600 each (£300/mo). The complete three-year total is £13,300 all in, with zero per-seat licensing fees for your team.
Explore the extension builder CRM
See how architectural drawing intake, site surveys, and quote chasing run smoothly on our live demonstration platform.