Custom CRM for Kitchen and Bathroom Fitters
Screen supply-and-fit projects, schedule measurement surveys with automated reminders, and systematically chase installation quotes without spending evenings on paperwork.
The Kitchen & Bathroom Pipeline Stages
Structured for domestic installations, trade sequencing, and supplier lead times.
Design & Scope
Screens project type (kitchen, bathroom, ensuite), supply model (supply & fit vs fit only), and target timeline.
Survey & Measure
Fitter visits to measure pipe runs, electrical positions, and room dimensions. System manages diary buffers.
Quote Chasing
Itemised quote triggers automated Day 3, 7, and 14 follow-up sequences via WhatsApp and email to confirm intent.
Deposit & Slot
Client approves quote, books installation week in trade calendar, and settles deposit invoice via Xero or Stripe.
Why Kitchen and Bathroom Fitters Win on Responsiveness
Kitchens and bathrooms are the emotional centerpieces of residential properties. When homeowners decide to replace a dated bathroom suite or design a new open-plan kitchen, they want guidance from an attentive, trustworthy specialist.
Often, fitters spend their days on site with plumbing tools or power saws, unable to answer new calls. By the time they return calls in the evening, the homeowner has already booked a survey with a competing local company.
Empirical sales research shows 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 qualifies incoming fitting leads automatically, locks in measurement visits, and chases quotes tirelessly.
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 build your pipeline and import historical leads. 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
Can the system distinguish between supply-and-fit and fit-only projects?
Yes. The intake questionnaire asks homeowners whether they have already purchased their units/suites (such as Howdens, Magnet, or Wren) or require a turnkey supply, design, and installation package. This allows you to prioritize high-margin turnkey work.
How does it automate post-quote follow-ups for domestic fittings?
Once you deliver your detailed breakdown (cabinetry, plumbing, tiling, and electrical works), the system schedules polite Day 3, 7, and 14 messages asking if the specification needs adjusting and confirming upcoming trade slots.
What are the commercial terms for the custom CRM?
The custom CRM pilot costs £300 to start (£150 non refundable plus £150 refundable if not satisfied). The main £2,500 setup fee is charged only at day 30 if you approve and continue. Ongoing support and hosting is a flat £300 per month all in.
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. The full three-year total is exactly £13,300 all in, with zero per-user seat fees.
Explore the fitting CRM
See how measurement bookings, trade sequencing, and estimate chasing run on our live demonstration platform.