Custom CRM for UK Loft Conversion Specialists
Screen roof heights, coordinate structural site surveys, and automatically follow up dormer and mansard proposals without losing profitable jobs to slow admin.
The Loft Conversion Pipeline Stages
Structured specifically for dormer, hip-to-gable, and mansard conversion workflows.
Roof Triage
Verifies property structure, target room configuration (master suite/office), and head height viability before allocating survey slots.
Structural Survey
Surveyor visits the property. System automates 24-hour reminder messages and applies driving buffer times.
Proposal Chasing
Itemised conversion quote triggers Day 3, 7, and 14 follow-up sequences via WhatsApp and email to maintain client dialogue.
Party Wall & Deposit
Monitors party wall agreements, locks scaffolding delivery date in the calendar, and syncs deposit payment with Xero.
Why Speed and Precision Win UK Loft Conversions
In competitive metropolitan areas across London, Manchester, and the South East, homeowners considering a loft conversion typically invite three specialist companies to survey their roof space.
The contractor who answers the initial inquiry immediately, confirms viability professionally, and delivers an itemised estimate with consistent follow-up creates instant confidence. Homeowners entrust their home and roof structure to the firm that proves itself completely in command of its process.
The commercial impact is supported by verified data: 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 loft conversion company is first to respond every single time.
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
How does the system screen unviable lofts before site visits?
The system asks essential preliminary questions: property style (terraced, semi-detached, detached), proposed conversion type (dormer, velux, mansard, or hip-to-gable), and whether the existing head height from joist to ridge is at least 2.2 meters. This prevents estimators from spending hours travelling to lofts that are structurally unconvertible.
Can the system track party wall notices and approvals?
Yes. The client card includes milestone tracking for Party Wall Act notices, building regulations plans, and structural engineer calculations, ensuring all pre-commencement prerequisites are documented.
What are the commercial terms for the Veltris 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 loft conversion CRM
See how structural site surveys, quote chasing, and party wall tracking run on our live demonstration platform.