Custom CRM for UK Home Renovation Firms
Organize multi-trade scopes, coordinate detailed property surveys, and systematically follow up full-house refurbishment estimates without paperwork chaos.
The Renovation Pipeline Stages
Structured for full home refurbishments, structural alterations, and period restorations.
Scope & Heritage
Screens project scale (single room vs whole house), structural intent, conservation status, and budget alignment.
Property Survey
Director or estimator conducts comprehensive on-site survey. Booking system manages diary travel buffers.
Schedule Delivery
Itemised tender breakdown is delivered. Automated Day 3, 7, and 14 sequences maintain communication.
Contract Signed
Digital contract sign-off locks phase start dates, registers subcontractor alerts, and issues deposit invoice.
Why Whole-House Renovation Contracts Require Rigorous Follow-Up
Full residential refurbishments represent substantial five or six-figure investments. Homeowners planning complete property overhauls are often balancing mortgage drawdowns, structural engineers, and temporary accommodation.
Because these decisions take time, estimates left unchased frequently lose momentum. Homeowners assume the builder is too busy or uninterested in their project.
Verified industry data highlights the importance of attentiveness: 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 maintains steady, professional contact throughout the decision cycle, ensuring your renovation firm wins the contract.
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 handle complex, multi-trade renovation quotes?
A complete home renovation involves electrical rewires, plumbing, plastering, structural knock-throughs, and carpentry. The CRM organizes your trade cost breakdowns into an itemised schedule of works that clients can review and sign digitally.
Can it screen for listed building or conservation area constraints?
Yes. The intake sequence asks prospective homeowners whether their property is Grade II listed, located in a conservation area, or subject to leaseholder alteration licences, flagging regulatory requirements before site visits.
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 licensing fees for your staff.
Explore the renovation CRM
See how multi-trade scoping, survey bookings, and estimate chasing run on our live demonstration platform.