Most bathroom fitting businesses are run on a combination of memory, WhatsApp messages, and a notes app that’s one phone drop away from losing everything. Jobs get forgotten. Quotes go cold. Customers who were ready to book end up going with someone else simply because nobody followed up.
It’s not a discipline problem. It’s a systems problem. And if you’re serious about growing your bathroom fitting business, getting your leads under control is the single most important thing you can do.
Our CRM is built specifically for trade businesses like yours — simple enough to use from your phone on site, powerful enough to give you a real time picture of every lead, every job, and every pound coming into the business.
And unlike other platforms that charge you thousands before you’ve seen a single result, everything is pay monthly. No big upfront fees. No long term risk. Just a simple monthly investment that pays for itself from the first job it helps you win.
How Our CRM Works for Bathroom Fitters
The whole system is designed around one idea — nothing gets missed. From the moment a lead comes in to the moment the invoice is paid, everything is tracked, managed, and visible in one place.
Every enquiry that comes through your website automatically feeds into your pipeline. No manual entry, no copying details from an email into a spreadsheet — it’s all captured instantly and sitting in your dashboard ready to action.
You can manage everything from the One Base Media app on your phone or from a full desktop dashboard. On site measuring up a bathroom? Check the pipeline from your phone. Back in the office? Pull up the full dashboard and get a complete view of the business. It works however you work.Your team gets their own accounts at no extra cost. Whether it’s a fitter on site, an office manager handling enquiries, or a salesperson following up quotes — everyone works from the same pipeline, everyone sees the same information, and nothing falls through the gap between people.
Calls feed into the pipeline too. When a customer rings, it logs automatically so every phone enquiry is captured alongside your web leads. No more sticky notes on the dashboard of the van.
Already got a list of potential clients or existing customers sitting in a spreadsheet? Upload a CSV file and they’re all in the system within minutes. No starting from scratch, no manual data entry — just import and go.
And on your website, we install a chatbot that qualifies every visitor automatically. It asks them what they need, collects their details, and feeds them straight into your pipeline — around the clock, even when you’re on a job and not near your phone. Leads coming in at 10pm get captured and logged so you wake up to warm enquiries ready to follow up.
Your Pipeline, Built Around How You Work
No two bathroom fitting businesses run exactly the same way — so the pipeline is fully customisable to match how yours works.
Set up your stages the way that makes sense to you. Enquiry, Surveyed, Quoted, Pitched, Won, Lost — or whatever labels fit your process. Move jobs through the stages as they progress and you always have a clear picture of where everything sits.
Add the job value to each lead and the dashboard does the rest. It automatically calculates how much revenue is sitting in the pipeline, how much has been won, and how much is outstanding. For a bathroom fitting business where individual jobs can range from a few thousand to tens of thousands of pounds, having that financial visibility at a glance is a game changer.
And when the job is done, send the invoice directly from the system. No switching between tools, no chasing payments manually, no invoices getting lost in an email thread. Everything in one place from first enquiry to final payment.
No Big Upfront Fees — Just a Simple Monthly Plan
Most CRM platforms will charge you setup fees, onboarding costs, and licence fees before you’ve had a single result from the system. That’s a big ask for any trade business.
We do things differently. Everything is pay monthly — no big upfront investment, no long term contracts, no risk. A simple monthly cost that pays for itself the moment it helps you win a job you would otherwise have lost.
Keep your cash in the business. Start managing your leads properly from day one. And if it’s not working for you, you’re not locked into anything.
No setup fees. No long contracts. Just a CRM built for bathroom fitters that works from your phone and pays for itself every single month.
Streamline Your Operations
Running a bathroom fitting business means juggling a lot — materials, schedules, subcontractors, customer expectations. The last thing you need is your lead management adding to the chaos.
Go completely paperless. No more job sheets getting soggy on site, no more clipboards left in the van, no more paperwork piling up on the kitchen table at the end of the week. Every lead, every job, every customer note is stored digitally and accessible from anywhere.
Speed matters in this industry. Homeowners looking for a bathroom fitter will often enquire with two or three companies at the same time — and the one that responds first almost always gets the job. The moment a lead comes in you get notified immediately so you can follow up while the customer is still warm, before they’ve had a chance to call your competitor.
And with your whole team working from the same system, there’s no miscommunication between the person answering enquiries and the fitter doing the survey. Everyone sees the same pipeline, everyone knows what stage each job is at, and nothing gets lost between people.
Win More Work
The biggest reason bathroom fitting businesses lose jobs isn’t price and it isn’t quality. It’s follow up. Or more accurately, the lack of it.
A customer gets a quote, says they’ll think about it, and then hears nothing. Two weeks later they’ve booked someone else — not because the other company was better, but because they followed up and you didn’t.
The pipeline makes sure that never happens. Every quote you’ve sent is visible. Every lead that hasn’t responded has a follow up date. The system shows you exactly who needs a call today and you work through it. Jobs that would have gone cold get converted because you stayed on top of them.
Over time the data builds into something even more valuable. You start to see where your best leads come from, which job types convert best, what your average job value is, and where you’re losing work. That’s insight that helps you make smarter decisions about your marketing, your pricing, and where to focus your energy.
And with invoicing built directly into the system, getting paid becomes faster and more professional too. Send a clean invoice the moment the job is complete, track whether it’s been paid, and chase outstanding payments without digging through your inbox.
What’s Included
- Full CRM pipeline setup tailored to your bathroom fitting business
- One Base Media phone app — manage everything from your phone
- Full desktop dashboard
- Staff accounts at no extra cost
- Call tracking — incoming calls feed directly into the pipeline
- CSV upload — bring your existing customers and leads straight into the system
- Chatbot installation on your website — qualifies leads and feeds them into the pipeline automatically
- Customisable pipeline stages to match how you work
- Revenue tracking dashboard — see what’s in the pipeline and what’s been won in real time
- Invoice sending directly from the system
- Ongoing support
- Pay monthly — no big upfront fees
FAQ
No. If you can use WhatsApp, you can use this. The system is straightforward from day one and we set everything up for you so you’re ready to go immediately. No learning curve, no IT knowledge required.
Yes — the One Base Media app works on any smartphone. Add leads, move jobs through the pipeline, check your revenue, and send invoices all from your phone whether you’re fitting a bathroom, doing a survey, or driving between jobs.
We install a chatbot on your website that engages every visitor the moment they land on the page, asks them what they’re looking for, qualifies the enquiry, and feeds their details straight into your pipeline automatically. It works around the clock — so leads that come in on a Sunday evening or while you’re tiling a bathroom are captured and waiting for you when you’re ready to follow up.
Yes — you can give staff their own accounts at no extra cost. Whether it’s someone handling enquiries, a fitter updating job status on site, or a manager reviewing the pipeline — everyone works from the same system and everyone sees the same information.
Absolutely. You can add customers manually one by one or upload a CSV file of all your existing contacts and leads. Most businesses have their full database in the system and up and running within a day.
Everything is pay monthly — no big upfront fees, no setup costs, no long term contracts. Get in touch and we’ll give you a clear breakdown of exactly what’s included and what it costs for your business.
Indirectly yes. The CRM helps you win more jobs and stay on top of your pipeline, which means more completed work and more opportunities to collect reviews consistently. Consistent reviews improve your Google Business Profile ranking and are one of the key factors in Local Service Ads performance. The businesses collecting reviews regularly are the ones showing up at the top — and our system makes that easier to maintain.
Ready to Take Control of Your Bathroom Fitting Business?
Stop losing leads. Stop missing follow ups. Stop running your business from memory and a notes app that was never designed for this.
Our CRM gives bathroom fitters one simple system to manage every enquiry, track every job, see exactly what the business is earning, and get paid faster — all from your phone.
No big upfront fees. No long contracts. Just a system built for the way you work, paying for itself every single month.
Get in touch today and let’s get your leads under control.