CRM and job management
Kitchen fitting is a high ticket trade. Individual jobs can run into the tens of thousands of pounds — which means every single lead that slips through the cracks isn’t just an inconvenience, it’s a significant chunk of revenue walking out the door.
Most kitchen fitting businesses are managing those leads on a combination of WhatsApp, a notes app, and memory. And it works — until it doesn’t. Until the quote you sent three weeks ago gets forgotten. Until the customer who said they’d call back never did and you never followed up. Until you genuinely can’t remember whether you’ve spoken to someone or not.
That’s not how a growing business operates. Our CRM is built specifically for trade businesses like yours — giving you one simple system to manage every lead, track every job, and see exactly what your business is worth in real time. All from your phone, all pay monthly, with no big upfront fees.
How Our CRM Works for Kitchen Fitters
The system is built around one principle — nothing gets missed. From the first enquiry to the final invoice, everything is in one place and everything is visible.
Every enquiry that comes through your website feeds automatically into your pipeline. No copying details from emails, no manually logging web forms — it’s all captured instantly and ready to action the moment it comes in.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. Out on a kitchen survey? Check the pipeline from your phone. Back at the office? Pull up the dashboard and get a complete view of every lead and every job in the business. It works however your day works.
Your team gets their own accounts at no extra cost. Fitters on site, office staff handling enquiries, anyone involved in the business can have their own login and work from the same pipeline. Everyone sees the same information. Nothing gets lost between people.
Phone calls feed into the pipeline too. When a customer rings your number it logs automatically alongside your web enquiries — so every lead, however it comes in, ends up in the same place.
Got existing customers or a list of potential leads sitting in a spreadsheet? Upload a CSV file and they’re all in the system within minutes. No manual data entry, no starting from scratch — just import and go.
We also install a chatbot on your website that qualifies every visitor automatically. It asks what they’re looking for, collects their details, and feeds them straight into your pipeline around the clock. A homeowner browsing kitchen fitters at 9pm on a Sunday gets captured and logged so you wake up Monday morning with warm leads ready to follow up.
Your Pipeline, Built Around How You Work
Every kitchen fitting business has its own process — so the pipeline is fully customisable to match yours.
Set up your stages however makes sense. Initial Enquiry, Survey Booked, Survey Complete, Quoted, Pitched, Won, Lost — whatever labels fit your workflow. Move jobs through as they progress and you always know exactly where everything stands.
Add the job value to each lead and the dashboard does the maths automatically. It shows you in real time how much revenue is sitting in the pipeline, how much has been won, and how much is outstanding. For kitchen fitting businesses where jobs regularly run to five figures, that visibility matters. You can see at a glance whether the business is on track for the month or whether you need to push harder on follow ups.
When the job is complete, send the invoice directly from the system. No switching between tools, no chasing payments through email threads — just invoice, track, and get paid. Everything in one place from first contact to final payment.
No Big Upfront Fees — Just a Simple Monthly Plan
Most CRM platforms will hit you with setup fees, onboarding costs, and licence charges before you’ve had a single result from the system. That’s a lot to ask before you’ve seen any return.
We do things differently. Everything is pay monthly — no big upfront investment, no long 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 delivering for you, you’re not locked into anything.
No setup fees. No long contracts. Just a CRM built for kitchen fitters that works from your phone and pays for itself every single month.
Streamline Your Operations
Running a kitchen fitting business is complex. Suppliers, schedules, subcontractors, site visits, customer sign offs — there’s a lot moving at once. Your lead management system shouldn’t be adding to that complexity.
Go completely paperless. No more job sheets left on the kitchen worktop, no more quote pads in the back of the van, no more end of day admin catching up on paperwork that should have been logged hours ago. Every lead, every job, every customer note is stored digitally and accessible from anywhere.
Speed is everything when it comes to converting kitchen enquiries. Homeowners planning a new kitchen will often get three or four quotes — and the fitter who responds first creates the strongest first impression. 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 move down the list.
With your whole team working from the same system there’s no confusion between whoever takes the initial enquiry and whoever goes out to do the survey. Everyone is working from the same information, everyone knows what stage each job is at, and no detail gets lost between people.
Win More Work
The gap between a good kitchen fitting business and a great one usually isn’t the quality of the work. It’s what happens between the first enquiry and the signed contract.
Kitchen fitting is a considered purchase. Customers take time to decide. They get multiple quotes, they compare, they think about it. And in that window — while they’re thinking — most kitchen fitters go quiet. No follow up, no check in, nothing. So the customer books the company that stayed in touch.
The pipeline makes sure you’re always that company. Every quote you’ve sent is visible. Every lead that hasn’t come back 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 followed up when your competitors didn’t.
The revenue dashboard gives you something even more valuable over time — a clear financial picture of the business. You can see what’s coming in, what’s been won, what your average job value is, and what’s still in the pipeline. That’s the kind of visibility that lets you run a business rather than just react to it.
And when the job is done, invoicing from the system means you get paid faster and look more professional doing it. Clean invoices sent the moment the job is complete, tracked automatically, with outstanding payments visible at a glance.
What’s Included
- Full CRM pipeline setup tailored to your kitchen 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 — import 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 — real time view of pipeline value and won revenue
- 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. We set everything up for you and you’re ready to go from day one — no IT knowledge needed, no learning curve, just log in and start managing your leads.
Yes — the One Base Media app works on any smartphone. Add leads, update job stages, check your revenue dashboard, and send invoices all from your phone wherever you are. You don’t need to be at a desk to stay on top of the business.
We install a chatbot on your website that engages every visitor, qualifies what they’re looking for, and feeds their contact details straight into your pipeline automatically. It works around the clock — kitchen enquiries that come in on evenings and weekends get captured and logged so nothing is missed outside of working hours.
Yes — staff get their own accounts at no extra cost. Whether it’s someone handling enquiries in the office, a fitter updating job progress on site, or a manager reviewing the full pipeline — everyone works from the same system and everyone has visibility of the same information.
Absolutely. Add customers manually one at a time or upload a CSV file of your existing contacts and leads. Most businesses have their full database imported and up and running within a day.
Everything is pay monthly — no big upfront fees, no setup costs, no long 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 manage your pipeline properly — which means more completed work and more consistent review collection. Regular reviews improve your Google Business Profile ranking and are one of the key performance factors in Local Service Ads. The businesses that collect reviews consistently are the ones showing up at the top — and staying on top of your pipeline makes that far easier to maintain.
Ready to Take Control of Your kitchen Fitting Business?
Stop losing high value leads to competitors who followed up and you didn’t. Stop running five figure jobs through a notes app and a memory that’s already stretched.
Our CRM gives kitchen 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.