CRM & Lead Management For Garden Room Installers
Garden room installations aren’t impulse purchases. A customer who enquires today might not be ready to sign off for another four to six weeks. They’re comparing quotes, finalising budgets, getting sign off from partners, checking planning requirements. It’s a long sales cycle — and in that window, most garden room installers go completely quiet.
No follow up. No check in. No reason for the customer to choose you over the three other companies they’re also considering. So they don’t. They go with whoever stayed in touch, built the relationship, and made them feel like the most important customer they had.
That’s what our CRM fixes. One simple system that keeps every lead visible, every follow up on track, and every high value opportunity moving forward — all from your phone, all pay monthly, with no big upfront fees.
How Our CRM Works for Garden Room Installers
From the first enquiry to the final payment, everything lives in one place. Nothing gets missed. Nothing goes cold without you knowing about it.
Every enquiry that comes through your website feeds automatically into your pipeline. No copying details across from emails, no manually logging contact forms — it’s all captured instantly and sitting in your dashboard ready to action.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. Out on a site survey? Check the pipeline from your phone. Back in the office planning a project? Pull up the full dashboard and see every lead, every live job, and every outstanding quote across the entire business.
Your team gets their own accounts at no extra cost. Office staff, project managers, installers — everyone works from the same pipeline, everyone sees the same information, and nothing falls through the gap between people.
Phone calls feed into the pipeline automatically too. When a customer rings, it logs alongside your web enquiries so every lead, however it arrives, ends up in the same place.
Already have a list of prospects or past customers in a spreadsheet? Upload a CSV file and they’re all in the system within minutes. No manual data entry, no starting from scratch.
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 into your pipeline around the clock. A homeowner browsing garden room ideas at 10pm on a Tuesday gets captured and logged so you wake up to a warm lead ready to follow up.
Your Pipeline, Built Around How You Work
Garden room installations have a longer and more involved sales process than most trades — so the pipeline is fully customisable to reflect that.
Set up your stages to match your process exactly. Initial Enquiry, Site Survey Booked, Survey Complete, Design Sent, Quoted, Follow Up, Won, Lost — whatever labels fit how you work. Move leads through as they progress and you always have a clear picture of where every opportunity stands.
Add the job value to each lead and the dashboard calculates everything automatically. How much revenue is in the pipeline, how much has been won, how much is outstanding. For a business where individual projects can run to £20,000, £30,000, or more, that financial visibility is invaluable. You can see at a glance whether the month is on track or whether you need to push harder on the leads sitting in the follow up stage.
When the job is complete, send the invoice directly from the system. No switching between tools, no chasing payments through email — invoice, track, get paid. Everything in one place.
No Big Upfront Fees — Just a Simple Monthly Plan
Most CRM platforms charge setup fees, onboarding costs, and licence fees before you’ve seen a single result. That’s a significant ask before you know whether it’s going to work for your business.
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 project you would otherwise have lost.
No setup fees. No long contracts. Just a CRM built for garden room installers that works from your phone and pays for itself every single month.
Streamline Your Operations
Running a garden room installation business means managing long projects, multiple suppliers, planning permissions, site surveys, and customer sign offs — all at the same time. Your lead management system shouldn’t be adding to that complexity.
Go completely paperless. Every lead, every job note, every customer detail stored digitally and accessible from anywhere — on site, in the van, or at home.
Speed matters at the enquiry stage. Customers planning a garden room will often contact several companies at once. The one that responds first creates the strongest first impression and sets the tone for the whole relationship. The moment a lead comes in you get notified immediately so you can follow up before they’ve moved on.
With your whole team on the same system there’s no confusion between whoever handles the initial enquiry and whoever goes out to do the survey. Everyone works from the same information and no detail gets lost between people.
Win More Work
The difference between a garden room installer who wins a consistent flow of high value projects and one who watches leads go cold comes down to one thing — follow up.
The pipeline makes sure it never gets missed. Every lead is visible. Every quote has a follow up date. Every opportunity that’s gone quiet gets flagged before it’s too late. You work through the list, you stay in touch, and you win the jobs your competitors lose because they stopped following up after the first email.
The revenue dashboard gives you a real time view of what’s in the pipeline and what it’s worth — so you always know where the business stands financially and where to focus your energy.
Invoice directly from the system when the job is done. Get paid faster, look more professional, and keep everything in one place from first enquiry to final payment.
What’s Included
- Full CRM pipeline setup tailored to your garden room installation 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 existing customers and leads instantly
- Chatbot installation on your website
- Customisable pipeline stages
- Revenue tracking dashboard
- Invoice sending 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.
Yes — the One Base Media app works on any smartphone. Manage your pipeline, check revenue, and send invoices from wherever you are.
We install a chatbot that engages every visitor, qualifies their enquiry, and feeds their details into your pipeline automatically — around the clock.
Yes — staff accounts are included at no extra cost. Everyone works from the same pipeline.
Yes — upload a CSV file and your full database is in the system within minutes.
Everything is pay monthly — no upfront fees. Get in touch for a full breakdown.
Indirectly yes — winning more jobs means more completed work and more consistent reviews, both of which improve your Google Business Profile ranking and Local Service Ads performance.
Ready to Take Control of Your Garden Room Business?
Stop letting high value leads go cold because the follow up fell through the cracks. Our CRM gives garden room installers one simple system to manage every enquiry, track every project, and see exactly what the business is worth — all from your phone.
No big upfront fees. No long contracts. Just a system that pays for itself every single month.
Get in touch today and let’s get your leads under control.