No. Simple and straightforward from day one. We set everything up for you.

Yes — the app works on any smartphone. Manage the pipeline, update jobs, and send invoices from wherever you are.

Yes — staff accounts at no extra cost. Everyone on the same pipeline, everyone with the same visibility.

Installed on your website, it qualifies every visitor and feeds their details into your pipeline automatically — around the clock.

CRM for Builders

When you’re running multiple jobs at once — managing subcontractors, ordering materials, dealing with site issues, and trying to quote new work on top of all of it — lead management is usually the first thing that slips.

Not because you don’t care. Because there genuinely aren’t enough hours in the day to run busy sites and stay on top of every enquiry coming in at the same time. Something gives. And more often than not, it’s the follow up.

The customer who enquired last Tuesday? You meant to call them back. The quote you sent two weeks ago? You’re not sure if they’ve opened it. The referral that came through on Friday? It’s sitting in your WhatsApp somewhere.

Our CRM gives building companies one central system to manage every lead, every job, and every member of the team — without adding hours to your day. All from your phone, all pay monthly, no big upfront fees.

How Our CRM Works for Builders

The system is built around keeping everything visible when you’re too busy to keep track of everything yourself.

Every enquiry that comes through your website feeds automatically into your pipeline. No manual logging, no copying from emails — captured instantly and ready to action.

Manage it all from the One Base Media app on your phone or from a full desktop dashboard. On site managing a build? Check the pipeline from your phone between tasks. Back in the office? Pull up the full dashboard and see every live lead, every active job, and every outstanding quote across the whole business at once.

Staff accounts are included at no extra cost. Site managers, office staff, estimators, anyone in the business can have their own login and work from the same pipeline simultaneously. No more chasing people for updates. No more not knowing what stage something is at. Everyone sees the same information in real time.

Calls feed into the pipeline automatically. When a potential customer rings, it logs alongside your web and chatbot leads so every enquiry ends up in the same place regardless of how it came in.

Existing contacts in a spreadsheet? Upload a CSV and they’re in the system within minutes. No manual data entry.

The chatbot on your website works while you’re on site. It qualifies every visitor, collects their details, and feeds them straight into your pipeline — so leads coming in during the day when you’re busy on a build are captured and waiting when you have a moment to follow up.

Your Pipeline, Built Around How You Work

No two building companies run the same jobs in the same way — so the pipeline is fully customisable to match yours.

Set your stages up the way that reflects your process. Initial Enquiry, Site Visit, Quoted, Tender Submitted, Won, In Progress, Complete — whatever makes sense for how you manage work. Move leads and jobs through as they progress and you always know exactly where everything stands across the whole business.

Add job values to each lead and the dashboard tracks revenue automatically. Total pipeline value, won revenue, jobs in progress, outstanding invoices — all visible at a glance. For a building business running multiple projects simultaneously, that financial overview is the difference between running the business and guessing at it.

Invoice directly from the system when jobs are complete. Track payments, chase outstanding invoices, and keep cash flow visible without digging through paperwork.

No Big Upfront Fees — Just a Simple Monthly Plan

Building companies already carry significant costs — materials, labour, equipment, insurance. The last thing you need is a CRM platform adding to that with a large upfront fee before you’ve seen any return.

Everything we do is pay monthly. No setup fees, no onboarding charges, no long contracts. A simple monthly cost that pays for itself from the first job it helps you win or the first lead it stops from going cold.

No big upfront investment. No risk. Just a system that works from your phone and pays for itself every single month.

Streamline Your Operations

Running a building business is complex by nature. Multiple jobs, multiple teams, multiple clients, all moving at once. The admin side of the business — logging leads, chasing quotes, tracking what’s been won — shouldn’t be adding to that complexity.

Go completely paperless. Every lead, every job note, every client detail stored digitally and accessible from anywhere. No paperwork in the van, no job sheets getting lost on site, no end of day admin piling up.

Respond to new enquiries fast. Building work is competitive and customers shopping for quotes are talking to multiple companies at once. The one that responds first and follows up consistently wins the job more often than not. The moment a lead comes in you get notified so you can act on it immediately.

With the whole team on the same system there’s no confusion between estimators, site managers, and office staff. Everyone works from the same pipeline, everyone has visibility of the same jobs, and nothing falls between people.

Win More Work

Building companies lose more work to poor follow up than they do to price. A customer gets a quote, says they’re considering it, and then hears nothing for two weeks. By the time you remember to follow up they’ve already signed with someone else.

The pipeline prevents that. Every quote is tracked. Every lead has a follow up date. The dashboard shows you exactly what needs attention today — and you work through it. Jobs that would have gone cold stay warm because you followed up at the right time.

Over time the data builds into a clear picture of the business. Where the best leads come from. What job types convert best. What your average project value is. That insight helps you make better decisions about where to focus your marketing and your time.

What’s Included

• Full CRM pipeline setup tailored to your building business
• One Base Media phone app
• Full desktop dashboard
• Staff accounts at no extra cost
• Call tracking
• CSV upload
• 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

Do I need technical knowledge to use it?

No. Simple and straightforward from day one. We set everything up for you.

Can I use it on site from my phone?

Yes — the app works on any smartphone. Manage the pipeline, update jobs, and send invoices from wherever you are.

Can multiple team members use it?

Yes — staff accounts at no extra cost. Everyone on the same pipeline, everyone with the same visibility.

How does the chatbot work?

Installed on your website, it qualifies every visitor and feeds their details into your pipeline automatically — around the clock.

Can I import existing contacts?

Yes — CSV upload gets your full database into the system within minutes.

Pay monthly, no upfront fees. Get in touch for a full breakdown.

Indirectly — more won jobs means more completed work and more consistent reviews, which improves your Google Business Profile ranking over time.