CRM & Job Management For Electricians
Electrical work is urgent by nature. A tripped fuse board, a failed consumer unit, a commercial premises with no power — these are not situations where customers browse options and sleep on a decision. They need someone today. They need someone who answers, responds fast, and can get there.
The electricians winning the most work aren’t always the most qualified or the most experienced. They’re the ones who are easiest to reach, fastest to respond, and most consistent at following up. And behind all of that is a system — one that makes sure no lead gets missed, no quote goes unfollowed, and no opportunity slips through while they’re busy on a job.
Our CRM is built for electrical businesses that want to respond faster, follow up better, and convert more of the work that’s already coming in. All from your phone, all pay monthly, no big upfront fees.
How Our CRM Works for Electricians
Every lead that comes in — through your website, your chatbot, or a phone call — lands in one place. Your pipeline. Instantly, automatically, and ready to action the moment it arrives.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. Between jobs, check the pipeline from your phone. Back at base, pull up the full dashboard and see every live lead, every outstanding quote, and every job in progress across the business.
Staff accounts are included at no extra cost. Office staff taking calls, electricians on site, anyone in the business can log in and work from the same pipeline. Everyone sees the same leads. Nobody misses a follow up because they assumed someone else was dealing with it.
Phone calls feed directly into the pipeline. For electrical businesses where a significant proportion of work comes in by phone, this matters enormously. Every call logged, every lead captured, nothing missed because an engineer forgot to write a number down.
Existing customers in a spreadsheet? Upload a CSV in minutes. Your full database — domestic clients, commercial accounts, maintenance customers — all in the system and ready to work from immediately.
The chatbot on your website captures leads when you can’t. Emergency electrical searches on evenings and weekends, commercial premises looking for a regular contractor, homeowners planning a full rewire — every visitor gets engaged and fed into your pipeline so you never miss an enquiry outside of working hours.
Your Pipeline, Built Around How You Work
Electrical businesses handle everything from emergency callouts to large commercial installations — so the pipeline is fully customisable to manage that full range.
Set your stages up however makes sense. Emergency Callout, Enquiry Received, Survey Booked, Quoted, Won, Booked In, In Progress, Complete, Invoice Sent — whatever reflects how your business actually runs. Move jobs through as they progress and always know exactly where everything stands.
Add job values and the dashboard tracks revenue automatically. Emergency callouts, consumer unit replacements, full commercial rewires — all visible in real time alongside each other. See what’s come in, what’s been won, and what the month looks like financially without having to add anything up yourself.
Send invoices directly from the system the moment a job is complete. Get paid faster, look more professional, and keep cash flow healthy without chasing payments through WhatsApp.
No Big Upfront Fees — Just a Simple Monthly Plan
Electrical businesses carry significant running costs — tools, test equipment, vehicle costs, insurance. A large upfront CRM fee before you’ve seen any return from it isn’t how you want to be spending that budget.
Everything is pay monthly. No setup fees, no onboarding charges, no long contracts. A simple monthly investment that pays for itself from the first job it helps you win or the first quote it stops from going cold.
No risk. No big upfront cost. Just a system that works from your phone every single working day.
Streamline Your Operations
Between callouts, installations, testing, certification, and customer communication, a busy electrical business generates a lot of moving parts. Your lead management system shouldn’t be one of them.
Go completely paperless. Every lead, every job note, every customer detail stored digitally and accessible from anywhere. No more job sheets getting left on site, no more end of evening catch up logging jobs that happened eight hours ago.
Respond immediately. In electrical work, the business that answers and responds first wins the job. The moment a lead lands in your pipeline you get notified — so you can call back before the customer has moved on to the next electrician on their list.
With the whole team on the same system there’s no confusion between office staff taking calls and electricians on the road. One pipeline, one view, everyone working from the same information.
Win More Work
Most electrical businesses are already generating enough enquiries to grow. The problem is that not all of those enquiries are being followed up — and the ones that aren’t are going to competitors who are more organised.
The pipeline makes sure every lead gets followed up. Every quote is visible. Every customer who hasn’t responded has a follow up date sitting in the dashboard. You work through it consistently and you win the jobs that less organised electricians are losing through inaction.
The revenue dashboard tells you exactly what’s coming in and what’s been won — so you always know where the business stands and whether you need to push harder on the pipeline or whether the month is already covered.
Invoice the moment the job is done. Clean, professional invoices sent from the system, payments tracked automatically, outstanding amounts visible at a glance.
What’s Included
- Full CRM pipeline setup tailored to your electrical business
- One Base Media phone app
- Full desktop dashboard
- Staff accounts at no extra cost
- Call tracking — phone enquiries feed directly into the pipeline
- 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
No. If you can use WhatsApp you can use this. We set everything up and you’re ready from day one — no IT knowledge required.
Yes — the One Base Media app works on any smartphone. Manage leads, update job stages, and send invoices from wherever you are.
Every incoming call logs automatically in the pipeline alongside your web and chatbot leads — so every enquiry, however it came in, ends up in one place.
Yes — staff accounts at no extra cost. Everyone on the same pipeline, no missed leads, no duplicated effort between office and field.
Yes — upload a CSV and your full customer database is in the system within minutes.
Pay monthly, no upfront fees. Get in touch for a full breakdown of what’s included and what it costs.
Yes — the CRM helps you win more jobs and stay on top of review collection, both of which are key factors in Local Service Ads performance.
Ready to Stop Missing Electrical Leads and Win More Work?
Every unanswered enquiry is a job that went to a competitor. Every cold quote is revenue that didn’t need to be lost. Our CRM gives electricians one simple system to capture every lead, follow up every quote, and see exactly what the business is earning — 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.