CRM and job management for Plumbers
When someone needs a plumber, they need one now. A leak that’s getting worse by the minute, a boiler that’s gone out on the coldest night of the year, a bathroom that’s flooded while they’re standing in it. They’re not browsing. They’re not comparing quotes. They’re calling the first plumber who answers — and if that’s not you, it’s your competitor.
Speed wins in plumbing. But speed only gets you so far if the leads that come in when you’re on a job get missed, the quotes you’ve sent go unfollowed, and the pipeline you’re supposed to be managing is still a pile of WhatsApp messages and a notes app on your phone.
Our CRM is built for plumbing businesses that want to respond faster, follow up better, and win 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 Plumbers
Every lead that comes in — through your website, through your chatbot, through 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 callouts, check the pipeline. Back at base, pull up the 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, engineers on the road, anyone in the business can have their own login and work from the same pipeline. Everyone sees the same leads. Nobody misses a follow up because they thought someone else was dealing with it.
Phone calls feed directly into the pipeline. In a plumbing business where a large proportion of enquiries come in by phone, this is huge. Every call logged, every lead captured, nothing falling through because someone forgot to write it down.
Upload existing customers via CSV in minutes. Your full database — past customers, service contract clients, maintenance leads — all in the system and ready to work from.
The chatbot on your website captures leads around the clock. Emergency searches at midnight, boiler breakdowns on bank holidays, leak enquiries on Sunday morning — every visitor who lands on your site gets engaged, qualified, and fed into your pipeline so you wake up to warm leads ready to follow up.
Your Pipeline, Built Around How You Work
Plumbing businesses handle a mix of emergency callouts, planned repairs, installations, and service contracts — so the pipeline is fully customisable to match that variety.
Set your stages up however makes sense. Emergency Callout, Enquiry, Quoted, Booked In, In Progress, Complete, Invoice Sent — whatever reflects how your business actually works. Move jobs through as they progress and always know exactly where everything stands.
Add job values and the dashboard tracks revenue automatically. Emergency callouts, boiler installations, bathroom fits — all visible in real time. See what’s come in, what’s been won, what’s outstanding, and what the month is looking like financially without having to add anything up yourself.
Send invoices directly from the system. Get paid faster, look more professional, and keep cash flow visible without chasing payments through WhatsApp.
No Big Upfront Fees — Just a Simple Monthly Plan
Plumbing businesses run on cash flow. A large upfront fee for a CRM system before you’ve seen a single result from it isn’t how you want to be spending that cash.
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, the first quote it stops from going cold, or the first follow up it reminds you to make.
No risk. No big upfront cost. Just a system that works from your phone every single day.
Streamline Your Operations
In a busy plumbing business, the jobs keep coming and the admin never stops. Logging leads, tracking quotes, chasing payments, updating job status — done manually it eats into the time you should be spending on the tools.
Go completely paperless. Every lead, every job note, every customer detail stored digitally and accessible from anywhere. No more paperwork in the van, no more job sheets that go missing, no more end of evening catch up logging jobs that happened twelve hours ago.
Respond immediately. In plumbing, the business that responds first wins the job. The moment a lead lands in your pipeline you get notified — so you can call back before they’ve had a chance to try the next number on the list.
With the whole team on the same system there’s no confusion between office staff taking calls and engineers on the road. One pipeline, one view, everyone on the same page.
Win More Work
Most plumbing businesses are already getting enough enquiries to grow. The problem is that not all of those enquiries are being followed up properly — and the ones that aren’t are going to competitors who do.
The pipeline makes sure every lead gets followed up. Every quote is tracked. Every customer who hasn’t responded has a follow up date. The dashboard shows you exactly what needs attention today and you work through it. Simple, consistent, effective.
The revenue dashboard shows you what’s coming in and what’s been won — so you always know where the business stands financially and whether you need to push harder on the leads sitting in the pipeline.
Invoice the moment the job is done. Track payments, spot what’s outstanding, and keep cash flow healthy without spending your evenings chasing people.
What’s Included
- Full CRM pipeline setup tailored to your plumbing 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.
Yes — the One Base Media app works on any smartphone. Manage leads, update jobs, and send invoices from wherever you are.
When a customer calls your number it logs automatically in the pipeline alongside your web and chatbot leads — so every enquiry ends up in one place regardless of how it came in.
Yes — staff accounts at no extra cost. Everyone on the same pipeline, no missed leads, no duplicated effort.
Yes — CSV upload gets your full customer database into the system in minutes.
Pay monthly, no upfront fees. Get in touch for a full breakdown of what’s included.
Yes — consistent job completion and regular review collection both improve your Local Service Ads performance. The CRM helps you stay on top of both.
Ready to Stop Missing Leads and Win More Plumbing Work?
Every missed follow up is a job that went to a competitor. Every cold quote is revenue that didn’t need to be lost. Our CRM gives plumbers 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.