Remodeling CRM for kitchen and bathroom companies
Designers spend evenings at consultations with homeowners whose budget was never going to fit, and the good prospects wait a week for a proposal while two other firms are quoting. A remodeling CRM that checks scope and budget before the visit, books consultations people keep and makes sure every proposal goes out, and is followed up, on time.
For remodeling companies with 10 to 250 staff- Website project forms
- Showroom walk-ins
- Houzz-style directories
- Shared lead services
- Google Business Profile
- Past clients
- Neighbour referrals
- Home shows
- Instagram and Facebook
- Trade and designer partners
The wrong consultations, and proposals that arrive too late
Kitchen and bathroom work is high value and slow to decide. Homeowners collect ideas for months, compare several firms and want both partners to agree. Many enquiries are price checks: someone who wants a figure over the phone, or whose budget would cover a refresh but not the remodel they have pinned. A designer who drives out to each of them loses the evenings that should go to buyers.
The buyers who do fit are lost in a different way. The consultation is booked by phone and forgotten. The proposal takes a week because measurements, selections and pricing sit with three people. Then it is emailed once and nobody chases it, while a competitor who followed up the next day wins the job. After the project, nobody asks for the review or the photos, and the client who will want a bathroom next year hears nothing until they search again.
Consultations with price checkers
Designers give up evenings to visits where the budget and the brief were never going to meet.
Booked, then forgotten
A consultation arranged by phone a fortnight ago, no reminder, and nobody home when the designer arrives.
Proposals that take a week
Measurements, selections and pricing wait on different people, and the homeowner signs with the firm that was quicker.
Past clients left alone
A finished kitchen should lead to a bathroom, a review and two referrals. Without a system it leads to silence.
Every budget checked first.
Every consultation kept.
Every proposal on time.
From a qualified enquiry to a consultation that happens
Once scope and budget fit, the homeowner books the designer directly, arrives prepared, and the visit is logged with a promised proposal date.
Appointment booking and reminders
- Trigger
Starts when
A homeowner whose scope, budget and timeline fit is ready for a design consultation
Consultation booked online
The homeowner picks an in-home or showroom slot from the designer's live calendar, with no back-and-forth.
InstantWait for the booking
Up to 24 hours
- BookedA time was chosen
Confirmation with what to prepare
Email and text confirm the time and ask for photos, rough measurements and ideas, and for every decision maker to be there.
InstantWait
Until the day before
Reminder the day before
A short reminder with an easy reschedule link, so a clash becomes a new date rather than an empty driveway.
24 hours beforeReminder on the day
The designer's name, the arrival window or the showroom address and parking.
1 hour beforeProposal date logged
After the visit the deal moves to design in progress, with the date the proposal is promised and a task for whoever owns it.
Same day- Done
- Not bookedNo time chosen in 24 hours
Second invite by text
Two times offered
Owner prompted to call
Task on their list
- End
- BookedA time was chosen
- Project form: kitchen, full remodel, start in springnew
- Budget range and scope fit the rules for a consultation
- Consultation link sent by text and emailsent
- Thursday 17:30 booked, both owners attendingbooked
- Reminder sent with the designer's name and arrival time
- Visit logged, proposal promised for next Wednesday
- Task created for the estimator, due Tuesdaydone
Illustration of a typical enquiry sent on a Sunday evening.
What chasing by hand costs a remodeling company
Count the hours your designers and office spend confirming visits, chasing proposals and reminding clients about selections. The result is your arithmetic, not a promise.
Based on the figures you entered
This is your own arithmetic on the figures you entered, not a result levelpartner.ai has produced for anyone.
How this is calculated
weekly hours = people × hours each
annual cost = weekly hours × loaded hourly cost × 52
value returned = annual cost × the share you estimate could be automated
Every input is yours. The automatable share is an estimate, which is why the result is a range.
Worked example. Three people spending six hours a week each at a loaded 35 an hour: 18 hours and about 32,760 a year. If 40 to 70 in 100 of those hours can be automated, that is 7 to 13 hours a week back, worth roughly 13,100 to 22,930 a year.
What a remodeling CRM needs to do
Keep your design, estimating and project software for drawings, costings and the build schedule. The platform runs the conversations before the contract and after handover.
A sales pipeline for long decisions
Stages for enquiry, qualified, consultation booked, design in progress, proposal sent, finance or decision pending, and signed, each with a value and an owner. A proposal that has not gone out by its promised date, or a deal that sits too long after sending, raises a task.
Proposal follow-up that names the project
The day after a proposal, a text that refers to their kitchen or bathroom and asks one easy question. A few days later an email with similar finished projects. Then a call from the designer. It stops when they sign, decline or opt out.
Contracts and deposits on the same record
Send the contract from a template, collect e-signatures from both owners and take the deposit by payment link. If contracts are signed in the home, check the cooling-off rules that apply to you and put them in the template. Finance offers and their wording should be checked against the consumer-credit rules where you trade.
Answers in the evening, when homeowners plan
Homeowners research kitchens at night and at weekends. An AI agent on web chat, text, Facebook and Instagram answers questions about your services, process and areas from your own information, then offers the project form. Start it in suggestion mode so a person approves replies at first.
Nurture for next year's projects
Early-stage browsers and past clients get a useful email every few weeks: finished projects, planning guides, the right time to book for spring. When someone clicks or replies, the designer is told.
Source to signed project
Every enquiry keeps its source, so you can compare directories, shared lead services, Google, the showroom and referrals on signed contracts rather than on enquiries.
- When a project form is submitted
- If budget range fits the scope and start is within a year
- Then offer the designer's consultation times
- Else send the planning guide and add to nurture
- Always save the photos and answers to the record
What a remodeling company sets up in the first month
Each part works on the same client record, so the enquiry, the photos, the consultation, the proposal and the payments sit in one place.
A project form that qualifies
A short multi-step form asks which room, the scope, a rough budget range and the start date, and accepts photos. Answers write to the client record and decide what happens next: a consultation link for a good fit, a helpful guide and a price-range page for an early-stage browser.
Designer calendars
In-home and showroom consultations booked online against each designer's live calendar, with travel buffers and reminders.
Design deposits and stage payments
Take a design fee or deposit by payment link, then invoice each project stage from the same record.
Reviews when the room is finished
At handover, a thank-you and one request for a review, with a prompt to send photos you may use.
Before and after posts
Plan a month of project photos across networks in one sitting, so marketing does not stop in busy weeks.
From a diary, an inbox and a lead portal to one remodeling CRM
A typical kitchen and bathroom company sells across a showroom diary, a shared inbox, one or two lead portals, a spreadsheet of proposals and personal phones. Design and estimating live in their own tools. Nobody sees the whole pipeline.
The usual remodeling stack
- Every enquiry gets a visit, whatever the budget
- Consultations booked by phone with no reminder
- Proposals emailed once and left
- Past clients contacted only when they call
One platform
- Scope and budget checked before a visit is offered
- Consultations booked online and reminded
- Proposals tracked to a promised date and followed up
- Reviews, referrals and next-room nurture on a schedule
One licence with unlimited users, so designers, estimators, project managers and the showroom team all work in one place without a seat fee. Design, estimating and project tools stay where they are.
One licence, no tiers
Every feature is available on one licence, with no tiers to climb and no per-seat fees. Usage is billed as used, including WhatsApp, premium workflow steps, local listings sync and AI; implementation and custom work are priced separately and agreed before any work starts.
levelpartner.ai
€7,512
a year, the platform licence
- Every feature is available on one licence, with no tiers
- Unlimited users and unlimited contacts, no per-seat fee
- 30 hours of onboarding included, plus a 30-day check-in after launch
- Implementation beyond the included hours at €85 an hour, scoped and approved first
- Custom builds quoted to scope
- Usage billed as used: email, SMS, calls, WhatsApp, AI, premium workflow steps and local listings sync, at published rates
Guides worth reading first
Online appointment scheduling: how it works and how to set it up
Follow online appointment scheduling from click to meeting: pick the right calendar type, keep the form short and test every booking before a prospect does.
Lead scoring: how it works and how to set it up
Design a simple lead scoring model with fit and behaviour points, build it with a score field and workflows, and add decay so the ranking stays honest.
Automated follow up emails: how it works and how to set it up
Automated follow up emails recover proposals that go quiet. Time them to the sales event, stop them the moment a prospect replies and keep them human.
The same platform, written for other trades that sell big-ticket work to homeowners: roofing contractors, HVAC companies and solar installers. Or see every industry.
Questions buyers ask
What is the best CRM for remodelers?
One that protects your designers' time and your proposal speed. Look for a project form that qualifies on scope and budget, online consultation booking with reminders, a pipeline that flags late proposals, follow-up that runs on its own and source tracked to signed projects. Keep your design and estimating software for the drawings and costings.
How do remodelers qualify leads before a design consultation?
Ask three things before offering a visit: which room and scope, a rough budget range and when they want to start. Show realistic price ranges for typical projects on your site so homeowners can self-select. Good fits book straight away; early browsers get a planning guide and stay on a nurture list.
Should we charge for design consultations?
It is a business choice, and firms do both. A paid design stage filters out price checkers and pays for the designer's time, often credited against the contract. If you charge, take it by payment link when the consultation is booked so the time is committed on both sides.
How quickly should a remodeling proposal go out?
Promise a date at the end of the consultation and keep it. Set the date on the deal, give the estimator a task before it is due and follow up the day after sending. Homeowners compare firms, and a late proposal is often a lost one.
Does it replace our design or project management software?
No. Drawings, costings, orders and the build schedule stay in the tools built for them. The platform runs enquiries, consultations, proposals, payments, reviews and nurture, and can pass client data to other tools through webhooks or the API, scoped during onboarding.
What does it cost for a remodeling company?
The licence is €7,512 a year with unlimited users and contacts. It includes 30 hours of onboarding; implementation beyond that is €85 an hour, agreed before any hours are billed. Email, SMS and call usage is billed as used at the published rates.
Find where your remodeling sales leak
Bring last quarter's enquiries, consultations and proposals. On the call we trace where they stalled and tell you plainly which fix pays first.
Book a strategy call
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Spend design time on the projects that will sign
One remodeling CRM for qualification, consultations, proposal follow-up and past clients, with unlimited users.