Construction CRM

Construction CRM — Every Client, Every Quote, Automatic Follow-Ups (UK)

Customers are created automatically from your quotes, with every quote, win and 'didn't win' on their record; cold quotes are chased for you and the morning brief tells you who to call.

No credit card required · Free plan available · Cancel anytime

A builder shaking hands with a homeowner at her front door

Every client. Every quote. Followed up.

Customers created from your quotes automatically, with the ones that didn't win kept for next time.

800+

Quotes created

£4.2M+

In quotes sent

£0

Free plan · no card

Any device

Phone, tablet & desktop

What you get

Why builders choose EstiMate

A customer for every quote, automatically

Put a client name on a quote and they're on the Customers page — matched to an existing record by name, phone or email, or created with the details from the job. No separate data entry.

  • Created from web, phone or import
  • Blanks filled from later quotes
  • Email prompts where it's missing

The whole history in one place

Every quote, live job and completed job for the client, with values — and the quotes that didn't win, kept with their pricing for the day the client comes back.

  • Quotes / won / didn't win
  • New quote from the customer
  • Job values and dates

Follow-ups that happen

A quote with no response for three days gets a polite chase email with the live link, and another a few days later. Overdue invoices are chased the same way. You see delivery status and can send yourself a test.

  • Automatic quote chasing
  • Automatic invoice reminders
  • Everything logged

Told what to do today

Construction Copilot's morning brief lists the quotes going cold, accepted quotes to confirm, overdue payments, snags and renewals — on the dashboard and in your inbox.

  • Today's priorities
  • Morning email
  • Win rate and lost-quote reasons in Business
One system

From enquiry to final account

01

Create the job

Client, site address, project title. Takes 30 seconds.

02

Quote & win it

Breakdowns, optional extras, one-tap online acceptance.

03

Sign the contract

A build contract from the quote, e-signed online.

04

Run the job

Programme, site diary, snagging and variations.

05

Get paid

Milestones tracked and overdue payments chased.

Pricing

Start free. Upgrade when you're ready.

No contracts. No hidden fees. Cancel monthly subscriptions any time.

Free

£0

Try it on real jobs before you commit.

  • 3 jobs per month
  • Material & labour breakdowns
  • Builder's calculators
Get started free

EstiMate

£15.99/ month

Unlimited quotes and the full app.

  • Unlimited jobs, branded PDFs
  • Quote sharing, contracts & e-signatures
  • Receipts, milestones & payment tracking
Start EstiMate
Most popular

EstiMate Pro

£39.99/ month

Everything, plus the full AI suite.

  • AI quote writer & AI take-off
  • Snagging, progress reports & 360° tours
  • Construction Copilot & priority support
Start Pro

Teams and multi-branch contractors: EstiMate Corp from £249 / month. Compare every plan →

Questions

Frequently asked questions

Do I have to enter customers separately?

No. Any quote with a client name creates or links the customer automatically; you only add what's missing, like an email address.

What happens to quotes I lose?

Mark them 'Didn't win' and they stay on the customer's record and in a Didn't win tab with all their pricing, reported separately in Business, Reports and Accounts.

Does it chase quotes automatically?

Yes, on EstiMate Pro with automatic follow-ups turned on — up to two polite emails per quote with the link to accept.

Which plan has Customers?

Customer records are on the EstiMate plan and above; automatic chasing and the morning brief are Pro.

Estimate faster. Run the job. Protect your margin.

Use EstiMate from first enquiry through quotation, project delivery, variations, records and payment tracking.

Try EstiMate free

No credit card · Free plan always available