01
Invoices that get paid
Send the invoice from the client's record. When it is paid, the deal is marked won.
Explore Invoices that get paid
CRM
CRM for plumbing businesses
Every customer, address and job on one record. Send the estimate from your phone, book the visit and get paid online before you leave the site.
Free plan, no card needed. Or book a demo.
From a missed call to a paid job
Plumbing work arrives as calls, WhatsApp messages and the odd email with a photo of a leak. The details end up in your phone, the quote in a notebook and the invoice somewhere else.
startbuddi puts each customer on one record with their address, their messages and their job history. Send an estimate while you are still on site, turn it into an invoice when the job is done and let the customer pay by card or bank transfer.
What changes day to day
- Customers book a visit from your link, with photos and the problem described.
- Estimates and invoices go out from your phone.
- Repeat customers are one search away, with every past job on their page.
- Chip can answer your website chat while you are under a sink.
See startbuddi for plumbing businesses for the full workflow.
- Job history per customerAddress, photos, estimates and invoices on one page.
- Estimates from the vanQuote on your phone and send it before you leave.
- Online paymentCard, bank transfer or USSD through Paystack, straight to your bank.
- Bookings with a depositCustomers book a visit and can pay a call-out fee upfront.
Your list
Every customer and address, one search away.
Customers arrive from bookings, forms and chats. Search by name, phone or area and open their page to see every past job.
- Saved views: All Contacts, My Contacts, Recently Added, Starred, Opportunities
- Filter by owner, tag, source, lead status or Last contacted
- Board view: drag contacts between lead stages
Estimates
Estimates that turn into invoices.
Send the estimate from the customer's record. When they accept, convert it into an invoice without typing the lines again.
- Line items, tax and discount roll into a total automatically
- Any currency, with notes and terms
- Track Total estimates, Waiting on customer and Pipeline value
Pay online
Get paid before you leave the site.
Send the invoice link on WhatsApp and the customer pays by card, bank transfer or USSD. It marks itself paid.
- Accept payment via Paystack and Stripe, toggled per invoice
- A Pay by bank transfer block with your account details
- Copy the invoice link and send it on WhatsApp, or email it from startbuddi
Same workspace
Your CRM is already connected to the rest of the business.
The same client record is used by your invoices, bookings, projects and follow-ups, so nothing is typed twice.
02
Online bookings
Clients book from your link and land in your contacts with the booking on their page.
Explore Online bookings
03
Follow-ups that run themselves
Follow-ups, reminders and tasks that start when a form, booking or deal changes.
Explore Follow-ups that run themselves
04
Projects your team can follow
Won the work? Start the project, track tasks and share progress with the client.
Explore Projects your team can follow
05
Dashboards and reports
A ready-made Leads and sales dashboard in Analytics: leads by source, form conversion, bookings, pipeline and deals won.
More about Analytics
Plans
A CRM on every plan, including Free
The CRM is on every plan. Free keeps 250 contacts, Starter 2,500, Growth 15,000 and Scale 75,000. The shared inbox, WhatsApp, SMS and automations unlock on Starter.
- Free Included, free forever $0
- Starter Included, 30-day trial $29/mo
- Growth Included, 30-day trial $79/mo
- Scale Included, 30-day trial $199/mo
Keep reading
SolutionPlumbing & Trade Services
SolutionBooking Software For Plumbers
GuideHow to run a home service business: scheduling, jobs and getting paid
Free toolQuote generator
ProductCustomers
ProductContacts & companies
ProductSales pipeline & deals
ProductInbox
CompareBest CRM Software for Small Business
Questions people ask
Can I send estimates from my phone?
Yes. startbuddi works in the browser on your phone. Create the estimate from the customer's record and send it by email or WhatsApp link.
Can customers pay a call-out fee when they book?
Yes. Turn on "Require payment to book" for the service and choose a deposit or the full amount, paid through Paystack or Stripe.
Does it do job scheduling and dispatch?
It has a booking calendar with staff and round robin assignment. It does not do route planning or GPS dispatch.
How much is it?
The CRM, bookings and invoicing are on Free. Starter ($29 a month) adds WhatsApp, SMS and automations, with a 30-day trial.
Put every client in one place.
Start with your contact list and your WhatsApp chats. Add deals, invoices and follow-ups when you are ready.
Free plan available. Every paid plan starts with a 30-day trial.