Sales, installation delivery, and financial admin — in one place.
Install CRM replaces the separate apps most installation businesses are piecing together. From first enquiry to final invoice — one system, no duplication, no chasing across tools.
All plans include the full workflow. Annual plans include the First Job Guarantee — a personal 30-minute setup call with Dickon, worth £397, free.
44 days risk-free in total — try it, get set up, and decide with confidence.
More than a CRM
Install CRM is built to replace the separate apps many installation businesses patch together.
Track enquiries, manage leads, follow up prospects, and keep the sales cycle moving.
Manage surveys, appointments, active jobs, installation planning, and delivery progress.
Create quotations, issue invoices, track what has been billed and paid, review job financials, and prepare financial exports.
Why that matters
Instead of switching between disconnected apps, spreadsheets, and inboxes, your team gets one clear operational system.
One system for sales, installation delivery, and financial admin. Run the whole workflow in one place.
Pricing
All plans include the full workflow system. Plans differ by usage level and support.
For smaller installers getting organised
Billed annually — £790/year
Save £158 vs monthly + Setup Call free
For businesses that want one clear system for leads, jobs, quotations, invoicing, and day-to-day workflow — with standard support included.
For established installation businesses
Billed annually — £1290/year
Save £258 vs monthly + Setup Call free
For firms using the system regularly across enquiries, active jobs, quotations, invoicing, and job oversight — and wanting stronger support around the workflow.
For growing firms wanting more support
Billed annually — £1990/year
Save £398 vs monthly + Setup Call free
For businesses that want the full system with a higher-touch level of support, stronger implementation help, and more direct access as usage grows.
14-day free trial — card required, not charged until day 15.
30-day money-back guarantee from first charge. 44 days risk-free in total.
What's included
Run the whole workflow in one place. Every plan includes the same core Install CRM workflow.
Manage enquiries, leads, follow-up, and the customer pipeline
Run surveys, appointments, active jobs, and installation delivery
Create quotations, issue invoices, track job financials, and prepare financial exports
From first enquiry to final invoice.
Manage the sales cycle, deliver the job, and stay on top of the money.
The plans mainly differ by:
Support
The software stays consistent across all plans. What changes is the level of support around it.
For smaller firms who are happy to get going with lighter-touch help.
For businesses using the system more actively and wanting quicker help and stronger workflow guidance.
For firms wanting more direct access, smoother implementation, and higher-touch support as the system becomes part of day-to-day operations.
Replace separate tools with one installer-focused system — and choose the level of support that fits your business.
A 30-minute call with Dickon. You leave with Install CRM set up around your actual workflow, your first real job in the system, and the confidence to run the whole process from it.
This isn't a product demo. It's a working session. If you don't get value from it, Dickon will tell you himself. That's the guarantee.
30 minutes with Dickon. Included free on annual plans.
Monthly subscribers can add the Demo and First Job Setup for £397.
Usage
Our plans are based on the level of monthly install activity the system is supporting — to keep pricing clear and fair.
If your usage grows beyond the normal range for your current plan, we'll help you move to the right tier. The aim is to keep pricing clear and sensible — not to get in the way of using the system properly.
Pricing model
Installation businesses often have more than one person touching the workflow. That might include:
So rather than charging extra for every user, Install CRM is priced per business. That keeps pricing simpler and better reflects what the software is doing: helping you manage the sales cycle, deliver the job, and stay on top of the money.
Run the whole workflow in one place. Replace separate tools with one installer-focused system.
FAQ
Start a 14-day free trial. No charge until day 15. If it's not right, cancel before then and you won't pay a penny.
First charge comes with a 30-day money-back guarantee. That's 44 days risk-free in total.
Card required at signup. Cancel any time before day 15 and you won't be charged.