CRM for plumbing businesses
The CRM for plumbers that picks up the burst pipe call at 2am
Clientager answers every call, text and chat, opens the job with the right urgency and logs the customer in your CRM. You wake up to booked work, not missed calls.
CRM included in every plan, from $39/month. AI manager included.
New enquiry
Site visit booked
Quote sent
Job scheduled
Quick answer
What is the best CRM for plumbers?
The best CRM for plumbers captures every emergency call, turns it into a job with a priority and a technician, and gets you paid fast. Clientager does this with an AI manager that answers calls, WhatsApp, SMS and chat 24/7, plus a built-in CRM with jobs, quotes, invoices with pay links, reminders and reports. It is included in every plan, from $39/month.
Built for plumbers and plumbing companies
Your Plumber CRM comes set up with the stages and fields plumbers and plumbing companies actually use. Change anything, add your own.
Pipeline stages
- New enquiry
- Site visit booked
- Quote sent
- Job scheduled
- Won
What each record holds
- Property address and access notes
- Property type (house, apartment, commercial)
- Owner, landlord or tenant
- Water heater type and install date
- Main shutoff valve location
- Job history and parts used
- Preferred technician
- Emergency or routine flag
Service requests and jobs
Every call becomes a job with a priority, a problem description and an address. Mark a burst pipe as urgent and a dripping tap as routine, then assign the right technician.
Plumbing pipeline
See every lead from first enquiry to site visit, quote and scheduled job on one board. Drag a card when the customer says yes and track the value of open quotes.
Quotes and invoices
Build a quote from your catalog of call-out fees, labor and parts like water heaters or valves. Add tax or a discount, send it as a PDF and attach a pay-by-link through Stripe, Razorpay or PayPal.
Customer timeline
Open a customer and see every call transcript, text, past job, invoice and note. Your tech arrives knowing the water heater is twelve years old and the shutoff sticks.
Calendar for jobs and visits
Site visits, scheduled jobs and follow-up tasks sit in one week view, so you can see which tech has room for an emergency before you promise a time.
Tasks and reminders
Create callback tasks with due times and assign them to the office or a tech. Nothing waits on a sticky note in the van.
Reports
Track new leads by source, open quote value, win rate, revenue collected, jobs completed and how many calls came in after hours.
Included: Clientager AI manager
A CRM that fills itself in
Most CRMs wait for someone to type. Your AI manager answers calls, WhatsApp, SMS, website chat and email 24/7, then writes every contact, booking and next step into the CRM for you.
Answers emergency calls 24/7
Your AI manager picks up nights, weekends and while you are under a sink. It asks what is leaking, where the shutoff is and whether water is spreading.
Opens jobs with the right urgency
It creates the contact, opens a service request marked urgent or routine and drops the lead into the right pipeline stage.
Hands real emergencies to a human
When water is pouring through a ceiling, it alerts your on-call plumber and creates a callback task so the customer hears back fast.
Books site visits
For non-urgent work like a bathroom refit quote, it offers open slots and books the visit straight into your calendar with a confirmation.
Lead score and next step
Each contact gets a short history summary, a hot, warm or cold score and a suggested next action, like chasing a quote sent three days ago.
How a plumber runs on Clientager
- 01
The call comes in
A homeowner calls at 11pm about a leak under the kitchen sink. Your AI manager answers and asks the right questions.
- 02
The job is created
It logs the contact, opens an urgent service request with the address and notes, and alerts your on-call tech.
- 03
The tech is assigned
The office sees the job on the calendar in the morning, confirms the technician and the customer gets a confirmation text.
- 04
The work is done
The tech marks the job complete. The invoice goes out with a pay-by-link and is marked paid when the customer pays.
- 05
The customer comes back
Automations ask for a review and remind the customer about water heater service next year.
Automations ready to switch on
- When A job is marked completed→ Send the invoice pay-by-link and, two days later, an SMS asking for a review.
- When A quote sits in Quote sent for 3 days→ Create a follow-up task for the office and send a friendly reminder email.
- When A water heater install is 1 year old→ Send a maintenance reminder offering an annual flush and inspection.
- When A new contact comes in after hours→ Tag it after-hours and create a morning callback task if it was not booked.
- When No job for 18 months→ Send a win-back SMS offering a drain or water heater check.
Spreadsheets vs. Clientager
Spreadsheets and generic CRMs
- Calls after 6pm go to voicemail and the customer calls the next plumber
- Jobs live on a whiteboard, a notebook and three phones
- Quotes are typed in a word processor and never followed up
- Invoices go out days late and payments get chased by phone
- No record of what you fixed at the property last time
Clientager Plumber CRM
- Every call is answered 24/7 and urgent leaks reach your on-call tech
- Jobs have a priority, an address and an assigned technician
- Quotes go out from your catalog and get followed up automatically
- Invoices carry a pay link and mark themselves paid
- Each property has its full job history and notes
Why plumbers need a CRM built around emergency calls
Plumbing work arrives at the worst times. A burst pipe on Sunday night or a failed water heater before work on Monday. The customer calls the first number they find and hires whoever answers. A CRM for plumbers has to start with that call. Clientager answers it 24/7, asks about the leak, the address and the shutoff, and opens a job with the right priority. The contact, the job and the conversation all land in your CRM before you check your phone.
Generic CRMs were built for sales teams with long deals. Plumbing is different. You need jobs, addresses, technician assignment, quotes with parts and fast payment. Clientager comes set up with a plumbing pipeline, job fields like property type and water heater age, and a calendar that shows visits and jobs side by side. You can rename stages and add your own fields, but you do not have to build anything to start.
From quote to paid invoice without chasing
Bigger jobs like repiping, bathroom refits or water heater replacements start with a site visit and a quote. In Clientager you build the quote from your catalog of labor, parts and call-out fees, add tax, and send it as a PDF. The deal sits in the Quote sent stage with its value, so you always know how much work is waiting on a yes. If the customer goes quiet, an automation creates a follow-up task and sends a reminder.
When the work is done, the invoice goes out with a secure pay-by-link through Stripe, Razorpay or PayPal, using your own account. The customer pays from their phone and the invoice is marked paid on its own. No more driving back for a check or calling about overdue balances. Your reports show revenue collected, open quote value and win rate, so you can see which lead sources actually bring paying jobs.
- Quotes and invoices built from your own catalog
- Pay-by-link with Stripe, Razorpay or PayPal
- Automatic follow-ups on quotes that go quiet
- Invoices marked paid when the customer pays
Repeat work and reviews on autopilot
Most plumbing customers only think about you when something breaks. A plumbing customer management system can change that. Clientager stores each property's water heater type, install date and job history, then sends maintenance reminders when a flush or inspection is due. Customers who have not booked in a long time get a friendly win-back message. Small, regular jobs fill quiet weeks and keep your name in their phone.
Reviews matter in local search, and the best time to ask is right after a job goes well. When a tech marks a job complete, an automation can send a review request by SMS a couple of days later. You set the timing and the wording once. Every message sent is logged on the customer timeline, so your team can see what went out and when, and nobody gets asked twice.
Questions about the CRM
What is the difference between a plumbing CRM and an AI manager?
The CRM is where your customers, jobs, quotes and invoices live. The AI manager is the part that answers calls, texts and chats 24/7 and writes everything into that CRM for you. It creates the contact, opens the job with the right urgency, books visits and alerts your on-call tech. In Clientager they come together, so the records fill themselves instead of waiting for someone to type them in.
Can I import my existing customer list?
Yes. Export your customers from a spreadsheet or your current software as a CSV and import it into Clientager. Duplicate detection flags customers who already exist, and you can merge duplicates in a couple of clicks. You can map columns to fields like address, property type or water heater date, and add custom fields for anything else you track.
Can my technicians log in without seeing revenue?
Yes. Give your techs the staff role. They can see the jobs assigned to them, customer details, notes and tasks, but not payments, billing or revenue reports. Owners and managers see everything. Starter includes 2 team logins, Growth includes 5 and Scale has unlimited logins, and an activity log shows who changed what.
Does it handle emergency calls differently from routine ones?
Yes. The AI manager asks about the problem and marks the service request urgent or routine. For true emergencies like flooding or no water, it hands off to your on-call plumber and creates a callback task. Routine requests, like a running toilet or a quote for a new water heater, get booked into an open slot instead.
Can I send quotes and invoices from the CRM?
Yes. Build quotes and invoices with line items from your catalog, such as call-out fees, hourly labor and parts. Add tax or a discount, print or send a PDF, and include a secure pay-by-link through Stripe, Razorpay or PayPal on your own account. Paid invoices are marked paid automatically.
Does it work on my phone in the van?
Clientager works in any browser on a desktop or a phone. Your techs can open their jobs, read the customer timeline, add notes and mark work complete from the phone browser they already have. There is nothing to install, and the office sees their updates right away.
How much does a CRM for plumbers cost with Clientager?
The CRM is included in every Clientager plan, and plans start at $39/month. That covers the CRM and the AI manager that answers your calls and messages. You can see it working in a live demo, and you can get a refund before your agent goes live if it is not the right fit.
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