Hire CRM Features & Syrinx Integration | SitePad CRM

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Platinum Sponsor! SitePad is proud to sponsor Syrinx Conference 2026 — catch us 18–19 Nov.

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Exciting news! SitePad become an official Syrinx partner!

Purpose-built CRM software for the plant and equipment hire industry.

SitePad CRM adds a powerful layer of analytics, AI and custom features to your existing Syrinx hire software. Bring customers, quotations and sales opportunities together with your Syrinx data, explore performance through dashboards and reports, and ask questions using AI. With features tailored to your business, SitePad helps plant and equipment hire companies get more from Syrinx.

Sales & Pipeline

AI Quote Builder

Describe an order in plain English, paste an email, or dictate it, and SitePad drafts the quotation for you — assets, quantities and rates pre-filled and ready to check.

Rate Intelligence & Pricing History

See target rates, previously accepted customer rates and historical quotation pricing directly as you quote. Compare agreed prices against target rates, helping your team protect margins and make smarter pricing decisions.

Delivery Mileage & Transport Pricing

Automatically calculate depot-to-site delivery mileage and estimated journey times when building quotations. Manage depot-specific transport charges by area for more consistent and accurate delivery pricing.

Star any record to keep it on your personal watchlist, with everything you follow rolled up onto one page, grouped by record type.

Search every record in the system — Customers, Quotations, Assets, Contacts, Hire Contracts, Sites and more — from one search box, from anywhere in the app.

Leads & Sub Contractors

An inbound or sourced opportunity — from a website enquiry, a referral, a site visit or a cold call. Every Lead carries a source and a win probability, and moves through a Kanban board you configure yourself.

Pipeline & Kanban Boards

Configurable sales stages with your own labels, colours and work-in-progress limits. Set rules for which stages a deal can and can't skip, and report on everything against one consistent pipeline stage underneath.

A potential customer you haven't won yet, tracked as its own record type — kept separate from Leads and Customers so your pipeline reporting never mixes qualified opportunities with your existing book of business.

The core sales document: build it, price it from your rate cards, brand it with your own PDF template, and send it for digital approval. Once a customer approves, the hire contract is created automatically — no re-keying.

Rate Cards & Pricing

Price by the hour, day, week, weekend, fortnight or month, with automatic pro-rating for 6- and 7-day weeks. Customer-specific rates apply automatically, so your team quotes at the right price without doing the maths. Supports hires & sales items.

Intelligence
& Automation

Historical business intelligence across sales, spend, live hires and rate performance: revenue trends, conversion rates, fleet utilisation, and margin discipline measured against your own target rate card.

AI Prompt & Voice Notes

Describe a new record in plain English, paste text or dictate a voice note, and SitePad fills in the form for you — across clients, prospects, contacts, sites, leads, quotations and more.

A full, system-wide record of what changed, when, and who — or which automation — changed it.

Automatic Tasks

Built-in sales-enablement rules that create a follow-up task automatically when a customer or prospect goes quiet, so your BDMs stay proactive without anyone maintaining a manual call list.

Your daily working view: personal KPIs, same-day operational counters, a live activity feed, and drill-down analytics — built from components you can switch on or off.

Field Visit Mapping

See where site visits happened on a map over any date range, useful for coverage planning, route history and mileage.

SitePad's built-in AI assistant. Ask plain-English questions about your business — which customers are growing, where revenue is at risk, what needs following up today — or click Summarize on any record for an instant, data-backed brief.

Set a reminder from a note, a site visit, a task or a quotation — not from a separate to-do list — so nothing slips through the cracks.

On-demand management reports — activity, revenue by customer or by BDM, new accounts, lead sources and more — exportable to CSV or PDF.

Scheduled Reports

Set any report in the Reporting Hub to run automatically on a recurring basis, so the numbers land in the right inbox without anyone having to remember to run them.

Revenue Targets

Set individual monthly revenue targets for every salesperson, with flexibility for ramp-up periods and seasonal changes. Track actual Syrinx invoice revenue against each target and see achievement, variance and performance by BDM.

Activity Targets

Set monthly targets for visits, calls, emails, meetings, new records and approved quotations. Choose which activities count, then monitor completed activity, remaining targets and achievement across the sales team.

Asset Profitability

Understand how effectively every asset is recovering its purchase cost through hire revenue. Track return on cost, break-even performance and revenue trends by asset, category, depot and customer to make better fleet investment decisions.

Sales Effectiveness Analytics

Connect sales activities to quotation conversion, win rates and invoiced revenue. Compare individual BDM performance, identify overdue follow-ups and see which sales activities are delivering the strongest commercial results.

Stock & Availability Analytics

Monitor stock levels, availability trends and equipment shortages across every depot. Identify categories below minimum stock levels, compare availability between locations and make informed fleet allocation decisions.

Hire Operations

Fulfil a booking with equipment sourced from another supplier when your own fleet can't cover it, without leaving your normal booking flow.

A visual scheduling board — Gantt, list or map view — of every booking and every asset, so your hire desk can see what's going out, what's coming back, and what's still unallocated at a glance.

The live operational record a quotation becomes once it's approved — tracked automatically from booking through to collection and final invoice.

Hire Lifecycle Status

The stages every booking moves through, visible on every customer, site and asset record: Quote, Provisional Booking, Firm Booking, On Hire, Under Collection (off-hired but not yet physically collected), Pending Final Invoice, and Closed.

Every delivery address and project you work with — with its own access hours, hire history, invoices and subcontractor map — not just an address field on a Customer record.

Track an asset's wash, valet and pre-delivery inspection between hires, so nothing goes back out before it's ready.

Manage shared construction sites and projects where multiple customers operate. Link multiple customers to a single site record, with flexible primary customer settings to support complex project relationships.

Fleet & Assets

Asset Categories & Groups

A shared coding system for pricing, availability and reporting, so “13T Excavator” means the same thing on a quotation, a rate card, and a utilisation report.

Your entire hire fleet and stock in one register — plant, parts, consumables and branded workwear — each item carrying its own commercial history: every contract, every invoice, every hire it's ever been on.

Multi-Depot Support

Track where every asset physically sits versus which depot owns and accounts for it, for straightforward cross-depot transfers and accurate depot-level reporting.

Utilisation Reporting

See what percentage of your fleet is on hire right now — by category, by depot, or across your whole book — down to an individual asset's hire history and revenue.

Live Stock & Asset Availability

See equipment availability across your fleet and depots, including live stock levels directly within quotations. Identify shortages, find available equipment and make more confident hire decisions without switching systems.

Contacts & Operators

The people at your customers, with relationship and warmth scoring, an org-chart view for mapping decision-makers on large accounts, and a one-click path to promote a great contact straight into your Operator pool.

Customer Portal

Give customers their own self-service login to check quotes, hires and invoices without picking up the phone, with a full history of every portal visit.

Operator Vacancies

Post an operator role, tag the skills it needs, and track candidates through to placement — freelance or permanent, for your own team or on behalf of a customer.

Multi-Channel Mailshots

Reach Operators and Contacts by email, SMS or WhatsApp from one templated tool, with full delivery history logged against every record.

Your plant-operator roster, with CPCS and NPORS ticket tracking and expiry, skill-group tagging, and a lightweight recruitment pipeline — CVs, references, interviews — built in.

Integrations

Construction Leads Intelligence

Feed live construction-project data from third-party providers straight into your Leads pipeline, so new opportunities surface before a main contractor even puts a job out to tender.

Credit Check Integration

Vet new customers and prospects automatically against a third-party credit-reference service before you extend credit terms.

Job Microsoft 365 & Teams Integration

Two-way Outlook calendar sync, plus automatic Microsoft Teams meeting transcription with an AI-generated summary attached straight to the record.

Multi-Currency Quoting

A dedicated EUR quoting identity and a live exchange-rate feed for customers who hire and bill outside the UK.

Send templated SMS alongside email and WhatsApp, from the same Mailshot tool your team already uses.

Syrinx ERP Sync

Deep, two-way, automatic sync with your Syrinx back office. Customers, contracts, assets, rates and balances stay current in both systems, on a running schedule, without manual re-entry.

Telematics Integration

Bring fleet GPS and telematics data from third-party providers into your asset records, alongside everything else you already track on that asset.

Sitepad Websites

Modern, managed websites designed for plant, equipment and tool hire companies, connected directly to SitePad CRM. Capture enquiries as leads and view website visitor activity directly within the CRM—without duplicate data entry. Example Website here!

Configurtion & Security

Branded Templates

Your own branded PDF quotations and email templates — marketing and transactional — including the customer-facing link that lets a client view and approve a quotation online.

Custom Fields & Screen Layouts

Add, remove or reorder fields, panels, list columns and filters on any record type — no developer required — including relational fields that look up another record, like a linked customer or client group.

Custom Terminology

Rename any module or field to match how your business actually talks. Call it a Customer, a Client, or an Account — whatever your team already calls it — and that label follows through everywhere in the product.

Data Maps & Territory Routing

Map postcodes to sales regions or service areas so new leads and sites route to the right team automatically.

Single Sign On (SSO)
& IP Allowlisting

Centralise logins with Microsoft and restrict login and API access to your own known office and VPN addresses.

Preferences & Business Rules

Hundreds of fine-grained toggles covering quoting rules, mandatory fields, approval workflows and industry mode — plant hire or waste — so SitePad fits how your business already runs.

Users & Permissions

Feature-by-feature access control for every member of your team — down to individual reports, dashboards, and exactly which customers each user is allowed to see.