The Challenge & Objective
Star Platforms is one of the UK’s leading powered access hire companies, providing scissor lifts, boom lifts and other platform hire equipment from multiple depots nationwide. With a growing fleet and customer base, the business needed a smarter way to manage its sales pipeline, hire contracts, and customer interactions.
As Star Platforms expanded, their teams faced several challenges:
- Limited visibility across contracts and hires – It was difficult to clearly see which hires were at quote, booking, or on-hire stage.
- Disconnected systems – Sales, operations, and hire data were split between separate tools, creating delays and duplication.
- Inefficient follow-ups – Without automated workflows, notes and tasks could easily be missed, leading to slower customer response times.
- Reporting limitations – Site-level activity wasn’t always captured properly, limiting visibility of team performance and customer engagement.
The objective was clear: to implement a system that would unify sales, operations, and customer data — giving teams a complete view of each customer, every hire, and the overall business performance, while integrating seamlessly with their hire management platform, Syrinx.
The Solution
Star Platforms chose SitePad CRM as the foundation for their customer and hire management operations. SitePad was built for the hire industry and offered the flexibility and deep integration needed to match Star’s specific workflows.
Working closely with the SitePad development team, Star Platforms commissioned a number of custom enhancements to tailor the platform to their way of working.
Key improvements included:
- Granular hire contract views — New panels were added in SitePad to clearly separate hire contracts by stage: Quotes, Bookings, Closed, and Cancelled. This gave the team better visibility and control across the full hire lifecycle.
- Enhanced scheduling information — Hire contracts now show both On Hire and Planned Off Hire dates, helping the operations team plan fleet utilisation and redeployments more efficiently.
- Task creation from notes — When adding a note in SitePad, users can now instantly create a related task, ensuring every customer conversation can be followed up promptly and tracked through to completion.
- Two-way note synchronisation — Notes created in SitePad automatically sync back to Syrinx, ensuring both systems stay aligned and all customer correspondence is centrally visible.
- Marketing contact management — A simple checkbox lets the team mark contacts as “Marketing Contacts,” keeping customer communication preferences in sync across both systems.
- Improved reporting accuracy — A fix to SitePad’s reporting ensured that site-level visits are now properly reflected in activity reports, giving management a complete picture of engagement.
- Consistent data across systems — Customer types and marketing source information now sync between SitePad and Syrinx, helping sales and marketing teams measure and refine their lead generation strategies.
These improvements brought the entire sales and hire workflow into one central, easy-to-use interface — from first contact through to hire completion.
Advanced Syrinx Integration
A major advantage of the SitePad implementation was its advanced integration with Syrinx, the leading hire management system used by Star Platforms.
Through this integration, customer records, contacts, hire contracts, and site data now stay automatically synchronised between both systems. When a contract moves from quote to booking or is updated in Syrinx, those changes are instantly visible in SitePad.
This single source of truth eliminated double data entry, ensured teams were always working from the most up-to-date information, and created a smoother, faster handoff between sales and operations.
Results & Benefits
The collaboration between Star Platforms and SitePad has delivered tangible results across multiple areas of the business:
- Faster quote-to-booking conversion — Sales teams can now see exactly which quotes need follow-up, reducing delays and improving conversion rates.
- Improved fleet utilisation — Clear visibility of planned off-hire dates helps maximise equipment usage and minimise downtime.
- Greater operational efficiency — Automated workflows and data syncing have significantly reduced administrative overhead.
- Enhanced customer experience — With all correspondence and tasks centralised, customers receive quicker, more consistent communication.
- More informed marketing and reporting — Data consistency between systems has given management better insight into where leads come from and how they convert.
Star Platforms has effectively transformed its CRM and hire management into a connected, real-time system that supports both sales growth and operational excellence.
Summary
By integrating SitePad CRM with Syrinx — and tailoring it to fit their precise business processes — Star Platforms gained a unified view of their hire operations, customer activity, and sales performance.
The result is a more agile, efficient, and data-driven business: one that continues to lead the platform hire industry with a strong focus on customer success and digital innovation.
