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Client Groups

Grouping large construction clients into their holding groups allows for better organisation and management of diverse client portfolios, ensuring efficient communication and tailored services.

Client Details

To effectively manage clients and increase sales, understanding their specific requirements and preferences is crucial, allowing for targeted sales strategies and improved customer satisfaction.

Client Credit Limits

Maintaining and monitoring client credit limits, along with suggested credit limits, provides a streamlined process for financial transactions, reducing the risk of credit issues and enhancing overall financial management.

Client Offices

Keeping track of multiple offices associated with each client facilitates smoother coordination and communication across different locations, enabling personalised services as per regional needs.

Client Sites

Monitoring multiple construction sites linked to clients helps in better project management and ensures timely deliveries, ultimately enhancing client satisfaction and long-term business relationships.

Client Contacts

Creating and updating multiple contacts as they move within your client organisations guarantees up-to-date communication channels and ensures that no key person is overlooked during interactions.

Client Notes

Storing client-related notes, business development meetings, and calls provides valuable insights for future reference, aiding in more targeted and personalised client interactions.

Client Documents

Enabling the ability to upload and view client documents simplifies document sharing and collaboration, ensuring easy access to essential information for improved decision-making.

Client Segments

Segmenting the client base and applying filters allows for focused marketing efforts, personalized services, and better allocation of resources based on construction client characteristics and preferences.

Client Categories

Categorising clients as house builders, main contractors, and sub-contractors streamlines data management and helps tailor services and offers according to specific industry requirements.

Client Organisational Charts

The feature to drag and drop contacts to create organisational charts enhances understanding of client hierarchies, fostering efficient communication and decision-making within complex organisations.

De-duplicate Data

SitePad's automatic de-duplication tool ensures that the system maintains clean data by preventing the creation of duplicate records, reducing errors and improving the overall data quality.

Here’s what our clients have to say about SitePad

More Reviews

100% would recommend SitePad as a solution and I have no concerns recommending his company, knowledge and professionalism in getting a great job done. Great support, fluid conversations, out of office hours support – couldn’t ask for more.

Chelsey Whitney

COO, Flannery Plant Hire

Your CRM Partner

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SitePad is the ultimate CRM solution designed to simplify and optimise construction management for UK construction businesses. With its exceptional speed, user-friendly interface, and industry-specific features, SitePad is the perfect fit for construction professionals who seek efficiency, productivity, and success. Experience the power of SitePad and revolutionise the way you manage your construction projects today.

  • Happier clients
  • Properly Analyse your Service Levels
  • Increase Sales
  • Maximise Opportunities
  • Increase Sales in untapped areas
  • Make Key Data Driven Decisions
  • Reduce Costs
  • Reduce Time Wasting

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