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Automatically Create Follow-Up Tasks

SitePad lets you automate follow-up tasks when a Customer or Prospect is added—ensuring consistent engagement from day one. Create a call, email, or site visit task for a BDM X days after a new Customer or Prospect is added.

Follow Up on Inactivity

Keep the momentum going with inactivity triggers. If a Customer or Prospect hasn’t had activity in a while, SitePad can automatically assign a task to the responsible BDM. Create a reminder if there’s been no activity in the last X days—perfect for keeping leads warm.

Reminder Features on Notes & Site Visits

Add site visits or log notes—and choose to set reminders at the same time. Perfect for scheduling a call-back or planning the next steps after a meeting.

Quotation Follow-Up Reminders

Quoting a client? SitePad now lets you automatically create a follow-up task based on when a quote was sent, helping your team follow through and close more deals.

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

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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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