Introduction

A Construction Specific CRM Platform

SitePad meets construction industry requirements out of the box allowing you to maintain large complex construction groups to small subcontractors. Easily create, manage and report on clients, multiple sites, offices and contacts. Capture contact interests, visits, meetings and calls quickly and easily on the move.

  • Daily dashboard & reminders
  • Follow points of interest
  • Flexible solutions adapt to various industries, making it easier for you to achieve your business objectives.

Client & Site Management

Manage Site Visits & Audits, Customer Relations, and Project Value on the move.

See all client, site and contact information in easy to use single screens.

  • Categorise, segment & management clients
  • View & follow sites
  • Lead size and credit limits
  • Allow the sales team to view invoices
  • See real-time breakdowns
  • See quotation statuses

Mobile First

Utilising the latest speed technologies allowing it to be ultra fast on mobile.

SitePad is extremely fast and lightweight providing an optimised experience on mobile.

  • Best possible mobile experience
  • See nearby sites
  • Fast & easy whilst on the road

Contact Management

SitePad provides Insightful information about each of your contacts.

See the warmth rating and contacts of interest easily and view all of their information on a single screen. Capture their interests, visits & entertainment preferences.

  • Track contacts current sites
  • Store documents
  • Write specific notes
  • Capture interests and entertainment
  • Capture notes and meetings
  • Capture the sites the contact is relevant to

Full management

Easy for management teams to record site visits and audits

SitePad provides a form builder to allow you to easily build specific Site Visits or Safety forms to capture information and photographs.

  • Capture site photos
  • Build custom fields
  • Set reminders and follow ups

Reporting

SitePad reports on Sites, Visits, Entertainment, Top Projects and more.

Easily see activity, entertainment, calendars, sites and new account reports.

  • Instant reports
  • Export to Excel
  • Calendar report

Frequently Asked

Does SitePad have an Open API?

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Yes SitePad provides an Open API for easy integrations and also provides many existing out-of-the-box integrations as well. Custom fields are automatically available through the SitePad API as well when you add them to any of SitePad's modules.

Does SitePad have Site Visit features?

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The information provided does not specify if SitePad has site visit features. For the most current feature set, it would be best to consult directly with SitePad or check their website.

How is SitePad Unique?

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SitePad is unique in its ability to efficiently manage large construction groups, multiple offices, and sites with speed and ease. It provides an industry-specific model that is ready to use from the start, thereby eliminating the need for long configuration periods. Its focus on speed and simplicity makes it stand out in the construction CRM landscape.

What benefits does SitePad provide?

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SitePad offers numerous benefits for companies in the construction service industry. It allows for quick configuration and tailoring to your specific business needs without the lengthy setup commonly associated with construction sales software. SitePad is especially useful for maintaining and enhancing services to construction contractors in various sectors, including plant, waste management, logistics, personnel, material suppliers, equipment rental, and maintenance.

What features does SitePad have?

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SitePad specialises in managing clients that are mid to large construction groups, with multiple offices, and sites with speed and ease. It allows for instant viewing of the sales pipeline and helps in maintaining strong relationships with construction industry clients.

What is a Construction CRM?

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A Construction CRM is a Customer Relationship Management software tailored for the construction industry. It helps manage client relationships, project workflows, sales pipelines, and other relevant data that are crucial for the construction industry.

What is SitePad?

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SitePad is an easy-to-use sales Customer Relationship Management (CRM) software specifically designed for companies that provide services to the construction industry. It aims to provide the simplest and fastest way to manage sales and services, tailored to meet the unique needs of the construction sector.

Which Sectors is SitePad best for?

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SitePad CRM is highly versatile but is especially well-suited for the plant hire, equipment hire, and waste management sectors within the construction industry. The platform’s customizable features make it ideal for managing large fleets of machinery, tracking rental equipment, and coordinating waste disposal services.

For plant hire and equipment hire companies, SitePad CRM helps you manage inventory, track maintenance schedules, and optimize equipment availability, ensuring that your operations run smoothly and efficiently. You can tailor the CRM to include critical fields such as equipment specifications, hire dates, and maintenance logs, making it easier to meet the complex needs of construction projects.

In the waste management sector, SitePad CRM allows you to manage routes, schedules, and disposal tasks while ensuring compliance with industry regulations. The ability to customize panels, forms, and fields makes it a powerful tool for tracking waste types, managing collections, and streamlining reporting.

Overall, SitePad CRM is designed to support companies operating in the construction industry, helping to improve operational efficiency, resource tracking, and customer service for plant hire, equipment hire, and waste management companies.

Why is a Construction CRM so Important?

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A Construction CRM is crucial for streamlining project management, improving client relationships, and enabling data-driven decision-making. In an industry as complex and multifaceted as construction, having a specialised CRM can significantly improve operational efficiency and financial performance.