The lightning fast sales CRM
for construction companies

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

See anything that's changed in an instant and today's reminders.

Follow points of interest

Follow clients, sites, offices and contacts to ensure you only work on what matters.

Easy to use and quick to setup

Be up and running in minutes with the sheer simplicity of SitePad.

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

Create leads, prospects and clients and manage the sales process.

View & follow sites

Visualise sites on a map or nearest to each business development manager and follow sites of interest.

Lead size and credit limits

Track deal sizes and credit limits across the client base or by site.

Mobile first
SitePad utilises the latest speed technologies allowing it to be ultra fast on mobile.

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

Mobile design

Providing the best possible experience on mobile.

See nearby sites

Track your current location and nearby sites so that you can drop in for Site Visits.

Scalable interface

Providing a consistent experience across desktop and mobile.

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

As contacts move from site to site, easily track their movements.

Store documents

Store site visits and general documents against each contact.

Write specific notes

Store notes, calls, meetings and reminders against your contacts.

SitePad allows your sales & account management teams to record site visits, audits and health & safety issues.
SitePad allows your sales & account management teams to record site visits, audits and health & safety issues.

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

Easily take photos and automate PDF site visit reports.

Build custom fields

Build custom multi-select, dropdown free text and other fields into your forms.

Set reminders and follow ups

Easily set reminders and have SitePad auto remind you of any actions or future visits.

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

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

Instant reports

Instantly see your sales, activity and site reports.

Export to Excel

Export data to excel to customise and alter the data.

Calendar report

Visualise your reminders, notes and site visits on a calendar.