Separate agreed changes from unapproved scope
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Own a CRM that connects your customers to the work you deliver. Try nine working examples, compare the cost of subscriptions, and see what changes when your software follows your business.
Software you ownNo Sep17 licence per userA fixed date agreed in phase two
Same foundation. Different working day.
Choose the business. Watch the CRM change.
One standard CRM. Eight examples of what changes when it is built around your industry.
Built for construction.
Site-readiness checks cover the construction phase plan, RAMS and induction. Variations retain approval and cost impact; procurement and snag records carry the same project context into delivery.
What changes from the standard CRM
- 01Site details and survey checks
- 02An estimate tied to the actual site
- 03A live programme after the job is agreed
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Construction CRM demonstration
Construction: from enquiry to site handover
An enquiry is only the start. Keep the site details, survey, estimate and agreed job connected, then hand the work to delivery with the information it needs.
Follow a real business process
Deliver the courtyard refurbishment
An approved scope, protected programme and verified handover. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
Oakfield needs its Norwich courtyard refurbished. Record the site, scope and commercial owner before preparing the estimate.
- 02
Complete the site readiness review
Review the survey, construction phase plan, permissions, RAMS and induction arrangements before quoting and mobilising.
- 03
Accept the contract and mobilise
The client accepts the refurbishment. Create the programme and assign its handover responsibilities.
- 04
Agree the drainage variation
The survey reveals £4,500 of additional drainage work. Record the client's approval before adding it to the agreed commercial value.
- 05
Receive the delayed package
Confirm all 20 drainage components have arrived. The procurement risk clears because the received quantity meets the order.
- 06
Verify the snag closure
Record the rectification evidence and its review. A completed repair remains open until someone verifies the closure.
- 07
Complete the handover
Mark the agreed variation implemented and complete the site handover. The history keeps the commercial decisions and evidence together.
Three handovers delivered. One programme needs protecting.
Completed jobs sit alongside an agreed variation, a late material package and a live site with a safety-critical snag. Commercial decisions and site responsibilities share the customer record.
See deliveries that threaten the programme
Verify defects before signing off the handover
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Site details and survey checks
Your customer record includes site address, type of work, preferred start.
02
An estimate tied to the actual site
Complete the site survey before preparing the estimate. Record the client’s acceptance before creating the site programme.
03
A live programme after the job is agreed
Once a record reaches Job agreed, its customer and owner carry into site programme. You can complete milestones and trace each change in the history.
The details your industry actually works with.
Site readiness
Principal responsibilities, construction phase plan, RAMS, inductions and site constraints before mobilisation.
Try it in the construction workspace ↑Variations & costs
Keep scope changes, cost and programme impact separate from an agreed baseline until the client approves them.
Try it in the construction workspace ↑Procurement
Required-on-site dates, promised deliveries and received quantities expose the packages that could hold up the programme.
Try it in the construction workspace ↑Snags & handover
Location-specific defects, responsible trades, target dates and verified closure before the handover is signed off.
Try it in the construction workspace ↑Site, commercial and handover report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Mobilisations blocked
Site packs still missing readiness evidence
Approved variations
Accepted additions; proposed changes excluded
Procurement at risk
Incomplete packages late to the required-on-site date
Open handover snags
Rectified defects remain open until verified
Pending variation value
Proposed additional value awaiting approval
Approved change contribution
Variation value less estimated delivery cost; excludes baseline margin
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
Compare with the standard CRM →What would your CRM need to do differently?
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