Construction
CRM for construction firms that tracks projects, not just contacts
Construction businesses think in projects, not contacts. We build CRM systems that link every relationship, document, and communication to the project it belongs to, with health and safety compliance built in.
Sector Challenges
Challenges construction teams face with generic CRMs
Project-centric relationships ignored
Contact-centric CRMs cannot model the reality of construction relationships. A subcontractor might work on five projects simultaneously, each with different contract terms, payment schedules, and compliance requirements.
Subcontractor management complexity
Tracking subcontractor qualifications, insurance certificates, CSCS cards, and payment applications across multiple projects requires structured workflows, not spreadsheets and shared folders.
Health and safety documentation
CDM regulations demand structured document management for risk assessments, method statements, and safety inspections. Losing track of H&S documentation is not just inconvenient, it is a legal liability.
What We Build
What a construction CRM looks like
Project-centric contact management
Every contact, company, and communication linked to specific projects. View all stakeholders, contractors, and consultants for any project in a single dashboard.
Subcontractor database
Centralised subcontractor records with trade classifications, qualification tracking, insurance certificate management, and performance ratings across past projects.
H&S document tracking
Structured management of RAMS, COSHH assessments, site inductions, and inspection records. Automated expiry alerts and renewal workflows.
Tender management
Track tender opportunities from identification through bid preparation, submission, and outcome. Link tender documents, cost estimates, and team assignments.
Site diary integration
Daily site records linked to projects within the CRM. Track weather conditions, workforce numbers, deliveries, and notable events with photo attachments.
Regulatory Compliance
Built for CDM Regulations, H&S at Work Act, and GDPR requirements
Construction firms face serious legal obligations around site safety, worker welfare, and project documentation. Your CRM must support these duties, not add administrative burden.
CDM 2015 Regulations compliance with structured principal contractor and principal designer duty tracking, pre-construction information management, and construction phase plan documentation.
Health and Safety at Work Act obligations supported through risk assessment tracking, safety inspection scheduling, incident recording, and RIDDOR-reportable event management.
GDPR data protection for employee, subcontractor, and client personal data with role-based access controls, retention schedules, and subject access request handling.
Construction CRM
Ready for a CRM that thinks in projects?
Book a free discovery call. We will discuss your project management workflows, safety compliance needs, and whether a bespoke CRM is the right approach for your firm.
Book a Discovery Call