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CRM

One source of truth for customers

Companies, sites, contacts, contracts, rate cards and credit limits — all wired into jobs and finance.

Companies, sites & contacts
Model every customer, the sites you serve and the people you deal with, with the full history in one place.
Contracts & rate cards
Attach rate cards and contract terms so job pricing and invoice review start from the same setup.
Credit control
Set credit limits and payment terms per customer and flag accounts before they run over.
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Book a 20-minute demo and our team will model your dispatch board, rate cards and compliance paperwork from a recent week of jobs.