We’ve enhanced the Quotations module! You can now quickly view ‘Requirements’ directly from the quotation list view, making it easier to see hire items, assets, and rates at a glance. This update streamlines your workflow, saving you time and improving efficiency.

Check it out now in SitePad CRM! 🔍✨

We’ve expanded our Sub-Contractor feature! Previously available in the Leads module, you can now access it within the Sites module too. This means you can easily see and track which clients are acting as sub-contractors on specific sites, giving you better visibility and control over project management.

Log in now to explore the update! 🚀

We’ve made several improvements to enhance your experience with Quotations and Syrinx integration:

✅ Enhanced Quotations View – A new blue notification now displays the number of Requirement lines in Quotations, with a tooltip for additional details.

✅ Improved Syrinx Configuration – We've re-organised settings to include options such as "Send New Prospects to Syrinx" and "Send New Contacts to Syrinx", making integration more flexible.

✅ New Quotation Preference – In Preferences > Quotations, a new setting "On Requirements Lines use" allows selection of:

• Asset Categories (default)
• Assets
• Asset Categories & Assets

✅ Updated Asset Import – The Import Asset Categories section in Syrinx Configuration now aligns with the new Requirements Lines setting.

✅ Smarter Auto-Complete – In Quotations, the Requirements Code field auto-complete now returns Assets if configured.

We’ve improved how you track lost quotations in SitePad CRM by adding more detailed ‘Lost’ statuses. Now, you can capture the exact reason why a quote didn’t convert, giving you better insights and helping refine your sales strategy.

New ‘Lost’ Statuses:

• Lost (Rates) – The quotation was lost due to pricing.
• Lost (Transport) – The quotation was lost due to transport/logistics issues.
• Lost (Availability) – The quotation was lost due to stock or resource availability.

Benefits:

✅ Better Sales Insights – Identify trends in lost quotes to improve pricing, logistics, and stock management.
✅ Refined Strategy – Adjust your approach based on real data, increasing your chances of winning future business.
✅ Improved Reporting – More detailed tracking makes it easier to analyse lost opportunities and take action.

Start using the new statuses today and gain deeper visibility into your quotations! 🚀

We’ve made significant improvements to SitePad CRM, and with that comes a smarter way to manage settings. To keep everything easy to find, we’ve reorganised SitePad’s many settings into the following categories:

Mailshots

Easily manage your email and SMS campaigns.

Reports

Access and manage reports you’ve requested.

My Reminders

View and manage your scheduled reminders.

Users

Maintain active and inactive users, and set user permissions.

Data Lists

Control all data tables, custom panes, fields, columns, forms, and prospect stages.

Preferences

Customise settings for all modules, including prospects, clients, offices, quotations, business units, regions, leads, and more.

Syrinx Integration

Manage settings and automatic synchronisation with Syrinx.

Weighsoft Integration

Handle settings and automatic sync with Weighsoft.

More Settings

Adjust settings for maps, email, SMS, mailshots, audit trails, exchange rates, and terminology.

These changes make SitePad more intuitive and streamlined, helping you navigate and customise your experience with ease.

We’ve added sleek interactive hover effects to our menu system, making navigation smoother and more intuitive than ever. Enjoy a more engaging user experience as you manage your workflows with ease.

We’re thrilled to introduce New Dashboard Filters for Sales People in SitePad CRM! This update allows your sales team to focus on their own data, making it easier to manage their performance.

🎉 What’s New:

• In Settings > Preferences, you can now enable the ‘BDM Selector’ option.
• Set the default view to either ‘All Users’ or ‘My Data’ for a tailored dashboard experience.
• Sales users will see their own dashboard data by default when ‘My Data’ is selected.

💡 Benefits:

• Enhanced Focus: Sales team members can concentrate on their personal metrics and data without unnecessary distractions.
• Time-Saving: Quick access to relevant information means less time searching and more time selling.
• Customisation: Adjust the dashboard view to suit the needs of individual users or your entire team.

This new feature is designed to help your team work smarter and more effectively. Update your preferences today and empower your sales people with seamless access to their data! 🚀

We’re thrilled to announce a key communication enhancement update for SitePad CRM! You can now set automatic notifications to alert multiple internal users when specific fields are updated.

For example:

• Notify the Credit Control team instantly when a credit limit is changed.
• Alert Project Managers when a completion date is updated.
• Keep Sales Teams in the loop when a lead status changes.

This feature ensures everyone stays informed, streamlining communication and reducing delays.

Start using automatic notifications today to keep your team aligned and up-to-date! 🚀

We’re excited to introduce a powerful new enhancement to SitePad CRM! The Site Map now supports multi-filtering, giving you greater control and flexibility in managing site data.

You can now filter sites by multiple statuses simultaneously, including:

• Active
• Inactive
• Competitor
• Chasing
• Completed

Whether you’re tracking progress, identifying opportunities, or keeping tabs on competitors, this update makes it easier than ever to view the sites that matter most—all in one place.

Start using the new multi-filter feature today and take your site management to the next level!

We’re thrilled to announce a powerful new feature that gives you even greater control over your sales and lead management processes: Prospect and Lead Deal Stage Workflows!

Now, you can define exactly how your deals and leads move between stages, ensuring your team follows consistent and optimized workflows.

🛠️ What’s New?

With this update, you can:

• Control Deal Stage Transitions: Choose which deal stages a prospect or lead can move to and from, reducing errors and maintaining workflow integrity.
• Customize Workflows to Fit Your Business: Tailor transitions based on your unique sales process and ensure smoother handoffs between stages.

💡 How to Set It Up:

1. Go to Settings > Prospect/Lead Statuses.
2. Select a status you’d like to manage.
3. Choose which other statuses this status cannot be moved to.
4. Save your changes—and that’s it! 🎉

⭐ Benefits of This Feature:

• Eliminate Workflow Bottlenecks: Prevent unintentional or premature status changes that disrupt your pipeline.
• Improve Team Efficiency: Guide your team with clear, structured transitions between deal stages.
• Ensure Data Accuracy: Maintain consistent and reliable records across your CRM.
• Boost Conversion Rates: Focus on moving prospects through an optimized, well-defined sales journey.

This feature is designed to give you complete control over your CRM workflows while aligning your team’s efforts with your business goals.

Ready to take advantage of this new feature? Log in to your SitePad CRM account and customize your deal stage workflows today! 🚀

As always, if you have any questions or need assistance, our support team is here to help.

Let us know what you think of this update—we’re always listening! 💬