With the Tag List field, you can now easily add multiple selectable tags to your records, giving you greater flexibility and control over how you categorize and filter your data.

🔑 Key Benefits:

• Multi-Select Flexibility – Apply multiple tags to a single contact, deal, or company.
• Customisable Options – Define your own list of tags per field to match your workflow.
• Improved Search & Filtering – Quickly segment records based on any tag or combination of tags.
• Cleaner Data Entry – Avoid messy free-text fields by standardizing tag choices.

💡 Use Cases:

• Mark leads with statuses like “Hot”, “Warm”, “Cold”.
• Categorize companies by the communication method they prefer
• Apply internal flags like “VIP”, “Follow-up Required”, or “No Contact”.

You’ll find the Tag List option when creating or editing custom fields in Settings > Data Customization > Panes.

You can now automatically complete tasks when adding a note anywhere in SitePad CRM!

This means you can create tasks as reminders, and as soon as you log a note related to that task, it will be marked as complete — saving time and keeping your task list tidy.

Another simple way to streamline your workflow!

Introducing Quotation Reminders for Syrinx!

Now, SitePad CRM can automatically remind you when a quotation has not yet been sent to Syrinx — helping ensure no opportunities are missed.

🔑 Key features:

• Set reminders to trigger initially after X days, then repeat every X days until sent.
• Choose to send reminders to either the BDM for the quoted customer or the user who created the quotation.
• Use a custom email template for these reminders via More Settings > Message Templates.

Keep your pipeline moving and never miss a quote!

We’ve just released Two-Way Sync of Contacts with Syrinx!

Now, not only can you pull contacts from Syrinx into SitePad CRM, but you can also push updated contacts back to Syrinx — keeping both systems perfectly in sync.

To enable this feature, simply check "Send Updated Contacts to Syrinx" in your Syrinx Integration Settings.

We’re excited to introduce a Map View for tasks in SitePad CRM!

Now, if a task has a location assigned, you’ll see it plotted directly on a map — making it easier to visualize, plan, and manage your team's jobs across locations. Perfect for field teams and location-based scheduling.

To start using the Map View, you can cycle through the List, Calendar and Map views.

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.