Introducing the Task Automation Module—designed to help your team stay on top of follow-ups and customer engagement without lifting a finger.

With this powerful new feature, SitePad CRM can now automatically create follow-up tasks and reminders based on customer or prospect activity (or inactivity).

Here’s what’s now possible:

📅 Timed Follow-Ups

• Automatically create a Call, Email, or other task for a BDM X days after a Customer or Prospect is added to SitePad.

🔕 Inactivity Reminders

• Automatically create a task if a Customer or Prospect has had no activity in the last X days—helping your team re-engage and close more opportunities.

To configure the Task Automation, go to Settings > More Settings > Automated Tasks and set your preferences.

Set it once and let SitePad handle the reminders—no more missed follow-ups!

You can now set up and manage multiple tax rates in SitePad CRM!

Head to Settings > More Settings, where you'll find a new 'VAT Rates' panel. From here, you can add custom tax rates—perfect for applying different % values like GST, VAT, or region-specific rates to your quotations.

This gives you more flexibility and control when quoting across different tax jurisdictions.

Start tailoring your tax rates today!

We've enhanced the way SitePad CRM handles quotation calculations—making hire pricing more accurate and flexible based on your chosen rate type and on/off hire dates.

Here’s what’s new:

• Per Hour: Define how many hours make up a working day (default is 10), with a 5-day week assumed.
• Per Day: Calculations assume a standard 5-day work week.
• Per Week: Also based on a 5-day week.
• Per 7-Day Week: Assumes a full 7-day week.
• Per Fortnight: Pro-rated over a 5-day week.
• Per Month: Pro-rated to match monthly duration.
• Set Charge: A fixed total—just enter the amount.
• Weekend: Weekends are calculated based on the on/off hire dates.
• Sale Item: Simple—just include the amount.

These updates give you greater control and transparency in your quotations, no matter how complex the hire period.

Now live in your SitePad CRM—check it out in your next quote!

You can now automatically import Prospects from Syrinx into SitePad CRM!

Simply head to Settings > Syrinx Integration and tick the ‘Include Prospects?’ checkbox. Prospects will be pulled into your selected pipeline stage within the Prospect module, streamlining your workflow even further.

Plus, BDMs can now be automatically assigned to incoming Prospects, saving you even more time.

Start automating your prospect flow today!

You can now control who sees what when it comes to reports in SitePad CRM.

In Settings > Users, you’ll find a new ‘Report Access’ panel that gives you granular control over which reports each user can view. By default, users have access to all reports—just uncheck to restrict visibility.

Tailor report access to match your team's needs with ease!

We’ve improved the Depot module in SitePad CRM!

You can now store email addresses against each Depot, and when you assign a Depot to a Quotation, it will be automatically CC’d into all related correspondence.

This ensures your depots stay in the loop—no extra steps needed.

Depot assignment on quotations can be set to not required, optional and mandatory. 

Try it out and keep everyone aligned effortlessly!

We’ve made logging site visits faster and more flexible in SitePad CRM!

You can now add a Visit directly to a Site, Lead, or Operator—not just Contacts. Plus, we’ve added a quick-access link to the ‘New’ dropdown on the dashboard, so you can log a visit without needing to navigate to a specific record first.

This means less clicking, more doing.

Visits can automatically be set to Complete a Task ensuring a fast and easy workflow.

Give it a try and make visit logging smoother than ever!

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!