We've added a new Rates Export CSV feature to make it easier to transfer rates from SitePad CRM back into Syrinx.

What's New?

You can now export all rates configured within SitePad CRM into a CSV file that can be imported directly into Syrinx.

How to Export Rates

1. Go to Settings
2. Select Syrinx Integration
3. In the Asset Category panel, click the Download icon

The export will include:

• Global Rates
• Customer Rates
• Rate Cards

Export Columns

The CSV export contains the following columns:

This export format has been designed to simplify the process of maintaining rate information between SitePad CRM and Syrinx.

Gain deeper insight into your business performance with our latest Analytics Dashboard enhancement.

We've added previous year comparison data to several key charts, allowing you to instantly benchmark current performance against the same period last year. This is now available on the following analytics:

• Revenue
• Quotation Value Trend
• Revenue by Approved Quotations
• Site Visits
• Notes Added

Benefits

✅ Identify growth trends faster by comparing performance year-on-year.

✅ Measure the effectiveness of your sales and marketing activities against historical results.

✅ Spot seasonal patterns and business cycles more easily.

✅ Make more informed decisions using meaningful historical context rather than standalone figures.

✅ Track team activity and engagement improvements through Site Visits and Notes Added comparisons.

With previous year statistics now integrated directly into your dashboard charts, you can quickly see whether your business is outperforming last year's results and take action with greater confidence.

Creating similar rate cards just got much faster.

You can now duplicate an existing rate card by selecting Save as New. This will create a brand new rate card and automatically copy all of the original rate card's content, saving you time and reducing manual setup.

How it works:

1. Open an existing rate card.
2. Click Save as New.
3. Enter a new name for the rate card.
4. The system creates a new rate card with all rates, settings, and content copied across.

Perfect for creating client-specific variations, seasonal pricing, or new rate structures without starting from scratch.

We've introduced Automated Rate Logic for quotations, making hire pricing smarter and reducing manual adjustments.

✅ When creating or editing a quotation, SitePad CRM can now automatically set the correct 'Per' rate period based on the hire duration:

• Hire duration over 1 month → All Requirement and Attachment lines are automatically set to Per Month
• Hire duration between 1 week and 1 month → The system uses your default 'Per' setting from Preferences (e.g. Per Week)
• Hire duration less than 1 week → All Requirement and Attachment lines are automatically set to Per Day

⚙️ Enable this feature:
Settings > Preferences > Quotation Preferences > Auto-apply 'Per' based on Hire Duration → Turn On

Never lose track of important conversations again.

We're excited to introduce the brand-new AI Meeting Assistant Add-on for SitePad CRM, designed to automatically capture, summarise and organise your Microsoft Teams meetings directly within your CRM.

💷 +£10 per user/month

🤖 What's Included?

🎙️ Teams Meeting Transcription
Automatically transcribe your Teams meetings with accurate speaker tracking and searchable transcripts.

📝 AI Meeting Summaries
Get instant AI-generated summaries highlighting the key points discussed, without needing to review the entire recording.

✅ Action Items
AI automatically identifies tasks, follow-ups and commitments made during the meeting so nothing gets missed.

🔗 CRM Record Integration
Meeting notes, summaries and action items are automatically attached to the relevant CRM records, giving your team complete visibility.

🔍 Searchable Meeting History
Quickly search across all previous meetings to find discussions, decisions, client requirements and important information in seconds.

⚙️ Microsoft Teams Setup Options

There are two ways to capture meeting transcripts for the AI Meeting Assistant:

Option 1: Start Transcription Per Meeting

When creating or joining a Teams meeting:

1. Click More (⋯) during the meeting.
2. Select Start Recording or Start Transcription.
3. The transcript will be generated and made available to SitePad for processing.

This option gives users full control over which meetings are captured.

Option 2: Automatically Transcribe Every Meeting

For organisations that want a completely hands-off experience, Microsoft Teams can be configured to automatically generate transcripts for every meeting.

🔧 This requires configuration by your Microsoft 365 Administrator.

Microsoft Teams requires transcription to be enabled at the organisational level before transcript data becomes available via Microsoft's APIs.

The following settings must be enabled:

✅ Allow Transcription
Microsoft Teams Admin Centre → Meetings → Meeting Policies → Recording & Transcription → Allow Transcription = On

✅ Allow Cloud Recording
Required for transcripts to be saved and accessed by connected applications.

These settings can be applied organisation-wide or to specific users and groups using custom Teams Meeting Policies.

💡 Why You'll Love It

• Save hours of manual note-taking
• Ensure key actions never slip through the cracks
• Keep customer and candidate records fully updated
• Improve team collaboration and accountability
• Access meeting intelligence directly from SitePad CRM

🚀 Get Started Today

Our team can help you set up the AI Meeting Assistant and guide you through the Microsoft Teams configuration required for transcription and recording.

📞 Contact us today to discuss your requirements and arrange your AI Meeting Assistant setup.

We're excited to introduce the brand-new Pipeline Module, giving you a complete view of your sales journey from Prospect through to Quotation in one streamlined place.

How to Set Up the Pipeline Module

1. Go to Settings > Preferences and enable the Pipeline Module in the Pipeline panel.
2. Navigate to Settings > Data Lists and add or edit your Pipeline Stages to match your sales process.
3. Open your Prospect / Lead Stages and, for each stage, select the appropriate option in the Mapped to Pipeline Status dropdown.
4. Repeat the same process within the Quotation Statuses panel.

Once configured, prospects, leads and quotations will automatically appear in the correct Pipeline stage.

What's New?

The new Pipeline module combines Prospects, Leads, and Quotations into a single pipeline view, grouped by Pipeline Stage. You'll also see the total value of opportunities within each stage, helping you understand the health of your sales pipeline at a glance.

Key Benefits

✅ One Complete View – Track your entire sales process from initial enquiry through to quotation without switching between modules.

✅ Better Visibility – Instantly see where opportunities are sitting within your pipeline and identify bottlenecks.

✅ Accurate Forecasting – View the combined value of opportunities at each stage to better predict future revenue.

✅ Improved Efficiency – Reduce time spent navigating between Prospects, Leads and Quotations by managing everything from a single screen.

✅ Customisable to Your Business – Create pipeline stages that reflect your unique sales process and workflows.

The new Pipeline Module provides a clearer picture of your sales performance, helping your team prioritise opportunities and close more business.

We’ve introduced new flexibility to Microsoft Single Sign-On (SSO) in SitePad, giving you more control over how authentication is managed within your organisation.

What’s New

You can now choose between two Microsoft OAuth configuration methods:

1. SitePad OAuth (Recommended for quick setup)

This option uses SitePad’s centrally managed Microsoft application.

• No Azure setup required
• Faster implementation
• Credentials are securely managed by SitePad

This is ideal for teams who want to enable Microsoft SSO quickly with minimal configuration.

2. Self App OAuth (Recommended for enterprise control)

This option allows you to connect your own Microsoft application via the Microsoft Azure Portal.

• Full control over permissions and security policies
• Supports enterprise compliance requirements
• Uses your own Client ID, Secret, and Tenant configuration

This is ideal for organisations with stricter IT governance or advanced security needs.

Why this matters

This update allows SitePad to better support both:

• Rapid deployments with minimal setup
• Enterprise environments requiring full control and compliance

⚠️ Please note: Microsoft SSO is a configurable feature. To enable it, you’ll need to contact the SitePad team to have it switched on and to discuss available pricing options.

We’ve added more control and protection to your pricing in SitePad CRM 💼

Within Settings > Preferences > Quotations Panel, you can now configure a new option:

🔒 Maximum Discount Percentage (Non-Administrators)

This feature allows you to set a limit on how much discount non-admin users can apply to quotations.

💡 What this means:

• Non-administrator users will not be able to reduce quotation rates beyond the defined percentage
• Helps maintain profit margins and pricing consistency
• Gives administrators greater oversight and control over discounts

We’ve just rolled out a brand new Snapshot Dashboard to give you a faster, clearer view of what’s happening across your business in real time.

No digging. No switching screens. Just the numbers that matter, right when you need them.

🚀 What’s New

At-a-glance performance
Instantly see key metrics for Today and This Week, including:

• On Hires
• Off Hires
• Under Collection
• Utilisation

Each metric includes trend indicators so you can quickly spot what’s up or down.

📈 Smarter decision making

The Snapshot Dashboard is designed to help you:

• Identify performance changes immediately
• Track activity across customers and BDMs
• Stay focused on revenue-driving metrics
• React faster without running reports

🎯 Built for speed

Everything is laid out in a clean, visual format so you can:

• Scan your business health in seconds
• Filter by customers or BDMs
• Move from insight to action quickly

We’ve added a powerful new chart to the Analytics Dashboard to give you clearer visibility into your pipeline performance.

The Revenue by Approved Quotations chart tracks the total value of quotations that have been approved over time, helping you understand how your closed deals are trending month by month.

What this means for you:

• Instantly spot revenue trends and seasonal patterns
• Identify peaks and dips in approved deal value
• Measure the impact of sales activity on actual revenue
• Make better forecasting and planning decisions