Take the guesswork out of prioritising your sales pipeline with AI Engagement Scoring.

SitePad CRM now automatically analyses every Prospect and Lead to generate a live AI Engagement Score out of 100, helping your team instantly identify which opportunities are the warmest and where to focus their time.

The score is calculated automatically using a combination of factors including contacts, like hood of close, activity, pipeline progress, recent engagement and record completeness, updating in real-time as your data changes. 

What's New?

✅ AI Engagement Score automatically calculated for every Prospect and Lead.

✅ Intelligent scoring from 0–100 based on how engaged and sales-ready each opportunity is.

✅ Clear engagement bands:

• ❄️ Cold (0–24)
• 🌤️ Warm (25–49)
• 🔥 Hot (50–74)
• 🚀 Very Hot (75–100)

✅ Colour-coded score badges displayed on Pipeline cards and Prospect/Lead records for instant visibility.

✅ New AI Engagement Score filter in the Pipeline, allowing you to quickly focus on Cold, Warm, Hot or Very Hot opportunities.

Available Across the Platform

AI Engagement Scoring has also been added throughout the Pipeline module, giving your sales team a consistent, AI-powered way to prioritise opportunities and spend more time on the prospects most likely to convert.

If you’re using Client Groups in SitePad, you can now filter all Analytics dashboards by those groups.

When Client Groups is enabled in Preferences, and you’ve grouped related customer accounts together, those groupings are now available as a filter across Analytics. This makes it much easier to view performance, revenue, and activity at a group level—perfect for managing parent companies, frameworks, or multi-site customers.

A simple way to get clearer insights across connected accounts.

To help maintain cleaner, more accurate CRM data, the Possible Duplicates feature has been extended beyond the main New Contact screen and is now available when creating contacts from other records across SitePad, including:

• Clients
• Sites
• Prospects
• Leads
• Quotations
• And other contact entry panels throughout the system

As users enter a contact's name, SitePad automatically searches for potential matches and displays any likely duplicates before the new record is saved.

Benefits

• Reduce duplicate contacts across your CRM
• Improve data quality and reporting accuracy
• Link new activity to existing contacts where appropriate
• Prevent multiple versions of the same contact being created by different users

You can now create a new Site or Lead directly from Site Visits and Notes without leaving the record you're working on.

Simply select New above the Site/Lead field to create the record and continue adding your Visit or Note.

When creating a new Site from a Contact, SitePad will also automatically link the Site to that Contact.

We've launched a powerful new Spend Report within SitePad CRM Analytics, giving you a complete view of customer spend and hire activity.

Track Total Spend, Total Hires, Active Sites, Average Hire Value and Average Spend per Site, alongside detailed analytics including spend trends, year-on-year comparisons, asset category spend, site performance and spend concentration (80/20 analysis).

You can also access the report directly from a Customer Record, automatically filtered to that customer.

A powerful new way to understand customer behaviour, identify your highest-value sites and uncover opportunities for growth.

You can now select an Asset when building a quotation and remove the Asset Number before sending.

This gives you more flexibility when quoting for a specific type of asset without needing to include or commit to an individual asset number on the customer quotation.

Reminders added to Tasks, Notes and Site Visits will now automatically create a corresponding Task in SitePad CRM and calendar event in Outlook.

This makes reminders easier to manage and ensures important follow-ups appear directly in your task list and calendar. Note, the Outlook Calendar Integration must be enabled.

We've added new Depot and BDM filters across the Snapshot, Analytics and Sales Dashboards.

You can now filter dashboard data by Depot or Business Development Manager, giving you more control over your reporting and making it easier to analyse performance across different teams and locations.

You can now upload PDF spec sheets against individual assets in SitePad CRM.

When an asset is added to a quotation, its corresponding spec sheet will automatically be included with the customer quotation, helping provide detailed product information without manually attaching documents each time.

Spec sheets can be uploaded in Settings > Syrinx Integration > Asset Panel.

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.