Small Business CRM



Small Business CRM

Designed Specifically for Small Businesses

✍️ Helps with Sales
🧾 Manages Follow-Ups
🔁 Improves Customer Service
🗂️ Tracks Client Contact
📱Works on Mobile devices

Integrated Safety

Incorporating Safety into Daily Work Practices.

Performance & Profitability

Helping Organisations Improve their Performance.

Expert Training

Clear records for customers, audits, and insurers.

Is This CRM Easy to Use?

We heard the concerns and created a CRM system.

  • Is this an easy CRM to use for a small business?
  • Does this CRM need us to pay for training?
  • Can non-technical staff use this system easily?
  • Is this CRM suitable for beginners?
  • Will older or less computer-confident staff cope with it?

Is Safety Training Worth the Cost?

  • Safety Training is an Investment in Both People and the Business.
      * Accidents and injuries
    • * Lost working time
    • * Insurance claims and premium increases
      * Fines or legal action

Mobile RAMS Makes it Simple

  • Step-by-step RAMS on phone/tablet
  • Mandatory fields stop gaps
  • Photos and notes captured on site
  • Signatures collected before work starts
  • Saved to the job instantly
RAMS Builder
Create clear RAMS on-site in minutes.
Template Library
Build once, reuse for repeat jobs.
Digital Signatures
Customer + engineer sign on the device.
Photos & Notes
Add site conditions, hazards, access issues.
Job Linking
RAMS stored against the job automatically.
PDF Export
Download or share a professional PDF anytime.

How it works (in 5 steps)

  1. The job is booked and appears on the engineer’s mobile
  2. The engineer opens the job and selects RAMS
  3. Site-specific hazards are confirmed (and logged)
  4. Photos & notes are added if needed
  5. Engineer signs → RAMS saved to the job record
Short demo. No pressure. Just a clear look at how it works.

Office Access

  • Templates and standard wording
  • Mandatory fields
  • Job-based filing automatically
  • Exportable records
  • Clear audit trail

Engineer Friendly on Mobile

  • Designed for Mobiles, Phones and PCs
  • Simple Prompts and Tick Boxes
  • No Paper Needed
  • Signature Capture
  • Less Typing, Fewer Mistakes

FAQs

Yes — it’s designed for mobile users and keeps steps simple, so it works on busy sites.

Yes — templates speed up repeat work and keep standards consistent across the team.

Yes — photos and notes can be added during the RAMS process for a clearer record.

Yes — RAMS are saved to the Job Record so you can find them quickly later.

Yes — Create or share a PDF whenever needed.

Yes — Engineer Signatures can be Added on a Device.

Call us to see how we can help with Training

Protecting People and Business.