CRM

Scaffold CRM

Scaffolding relationships aren't generic sales pipelines — one client can have twenty live sites and three different quantity surveyors. Scaff-Ops CRM is built around clients, sites and jobs, with every enquiry captured and nothing lost in an inbox.

Clients and sites, modelled properly

The CRM understands how scaffolding work is actually structured.

Clients with multiple sites

Each client holds its sites, contacts, phone numbers and billing details — with full job history per site.

Documents and history

Quotes, RAMS, handovers, inspections and invoices are all filed against the client and site automatically as work happens.

VAT and CIS status

A client's VAT treatment and CIS registration are recorded once and applied to every invoice automatically.

Enquiries captured, not lost

Enquiries arrive by phone, email and website — Scaff-Ops captures them all in one queue, including automatic scanning of your enquiries inbox, so every opportunity gets a survey, a quote and an answer.

A pipeline that reflects reality

Track enquiries through survey, quote, decision and job. Conversion rates and pipeline value come from real records — the same ones running the work — not from a separately maintained sales sheet.

CRM — common questions

See crm working on your jobs

Book a demo and we'll walk through scaffold crm with your workflow, your paperwork and your questions.