Construction
Construction businesses think in projects, not contacts. We build CRM systems that link every relationship, document, and communication to the project it belongs to, with CDM 2015 and health and safety compliance built in.
Sector Challenges
Contact-centric CRMs cannot model the reality of construction relationships. A subcontractor might work on five projects simultaneously, each with different contract terms, payment schedules, and compliance requirements.
Tracking subcontractor qualifications, insurance certificates, CSCS cards, and payment applications across multiple projects requires structured workflows, not spreadsheets and shared folders.
CDM 2015 Regulations demand structured document management for risk assessments, method statements, and safety inspections. Losing track of H&S documentation is not just inconvenient, it is a legal liability.
What Goes Wrong
Construction operates under CDM 2015 Regulations, the Health and Safety at Work Act, RIDDOR reporting, Building Safety Act obligations for higher-risk buildings, and standard commercial contract law. Generic CRMs were not designed for any of this. These are the six patterns UK construction firms describe most often.
Subcontractor CSCS cards, employer’s liability insurance, public liability, and professional indemnity all have expiry dates. Without automated alerts, an expired certificate is only discovered during an audit, by which point the work is done and exposure is real.
Risk Assessments and Method Statements are drafted per project, stored on the author’s laptop, emailed to site, and never reconciled. When HSE or a principal contractor asks for the current RAMS, the wrong version surfaces.
CDM 2015 requires clear allocation of principal designer and principal contractor duties, plus structured pre-construction information and construction phase plans. Generic CRMs cannot model these statutory roles.
Payment applications from subcontractors are raised, reviewed, approved, and paid on cycles that generic CRMs do not model. The Construction Act payment terms and pay-when-certified rules create real legal exposure when workflows drift.
Tender opportunities are tracked on whiteboards, in Excel, and in the head of the commercial director. Win-rate analysis, resource forecasting, and margin tracking at portfolio level are effectively impossible.
RIDDOR-reportable incidents have statutory deadlines; near-miss reporting is essential for safety culture. When reporting is on paper or in inconsistent email chains, the business cannot demonstrate the proactive H&S management regulators expect.
What We Build
Every contact, company, and communication linked to specific projects. View all stakeholders, contractors, and consultants for any project in a single dashboard.
Centralised subcontractor records with trade classifications, CSCS card tracking, insurance certificate management, and performance ratings across past projects.
Structured management of RAMS, COSHH assessments, site inductions, and inspection records. Automated expiry alerts and renewal workflows.
Track tender opportunities from identification through bid preparation, submission, and outcome. Link tender documents, cost estimates, and team assignments.
Daily site records linked to projects within the CRM. Track weather conditions, workforce numbers, deliveries, and notable events with photo attachments.
Compliance in Practice
UK construction firms answer to the HSE for safety, to local authorities for building control, to the Building Safety Regulator for higher-risk buildings, and to the ICO for data protection. A bespoke CRM should make five specific obligations cheaper to meet daily.
CDM duty holders (client, principal designer, principal contractor, designers, contractors) are mapped to CRM roles per project. Pre-construction information, construction phase plans, and the health and safety file are maintained as structured documents rather than shared folders, with version control and issue tracking.
RAMS are templated by task type, versioned per project, and authorised by a competent person before work begins. RIDDOR-reportable incidents trigger a structured workflow with the statutory 10-day notification, F2508 submission tracking, and incident investigation linked to the affected project and subcontractor.
For projects falling under BSA higher-risk building definitions, the CRM maintains the "golden thread" of information: design, construction, materials, and change records stored in a structured, queryable form that survives project handover to the accountable person.
Personal data (workers, subcontractor directors, client contacts) is tagged with lawful basis and retention period. Subject access requests are fulfilled from a single dashboard. Site photography that captures identifiable individuals is tagged for consent tracking where used in marketing.
Payment applications flow through a structured approval workflow with statutory due dates, payment notice generation, and pay-less notice capture within the required windows. The Construction Act timeline is enforced by the workflow rather than relied on from memory, reducing adjudication exposure.
Regulatory Compliance
UK construction firms face serious legal obligations around site safety, worker welfare, and project documentation. Your CRM must support these duties, not add administrative burden to the site team.
CDM 2015 Regulations compliance with structured principal contractor and principal designer duty tracking, pre-construction information management, and construction phase plan documentation.
Health and Safety at Work Act obligations supported through risk assessment tracking, safety inspection scheduling, incident recording, and RIDDOR-reportable event management.
UK GDPR data protection for employee, subcontractor, and client personal data with role-based access controls, retention schedules, and subject access request handling.
Investment Guidance
Every contractor is different, but there are clear market bands for what a purpose-built construction CRM costs. The ranges below reflect typical investment for a UK-led build with CDM 2015 and H&S compliance built in. For small builders and trade contractors, off-the-shelf job-management platforms like Tradify, Powered Now, or simPRO are often the better commercial answer, and we will tell you so during discovery.
Small contractors, single workflow
A single focused workflow: subcontractor qualification tracker, tender pipeline, or H&S document portal. One to two integrations with existing accounting or project management tools. For firms replacing a specific spreadsheet process.
Established contractors, 5-25 staff
Full project-centric CRM with subcontractor management, CDM duty holder workflows, RAMS library, tender management, payment application processing, and three to five integrations (accounting, project management, document management, e-signature).
Multi-division contractors, 25+ staff
Multi-division platform: divisional workflows for civils, building, M&E, and fit-out; Building Safety Act golden-thread support; full RIDDOR and incident investigation; integrations with site management systems (Procore, Asite, 4Projects), accounting, and payroll.
Fixed-price build, with ongoing support and enhancement delivered on a monthly retainer. Indicative ranges for a UK-led build. Actual cost depends on project scale, integration count, and the scope of your H&S compliance framework. See full pricing detail.
Questions Answered
The questions UK construction firms ask us most often during discovery. If yours is not here, book a discovery call and we will answer it directly.
Procore, Asite, and Fieldwire are construction project management platforms with strong site and document management, but they are not CRMs. Typical bespoke CRM work integrates with these platforms for site data while handling commercial, tender, client relationship, and subcontractor management that these tools do not model as first-class workflows.
CDM duty holders (client, principal designer, principal contractor, designers, contractors) are mapped to CRM roles per project with contractual evidence. Pre-construction information, construction phase plan, and health and safety file are structured documents rather than shared folders. The CRM produces a complete CDM record for handover at project completion.
Yes. Subcontractor records track CSCS cards, employer’s liability and public liability insurance, professional indemnity where relevant, trade qualifications, and past-project performance. Expiry alerts fire at 90, 60, and 30 days. Subcontractors with expired critical documents cannot be allocated to new project mobilisations until renewal is confirmed.
Yes. Payment applications route through structured approval with Construction Act statutory due dates, payment notice generation, and pay-less notice capture within the required windows. CIS verification status and deduction rates are tracked per subcontractor, with monthly CIS returns produced from CRM data.
Yes. We have migrated from Sage 200 Construction, Eque2 Evolution M, COINS, CMap, and bespoke legacy systems. Migration includes project records, subcontractor records, tender history, contracts, and document archives.
You do. Code is delivered to your GitHub or GitLab organisation under a permissive licence, the database runs in your cloud account (AWS, Azure, or GCP), and there is no vendor lock-in. We offer ongoing support contracts, but you are free to engage any competent development team to maintain the platform after handover.
For projects falling under the BSA higher-risk building definitions, the CRM maintains structured records of design, construction, materials, and changes, with version control and queryable history. This supports the accountable person’s obligation to maintain the golden thread through occupation and into facilities management.
Regulatory change is continuous in construction. The architecture is designed to make rule changes cheap to implement. CDM duty mappings, safety document templates, and compliance workflows are configuration rather than hard-coded logic. Most firms retain us on an ongoing support contract so regulatory change is handled in days.
Services
Bespoke CRM Development
CRM Consultancy
CRM Data Migration
CRM Integration
CRM Support & Maintenance
CRM Training
Construction CRM
Book a free discovery call. We will discuss your project management workflows, your safety compliance needs, and whether a bespoke CRM is the right approach for your firm.
Book a Discovery Call