Track every customer, quote, job and email in one place. With RAMS, compliance and worker passports built in - because trades need more than a generic CRM.
Most UK trades businesses run on a chaotic mix of WhatsApp messages, paper diaries, an inbox the owner has been meaning to clear out for two years, and a spreadsheet that nobody else can find.
It works at first. Then the business grows. Quotes get sent twice or not at all. Customers get forgotten. Jobs slip. The same answers get typed out a hundred times. Weekends fill up with admin.
A proper CRM fixes this. The Complys CRM goes further by combining customer management with the compliance side of your business so you do not need two systems.
Every client, lead and main contractor in one searchable list. Notes, contacts, addresses, history. No more 'whose number was that again'.
Build branded quotes with line items, send via your own email, track when they are opened. See every quote at every stage on a kanban board.
Connect Gmail, Outlook or your business SMTP. Send from your real address. Replies come back to your inbox. Opens and clicks tracked automatically.
Log every phone call from the customer record. Notes, outcome, follow-up date. Build a paper trail so disputes never come down to your word against theirs.
Schedule a chase email or a site visit and Complys reminds you. No more chasing falling between the cracks because you forgot.
Approaching a new main contractor? Complys drafts a tailored introduction email based on your trade and their work. Edit, send, win the meeting.
Insurance, RAMS, worker passports, training matrix - all on the same record as the customer. Send your full compliance pack to a contractor in two clicks.
New enquiry, quoted, won, lost, on hold. Drag the card across the pipeline. See where every job is without asking three different people.
Every quote, intro and compliance share is tracked. See exactly when the recipient opened it and clicked. No more 'did they get it?'
HubSpot, Pipedrive and Salesforce track customers but ignore the part that actually wins UK construction work: live insurance, CHAS, SMAS, CSCS cards, RAMS. Complys puts all of it next to the customer record.
Generic CRMs assume you are at a desk. Complys works on a phone, in a yard, on a roof. Workers can clock in, sign off jobs and check compliance without leaving the field.
Most CRMs charge per user. A 30-worker scaffolding firm can pay GBP 1,500 per month before they have sent a quote. Complys is one flat plan for the whole business.
A trades business does not just track relationships - it ships work. Quote accepted today, RAMS needed tomorrow, workers assigned next week, invoice when the job lands. Generic CRMs make this a custom build. Complys does it out of the box.
A CRM tracks your customers, quotes, jobs, communications and follow-ups in one place. Instead of spreadsheets, WhatsApp and a paper diary, everything sits in one searchable database with reminders. Complys also combines the CRM with compliance tracking, RAMS generation and worker passports.
Most UK construction CRMs cost between GBP 25 and GBP 99 per month per user. Complys pricing starts free, with paid plans from GBP 30 per month for unlimited use across the whole business. Every Complys plan includes the CRM, compliance, RAMS and quote-sending features.
Spreadsheets do not send reminders, do not track when an email was opened, do not work properly on a phone, and break the moment two people try to edit them at once. A CRM gives every customer a record, every job a status, and every communication a paper trail you can search later when a dispute happens.
Yes. Connect your Gmail, Outlook or any business email via SMTP. Emails sent from Complys arrive at your customer from your real address with replies coming back to your inbox. Open and click tracking is built in. Most generic CRMs charge extra for email integration - Complys includes it on every plan.
Yes. Complys is fully mobile-responsive. Workers and managers can access customer records, log calls, send quotes and update jobs from any phone or tablet. A native mobile app is on the roadmap for 2026.
Most users have their first customer added and first quote sent within 30 minutes. The 90-day free trial gives you full access so you can decide if it fits your business before paying.
CRM, compliance, RAMS, quotes, worker passports - all in one place. 90 days free, no card needed, full access.