Track customers, quotes and projects alongside CPCS cards, plant compliance, drainage RAMS and the worker passports that contractors increasingly insist on before work starts.
Groundworks businesses run on three things: customers, plant and competent operators. Each one has its own paperwork - CPCS cards, NPORS registrations, LOLER inspections on the plant, RAMS for excavation and drainage. Most CRMs only handle the customers. Complys handles all three with the customer record at the centre.
Every client, main contractor and lead in one searchable list. Designed for groundworkers - notes, addresses, project history.
Build branded quotes, send via your own email, track when they're opened. Drag cards across the kanban board to update stages.
Connect Gmail, Outlook or business SMTP. Send from your real address with open and click tracking built in.
Log every phone call from the customer record. Notes, outcome, follow-up date - 10 seconds per call.
Public liability insurance, Employers liability insurance, CPCS cards, Plant operator certs - all on the same record as the customer.
AI-generated risk assessments and method statements, customised for groundworks work. Edit, save, share with contractors.
Track every worker's CHAS cards, training, and qualifications. Reminders before anything expires.
Get found by main contractors searching for compliant groundworkers in your area. Your accreditations on display.
Auto-reminders for document expiry, follow-up dates, scheduled work. Nothing slips through the cracks.
Example record - your customers, jobs and compliance all in one place
CRM, compliance, RAMS, quotes, worker passports - all in one place. 90 days free, no card needed.