CustomCRM Systems.
Tailored client management engines built to automate workflows, track pipelines, and scale with your operations.
PWS // PLATFORM WALKTHROUGH
Built to spec. See it in action.
Every view in the PWS CRM is purpose-engineered — no generic SaaS dashboards, no unused modules. Each screen solves a specific operational problem.
Dynamic Schedule of Rates & PDF Proposal Engine
Eliminates manual quote recalculations by anchoring live margin rules directly to contractor rate cards.
- Unit rates for Labour, Materials, and Plant — each with live cost breakdowns and margin controls per category
- One-click PDF proposal generation with auto-filled company branding and client contact details
- Margin and markup controls propagate instantly across all open quotes on update
Visual Pipeline & Multi-Stage Deal Velocity
Every lead tracked from first contact through survey, quote, win, and delivery — with automated stage transitions and revenue roll-ups.
- Kanban columns: Estimating → Quoted → Won → Scheduled → On Site → Completed
- Instant stage controls with client, date, and value tracking per deal card
- Win-rate analytics and per-stage revenue aggregation across the live pipeline
Live Financial Telemetry & Portfolio Analytics
Real-time gross profit visibility across every active job — from estimated sell through to PO spend and outstanding balance.
- Portfolio cards: Estimated Sell, Total Profit, Paid Labour, PO Spend, Total Received, Outstanding
- Per-project GP tracking: agreed sell less the higher of estimated cost or PO + labour spend
- Full project table with status, margin %, VOs, and actual GP — searchable and sortable
Target: Basis Recovery · Project #402 (14 King St)
Subject: Project Progress & Site Compliance Update — 14 King Street
Hi David,
Here is your weekly summary for the passive fire-stopping works at 14 King Street:
Let us know if you would like the full building control certificates attached.
Integrated AI Workflow Assistant
In-portal AI that reads live CRM data to draft communications, surface risks, and automate routine decision-making without leaving the system.
- Context-aware: reads the current screen's live project and pipeline data before responding
- Quick-actions: "What should I do next?", "Draft a client update email", "Summarise commercial position"
- Full email and status-update drafting — adapts to project stage, client name, and outstanding tasks
"The portal eliminated 80% of manual email follow-ups and increased client conversion instantly. Landlords now track recovery telemetry in real time with total confidence."
"Integrating the 3D Configurator and admin pipeline into one system turned complex design consultations into an instant, trackable client experience."
Build Your Custom System
Select the capabilities your team needs for an instant scope summary.