Set up the client and contacts
Record the client organisation, key contacts, communication details and external references once.
Built for Australian geotechnical teams
Geotechnical client and project management built around real project delivery.
Keep client details, site context, project numbers, jobs, dockets and technical records connected from the first request through to final delivery.
Client and contact records
Project workspaces
Location context
Australian geotechnical workflow
More than a CRM: the operating record for geotechnical work.
Geotechnical work is organised around more than a client name. Every engagement carries site access details, project identifiers, investigation locations, field jobs, samples, technical records and commercial context. When those records are split across CRM software, network folders and spreadsheets, teams spend time finding the latest information and risk filing work against the wrong project. GeoCRM creates one operational record that connects the client, contacts, project, site and delivery activity. Office, field, laboratory and engineering teams can work from consistent identifiers while retaining the project context needed for traceability and reporting.
[01] Project operations
/ Connected GeoCRM workflow
One current operational record from enquiry to delivery. Give office, field and technical teams the same client, project and site context without rebuilding it in separate systems.
Client and contact records
Keep legal names, contacts, communication details and external references together.
Project workspace
Connect jobs, dockets, reports, calculations, plans and delivery records to the project.
Site context
Retain addresses, coordinates, maps and investigation locations with the work.
Safe integration
Use external references and the Integration API to file work without creating duplicate records.
Available capability A practical capability set for Australian geotechnical operations. Configure terminology, permissions and workflow to suit your business and technical procedures.
- Client and contact management
- Project numbering and status
- Jobs and dockets by project
- Site addresses and coordinates
- Documents, reports and calculations
- External-system references
How it works in GeoCRM A practical workflow from setup and capture through review, delivery and retained project evidence.
Create the project and site
Allocate the project number, address, coordinates, scope and investigation locations used by the delivery team.
Connect operational work
File jobs, dockets, samples, calculations, reports, photos and correspondence against the correct project.
Retain a searchable history
Keep status, approvals and issued records together so future work starts with reliable context.
Operational detail for geotechnical teams Concrete capabilities for Australian consultancy, field and laboratory workflows.
Consistent project numbering
Use controlled project and job identifiers across scheduling, field records and deliverables.
Site and location context
Store addresses, coordinates and investigation locations with the relevant work.
Connected delivery records
Link dockets, laboratory requests, reports, calculations and media to the project.
Client visibility
Give authorised staff a current view of contacts, active work and project history.
External references
Retain identifiers used by accounting, document or legacy systems during integration or migration.
Permission-aware access
Configure access around the responsibilities of office, field, laboratory and technical teams.
Clients, Sites & Projects FAQs
Is GeoCRM a generic sales CRM?
No. It includes client and contact records, but its focus is the operational lifecycle of geotechnical projects, sites, jobs and technical deliverables.
Can we keep our existing project numbers?
Yes. Existing identifiers and external references can be retained so connected records remain recognisable during migration.
Can one client have multiple sites and projects?
Yes. The structure supports repeat clients, multiple contacts, multiple projects and the sites or investigation locations associated with each engagement.
Does software replace project governance?
No. GeoCRM supports controlled records and visibility; your business remains responsible for project procedures, technical review and document control.
See it with your own workflow
See one client and project workflow from request to report.
Bring a real project, schedule, field record, laboratory request or report. We will show how the workflow can be configured without asking you to share confidential client data.