One searchable client register
Search by name, email, phone, ABN or address instead of checking separate contact lists and project folders.
Client records connected to delivery
Construction CRM for geotechnical businesses.
Keep organisations, people, contact details and project activity searchable in the same operational system your team uses to deliver the work.
Replace the disconnected client list with delivery context A useful CRM for a geotechnical business should help the office identify the client and immediately understand the work connected to that relationship.
Organisation and individual records
Keep the client type, current contact information and address details in a consistent structure.
Project activity remains visible
See how many projects are connected to the client and move into the delivery record without rebuilding the relationship context.
See the client-to-project connection GeoCRM keeps the commercial relationship close to the operational work without pretending every relationship can be reduced to a sales pipeline.
Client register
Find the organisation or person behind the work.
Use one register for client identity, contact information, address and connected project counts, with filters for organisations and individuals.
- Search across key client fields
- Organisation and individual filters
- Project and contact counts
Delivery context
Open the project record without losing the client context.
Project work retains the client, location and delivery records required by coordinators, field staff and report preparation.
- Client-linked project record
- Jobs and field records together
- Reports retained with delivery history
What the client register can hold and expose Keep the record practical for the people who coordinate and deliver client work.
- Client name and type
- Email and phone details
- ABN and address
- Connected contact count
- Connected project count
- Last-updated visibility
- Search and client-type filters
- Direct access to the delivery record
Client CRM questions
Is GeoCRM a generic sales CRM?
No. Its primary value is keeping client identity and contacts connected to geotechnical project delivery. The current website does not claim a broad marketing-automation or enterprise sales suite.
Can we store both companies and individual clients?
Yes. The client register supports organisation and individual records.
Can the office search for a client by contact details?
Yes. The register can be searched using fields including name, email, phone, ABN and address.
Can we see whether a client has connected projects?
Yes. The register displays connected project and contact counts so the office can identify the relationship behind current work.
Can we adopt client records before changing scheduling?
Yes. Client and project data can be established first, then used as the shared context when scheduling, dockets and reporting are introduced.
Bring one active client and project
See how the relationship connects to delivery.
We will map the client record, project context and the operational information your office needs before scheduling and fieldwork begin.