Bring project information, compliance records, client communications and reporting into a single system — built around the way retrofit projects are actually delivered, from first assessment to post-installation.
Unlike a basic customer-relationship platform, a retrofit CRM is structured around the way retrofit projects are delivered. Instead of information spread across emails, spreadsheets and folders, teams keep everything connected to each project:
For organisations working across several projects, this reduces confusion and makes it easy for any team member to see the current status of each job.
Six core capabilities that bring project delivery and compliance into one place.
Monitor every project across its stages and see what actions are still required — without digging through spreadsheets.
Store PAS 2035, ECO4 and ISO records in one place, linked directly to the right project.
Organise the roles, documents and responsibilities of each PAS 2035 project with a clear record of progress.
Keep ECO4 records, supporting documents and communications alongside the project, not scattered across systems.
Log emails, calls and meetings so the full communication history stays with the project.
Generate reports for audits and funding bodies from information already held in the system.
See where each project is in the process — and what still needs to happen — even when you are managing many at once.
The initial retrofit assessment
Roles, design & planning
Delivery of measures
Photos, records & checks
Handover & monitoring
Particularly useful where several team members need access to the same project records.
Oversee projects and maintain organised documentation across every job.
Centralise project records and communications across improvement programmes.
A structured system for overseeing multiple retrofit activities.
Track progress and keep important project information for several jobs at once.
Every retrofit organisation works differently — some mainly need project tracking, others place more emphasis on documentation, compliance reporting or client communication. Before choosing or configuring a CRM, it helps to consider:
A system built around these requirements provides more value than a generic CRM that doesn’t reflect retrofit workflows.
Book a free consultation to explore how the CRM can support project tracking, compliance documentation, communications and reporting — and discuss the features that fit your workflow.
