Fulcrum Solutions Let’s talk

Pick up
where you
left off.

The last conversation, the quote, the next step. A CRM built around your team keeps them together, so anyone can pick up the thread.

Tell us what’s hard to track

Built around
the way you work.

Your records, your stages, and the people who use them. We start with what your team needs to see and do.

The history, in one place.

Keep conversations, notes, quotes and files with the customer they belong to. Your team can find the context without chasing the person who last spoke to them.

A person and a next step.

Give each enquiry an owner. Put follow-ups and due dates where the team can see them, so a good conversation has somewhere to go.

Your stages. Your language.

Track work the way it actually moves through your business. The right fields, useful views, and access that fits each person’s role.

SGD Civil

Built for the
people using it.

A custom operations platform for SGD Civil. The office has plant and maintenance records; crews have clock-on and site paperwork on their phones.

Different roles. Views that fit the job.

More of our work
SGD Civil’s office portal, showing the Plant register with machine types, service status, maintenance issues and day rates.
SGD Field on iPhone, with clock-on, site paperwork, pre-starts, schedule and site diary.

Start with how
you work today.

Tell us where you keep customer details, how work moves forward, and what’s hard to follow up. We’ll look at what a better system needs to do.

Tell us what’s hard to track
Do we actually need a custom CRM?

Sometimes an existing product is a good fit. Custom makes sense when your team keeps working around the software: unusual records, missing connections, or a process that doesn’t fit the available tools. We look at that before recommending a build.

Can we bring our existing contacts and history?

We review what your current system can export, map the fields and deal with duplicates. The migration is tested on a sample before the changeover, with the data and history to be carried across agreed in the scope.

Will it connect to email and accounting?

We check the connections your tools support and agree what should move between them. Email, calendars and accounting can be part of the build, depending on the systems, access and workflow involved.

What if the way we work changes?

Fields, stages, views and automations can evolve with your business. We agree how ongoing support and future changes will work, and keep the system documented so the next change has a clear starting point.

SGD Civil

Office portal · Plant

SGD Civil application screenshot