Apply Entertainment to Multiple Contacts
SitePad Construction CRM software includes key features of entertainment tracking providing the ability to apply entertainment to multiple contacts simultaneously. Whether you are hosting a business dinner, a corporate event, or simply enjoying a social gathering, this functionality allows you to efficiently manage and record all the contacts involved.
Apply Entertainment to Clients
In a business environment, managing relationships with your construction clients is paramount in any software package, and entertainment plays a significant role in fostering connections. With the "Apply Entertainment to Clients" feature, you can easily associate specific entertainment activities with your clients' profiles.
Track Event Dates
Keeping track of event dates is crucial when managing your entertainment activities. The entertainment tracking system allows you to maintain a calendar of all your scheduled events and engagements, ensuring that you never miss an important date.
Event Dates
Entertainment takes various forms in the construction industry, and each type of event requires different considerations and planning. The "Event Types" feature allows you to categorise your entertainment activities into multiple types, ranging from sporting events like football and horse racing to formal dinners and cultural outings.
Expense Types
When entertaining contacts, with SitePad Construction CRM, expenses can quickly add up and become challenging to manage. The "Expense Types" feature provides a solution by allowing you to categorize expenses based on different types, such as tickets, drinks, meals, transportation, and more.
Receipt Uploads
To ensure the accuracy and completeness of your entertainment expense records, the entertainment tracking system offers a "Receipt Uploads" feature. This allows you to easily capture and store digital copies of receipts for each entertainment expense.
Sales Person
In construction businesses with multiple sales personnel handling different client portfolios, tracking entertainment activities can become more complex. The "Sales Person" feature addresses this by enabling you to assign specific entertainment events to individual salespersons. This not only helps in tracking each salesperson's efforts in relationship building but also allows for a fair evaluation of their performance based on client engagements.
Entertainment Cost
Understanding the financial impact of your entertainment activities is vital for budgeting and financial planning. The "Entertainment Cost" feature provides you with a comprehensive view of your entertainment expenses over time.
Entertainment Location
The success of an entertainment event in the construction industry can often be influenced by its location. With the "Entertainment Location" feature, you can easily track and document the locations of each entertainment event. Whether it's a luxurious restaurant, a thrilling sports stadium, or a serene recreational venue, associating specific locations.
Here’s what our clients have to say about SitePad
100% would recommend SitePad as a solution and I have no concerns recommending his company, knowledge and professionalism in getting a great job done. Great support, fluid conversations, out of office hours support – couldn’t ask for more.
Chelsey Whitney
COO, Flannery Plant Hire
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SitePad is the ultimate CRM solution designed to simplify and optimise construction management for UK construction businesses. With its exceptional speed, user-friendly interface, and industry-specific features, SitePad is the perfect fit for construction professionals who seek efficiency, productivity, and success. Experience the power of SitePad and revolutionise the way you manage your construction projects today.
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