Invoices, calendar, time tracking, documents, NEBOSH tracker, sales pipeline, action tracker — built specifically for solo and small H&S consultancies. One login, one source of truth.
Stop switching tools. One login, everything in one place.
Time tracker captures every billable minute. No more under-quoting from memory.
Branded invoices, branded portal. Your consultancy, not someone else's logo.
Click the tabs below to walk through every part of the consultancy CRM. Mock data, real layout — exactly what you'd see after you sign in.
Branded, VAT-aware, Stripe-payment-ready.
The CRM is fully usable on its own — you don't have to buy a single survey to use it. Sign up free, pay only for the CRM tier you want (or skip it entirely and just deploy the odd survey).
Not a generic CRM with H&S bolted on. Every tab is shaped by the work consultants actually do.
Branded invoices in 30 seconds. Quote-to-invoice flow. Stripe payment links. Automatic VAT. PDF export. Aged-debtor list.
Schedule site visits, audits and meetings. Recurring visits for retainer clients. Mobile-friendly.
Tap to start a timer per client/project. Mileage tracker. Expense receipts to S3. Bill from time at the click of a button.
Log billable hours per client. One button rolls unbilled time into a draft invoice grouped by activity. Entries stamped invoiced so you never double-bill.
One-line brief → AI drafts the title, executive summary, and 3–6 line items with credible UK day rates. Edit, send, get e-signature. Full audit trail.
Per-client recurring obligations — COSHH reviews, monthly toolbox talks, quarterly audits. Mark complete and the next cycle schedules itself.
5×5 matrix scoring with Control Hierarchy (Eliminate > Substitute > Engineer > Admin > PPE). Per-client legal artefact with review dates. The document HSE inspectors expect.
Log incidents at your clients' sites. RIDDOR deadline clock, severity-driven triage, investigation lifecycle, root-cause + corrective actions. One-click client handover — your client owns the data.
Per-client folders. Client portal share. Version history. Risk assessments, method statements, training matrices — all in one place.
Threaded messages with each client. Email-in. Audit trail of every conversation. Switch between clients without losing context.
Lead → Proposal → Won / Lost stages. Conversion stats. Auto-follow-up reminders. Convert won deals into ongoing client engagements.
Track every certification, expiry date, and CPD hour. Renewal reminders 90 days out. Evidence pack for audits.
Versioned policies, COSHH data, RAMS templates. Public-link share with clients. Single source of truth for HSE evidence.
Track corrective actions per client. Assign to client portal users. Status, due date, evidence attached.
The CRM is an add-on. Pay-as-you-go consultants add it at £39/month; Accredited consultants pay £19/month (50% off); Unlimited consultants get it included.
Full CRM add-on. Pair it with our pay-per-survey model.
50% off — bundled value for Accredited consultants.
CRM is included — everything bundled into Unlimited.
The CRM works perfectly on its own. You don't need to buy a single survey or audit to use it. But if you do also use the survey or audit tools, they plug straight in:
No credit card to start. All CRM features unlocked from day one.
Start free