Industry · Construction
A simple CRM for construction firms and trades
Get client conversations out of the van, the WhatsApp group and the notebook. Gather360 keeps quotes to chase, site contacts, variations and certificates against each client, on your phone or in the office.
30-day free trial · no card · £12.99 + VAT per person a month after
The short answer
A small building or trades business needs somewhere to track who it works for, who to ring on each job, what was agreed and which quotes and payments need chasing. Gather360 does that with clients, contacts, dated notes, follow-ups and stored documents, in any browser on a phone. It costs £12.99 + VAT per user a month. It does not price jobs, schedule labour or raise invoices.
Your week
The quote went out three weeks ago. Has anyone rung?
Quotes are expensive to produce and easy to forget. So are the invoices at 63 days, the deposit you were promised, and the variation you agreed on site but never put in writing.
In Gather360, every one of those is a follow-up with a date and a name on it. Open it in the morning and the overdue ones are at the top. Chase, write a note about what they said, tick it off and set the next date.
- Quote chases, payment chases and site meetings on one list
- Assign it to the QS, the contracts manager or the office
- Works in the browser on your phone, no app to install
Get it in writing, then keep it
“We agreed the bifolds would be the same price.” Did you? Arguments about variations, retentions and slow payment come down to what was said and when.
Put it in a note on the client the same day. Notes are dated and show who wrote them. File the signed quote, the variation and the RAMS against the client as documents, so anyone in the office can find them when the client rings.
- Dated notes on every conversation
- Quotes, variations, RAMS, certificates and O&M manuals filed per client
- Documents stored privately, not as shareable public links
Every site contact, not just the one who pays
On any job you deal with several people: the client, the site manager, the facilities lead, the managing agent, the person in accounts who actually releases payment.
Add them as contacts on the client with their job title, email and phone. When the office needs to chase a payment application, they ring the right person first time.
How builders and trades tend to set it up
Tags for the stage
Quote out, Live job, Retention held, Snagging, Repeat client.
Tags for the warning
Slow payer, Variation pending, Chase. Search finds them in a second.
Sectors
Domestic, Commercial property, Education, Healthcare, Industrial.
Roles
The owner sees billing and settings; the office and site team work on clients and follow-ups.
Plainly: what it is and is not for a builder
Gather360 does
- Clients, site contacts and their numbers
- Dated notes on what was agreed
- Follow-ups for quotes, payments, snags and site visits
- Quotes, certificates and RAMS filed per client
Gather360 does not
- Build quotes or estimates
- Schedule labour or plan jobs
- Raise invoices or payment applications
- Work offline with no signal
See a construction firm in the demo
The free demo includes a made-up contractor with live jobs, quotes out and slow payers. Open the demo and switch industry at the top. No sign-up.
30-day free trial · no card · £12.99 + VAT per person a month after
Questions people ask
Does it work on a phone on site?
Yes, in any modern browser on a phone or tablet. There is no app to install. It needs a signal; there is no offline mode.
Can it produce quotes or invoices?
No. Keep using your quoting and accounts software. Upload the quote to the client in Gather360 and set a follow-up to chase it.
Is it suitable for a sole trader?
Yes, it works with one user. Our guide to a simple CRM for sole traders covers whether it is worth it for you.
Can subcontractors log in?
Anyone you invite gets access to the whole account’s clients, so most firms only invite their own staff. Each person is a paid seat.
How much does it cost?
£12.99 + VAT per user a month, or £129.90 + VAT per user a year. 30-day free trial, no card needed.
Stop chasing from memory
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after