CRM
ScaleBespoke CRM replaces the patchwork of a bolted-on CRM tool with pipelines, inboxes and client records built directly into the same system as your orders, offers and production. Nothing gets re-typed between systems because there's only one system.
Inside CRM
Configurable pipelines and stages that match how a custom order actually moves — from first enquiry through survey, design approval, production and delivery — not a generic sales pipeline forced to fit.
Order chats and customer request chats land in a single, deduplicated inbox, tagged by type, so nothing falls between two tools.
Generate branded offer PDFs and DOCX documents straight from a deal, with headers and footers that genuinely repeat on every page, and attach or email them without leaving the record.
Deals are always linked to a client record — find-or-create runs automatically, so your client list stays clean instead of accumulating duplicates.
A built-in import framework brings deals, contacts and history in from Salesforce and over a dozen other CRM platforms, so switching doesn't mean starting from zero.
Rule-based automations handle the repetitive parts of moving a deal forward, so reps spend their time on the conversations that actually need a human.
The rest of the platform
CRM isn't a silo — it shares clients, jobs and order numbers with the rest of ScaleBespoke.
From won deal to shipped and installed — one order, followed the whole way.
Explore Orders → CRMEvery deal, every conversation, every client — in one native pipeline.
Explore CRM → ACCOUNTINGFinance that talks to production, not just to your accountant.
Explore Accounting → INVENTORYKnow what you have, where it is, and what it's reserved for.
Explore Inventory & Warehouse → RESOURCE PLANNINGPlan people, jobs and capacity in one place — not three calendars.
Explore Resource Planning → TIME & ATTENDANCEClock-ins tied to real jobs, not just a timesheet.
Explore Time & Attendance → COMPLIANCE & HMSHealth, safety and compliance documentation that lives with the work, not in a binder.
Explore Compliance & HMS → QUALITY MANAGEMENTEvery non-conformance recorded, every certificate traceable — quality that holds up to an audit.
Explore Quality Management (QMS) → BUSINESS INTELLIGENCEThe numbers that actually run the business, in one place — not an export away.
Explore Business Intelligence → ASSET MAINTENANCEKnow your equipment's condition before it stops production, not after.
Explore Asset Maintenance → FIELD SERVICESWhat happens after installation, tracked with the same care as the order itself.
Explore Field Services → CUSTOMER PORTALGive clients their own window into the job — without a login into everything else.
Explore Customer Portal → CAD & DRAWING MANAGEMENTEvery drawing version-controlled and signed off before it reaches the shop floor.
Explore CAD & Drawing Management → DOCUMENT MANAGEMENTEvery file organized by the job it belongs to, not by whoever last saved it somewhere.
Explore Document Management →