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.
From enquiry to commitment
Pipelines, conversations, offers and client history live together, so the detail agreed during the sale reaches the people who quote, plan and deliver the work.
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.
Send an offer for signature: the client gets a single-use link, signs in the browser with no account, and a signed PDF with a certificate page lands on the deal automatically. Sent, viewed and signed are tracked end to end.
Point the platform at your website: it scans every page, finds every form, works out which form technology it uses and proposes a field mapping in English, Norwegian, German or Latvian. Submissions pass spam screening and land in the pipeline stage you chose as structured client data — not a note to retype.
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 PLANNINGSee active projects, team capacity and dated assignments in one planning workspace.
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 PORTALEvery client message, drawing, invoice and document — kept with the right order.
Explore Customer Portal → SCALE CADConfigure the opening, see the drawing update, and save it back to the order.
Explore Scale CAD → DOCUMENT MANAGEMENTEvery file organized by the job it belongs to, not by whoever last saved it somewhere.
Explore Document Management → HELP DESKSupport after the sale, tracked as tickets — not lost in the sales pipeline.
Explore Help Desk → AUTOMATIONWhen this happens, do that — across the whole platform, with no code.
Explore Automation → APP BUILDERDesign the form your business needs and get a working records screen for it — without a developer.
Explore App Builder → HR & PAYROLLEmployee records, org chart and skills — built on the accounts your team already logs in with.
Explore HR & Payroll → SOCIALInstagram, Facebook, LinkedIn and TikTok enquiries into the CRM — and your workshop photos back out as posts.
Explore Social Inbox & Publisher → SCALE FIELDBOOKAnnotate site surveys on an iPad — ink, shapes, measurements and photos on real pages, exported as a PDF.
Explore Scale Fieldbook →