SSiteFlow CRM
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Built for Contractor Businesses

Run your complete contractor business from one CRM.

Manage leads, site visits, quotations, projects, staff, invoices, payments and customer follow-ups from one customizable platform.

Send on WhatsApp
Fast setup
Mobile friendly
Custom workflows
Professional PDFs
Secure cloud platform

Too many tools. Too many follow-ups. Too much manual work.

Leads are lost in WhatsApp chats
Site information is scattered across notebooks
Quotations take hours instead of minutes
Project updates are hard to track
Staff attendance is manual
Payments are followed up late

Everything your contractor business needs, connected.

Lead Management
Site Visits
Measurements
Quotations
Projects
Tasks
Attendance
Payroll
Inventory
Invoices
Payments
Reports

Your business. Your workflow. Your CRM.

Choose the modules your business needs, rename them, arrange your sidebar and build your own sales and project flow without changing the code.

  • Select and rename modules
  • Rearrange navigation
  • Create custom fields
  • Build workflow stages
  • Create role permissions
  • Configure dashboards
Example workflow
LeadFollow-upSite VisitQuotationNegotiationWonProjectInvoicePaid

Send professional quotations in less than five minutes.

1
Select customer
2
Add services & materials
3
Apply tax & discount
4
Preview PDF
5
Send by WhatsApp or email
Professional PDF templatesGST-ready structureRevision historyCustomer approval linksOne-click conversion to invoicePayment receipts

A real mobile experience for your field team.

Add leads, upload site photos, record measurements, complete tasks, mark attendance, view project information, share documents and record payments — from the job site.

Built for your trade.

ElectricalPlumbingHVACFlooringFalse CeilingCCTVAluminium & GlassRoofingModular KitchenSignageCustom Contractor Business

Built to scale from one business to many.

Platform administrator creates businesses
Each business gets an isolated workspace
Every business creates its own workflow
Data is securely separated with Row Level Security

How it works

  1. 1Create your business workspace
  2. 2Select your contractor industry
  3. 3Choose the modules you need
  4. 4Customize your workflow
  5. 5Invite your team
  6. 6Start managing operations

One unlimited CRM for the whole business.

No public package comparison inside the product. Every client gets the complete CRM experience with unlimited access configured by the platform team.

Unlimited users
Unlimited contractor modules
Unlimited customers and documents
Unlimited team access controls

Frequently asked questions

Can I customize the workflow?

Yes. Every business builds its own pipeline stages, renames modules and rearranges the sidebar — no code changes needed.

Can I disable modules?

Yes. Disabled modules disappear from navigation, search and routes entirely.

Can my team use it on mobile?

Yes. The mobile experience is designed like an app: bottom navigation, full-screen forms and card lists.

Can I create GST invoices?

Yes. CGST/SGST/IGST breakup, inclusive or exclusive tax, round-off and payment tracking are built in.

Can I send quotations on WhatsApp?

Yes. Documents ship with secure share links and WhatsApp/email delivery architecture.

Can I add custom fields?

Yes. Custom fields are stored per business and appear in forms, filters and PDFs.

Is my business data private?

Yes. Every business lives in an isolated workspace enforced with database Row Level Security.

Can I import existing customers?

Yes. Customers can be added inline, in bulk, or imported during onboarding.

Can I use my own logo and branding?

Yes. Logo, accent colour, document templates and numbering are all configurable.

Can I manage more than one branch?

Yes. The platform is multi-tenant — each branch or business gets its own workspace under central control.

Stop managing your business through scattered spreadsheets and WhatsApp chats.

Create your workspace, choose your modules and start running your contractor business from one connected system.

Send enquiry on WhatsApp