CRM Customer Relationship Management: Boost Your Sales with Salestracker Today

CRM Customer Relationship Management refers to the tools and strategies that help businesses manage customer relationships across sales, marketing, and service. In practical terms, it’s a system for keeping track of leads, logging conversations, scheduling follow-ups, and improving the customer journey from first contact to long-term retention.

There are three recognised types of CRM software. Operational CRM focuses on automating day-to-day tasks such as sales tracking and customer service workflows. Analytical CRM is used to interpret customer data and uncover insights like spotting patterns in who buys what, and when. Collaborative CRM helps different teams work from the same information, making sure sales, marketing, and customer support aren’t working in isolation.

Why Salestracker Is Different from Generic CRM Software

Salestracker brings these three functions together in one platform, designed specifically for companies operating in the construction, fenestration, and glazing sectors. It gives your team a real-time CRM system combined with a live UK prospect database and integrated marketing tools. Every contact, task, or customer record can be filtered by sector, region, or job role, giving sales and marketing teams visibility across every stage of the pipeline.

Unlike generic CRM platforms, Salestracker has been developed to meet the specific challenges of trade suppliers, product manufacturers, service providers, and specialist fabricators. It gives you the information and structure needed to manage relationships more effectively, speed up the sales process, and drive growth across your target markets.

This comprehensive CRM platform combines advanced customer relationship management software functionality with live prospect data and marketing automation tools, delivering a competitive advantage that allows you to target effectively:

• Fenestration companies — including fabricators, installers, and suppliers
• Local builders — from small independents to regional contractors
• Builders’ merchants — stocking building materials and trade supplies
• Architects and specifiers — influencing project specifications and product choices
• House builders — £5M+ large-scale national house builders
• Main contractors — delivering commercial and residential projects across the UK

By integrating these powerful CRM capabilities and highly accurate targeted datasets, businesses across all construction industry segments can optimise their customer relationship management processes and drive sustainable growth.

CRM Comparison: Salestracker vs Zoho CRM vs HubSpot CRM

Which CRM system works best for construction, fenestration, and building supply businesses?

Why Construction and Glazing Companies Use Salestracker CRM

Salestracker CRM is specifically developed for businesses operating in the construction and glazing supply chain. From builders’ merchants to service providers, building product suppliers and specialist glazing fabricators, the CRM platform gives sales/marketing teams access to detailed prospect data, lead management tools, and live reporting across all customer interactions. It supports better communication, improved customer service, and faster decision-making.

CRM (Customer Relationship Management): Key Features for Construction and Fenestration

• Real-time CRM database with over 80,000 integrated verified records
• Cloud CRM access from desktop or mobile devices
• Business segmentation by region, company type, or sector
• Integrated email marketing campaigns
• CRM tools for tracking notes, interactions, and sales activities
• Task creation, due dates, and automatic follow-up reminders
• Sales pipeline visibility by user, status, or custom filters

CRM in Action: Real-Time Visibility

Salestracker gives your team a live view of every customer account. From lead source to last contact, all customer information is stored securely and updated instantly. Whether you’re reviewing marketing efforts, assigning follow-ups, or checking open opportunities, the CRM platform keeps everything visible, up to date, and accessible in real time.

Live CRM dashboard view showing a user interacting with Salestracker CRM software from Insight Data.

Managing Contact Information and Customer Support

Every customer record in Salestracker includes full contact details, recent activity, linked companies, and sales status. This enables your customer service teams to quickly resolve issues and follow up on customer needs without searching for data. The platform improves collaboration and reduces repetitive tasks by acting as a single source of truth for all departments.

Mobile CRM Interface

CRM on the Go: Mobile Access for Field Sales

Whether on-site or travelling, users can access Salestracker Mobile CRM. Reps can check company records, log updates, follow up leads from their phone or tablet, while using the map feature to seek new business, keeping your CRM accurate and up to date, wherever you are.

Boost Productivity with a Customisable CRM

Salestracker supports sales automation through task tracking, reminders, and streamlined workflows. The platform reduces manual admin by surfacing key customer data, eliminating duplicate outreach, and helping teams focus on high-priority prospects. Its customisable layout adapts to different user roles across your marketing departments and sales teams.

Marketing Campaigns and Customer Segmentation

With built-in marketing tools, you can launch campaigns, segment your audience, and track basic engagement. This enables targeted outreach, helping marketing departments reach new customers more effectively. Salestracker supports collaborative CRM practices, where campaign data and customer interactions are visible across users, improving consistency and outcomes.

Campaign Reporting Interface

Monitor the performance of your email marketing campaigns, segment contacts, and refine your messaging based on CRM data.

How Salestracker Helps Small Businesses Grow

Small businesses in construction often rely on spreadsheets or disjointed tools to manage customers. Salestracker centralises everything from contact centre notes to marketing history into one CRM solution. This improves sales forecasting, customer experience, and long-term retention.

Service and Support Integration

Customer service representatives benefit from full visibility into previous enquiries, tasks, and campaign history. Whether handling a quote request or a follow-up call, every interaction is tracked and logged. This supports consistent communication, measurable KPIs, and better service across departments.

CRM Strategy for Construction and Trade

Choosing the right CRM means finding software solutions that support your sales process, team collaboration, and customer expectations. Salestracker offers a balance of simplicity and power connecting data entry, sales activities, and contact records without overcomplication. For trade-focused firms, this is the CRM strategy that delivers real impact.

CRM Applications That Go Beyond Sales

Although built for lead generation, Salestracker also supports business processes across customer support, marketing, and account management. It helps human resources log outreach to new prospects, and marketing teams improve lead nurturing. This flexibility makes it a valuable tool across departments, not just the sales floor.

What Are the Most Common CRM (Customer Relationship Management) Questions for Trade Suppliers?

Choosing a CRM system as a trade supplier often raises practical questions about features, sector relevance, and everyday use. Below are answers to five frequently asked questions, based specifically on Salestracker CRM’s functionality and application within construction, fenestration, and glazing industries.

What makes Salestracker CRM different from generic CRM platforms?
Salestracker CRM is purpose-built for construction, fenestration, and building supply sectors. It includes a live UK prospect database, job role and sector filters, and features designed around the way trade suppliers operate, unlike Zoho or HubSpot, which are general-use systems.

Is Salestracker suitable for smaller businesses or just large contractors?
Salestracker is designed for all sizes of business, from independent builders to national suppliers. Small businesses benefit from its real-time contact records, marketing tools, and mobile access without the need for complex setup or multiple tools.

Can I access Salestracker on-site or while travelling?
Yes. Salestracker offers a mobile interface that allows field sales reps to access leads, update contact details, log tasks, and view nearby prospects using built-in mapping tools all from a smartphone or tablet.

What features support email marketing and lead generation?
The platform includes built-in email marketing tools, contact segmentation, and campaign reporting. This allows marketing teams to target the right audience by role, company type, or location, and measure results directly in the CRM.

Does Salestracker CRM help with customer service and support?
Yes. Every record includes full contact history, notes, linked companies, and sales status. Customer service teams can quickly respond to enquiries with all the context they need, improving follow-up accuracy and customer satisfaction.

What Construction and Glazing Companies Say About Salestracker

Salestracker CRM is trusted by fabricators, installers, merchants, and product suppliers across the construction and fenestration industry. Here’s what real users have said about the platform, its support, and how it helps manage leads, contacts, and customer relationships more effectively.

Dekko Window Systems Limited
“We needed a CRM package that was geared to our industry and was easy to use. There are a lot of companies out there, but Insight Data’s Salestracker seemed to offer everything we needed.”

VBH GB ★★★★☆
“We don’t use all the features of Salestracker, but it’s become a useful tool for our sales, marketing, and market research. The search functions are easy to use, and the Insight Data support team is excellent. We’d recommend it.”

Angela Hollingsworth ★★★★★
“Insight Data is a treasure trove of information! I use it as a CRM and a lead generator. It helps track ongoing activity and target prospects based on their buying behaviour. It’s really helped grow our customer base across the UK.”

Peter Hogg ★★★★★
“Robert provided personalised online training and gave me everything I needed to get the best from Salestracker. A great sales tool, 10/10.”

User Accessing CRM in Office

Why We Built Salestracker CRM

“Salestracker was developed to solve the everyday challenges our clients face—finding the right leads, managing customer touchpoints, and tracking activity across departments. It’s built specifically for the construction and glazing market, so every feature and dataset is tailored for real-world use by trade suppliers and service providers.”
Alex Tremlett, Commercial Director, Insight Data

Is Salestracker the Right CRM for You?

Salestracker CRM is ideal for construction and fenestration businesses looking for a simple, cloud-based CRM system to manage customer relationships, marketing campaigns, and the entire customer lifecycle. It offers the CRM features you need to improve customer satisfaction, streamline your sales process, and increase customer retention, all without the complexity of enterprise resource planning platforms.

Did You Know Salestracker CRM Offers a Free Trial?

Salestracker CRM is now available as a 7-day free trial for UK manufacturers and suppliers. During the trial, you’ll get full access to the core CRM dashboard, real-time prospect database, lead pipeline, and built-in marketing tools. It includes training, support, and no-obligation access across devices.

CRM Customer Relationship Management: Get Started with Salestracker Today

To experience the benefits of CRM and deliver exceptional customer experiences across your team, explore Salestracker CRM or learn more about the mobile CRM system for field-based sales teams. Ready to upskill? Book Salestracker training or speak to our team directly.

📞 Call us on 01934 808293
✉️ Or email hello@insightdata.co.uk
🔗 Or contact us online to discuss your CRM strategy.