What is built

Planning applications, tenders, contract awards, new Companies House companies, office moves and EPC certificates, each with a source badge.

Every card shows a fit score and a sentence explaining the source, so a surveyor can see why it landed.

Postcode territories route public records to the right company. The feed can start on London and the Home Counties.

Latest non-domestic EPC rows are not treated as a direct-marketing lead. Start outreach stays off for those cards.

Creates or links a contact, writes a UK GDPR legitimate-interest note, and enrols a three-step sequence in your name. You still approve the send.

Shows today, next and held steps, the weekday sending window, the sender domain, and the cap. A reply, an unsubscribe or a missing domain holds the row.

Six classes: Interested, Not now, Wrong person, Unsubscribe, Out of office and Question. A draft answer waits for approval. Nothing is emailed.

An interested reply can book a meeting, open an enquiry, or sit on the pipeline.

The same classify-and-pause path can take an Instantly reply. Without the API key it stays a dry run, with a simulate button.

Counts signals in, contacted, replied, interested, meetings and quotes.

Clients and enquiries, then convert to a job with phase gates. Commercial fit-out and domestic build templates exist.

Variations and requests for information, with cost and time. A client can approve a submitted instruction on the portal. Unapproved cost stops the affected task.

A numbered register, revisions, and a side-by-side compare with a what-changed note.

A programme per job. Approved time impact moves the phase and the completion date.

Bill of quantities, cumulative percent, retention and this period, in pounds ex VAT. Draft, submit, certify, then a draft invoice.

Search trades, see them on a map, and add a company to contacts.

Insurance and CSCS records, report exports, and a plain-words phone layout for site staff.

Read a public website, show what was learned, and ask you to tick it before anything is saved.

Paste how you sell. It maps to stages, a three-email sequence and tasks without a model key.

A first-login tour for office and site, with skip, resume and replay from Help.

SPF, DKIM and DMARC checks and warm-up copy. Buying a domain inside the product is not built.

Column mapping for a short file. A huge contact dump is not a self-serve button.

Shows on the login page when Google credentials are connected. Until then, email and a password reset.

Docs and price lists upload when UK object-storage keys are set. Without them the screen says storage is not connected.

Email, SMS and WhatsApp can be written on the contact. While the kill switch is off they are saved and not delivered.

A website widget files the message for a person in the office. A model replies only when its key is connected.

Public forms and a block builder for a simple page. Custom domains for those pages are not built.

Consent-only campaigns and a social planner. Publish and send stay simulated while the kill switch is off.

The connect flow is built and stays disconnected until Xero credentials are added.

Contacts, pipelines, tasks, templates and automations stay inside the company that owns them.

Nothing is emailed, texted or posted until an admin unlocks sending. That switch is off.