Revelation CRM

The complete CRM platform built for trades and building services

Revelation CRM is a multi-tenant SaaS platform purpose-built for the trades and building services industry. Whether you're a sole trader or a large contracting firm, Revelation CRM gives you the tools to manage customers, schedule jobs, dispatch engineers, and handle your invoicing—all in one place.

Available to any trades and building services business—plumbers, electricians, HVAC engineers, gas engineers, general contractors, maintenance companies, and more.

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Key Features

Customer Management

Manage customers, site addresses, and contacts. Keep a complete history of every interaction, job, and invoice in one centralised record.

Job Scheduling

Create and schedule jobs with date and time bookings. Assign engineers, track progress, and keep your team organised and on time.

Engineer Dispatch

Dispatch field engineers to job sites with all the information they need. Engineers access their schedules and job details via the mobile app.

Quoting & Invoicing

Generate quotes, convert them to jobs, and produce professional invoices. Track payments and keep your finances in order.

Stock Control

Full inventory management with purchase orders, delivery tracking, and a complete audit trail for every stock movement.

Mobile App

A dedicated iOS app for field engineers with offline support. View schedules, access job details, and update progress from the field.

Built for the Trades

Revelation CRM is designed specifically for businesses in the trades and building services sector. We understand the unique workflows of service businesses with field engineers—from the initial customer call through to job completion and invoicing.

The platform is available as a web application for office staff and administrators, with a native iOS mobile app for engineers in the field. Whether your team is in the office or on site, everyone stays connected and informed.

Who Is It For?

Revelation CRM is available to any business in the trades and building services industry, including:

Plumbing · Electrical · HVAC · Gas Engineering · General Contracting · Maintenance & Facilities · Roofing · Painting & Decorating · Fire & Security · Landscaping

From sole traders to large contracting firms, Revelation CRM scales with your business.

Ready to streamline your business? Get in touch to set up your account.

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