Generic CRM was not built for MATS, RAMS, and climb-ready dispatch
Horizontal CRM wins the deal record; it rarely wins the operational truth that HSEQ and finance will both sign off in the same week. Most teams end up with CRM in one place, field execution in another, and compliance evidence somewhere else again.
Typical gaps
- Custom fields for certs are not control. An “EUSR expiry” date is data entry; it is not verification, and it goes stale silently — unlike workflows that block dispatch when accreditation is out of policy.
- Dispatch and job execution sit in another tool — or in chat — so the CRM never sees the same moment of truth as the site.
- Invoicing still needs a clean bridge to finance (e.g. Xero) without double entry from the field record.
How Riggr differs
- Companies, contacts, and deals live alongside engineers, jobs, and PDF outputs — one platform for pipeline and field delivery, not three silos stitched together.
- Field workflows and compliance artefacts are first-class, not an integration afterthought.
- Language and workflows match UK telecom and infrastructure field delivery, not generic B2B sales motions.