Mobile crane CRM software in the UK

For mobile crane hire teams in the UK, UpRate helps you separate the customer, site contact and agreed hire. Keep customer and contract details connected to the office workflow, choose the modules your team needs, and use this practical handover to check what must be agreed before the next person takes over.

Free CRM for 1 user with Sales Manager: customers, enquiries, quotes and hire contracts. Larger teams use paid capacity; scheduling, timesheets and invoicing are optional modules. No credit card needed to create your account.

UpRate Sales Manager customer records with hire contracts grouped under each customer — Customers and their hire contracts in Sales Manager. Static product screenshot.

Built around the hire desk.

Keep customer context

Sales Manager holds customer and contact records alongside the sales workflow.

Follow commercial work

Manage enquiries, quotes and hire contracts without treating every site as a new customer.

Give operations a reference

Pass the relevant contact and agreed contract to operations before resource assignments or invoice preparation.

Wider UK customer experience.

Read the full customer stories

Alan McCaig, Hire Desk Manager — **Alan McCaig**Hire Desk ManagerForsyth of Denny · Scotland

UK: a cross-border depot handover — separate the customer, site contact and agreed hire

Illustrative workflow: In this illustrative UK example, a cross-border depot handover affects the job. A repeat customer books a different site and the orderer is not the person receiving the crane.

Find the organisation
Search existing customers before creating another record for the same business.
Check the contacts
Confirm who orders, who answers site questions and who handles invoices before relying on an old contact.
Create the hire contract
Keep the agreed hire with the customer and review site details before handing work to operations.

Choose the workflow you need.

Start with Sales Manager. Add the modules and capacity your hire desk needs.

Sales Manager: Browse customers and contracts with search, filters and tables, alongside enquiries and quotes. Where enabled, add dated records and follow-ups.

Free CRM for 1 user. No credit card needed to create your account.

Questions before you start.

Which modules do I need?

Sales Manager is the foundation for customers and contracts. Resource Manager adds plant and labour scheduling and timesheets. Invoice Manager adds invoices.

Can I start with one user?

Sales Manager is free for 1 user; larger teams use fixed user-capacity bands. Optional modules have separate capacity pricing. Check the current calculator.

Does crane CRM include scheduling or permit checks? (the UK)

Sales Manager covers customers, enquiries, quotes and hire contracts. Resource Manager adds scheduling and timesheets; Invoice Manager adds invoices. Automated permission checks, lift approval and local-authority integrations are not claimed.

What do United Kingdom, Britain, GB and broad UK compass searches mean?

The United Kingdom, or UK, includes England, Northern Ireland, Scotland and Wales. Great Britain, also called Britain or GB, includes England, Scotland and Wales and excludes Northern Ireland. North UK does not mean North England. For a north, south, east or west UK/Britain request, identify the home nation and actual site; use its relevant audience page without treating compass words as administrative boundaries.

Can this workflow look up coverage from a full postcode?

No postcode lookup or exhaustive coverage matching is provided here. The official postal geography sources explain why postcode and administrative boundaries can differ. Use the actual site address and full postcode as a starting point for the responsible person’s check.

A practical UK handover check

UK movement notifications depend on the actual route and load; ESDAL supports the external notification process. Confirm the authority for each journey segment, including the separate Northern Ireland process.

For this illustrative UK job, the useful office result is a customer record with relevant contacts and hire contract. Distinguish the legal customer from the site and the person coordinating access. A repeat customer can have a new contact or accounts instruction. Check those details for this hire rather than treating the previous job as authority. A CRM contact is not evidence that a lift is approved. UpRate organises the commercial and operational record; responsible people settle site access, permissions and safe lifting arrangements externally.

Identify the person who can confirm the site arrangement rather than assuming every customer contact has that authority. Recheck contacts when the same organisation books a different site.

The United Kingdom, or UK, includes England, Northern Ireland, Scotland and Wales. Great Britain, also called Britain or GB, includes England, Scotland and Wales and excludes Northern Ireland.

A postcode area, a postcode district and a full unit postcode describe different levels of postal geography. Use the actual site address and full postcode when known; a broad prefix is not enough to establish the site authority or operating arrangements. Postal and administrative boundaries can differ, so check the current official geographic reference and the responsible authority rather than assuming a region name settles the job.

Your next job.
A little simpler.

Free CRM for 1 user with Sales Manager. No credit card needed to create your account.