UpRate

Plant hire CRM in Wales

UpRate gives plant hire company owners and hire desk managers a shared place for customer records, contacts and hire contracts. Keep job and site details with the customer, then add scheduling or invoicing when needed. Keep the hire desk’s customer-to-contract handoff clear.

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FREE entry covers customers and hire contracts. Scheduling and invoicing require the appropriate paid package.

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.

Find the right customer

Keep customer and contact records in Sales Manager, so the hire desk has a consistent place to find the organisation behind the job.

Keep contracts with the customer

Create and edit hire contracts from the customer record. Keep the job and site details attached to the agreement instead of splitting them across email threads.

Add operations when needed

The same Sales Manager foundation is included in every package. Add scheduling or invoicing without treating them as separate customer-management systems.

A Welsh public-buyer award handoff

Illustrative workflow: A Welsh hire firm has agreed public-sector work and needs a clear customer-to-contract record.

  1. Confirm the agreed hire

    Create or find the organisation actually buying the hire, with the purchasing and site contacts distinguished.

  2. Create the hire contract

    Add the agreed contract, job details and buyer reference after procurement activity has been completed externally.

  3. Keep the handoff connected

    Review changes with the buyer, then pass the same customer and contract record to included operations or invoice modules.

A practical check for Wales

Sell2Wales supports supplier and public-procurement activity, but winning work does not remove the need for a clear hire customer record. Use the official service for procurement and current supplier-profile requirements. For the agreed hire, ask whether the customer is a council, main contractor or another organisation and who can approve an extension. Cardiff’s purchase-order policy is one named-buyer example of the information accounts may need; it is not a rule for every Welsh client. Keep the job and site details linked to the actual purchasing customer in Sales Manager. UpRate does not submit tenders, synchronise supplier profiles or guarantee that procurement registration leads to work.

Wider UK customer experience.

Read the full customer stories

“UpRate has replaced many of our manual processes, allowing us to manage everything in one centralised system.”

Alan McCaig, Hire Desk Manager
Alan McCaigHire Desk ManagerForsyth of Denny · Scotland

Choose the workflow you need.

Essential: Keep customers and hire contracts in order. No scheduling or invoicing. Business: Manage customers, contracts and invoices. No resource scheduling or timesheets. Standard: Plan your plant and labour, with scheduling and timesheets. No invoicing. Professional: Run the whole workflow: customers, scheduling, timesheets and invoicing together.

Compare packages and capacity

Questions before you start.

Is this an automated sales pipeline?

Sales Manager covers customers, contacts and hire contracts. Automated follow-ups, lead scoring, marketing automation and pipeline tasks are not claimed.

What does the FREE entry include?

FREE Essential includes 1 team member, 20 new customers and 120 new sales contracts per month. Scheduling and invoicing require a paid package.

Can Sales Manager submit work through Sell2Wales?

No portal integration is claimed. Use Sell2Wales for the procurement process and its current instructions. Sales Manager keeps the agreed customer and hire contract records after that process.

Your next job.
A little simpler.

Start with customers and contracts. Add more when you need it.

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