What is CRM (Customer Relationship Management)?
Story by
July 18, 2025
Featured Company: Insight Data
Live CRM dashboard view in Salestracker showing lead conversion rates, performance dials, and contact breakdown by status.
CRM (Customer Relationship Management) has become a vital component in how the construction supply chain manages sales, marketing and customer service. Yet for many trade suppliers, fabricators and product manufacturers, generic CRM platforms don’t deliver the clarity or functionality needed in a fast-moving B2B environment.
That’s where Salestracker CRM from Insight Data stands out as a platform developed specifically for the built environment, combining real-time contact management with a live UK prospect database and integrated marketing tools.
Let’s introduce you to Salestracker CRM
Salestracker is a cloud-based CRM platform created by Insight Data to meet the practical requirements of construction product suppliers and service businesses. It brings together:
- A CRM database with over 80,000 up-to-date trade contacts
- Live segmentation by sector, geography, and business type
- Campaign tools to launch and track email marketing directly
- Task and follow-up management to reduce lost leads
- Real-time mobile access for field-based teams
Unlike off-the-shelf software, Salestracker is used daily by sales and marketing professionals across the construction and fenestration supply chain. From merchant outreach to fabricator tracking, every record includes decision-maker data, project relevance, and contact history, giving teams the insight needed to act quickly and commercially.
Live CRM dashboard view in Salestracker showing lead conversion rates, performance dials, and contact breakdown by status.
CRM built for construction, glazing and trade suppliers
Salestracker supports manufacturers, systems companies, service providers and installers in identifying new opportunities, managing existing relationships, and improving sales efficiency. It’s already widely used to target and manage communications with:
- Fenestration companies — including fabricators and trade counters
- Local builders — from one-man bands to small contractors
- Builders’ merchants — independent and national brands
- Architects and specifiers — by practice size and project sector
- House builders — including major PLC developers
- Main contractors — covering commercial and residential builds
How does it compare with other CRM platforms?
Salestracker is designed to outperform mainstream CRM tools for construction professionals. The following table outlines key differences:
| Feature | Salestracker | Zoho CRM | HubSpot CRM |
|---|---|---|---|
| Built for construction sector | ✅ Yes | ❌ No | ❌ No |
| Live UK prospect data | ✅ Included | ❌ Not included | ❌ Not included |
| Email campaign tools | ✅ Built-in | ⚠️ Add-on required | ⚠️ Paid upgrade |
| Mobile dashboard | ✅ Yes | ✅ Yes | ✅ Yes |
| CRM support (UK based) | ✅ Included | ⚠️ Extra cost | ⚠️ Limited |
| Trade sector filters | ✅ Yes | ❌ No | ❌ No |
Field sales access and mobile usability
Salestracker is optimised for mobile and tablet use, giving reps full access to customer records, task updates and mapping tools while on the move. This supports real-time updates and reduces admin time back at the office.
Email marketing and lead nurturing
With built-in email tools, teams can create targeted campaigns based on sector, role or region, monitor open rates, and feed responses directly into the sales pipeline. This removes the need for third-party platforms and keeps marketing and sales data fully integrated.
Salestracker CRM List Builder tool in use, showing regional data filters and contact targeting functionality for the construction and fenestration sectors.
Designed to scale with your business
Salestracker works equally well for SMEs and national suppliers. Whether you’re replacing a spreadsheet system or consolidating multiple tools, it provides a straightforward route to better CRM without complexity.
What the industry says
Dekko Window Systems: “We needed a CRM package geared to our industry and easy to use. Insight Data’s Salestracker offered everything we needed.”
Angela Hollingsworth: “It’s a treasure trove of information. I use it as a CRM and lead generator. It helps track activity and target prospects by buying behaviour.”
VBH GB: “We don’t use all the features, but it’s become a useful tool for our sales, marketing, and market research. Search functions are easy and support is excellent.”
7-day free trial now available
Insight Data is offering a 7-day trial of Salestracker CRM with full access to its features, UK prospect database, and email marketing tools. This includes training, setup, and support, with no obligation to continue.
To learn more about how Salestracker CRM can support your sales, marketing, or lead generation strategy, explore the full platform features here. You can book a training session, request a callback by emailing hello@insightdata.co.uk, or get in touch via the contact form. Alternatively, speak directly to the team by calling 01934 808293.
