CRM for Engineering

Drive your engineering projects to success with BuddyCRM. Connect every dot from blueprint to build with a CRM designed for the engineering industry.


With a total industry value of almost £70 billion per annum in the UK alone, it is key that Engineering companies leverage a solution built from the ground up for their industry to ensure they win more of the right type of profitable business.

Account record screen of BuddyCRM

Smarter, faster decision-making

BuddyCRM creates a single customer view of all data and interactions relating to an account, which means nothing goes unnoticed. This centralised information ensures efficient teamwork and fosters a proactive environment where opportunities are quickly identified, strategies are aligned, and customer engagement is personalised at every touchpoint.

Stop missing deals and start making sales

BuddyCRM’s opportunity management is tailored to your sales process, ensuring leads are progressed through your sales funnel to completion. Automatic follow-ups mean opportunities are never overlooked, improving your team’s efficiency and boosting closure rates.

Opportunities management screen on BuddyCRM
Management overview on BuddyCRM

Better visibility throughout your business

With improved visibility over customer interactions, from financial data to sales, marketing, and support tickets, you’ll have accurate, up-to-date information to make real-time decisions. Ditch the spreadsheets and build the reports you need in our customisable reporting module. With automatic scheduling, management will know what’s happening at any given point.

Why Your Engineering Business Needs BuddyCRM

The intricate and precise nature of the engineering sector calls for a bespoke approach. Here’s how BuddyCRM empowers your engineering business:

  • Built For You: All engineering businesses are different. Our customisation features, including unlimited custom fields, allow you to configure the CRM to match your specific business workflows and sales process.
  • Software Integration: BuddyCRM becomes the central hub for all the data provided by your essential software. Collating the information from your CAD programs, material inventory, bidding software, project management, and more, you’ll have a single customer view with everything you need in one place.
  • Scalability: BuddyCRM is designed to seamlessly adapt to the evolving needs of a growing engineering business, where generic CRMs may struggle.
  • Essential Document Storage: BuddyCRM empowers your team with the right document to hand wherever they are. Store and manage essential documentation like health and safety, compliance, and blueprints.
team discussing engineering project on BuddyCRM

BuddyCRM is packed with features and support tailored for the engineering sector.

Contact Management

Deliver tailored sales experiences with in-depth contact and account management.

About Contacts >

Tender Management

Organise and manage tender documents, submissions, and communications.

Email Marketing

Target your marketing. Create native HTML emails and email to specific customer segments.

About Email Marketing >

Bid Tracking

Monitor the status of bids and proposals, manage deadlines, and track communications.

Sales Pipeline

From lead to opportunity through to quote and close, track your deals with the sales pipeline.

About Sales Pipeline >


Automate your repetitive tasks, from setting call reminders, emails, and tasks, to sending brochures and adding leads.

About Workflows >


Trigger events in third-party software from actions in your CRM. Reduce admin and speed up tasks.

About Webhooks >


Create detailed quotes within your sales system and send them directly to your contacts.

About Quotes >


Report on everything stored in your CRM. From activities, leads, and tasks to sales and accounting information.

About Reporting >

Case Management

Keep your business in sync with great customer service. Create a ticketed help desk to deliver your support.

About Case Management >

Document Storage

Facilitate easy sharing and collaboration on technical documents, revisions and approvals, contracts, and other critical documents.


Seamlessly connect with your CAD, material, ERP, accounting systems and more to synchronise financial data, inventory, and operational processes.

About Integrations >

Plus, everything you need from a modern CRM for engineering

BuddyCRM integrates with all your essential business tools, including:

SAP logo
Oracle logo
Sage integration logo for BuddyCRM
Ansys integration logo for BuddyCRM
mrpeasy integration logo for BuddyCRM
Solidworks logo
Barbour integration logo for BuddyCRM
Glenigan integration logo for BuddyCRM

Got any questions?
Give us a call on 0121 288 0808

Get to know BuddyCRM

Discover how we transform businesses in the engineering sector.

Streamlining the Bidding Process: How BuddyCRM Can Help

Streamlining the Bidding Process: How BuddyCRM Can Help

Explore four ways BuddyCRM can transform the bidding process in your engineering firm, enhancing efficiency and driving success.
Industry-specific lead follow-up tactics

From Construction to Wholesale: Tailored Follow-Up Tactics for Diverse Industries

Discover industry-specific lead follow-up tactics for construction, engineering, manufacturing, and wholesale to boost client relations.
The role of CRM for cost and profit analysis in the engineering industry.

The Role of CRM for Cost and Profit Analysis in the Engineering Industry

Did you know that CRM can help you with cost, margin, and profit analysis? Learn how to utilise CRM for improved financial visibility.


Elevating success: Ivor King’s journey with BuddyCRM

Learn how this leading piling contractor in the UK streamlined their sales processes and enhanced client communication with BuddyCRM.

Read the case study ->

Ivor King image

Knight Electronics

Buddy Finnie

We interviewed five different CRM companies – many of the biggest names in that industry – no option was cost-prohibitive… we were looking for the best option to help our team. We went with BuddyCRM simply because of the value that they would be bringing to our company, and because they made it clear they would be there at the beginning of the process, during the development process, AND once we started using the system. They’ve been there every step of the way.

 If you’re looking for an easy to use & intuitive CRM platform that is customisable; as well as great customer support BuddyCRM are the folks you need to do business with. The team at BuddyCRM have proven to us that they are invested in our company’s success.

Buddy Finnie, Vice President Sales
Knight Electronics

MKG Foods

Our Sales Order Processing (ERP), Stock Control and Accounts packages are all automatically synchronised with BuddyCRM, so our sales team can view all customer information in one place. Knowledge is power, and we have seen our customer retention and performance levels increase significantly.

Gemma Todd
MKG Foods

Monk Conveyors

Grace Miles - Monk Conveyors

“We purchased BuddyCRM with an idea to help the sales team become more efficient and understand more about our sales pipeline. Introducing BuddyCRM into our sales function has saved us almost countless hours in the daily sales meetings, where we used to not have an accurate picture of our business’s potential sales and the introduction of numbering opportunities has allowed our reporting to again save us hours per week in manually creating sales reports. BuddyCRM has also worked with us to make our quoting system even more efficient taking us away from using excel sheets for a more centralised system that allows us to log and control our monthly targets. Easily I would suggest BuddyCRM has saved us four hours per person per day!”

Grace Miles

Stay Connected On-the-Go with BuddyCRM's iOS Mobile App

In the fast-paced world of construction, having access to your CRM wherever you are is more important than ever.

BuddyCRM's iOS mobile app ensures you stay connected and informed, even when you're on the move:

  • Real-time access
  • Update information in the field
  • Efficient task management
  • User-friendly interface


How can BuddyCRM enhance the management of complex engineering projects?

BuddyCRM can be tailored to include features like Detailed Specification Tracking and Compliance Monitoring, ensuring you have all the tools necessary to manage your projects precisely. Our team is ready to work with you to tailor BuddyCRM to your specific needs.

What integrations does BuddyCRM support to optimise operations in engineering firms?

BuddyCRM seamlessly integrates with various engineering software, including CAD tools, project simulation software, and compliance databases. We ensure that BuddyCRM works in tandem with these tools to provide a cohesive and efficient workflow for your team.

Is BuddyCRM suitable for teams unfamiliar with CRM systems?

Absolutely! BuddyCRM is designed for ease of use, ensuring a smooth transition for your team. With intuitive features and a user-friendly interface, your team can quickly get on board and start seeing results. We'll also ensure you receive the right training and post-implementation support to get positive results from your CRM investment over the long term.

I have an outdated system and want to modernise our operations with a CRM. How can BuddyCRM help in this transition?

Our platform is not just a CRM but a tailored solution designed to bring your operations into the modern age. Together, we'll customise BuddyCRM to replace any outdated processes efficiently and quickly. We're happy to address any specific concerns over a consultation where we can show you how the CRM will fit your business.

I'm too busy to implement a new CRM

Executives in the engineering industry are notoriously always running at 100mph! To have the time to implement a CRM solution properly verges on the impossible. BuddyCRM has you covered. All our plans include scoping, configuration, data uploads, training & support. It’s a five-star service delivering a software solution deeply customised to your business with as much or as little time needed for you to spend on the implementation as you wish.

Get Started with BuddyCRM

Ready to transform your engineering business with a CRM tailored to your needs? 

Fill out the form so we can talk about how BuddyCRM can bring efficiency, ease, and long-term support to your operations.

  1. Schedule a consultation to discuss your initial CRM requirements.
  2. Join us for a customised demo of our platform configured to your specifications.
  3. Start your journey to CRM success and enjoy long-term support, continued updates, customisation, and training.

Please fill in your details and we'll get in touch to discuss a time for your bespoke BuddyCRM demonstration.

See how BuddyCRM can work for your industry.

Call us on 0121 288 0808.