Procedural Steps

Keep your tasks (by type) on a strict workflow track of custom process steps and actions.


Automatic notifications either on-screen or by email to keep your team alert.

Track Time

Keep timesheet logs for each team member entries against your tasks and projects.

Automated Actions

Fire background automation steps when your projects or tasks trigger defined logic.

Your structured environment for delivering on-time and on-budget projects.

Project Management

Organise your projects.

Manage from a top-down view by listing and sorting each of your projects by date, status, type or other custom field sets.

Custom structure

RADAR can be personalised to suit the various types of projects your business delivers.

Automated actions

Trigger email notifications, task assignments or status changes based on certain custom metrics being met.


Create a new project from a pre-built template at the click of a button.

Task Management

Complete your tasks.

Get more out of your team with a personalised and structured format for all of your tasks, by type or other custom logic.

Required fields

Ensure your tasks are setup correctly from the start by defining required fields.

Step by step processes

Keep each member of your team on-process by using dynamic workflows to log updates and progress your tasks.


Collect time on an entry by entry basis – never missing a minute from being logged against each task.

Project Templates

Make onboarding a breeze.

At such a pivotal point of a customer relationship, an onboarding has to be right. With the support of our Sales module, you will have the ability to seamlessly transition won opportunities into complete onboarding projects at the click of a button.

Sales > Service

Overcome the age old challenge of transitioning new customers from the sales team to one being actively serviced by automating the steps.

Admin, solved

Remove the margin for human error and poor administration by systemised prompts that collect the right information, from the right person at the right time.

Right every time

Templated projects with the right structure of tasks will avoid any step of your process from being missed.

Project management built to the way you deliver your work…

…and not the other way around.

Almost all project management systems offer little in the way of personalisation to your workflow processes – forcing you to compromise your business processes. RADAR CRM has a number of built-in steps that can be customised to your business practices, in addition to other custom-built workflow automation processes that our team will build for you as a part of our ‘business process mapping’ service at onboarding.

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Most other systems are missing fundamental features. How is RADAR different?


Find most systems miss a fully joined-up approach? Letting opportunities slip through the cracks?


With RADAR, we took a rigid approach; building automated process steps to suit your business workflow. The integrity of your data and business processes are maintained, RADAR CRM controls the order, format and steps taken by your users when inputting data – whether updating a sales opportunity, creating a new project or logging time against a task.


Confused or frustrated by the cost or sheer complexity of some CRMs pricing models?


We were too. So we decided to take a straight-forward, flexible model based on the number of people you need to access a CRM. Each of our plans allow you and your team access to all of the features and functionality of our CRM, without any hidden surprises or restrictions.


Stuck working the way your CRM provider decided you should work? Don’t let your system hold you back.


RADAR has been built to work around you. During your onboarding process, our team will map and custom build workflow automation to your business process. Whether that’s for sales, projects or service ticketing – you are able to collect, store, manage and trigger activities from your data in a way that suits.

Data Integrity

Very frustrating when your data always ends up in a mess, isn’t it? Most systems won’t help.


We feel your pain! To maintain the integrity of your data set, whether that’s fields of contact information or the status of a task for example, you can dictate how data is input, in which order and dynamically change the options presented to your users based on their prior inputs. Keeping your data clean, organised and valuable.

Fly your business on course with the help of RADAR CRM.

See how RADAR can be tailored to your business.

Book your free demo call today.

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