GeoCRM - 2026 Pricing, Features, Reviews & Alternatives

GeoCRM is a specialised operations and project management platform for geotechnical, environmental and construction materials testing businesses. It replaces disconnected spreadsheets, shared calendars, paper forms and messaging threads with one connected system for coordinating technical work.

The platform supports the complete operational workflow, from receiving a client request and creating a project through scheduling fieldwork, collecting data, processing digital dockets, preparing reports and completing the project.

Scheduling tools give operations teams visibility of upcoming work, staff assignments and project requirements. Jobs can be coordinated through a central calendar, helping managers identify scheduling conflicts, allocate technicians and communicate work requirements more consistently.

Each project can maintain connected records for the client, contacts, locations, scope, assigned staff, documents, field activities, dockets and reporting information. This creates a traceable operational record and reduces the need to copy information between separate systems.

Field data collection allows technicians and engineers to capture structured information against the relevant project and activity. Office teams can access submitted information without waiting for handwritten records or searching through message histories.

Digital dockets can record work completed, labour, equipment, materials and client acknowledgement. Docket information remains connected to the project, helping administration teams process completed work and maintain supporting records.

GeoCRM also supports reporting workflows by organising project data, field records and documents in one location. Businesses can establish repeatable processes for preparing, reviewing and issuing reports while maintaining clearer links to the underlying project information.

Each customer receives a separate GeoCRM software instance, providing greater separation between businesses than a shared application database. Customer data is hosted in Australia on Sydney-based infrastructure.

Implementation is tailored to the customer’s workflows. Configuration can cover project structures, scheduling processes, field forms, dockets, reporting requirements, user roles and calculation methods. Onboarding, training, and data migration planning can be included based on business requirements.

GeoCRM is designed for Australian geotechnical consultancies, environmental consultants, construction materials testing laboratories, drilling and investigation teams, and multidisciplinary engineering businesses. It can support smaller companies moving away from spreadsheets and growing organisations seeking more consistent processes, operational visibility and accountability.

Pricing is provided as a tailored subscription based on team size, required modules, configuration and implementation needs. Prospective customers can request a personalised demonstration and workflow review.