Everything from enquiry to invoice

Sedrana is built around the two lifecycles ecological and green services work actually follows: winning the work, then delivering it. Eight modules cover both, configured to how your business already operates - plus an Opportunity Evaluation Tool for making the decision to bid in the first place, and Applications for Payment for the interim claims process once you're delivering.

Pipeline

Track opportunities from first enquiry to a decision.

A Kanban board from Enquiry through Quoting, Review, and Submitted to Won, Lost, or No Bid
Your own stage names and colours, mapped onto that fixed underlying journey
Winning an opportunity creates the Project automatically

Opportunity Evaluation Tool

A consistent go/no-go call on every tender, not just one person's gut feel.

Score every opportunity across five weighted categories - customer history, the opportunity itself, current capacity, chances of winning, and risk
Must-answer questions can force a Red result outright, before the rest of the scoring even runs
Auto-fills from real customer history and current tender load; everything else is manual, and you can always override the result

Projects

Manage delivery from award through to invoicing.

Pre-Delivery through In Progress, Post-Delivery, Invoiced, and Closed/Archived
Assign a Project Manager and Team Leader to every job
Archive completed work without losing the record

Applications for Payment

Interim payment applications, certification, and a financial-year register.

Draft, Sent, Certified, and Invoiced - a real four-stage lifecycle, with figures locked once sent
Certified values carry forward automatically to the next application, matched by work item
A tenant-wide register of Applied vs Certified value, month by month against your own financial year

Organisations

One record for every client, funder, and partner.

Search and filter across every organisation you work with
See every linked contact, opportunity, and activity in one place

Contacts

The people behind every organisation.

Linked to the organisations, opportunities, and projects they're involved with
A full activity history for each person, not just each company

Social Value

Evidence for tender-driven work, not an afterthought.

Log measurable social value against a specific opportunity or project
Build a real evidence trail for social value commitments made at tender stage

Activities

A shared record of every call, site visit, and email.

Logged against exactly the right record - an organisation, contact, opportunity, or project
Everyone on the team sees the same history, not just whoever made the call

Time Tracking

Timer or manual entry, billed consistently.

Start a timer from anywhere in the app, or log time manually after the fact
Rounded to the same billing increment every time
Reportable by opportunity, by project, or by person

Dashboard

What's happening across the business, at a glance.

Active projects, open opportunities, and this week's logged activity
A pipeline funnel and an active-projects breakdown, both by your own status labels

Configured to your brand, not ours

Every tenant gets their own logo, colours, and stage labels across Pipeline and Projects - white-labelled, not reskinned. Your team signs in on your own subdomain, seeing your own branding throughout.

Your data stays yours

Every tenant's data is isolated at the database level, and a full export of everything you've entered - organisations, contacts, opportunities, projects, activities, social value, and time entries - is available on demand, at any time.

See it against your own workflow

Get in touch and we'll walk through how Sedrana maps onto how your team already works.