Relationships
Client Relations
A CRM tuned for H&S consultancies.
A CRM built for the way health & safety consultancies actually work — not a generic sales tool bent into shape. Track clients, engagements, renewals and follow-ups in one place, link them to the Horizon safety work you deliver, and make sure no relationship, action or opportunity ever slips through the cracks.
Active clients
63
+5
Renewals (30d)
8
Follow-ups due
4
2 overdue
Tūī Contracting
Retainer
Harbour Logistics
Audit + advisory
Summit Civil
SSSP package
The problem
Generic CRMs are built to close sales, not to run safety engagements. Consultancies end up tracking clients in spreadsheets and memory: renewals get missed, follow-ups slip, and the safety work delivered lives in a different system entirely from the relationship that pays for it. The result is lost revenue and clients who feel like just another account.
Built for the way safety actually works
Client Relations is a CRM tuned for H&S consultancies and the Eteva Group way of working. It keeps every client, contact and engagement in one organised place, with the context a safety advisor actually needs — scope, renewals, key dates and the history of what's been delivered.
Follow-ups and renewals are tracked so nothing falls through the cracks: you see what's due, what's overdue, and which relationships need attention this week. Engagements connect to the Horizon safety work itself, so the commercial relationship and the delivered outcomes finally sit side by side.
Because it's part of the Horizon suite, Client Relations can feed customer-satisfaction signals and engagement data back into how the consultancy measures and improves its service — closing the loop between great safety work and a great client experience.
How it works
- 1
Centralise clients
Keep every client, contact and engagement — with scope, key dates and history — in one place.
- 2
Track the work
Link engagements to the Horizon safety work delivered, so relationship and outcomes sit together.
- 3
Never miss a follow-up
Renewals, actions and follow-ups are tracked and surfaced so nothing slips through the cracks.
- 4
Improve the relationship
Feed satisfaction and engagement signals back in to measure and lift the client experience.
What it changes
Protect recurring revenue
Renewal tracking means contracts get actioned on time instead of quietly lapsing.
Built for safety work
A CRM shaped around consultancy engagements, not a generic sales pipeline forced to fit.
One view of the client
Relationship, engagements and delivered safety work together, so advisors have full context.
Better client experience
Stay on top of follow-ups and satisfaction so clients feel looked after, not processed.
Everything in Client Relations
- Client, contact and engagement management
- Renewal, follow-up and action tracking
- Engagements linked to delivered Horizon safety work
- Pipeline and relationship overview for consultancy leaders
- Customer-satisfaction signals tied to engagements
- Role-based access across the consultancy team
- Connected to the wider Horizon suite and security model
Frequently asked
Client Relations is tuned for H&S consultancies. It's built around recurring safety engagements, renewals and delivered outcomes — and it links to the actual Horizon safety work — rather than being a generic sales pipeline adapted after the fact.
Stronger together
Client Relations connects with the rest of the Horizon suite.
See Client Relations in action
Book a personalised demo and we'll tailor it to your operation.