CRM strategy & design
We map your real sales process first: stages, handoffs, follow-ups, then design the CRM around it. The tool bends to the business, never the other way around.
CRM design, builds & management
A CRM your team actually uses
CRM design, custom builds, and ongoing management from Melbourne — HubSpot, Salesforce, Zoho, or fully custom. Pipelines that mirror how you really sell, not how the software wishes you did.
What you get
Everything handled, nothing hidden
Platform builds & implementation
HubSpot, Salesforce, Zoho, Pipedrive configured, customised, and connected properly. Pipelines, custom objects, permissions, and dashboards set up right the first time.
Custom CRM development
When off-the-shelf does not fit, we build the CRM: client portals, quoting engines, job tracking, and industry-specific workflows on modern, maintainable stacks.
Migrations & clean-up
Moving from spreadsheets, a legacy system, or a CRM everyone gave up on. We migrate the data, dedupe it, and archive the junk — so day one starts clean.
Automation & integrations
Website forms, email, invoicing, marketing, and phone systems wired into the CRM. Leads route themselves, follow-ups fire automatically, and nothing gets re-typed.
Ongoing management
Monthly CRM management: user support, new automations, reporting, and hygiene. Your CRM keeps improving instead of quietly rotting.
Fit
Who this is for
Teams drowning in spreadsheets
Leads live in inboxes, deals live in heads, and nobody trusts the numbers. We design a CRM around how you actually sell.
Businesses that bought software and abandoned it
HubSpot, Salesforce, or Zoho sitting empty because it was configured for the vendor demo, not your pipeline. We fix adoption.
Not a fit for "set and forget" fantasy
A CRM needs owners. We train your team and offer management, but someone inside the business must care about the pipeline.
Industries
Where we show up most
Trades and field sales
Job pipelines, quote follow-ups, and suburb-based lead routing that matches how Melbourne service businesses win work.
Professional services
Consultancies and agencies that need proposal stages, retainers, and clean reporting for partners.
Ecommerce and memberships
Customer data flowing from website and payments into a CRM your marketing team can actually use.
Outcomes
What you walk away with
Process first, software second
We map stages and handoffs on paper before touching HubSpot or writing code.
Platform or custom
Honest recommendation: configure what exists, or build custom when your workflow is genuinely unusual.
Adoption that sticks
Training, launch support, and optional monthly management so the CRM does not rot after week two.
How it works
A process without black boxes
Audit
A Discovery Session mapping your sales process, current tools, and where leads currently leak.
Design
Pipeline stages, data model, automations, and reports designed on paper before anything is configured.
Build
Implementation, migration, and integrations — with your team testing real deals before go-live.
Adopt & manage
Training videos, launch support, and optional monthly management so adoption sticks.
Questions
Straight answers
How much does a CRM implementation cost?
A focused implementation of HubSpot, Zoho, or Pipedrive for a small team typically starts around $3,000–$8,000 + GST. Larger Salesforce builds and fully custom CRMs are scoped per project. We quote fixed stages after a free Discovery Session. No open-ended hourly billing.
Which CRM is best for a small business in Australia?
For most Australian small businesses, HubSpot (generous free tier, strong marketing tools), Zoho (value at scale), or Pipedrive (pure sales simplicity) are the front-runners. The honest answer depends on your sales process, which is exactly what we map in a Discovery Session before recommending anything.
Can you fix a CRM our team stopped using?
Yes. That is our most common engagement. Usually the CRM was configured around the software defaults instead of your sales process. We audit what broke adoption, redesign pipelines and automations, clean the data, and retrain the team.
Do you build custom CRMs?
Yes. When your workflow is genuinely unusual (quoting engines, job scheduling, compliance tracking) we design and develop custom CRMs and client portals, and Australian businesses can often claim R&D tax incentives on the build.
Do you offer ongoing CRM management?
Yes. Monthly management covering user support, new automations, report building, data hygiene, and integration upkeep. No lock-in contracts; you stay because the pipeline data keeps getting more useful.
HubSpot vs a custom CRM: which should we choose?
Start with HubSpot (or similar) unless your workflow is so unusual that configuration costs more than a custom build. We publish a full comparison guide and decide in Discovery with your process map in hand.
How long does a CRM project take?
Focused HubSpot or Zoho builds for small teams often land in 3–6 weeks. Migrations and custom CRMs take longer. Timeline is fixed in the quote.
Will you train our team?
Yes. Video tutorials plus live sessions so people know exactly where to click for their role. Adoption failure is a design problem we treat as part of the build.
Next step
Your pipeline should run itself.
Book a free Discovery Session. We will map where your leads leak, which CRM fits, and exactly what a build costs — plan is yours to keep either way.