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.
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’s 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.
Go deeper
Guides worth your time
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.