Find and deploy the right CRM for your business – less manual handling for your sales team, and more visibility into the channels actually drive revenue.
We help Gold Coast brands big and small manage their customer data.
Your Problem
Without a CRM, you’re either tracking your leads in a spreadsheet (bad) or running your marketing blindly (worse).
Our Solutions
Most small business don’t need Salesforce-grade complexity. We’ll help you find the right CRM for your sales and marketing teams – anything from Zoho CRM to industry-specific tools like Cliniko.
Set up your CRM with all the features you need and none of the ones you don’t. Each implementation includes pre-deployment roadmapping, customer data importation, and workflow testing.
Software is only useful if your team uses it well. Book in live CRM training sessions for your revenue teams – recorded and reinforced by change management recommendations.
Manual processes are the best way to introduce data errors and have customers fall through the gaps. Automate everything from creating sales tasks to sending reminder emails and review requests.
We specialise in leading CRMs – but we're still proudly platform-agnostic.
Differences
Your CRM shouldn’t be a checkbox tool that’s clunky and confusing to use.
We’ll set up the features your marketing team actually needs – without adding unnecessary bloat.
Modern buyers live online, and your CRM needs to reflect that.
Track every digital touchpoint your leads encounter, then view it all in a single pane of glass.
The most important thing your CRM delivers is revenue visibility.
We make sure you can see exactly what’s in the pipeline – and exactly which marketing channels it came from.
Services
A CRM isn’t a standalone application.
It’s a hub, the connective tissue that helps your marketing, sales, accounting, and customer success functions work in concert.
But that means it needs to talk to the tools you already use.
During implementation, we’ll set up integrations between your CRM and things like your email, calendar, website, and accounting software.
And, if a native integration doesn’t exist, we’ll build one through a no-code solution like Zapier or a custom API integration.
Integrate with your existing software stack.
Services
Your CRM is the seat of your customer data.
It’s where everything from phone numbers and emails to transaction records are stored – and it probably integrates with platforms like your accounting software as well.
If a threat actor gets access, all that information is suddenly exposed.
When we set up your CRM, we’ll do it in line with Australian government cyber security standards that includes controls like:
Process
Talk through your business requirements in a free 30-minute consultation. We’ll cover things like your current customer data handling and preferred sales process.
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Once we know how your business works, we’ll recommend a specific CRM platform that matches your needs.
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If you decide to move forward with our proposed CRM, we’ll begin mapping out your deployment.
That includes clarifying your sales pipeline structure and confirming any software integrations.
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Once you’ve signed off on your implementation roadmap, we’ll configure your platform appropriately and upload your existing customer data.
If that data needs cleaning, we’ll let you know and recommend an appropriate course of action.
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Before we take your new CRM live, we’ll teach your customer-facing teams how to use it.
Normally, that involves a one- to 2-hour live training session, recorded for your reference.
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Once you’re confident your team know how to operate your new CRM, we’ll take it live.
Depending on your current setup, that can be as simple as onboarding all relevant staff with appropriate permissions.
We’ll be available to handle any technical support requests that you lodge over the subsequent weeks and months.
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Questions
The cost of a CRM setup depends on your business requirements, the number of customer records you need imported, and factors like custom integrations and workflows. Get in touch with us for a personalised quote. (Our pricing is designed for small businesses, though – you won’t be paying enterprise-grade fees.)
‘CRM’ is an acronym for ‘customer relationship management’. Technically, that’s exactly what it sounds like – a system for managing your business’s interactions with customers and prospects.
In most cases, though, ‘CRM’ is a shorthand for ‘CRM platform’, the software used to store customer data, track interactions, manage sales pipeline, and send marketing emails.
No, we don’t currently offer CRM migrations. We specialise in helping small businesses get set up with their first CRM.
Yes, you can. Just like building a CRM in Excel, it’s possible but inadvisable.
If you strongly believe that vibe-coding a CRM is still worth it, we encourage you to try building your own. Please keep in mind that, for security and operational reasons, we can’t fix it, host it, or transfer data away from it.
30 minutes. Zero obligation. Online or in-person.
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