Unified CRM System
Keep every lead, quote, and client tracked in one central system so nothing falls through the cracks.
Service
CRM and sales automation
Stop losing leads in messy spreadsheets and sticky notes. Manage every customer interaction from a single, powerful dashboard.
The Problem: Fragmented Data
Most local businesses have leads coming from everywhere: Facebook, Google, website forms, and phone calls. Without a central system, leads fall through the cracks, follow-ups are missed, and you lose revenue you've already paid for.
The Solution: One Source of Truth
We set up and manage a custom CRM tailored to your business. Every lead is captured automatically, every conversation is logged, and you have total visibility over your sales pipeline.
Key Features
- Unified conversation inbox (SMS, Email, Social)
- Automated lead capture & tracking
- Sales pipeline management
- Mobile app for on-the-go management
- Contact segmentation & tagging
- Integrated calendar & booking
New leads 8
N
Contacted 5
N
Quoted 3
N
Won 2
N
Automated Routines
More Than Just a Database
A CRM should work for you, not the other way around. We build intelligent, automated routines directly into your system to handle the repetitive tasks that eat up your day.
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Instant Lead Follow-Up
The moment a new lead comes in, the system automatically sends a personalized SMS and email, ensuring you're always the first to respond.
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Invoice Chasing
Stop playing debt collector. Automated routines gently remind clients of overdue invoices at scheduled intervals until they pay.
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Database Reactivation
Automatically reach out to past customers who haven't booked in months with special offers to bring them back into your pipeline.
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Common questions
Frequently Asked Questions
We implement a proven CRM platform configured specifically for Australian service businesses. Every lead, quote and client interaction is tracked in one central system; no switching between tools.
Yes, we handle the migration. Your existing client database, leads and contact history get imported into the new system as part of the setup process.
Typically 2-3 weeks for a complete setup including data migration, workflow configuration and team training.
We provide full training as part of the setup. The system is designed to be simple for non-technical users; most teams are confident within a few days.
Yes. We connect your CRM to your existing tools including ServiceM8, AroFlo, simPRO, Xero and most other Australian business software via native integrations and APIs.
Features included
What's Included
Ready to organize your business?
Get a unified view of your entire business and stop letting leads slip through the cracks.