CRM · HubSpot · Zoho · Custom

CRM development for Melbourne
businesses

A CRM your team actually uses: set up and connected properly, or built from scratch around how you sell, quote and deliver.

Projects from $10K+ · fixed quote after a short call

Signs your CRM isn’t working

  • Leads live in inboxes and spreadsheets, not the CRM
  • Sales and accounts keep separate customer lists
  • Nobody trusts the pipeline report
  • You pay for features and seats you don’t use
  • Quotes are built outside the CRM, then retyped
  • Follow-ups depend on someone remembering

Two ways we help

Most businesses need the first. Some genuinely need the second.

Set up & connect an existing CRM

HubSpot, Zoho or Salesforce configured to your pipeline, with website forms, email, quoting and accounting connected, data migrated and your team trained.

Build a custom CRM

A system built for your process: client records, pipeline, quotes, jobs, documents, permissions and reporting in one place, with no per-seat licence.

What a custom CRM usually includes

  • Contacts & companies
  • Sales pipeline
  • Quotes & proposals
  • Jobs or projects
  • Documents & notes
  • Tasks & reminders
  • Roles & permissions
  • Audit history
  • Dashboards & reports
  • Xero / MYOB sync
  • Client portal
  • Email & SMS notifications

How a CRM project runs

  1. 01

    Map the process

    We sit with sales, operations and accounts to map how work really moves today.

  2. 02

    Recommend

    Off-the-shelf, customised or custom, with a fixed scope and price.

  3. 03

    Build & migrate

    Configured or built in stages, with your data cleaned and moved across.

  4. 04

    Train & refine

    Team training, then adjustments once people are using it every day.

Questions we get asked

Should we buy a CRM or have one built?

Start with an off-the-shelf CRM such as HubSpot or Zoho if your sales process is fairly standard. A custom CRM makes sense when your process is unusual, when you’re paying for many seats you barely use, or when the CRM has to run quoting, jobs or operations as well as sales.

Can you move our data out of spreadsheets?

Yes. We clean and de-duplicate contacts, companies and deals, map them to the new structure, and import them with history, so you start with data you can trust.

Can the CRM talk to Xero or MYOB?

Yes. Won deals can raise invoices, contacts stay in sync, and paid status flows back to the CRM. See Xero, MYOB & API integrations.

Are you tied to one CRM vendor?

No. We’re independent and work with HubSpot, Zoho and Salesforce through their public APIs, or build custom. We recommend whatever fits your process and budget.

What does CRM development cost?

Setting up and connecting an existing CRM usually costs less than a custom build. Projects start from $10K+, and we give a fixed scope and price after mapping your process.

Tell us how you manage customers today

The tools you use and where things fall through the gaps is enough to start. We reply within one business day.

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