The Problem
Most businesses have a CRM, but very few use it properly. Data is scattered, reports don’t make sense, sales follow-ups fall through, marketing automation isn’t connected, and customer service tickets slip through the cracks.
Instead of helping your teams, your CRM becomes another source of work.
A poorly configured CRM leads to:
- Lost or unqualified leads
- Manual work and inconsistent processes
- Weak follow-up sequences
- Disconnected sales, marketing, and support functions
- No visibility into what's actually working
- Missed revenue opportunities
Your CRM should be your growth engine, not your bottleneck.
What’s Included
CRM Setup & Optimisation
- Full CRM setup or rebuild
- Data clean-up & migration
- Proper field mapping & property creation
- Pipeline setup for sales, marketing, and service
- User roles, permissions & team segmentation
Sales Pipeline Structure
- Custom deal stages
- Lead qualification & scoring
- Automated follow-ups
- Performance dashboards
- Forecasting tools
Marketing Automation Foundation
- Automated email sequences
- Lead segmentation & smart lists
- Website, landing page & ad integrations
- Form automation & behaviour-based triggers
Customer Service Workflow Setup
- Ticketing system & service pipelines
- SLAs, escalation rules & reminders
- Automated assignment
- Customer satisfaction (CSAT) setup
Integrations & Automation
- Third-party tool integrations
- Custom automation to reduce manual work
- Website, payment, scheduling & database connections
Everything you need to make your CRM your most powerful revenue tool.
Outcomes You Can Expect
When your CRM is configured correctly, your entire business becomes more efficient and profitable.
You can expect:
A fully organised CRM that teams actually use
Clear visibility across marketing, sales & support
Higher lead-to-customer conversion rates
Better-qualified leads through automation
Faster response times for customer service
Less manual admin work for all departments
Accurate tracking, reporting & forecasting
Cross-department alignment and better communication
Our Approach
10-Day Timeline
Discovery & Audit
Architecture & Workflow Design
Setup & Implementation
Integrations & Testing
Dashboard Setup & Training Prep
Training & Handover
Who It’s For
Businesses that want:
- A CRM that supports sales, marketing & customer service
- Automated nurturing and follow-up workflows
- A clean, usable database
- Clear reporting for leadership
- A system that reduces manual tasks
- A scalable platform as the business grows
Perfect for growing teams, service-based businesses, real estate, agencies, tech companies, and SMBs.
Pricing
Sales and Service Hub
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Tailored to your company's needs
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Quality Leads for your business
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Sales Marketing Plans
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Building a Database
Demand Sprint
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Tailored to your company's needs
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Get the best Marketing Strategy
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Fully Customisable
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Quality Leads for your business
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Sales Marketing Plans
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Building a Database
Marketing Hub Pro
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Tailored to your company's needs
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Quality Leads for your business
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Sales Marketing Plans
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Building a Database
Schedule Free Strategy Session
Case Studies
Pioneer Group
Pioneer Group is New Zealand’s largest manufacturer and supplier of innovative waste and recycling equipment. As a multi-generational family business, Pioneer is committed to leaving a legacy of sustainability. Their innovative solutions help customers solve complex waste challenges efficiently, with a focus on minimising environmental impact. Pioneer’s approach embodies the philosophy: less is more.
Enviroline
Enviroline is a proudly Australian-made and owned manufacturer with more than five decades of excellence in trade vehicle fitouts and pipe maintenance equipment. The company serves a diverse client base, including tradespeople, councils, and civil contractors, delivering turnkey vehicle fitout solutions that combine innovation, practicality, and reliability.
At the heart of Enviroline’s success lies its people. The company believes that a great business is built by great teams, passionate, skilled individuals dedicated to delivering quality and innovation. This focus on culture and excellence has helped Enviroline maintain its reputation as an industry leader in manufacturing and service delivery.
Guard R
Industry: Commercial & Industrial Guardrail Solutions
Location: Australia
With over two decades of experience, Guard-R is a leading manufacturer and supplier of commercial and industrial guardrail systems, including warehouse guardrails and RMS pedestrian barriers. The company provides solutions across Australia, serving commercial, industrial, and government clients with high-quality, compliant, and durable safety barriers.
Guard-R prides itself on its quality assurance, nationwide coverage, and proven track record, leveraging a leadership team of industry veterans to provide innovative, tailored solutions for every client.
FAQs
We clean or rebuild depending on what’s needed.
Yes. Included on Day 10.
We scope it after Quick Start.
Basic migration included.