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CRM SETUP & INTEGRATION
Never loseanother lead.
We connect your website forms, chat, email and calls to a CRM, starting with Zoho, so every enquiry is captured, followed up and tracked through to a sale.
01 THE FIX
From missed enquiries to every lead followed up.
Sound familiar?
- Enquiries sit in inboxes and get missed
- Nobody knows which leads were followed up
- Customer details live in spreadsheets
- You can't see where your sales come from
What you get
- CRM selection and setup (Zoho first)
- Website form and chat integration
- Pipelines, stages and lead assignment
- Automated follow-up emails and reminders
- Data import from spreadsheets
- Team training and handover
02 PROCESS
Five steps. No surprises.
Discovery
Pipeline & data plan
CRM configuration
Integrations & testing
Training & support
“Very Professional Team, had a great experience working with them, they developed an amazing website for our business.”
— WNSUAE
03 PRICING
Every project is quoted.
Fixed-price setup based on the number of pipelines, integrations and records to import. CRM licences are billed to you directly by the provider.
Request a quote →04 FAQ
Common questions
Why Zoho?
Zoho CRM is affordable, flexible and works well for small and growing Australian businesses. If another CRM suits you better, we'll recommend it.
Can you connect my existing website?
Yes. We connect contact forms, quote forms and chat on WordPress, Shopify or custom sites so enquiries flow straight into the CRM.
Can you move our data from spreadsheets?
Yes. We clean and import your existing contacts and deals so you start with a tidy database.
Will my team know how to use it?
Yes. We train your team on the pipelines and daily workflow, and provide simple how-to notes.
05 KEEP EXPLORING