CRM Integration

CRM Setup & Configuration
Built Right the First Time.for Australia

Built for Australian owner-led businesses competing in AU search. We set up your CRM around how your team really sells: the fields you fill in, the stages a deal moves through, and the automatic steps in between. Data stays clean from day one, and the CRM is easy enough that your team actually uses it.

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↑ 2.3×

Avg Sales Efficiency

98%+

Data Completeness

↓ 65%

Manual Data Entry

70+

CRM Setups Delivered

Why Most CRMs Are Set Up Wrong

Common Setup Mistakes

Default fields that don't match your actual sales process in Australia
One flat list with no stages and no rules for what counts as a qualified lead in Australia
No custom fields for the information that actually matters in Australia
Broken or missing automations from day one
Data you cannot trust for reports or for your ads in Australia

Our Philosophy

A CRM is only as good as the way it is set up. We build the fields, stages, and automatic steps around how your team actually sells, not from a generic template. People use it because it makes their job easier in Australia.

How We Configure CRMs Properly

Data Architecture

Custom Fields & Properties: Only the fields you actually use, with proper validation and naming conventions in Australia.
Pipeline Design: Deal stages that match your real sales process, with clear rules for moving in and out, and a win chance for each stage in Australia.
Objects & Relationships: Deals, contacts, and companies linked correctly, plus any custom record types you need, so reports and automations work in Australia.

Automation & Workflows

Smart Routing: Automatic lead assignment based on territory, source, deal size, or any rules you define in Australia.
Behavioral Triggers: Tasks, notifications, and sequences based on form submissions, website activity, or email engagement in Australia.
Data Hygiene: Rules that stop duplicate contacts, required fields, and checks on what gets entered, so your data stays clean in Australia.

Our CRM Setup & Configuration Process

Discovery & Sales Process Mapping

Deep dive into how your team actually sells, what data matters, and where the current CRM is failing in Australia.

Data Model & Architecture Design

Define the fields, record types, pipelines, stages, and links between them, built around your exact process in Australia.

Build & Configure

Set up the CRM with clean structure, proper permissions, and the automations that will actually get used in Australia.

Integration & Data Migration

Connect marketing sources and migrate or clean existing data so nothing important is lost in Australia.

Training & Documentation

Role-specific training and clear documentation so your team adopts the system instead of fighting it in Australia.

Ongoing Optimization

Regular reviews to refine fields, stages, and automations as your process evolves in Australia.

FAQ

Common questions

Answers for businesses in Australia.

How long does a proper CRM setup usually take? expand_more

For most teams, 3-6 weeks for a solid foundation (fields, pipelines, basic automations, and key integrations). More complex sales processes or heavy data migration can take 8-12 weeks. We deliver in phases so you see value quickly in Australia.

Do you work with our existing CRM or help us choose a new one? expand_more

Both. We can optimise and properly configure what you already have (HubSpot, Salesforce, Zoho, Pipedrive, etc.), or help you evaluate and migrate to the right platform if your current one is fundamentally wrong for your needs in Australia.

Why do most CRM setups fail? expand_more

They are built around generic templates instead of your actual sales process. Fields don't match reality, stages are meaningless, automations are brittle, and no one trusts the data. We start by mapping how your team actually sells in Australia.

Can you fix a CRM that is already messy? expand_more

Yes. We frequently do "CRM rescue" projects - audit the current mess, clean up fields and data, redesign the pipeline and automations, and retrain the team. It's more work than doing it right the first time, but very doable in Australia.

How do you decide what custom fields and objects we actually need? expand_more

We map your sales process first. We only add fields that are used in routing, scoring, reporting, or automation. Everything else is noise. We ruthlessly prioritise the data that drives decisions and revenue in Australia.

What about permissions and data visibility? expand_more

We set up role-based access, team hierarchies, and sharing rules so the right people see the right data - and sensitive information is protected. This is especially important for larger or multi-team organisations in Australia.

Do you help with data migration and cleanup? expand_more

Yes. Messy data is one of the biggest adoption killers. We deduplicate, standardise, enrich where possible, and migrate history so the new configuration starts with trustworthy information in Australia.

How do you make sure the team actually uses the new setup? expand_more

We design for usability first. If the system makes reps' jobs harder, they will resist. We involve users early, keep the interface clean, automate repetitive tasks, and provide excellent training and documentation in Australia.

Can you set up scoring and lead routing that actually works? expand_more

Yes. We build scoring based on fit and intent signals, and routing that matches your territories, capacity, and specialization. The key is that the rules are transparent and the data feeding them is accurate in Australia.

What about ongoing maintenance after setup? expand_more

Ongoing work is $500 USD a month, month to month, free to cancel with 1 month's notice. That covers regular reviews, new automations, field additions, process changes, and training as your team grows. A good CRM configuration evolves with the business.

How much does a proper CRM setup cost? expand_more

It varies widely based on complexity and whether we are starting fresh or rescuing an existing mess. Most projects fall in the mid-five to low-six figure range. We provide clear scoping after the free audit in Australia.

Can you integrate the CRM with our existing marketing tools during setup? expand_more

Absolutely. Proper setup includes connecting forms, ads, email, and website activity so leads arrive with full context. This is one of the highest-value parts of the project in Australia.

What if we have multiple teams or brands that need different processes? expand_more

We design for that. Multiple pipelines, team-specific fields and automations, and consolidated reporting for leadership are all standard in a good enterprise or multi-team configuration in Australia.

How do you measure whether the CRM setup was successful? expand_more

We track adoption rates, data completeness, time from lead to first activity, forecast accuracy, and ultimately the lift in sales efficiency and marketing attribution. We set clear success metrics upfront in Australia.

How do we get started with a proper CRM setup? expand_more

Book a free audit. We'll review your current CRM (or lack of one), your sales process, and your marketing stack, then deliver a clear configuration roadmap with priorities and realistic timelines in Australia.

Ready to stop fighting with a broken CRM?

Get a free CRM setup audit. We'll show you exactly what a properly configured system would look like for your sales process in Australia.

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Marketing from $500 USD a month

Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts in Australia.

Starting at

$500 USD per month

Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix in Australia.

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What $500 a month covers

Pages
Included
Pages built around the searches your buyers actually type in Australia.
Search and ads
Included
Search and ads aimed at people ready to enquire in Australia.
Tracking
Included
Calls, forms and bookings tagged to the search, ad or page behind them in Australia.

Our team

The same people on the audit and on the work

Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010 in Australia.

Martin

Founder, strategy and audits

Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010 in Australia.

Yoana

Social and app development

Shapes social strategy and builds practical app experiences that turn attention into action in Australia.

Mike

SEO

Owns technical, local and content SEO so the right buyers find you when demand is highest in Australia.

Robert

Paid media

Plans and manages paid search and social campaigns around qualified leads in Australia.

Elmer

Analytics

Connects tracking, attribution and reporting so decisions are based on revenue-quality data in Australia.

Dino

Design

Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences in Australia.

Certified and experienced

Certified where it matters. Accountable for the outcome in Australia.

Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010 in Australia.

Google AdsCertified

Google AnalyticsCertified

Google Tag ManagerCertified

Operating since 2010Proven experience

CRM Setup & ConfigurationBuilt Right the First Time.for Australia