Custom CRM
A CRM built around how you sell.
Track every lead, quote and follow-up in one place, linked to your email and MYOB, with the fields and steps your business actually uses.
What's included
What's in it
Leads and pipeline
Every enquiry in one list, with its stage and next step.
Quotes and follow-ups
Quotes linked to the customer, with reminders to follow up.
Email and calendar
Linked to Microsoft 365 so conversations and meetings are in one place.
MYOB
Won quotes become customers and invoices in MYOB.
Reports
Where leads come from and what they are worth.
Switching to us
From first call to looked after.
Free health check
We look at your IT, or the process you want software for.
A clear plan and price
What's at risk, what to fix first and what it costs, agreed before we start.
We take over or build
We collect passwords, licences and renewals from your old provider, or build your software.
We look after it
Every ticket, renewal and hour in your client area.
Questions
Common questions
Why not use an off-the-shelf CRM?
If one fits, we'll tell you and set it up. A custom CRM makes sense when your process is different enough that you spend more time fighting the software than selling.
Can we bring our existing contacts?
Yes. We import from spreadsheets, Outlook or your current system.
Who can see what?
You choose. Staff can see their own leads, managers see everything.
Have a project in mind?
Tell us what you'd like to build. We scope it with you and give you a fixed quote before we start.