Bespoke CRM System Development Australia
Your sales and customer process doesn't fit an off-the-shelf CRM. We build or adapt one around how your business actually works.
- 20+ years connecting business systems
- Works with Xero, MYOB and the systems you already use
- Fixed quote after a free chat
A Bespoke CRM Built Around You
The problem: a CRM (customer relationship management system) should be where your team keeps track of every customer, quote and follow-up. Standard CRMs, though, are built for a simple sales process. If yours involves quotes, approvals, site visits or repeat contracts, your team ends up working around the system and customer details drift into spreadsheets and inboxes. We build a bespoke CRM, or adapt an existing one, around how you sell to and look after your business customers, and connect it to Xero, MYOB and your job or stock system. Your team gets one place for customer information that they'll actually use. Sometimes the answer is simply setting up an existing CRM properly. A good CRM consultant will tell you that, and so will we.
Why Standard CRMs Fall Short
The problems we hear most often from B2B businesses
It Doesn’t Fit How You Sell
Nobody Uses It
It Doesn’t Talk to Your Accounts
You’ve Outgrown It
What We Build
A Sales Process That Matches Yours
Your actual stages, from enquiry to quote to won job, with the right follow-ups happening automatically.
- Your own sales stages
- Automatic reminders and tasks
- Sales forecasts
- Reports on what is working
Built Around Your Industry
For businesses whose customers, contracts or compliance needs don’t fit a standard CRM.
- Your industry’s steps
- Compliance records
- Reports your industry needs
- Contract and renewal tracking
Connected to the Rest of the Business
The CRM shares customer, quote and order details with your accounting, job and stock systems, so nothing is typed twice.
- One complete view of each customer
- Quotes become jobs or invoices
- Reports across systems
- One login for staff
Fixing the CRM You Already Have
Often the answer is not a new system. We reshape and connect the CRM you already pay for so people actually use it.
- Simpler screens
- Tidied-up customer data
- Connections to Xero or MYOB
- Training for your team
Examples by Industry
Professional Services
What it often needs to do:
- Tracking work by project
- Who is working on what
- Billing linked to accounts
- A secure area for clients
Typical businesses:
- Engineering and consulting firms
- Architecture and design practices
- Accounting practices
Manufacturing (B2B)
What it often needs to do:
- Quotes for configured products
- Links to stock and purchasing
- Technical specifications
- Access for distributors
Typical businesses:
- Managing trade and OEM customers
- Distributor ordering
- After-sales service and warranty
Construction & Trades
What it often needs to do:
- Tenders and quotes
- Site visits and follow-ups
- Links to job costing
- Repeat and maintenance contracts
Typical businesses:
- Commercial builders
- Specialist subcontractors
- Service and maintenance contractors
Wholesale & Distribution
What it often needs to do:
- Trade accounts and price lists
- Sales rep visit tracking
- Order history from accounts
- Credit limits and terms
Typical businesses:
- Trade suppliers
- Importers and distributors
- Multi-branch wholesalers
Three Ways to Get a CRM That Fits
Built From Scratch
A CRM built entirely around your business, owned by you.
Strengths:
- Fits exactly
- No per-user licence fees to a CRM vendor
- You own it
Watch out for:
- Costs more up front
- Takes longer
- Needs looking after over time
Adapting an Existing CRM
Set up and extend a CRM such as HubSpot, Salesforce or Dynamics to fit how you work.
Strengths:
- Faster to get going
- Lower risk
- Updates come from the vendor
Watch out for:
- Limited by what the platform allows
- Ongoing licence fees
- You depend on the vendor
A Mix of Both
Use an existing CRM for the standard parts and build custom pieces where it falls short.
Strengths:
- Custom work only where it pays for itself
- Balanced cost
- Less risk than a full build
Watch out for:
- Needs careful planning
- More parts to connect
Small, Australian and Straight-Talking
We're a small consultancy with over 20 years of experience helping Australian businesses solve real technology problems. We don't oversell or overcomplicate things; we build what does the job.
Ready for a CRM Your Team Will Use?
Tell us how you sell and where your current system gets in the way. We'll tell you honestly whether to fix what you have, adapt an existing CRM or build one, then give you a fixed quote after a free initial chat. No obligation.