HubSpot
Best for
Marketing-led SMBs scaling from 5 → 50 staff.
InboundMarketing automation
CRM Automation
Stop losing leads. Run sales like a system, not a scramble.
Lead pipeline, follow-up automation, booking, SMS / email engagement and sales workflow visibility — connected to your real business, not a generic CRM template.
- Australian business focus
- Senior-led discovery
- Designed to support Essential Eight ML2 alignment
- Paid roadmap before implementation
Pipeline snapshot
illustrative
New leads240
Qualified149
Audit booked67
Won (clients)28
Source
Stage
Owner
Numbers illustrative — not actual client data.
CRMs we configure
Platform-agnostic. We pick what fits your business.
We're not a reseller for any single CRM. The right platform depends on your team size, sales motion and integrations — the audit recommends one of the six below.
Pipedrive
Best for
Sales-first teams with linear pipelines.
Sales-ledLightweight
GoHighLevel
Best for
Agencies, service businesses, SMS-first follow-up.
SMBAll-in-one
Zoho One
Best for
Multi-team businesses wanting CRM + ops + finance.
Cost-effectiveIntegrated
Salesforce
Best for
Mid-market & enterprise with complex pipelines.
EnterpriseCustomisable
Close
Best for
Outbound and call-heavy sales teams.
OutboundCalling
Who this is for
CRM Automation is for businesses losing leads due to slow response, poor pipeline tracking or manual follow-up scattered across inboxes and spreadsheets. We work best with sales and operations leaders who want a single, defensible view of the pipeline.
The shift this engagement creates
A simple before-and-after of what sales leaders typically see once the CRM is live.
Without a structured CRM
- Leads slipping through the cracks
- Inconsistent follow-up across the sales team
- No clear view of the pipeline for leadership
- Sales activity scattered across inboxes and spreadsheets
- No reporting on what's actually working
After a CRM Automation engagement
- Every lead captured in one CRM with source attribution
- Automated follow-up sequences across SMS and email
- Pipeline visible to leadership in real time
- Booking and reminder workflows running automatically
- Reporting dashboard for sales and marketing decisions
Common challenges we solve
The recurring sales pain points a CRM Automation engagement is designed to address.
- • Slow response time losing hot enquiries
- • Manual follow-up scattered across inbox and spreadsheets
- • No single source of truth for the sales pipeline
- • Sales handovers dropping balls between stages
- • Lack of reporting on cost-per-lead and conversion
What you get
A working sales kanban. Not a CRM you have to set up.
We deliver a configured pipeline, working automation rules, lead-scoring, and a reporting view your sales lead can run weekly. Here's what a typical pipeline view looks like at handover.
Sales Pipeline38 deals · $612k weighted
New
18Bayside Plumbing
$22k
Aldridge Allied
$18k
Curlew Pty Hot
$45k
Qualified
11Northern Health
$78k
Mason Trades Hot
$34k
Audit booked
6Macquarie Edu
$120k
Bondi Rentals
$54k
Won
3Riverside Co
$68k
Pipeline · Activity · Reports · AutomationsIllustrative pipeline — not actual client data
What's included
Each engagement produces a configured CRM and working automations — not a verbal recommendation.
- CRM platform setup and pipeline configuration
- Lead capture forms and source attribution
- Automated SMS and email follow-up sequences
- Booking, reminder and no-show workflows
- Sales handover and task automation
- Reporting dashboard for sales and leadership
- Team training and rollout support
- Written handover documentation
How it works
A five-step delivery flow from audit to handover.
- 1
Audit
Map the current sales pipeline, lead sources, follow-up gaps and reporting needs.
- 2
CRM setup
Configure the CRM, pipeline stages, fields, permissions and integrations.
- 3
Automation rules
Build automated follow-up, booking, reminder and handover workflows.
- 4
Reporting & training
Reporting dashboard plus team training on day-to-day CRM usage.
- 5
Handover
Written docs, optional onboarding sessions and an ongoing optimisation plan.
Typical engagement
The structure most sales leaders find easy to plan around.
Indicative duration
2–6 weeks, scope dependent
Format
Discovery · Build · Training
Led by
Senior CRM consultant
Output
Configured CRM + automations + dashboard
Indicative timing depends on CRM platform, integrations and team size.
Where it applies
How CRM Automation lands in Australian businesses
Indicative examples of how this service applies across three different Australian industries. Numbers are illustrative until anchored to a real engagement.
Migration & Education
Multi-step enquiry capture, scoring and nurture
- Every enquiry captured + scored within 60 seconds
- Multi-language follow-up sequences run automatically
- Audit-ready record per applicant
Illustrative — outcomes vary by business
Real Estate & Trades
Pipeline visibility for principals + agent dashboards
- Leadership sees pipeline without chasing reps
- Activity logged automatically against deals
- Reporting ready for weekly sales standup
Illustrative — outcomes vary by business
Recruitment & HR
Candidate ↔ client pipeline in one CRM
- Both sides of the marketplace tracked end-to-end
- Reduces dropped follow-ups during placement cycle
- Clean reporting on time-to-place + GP per deal
Illustrative — outcomes vary by business
Potential outcomes
Common results we aim to give sales leaders by the end of the engagement. Final outcomes vary by business.
- Every enquiry captured, attributed and worked
- Faster sales response — hot leads contacted within minutes, not days
- Leadership pipeline visibility with no chasing required
- A defensible reporting layer for sales and marketing decisions
Illustrative outcomes: results depend on lead volume, sales process maturity, team adoption and data quality. Discovery identifies realistic gains before scoping the build.
Industries we apply this to
CRM Automation tends to deliver the strongest return in lead-driven service and product businesses.
Frequently asked questions
Short answers to questions sales leaders ask before scoping a CRM Automation engagement.
Which CRM platform do you build on?
We are platform-flexible. We work with HubSpot, Pipedrive, Zoho, GoHighLevel, Salesforce, Close, Monday Sales CRM and others. The audit recommends the right CRM for your business size, team and growth plan — instead of forcing a single platform.
Can you migrate our existing data into the new CRM?
Yes. Lead lists, contacts, deals, notes and activity history can be migrated from spreadsheets, inboxes or another CRM. The audit confirms what data is realistic to migrate cleanly and what is better archived.
What's the difference between this and just buying a CRM?
Buying a CRM gives you the tool. CRM Automation gives you a working sales system — pipeline configured to your business, lead capture, automated follow-up, reporting dashboards and team training. Most businesses get more value from the automations than from the CRM itself.
Will my team actually use it?
Adoption is part of the engagement. We design the CRM around the way your team already works, automate the parts they hate (data entry, reminders, follow-up) and train them on the parts that matter (pipeline updates, notes, handovers). Adoption depends on team buy-in and ongoing leadership support.
Can you integrate the CRM with our website, ads and accounting?
Yes. Website forms, Google Ads, Meta Ads, LinkedIn lead forms, booking calendars, accounting (Xero/MYOB), email marketing, SMS and your existing tools can all be integrated. Each integration is reviewed against access control and data flow expectations.
How long until we see results?
Setup is typically completed inside 2–6 weeks depending on scope. Most teams notice faster response times and cleaner pipeline visibility within the first 2 weeks of go-live. Compound benefits in reporting and conversion build over the first 90 days.
Primary paid offer
Ready to stop losing leads?
Book a free 30-minute opportunity call. If a CRM upgrade is the right next move, we'll scope the engagement and send a written letter — no obligation either way.