Home Services AI & Automation CRM Setup
CRM Setup and Integration
We help you choose a CRM, set it up around how your business actually works, bring in your existing data and connect it to your website, phone and email.
At a glance
Signs you need a CRM
Leads in many places
Enquiries sit in email, texts, Facebook and notebooks.
No follow-up system
Quotes go out but nobody follows them up.
Lost history
You can't see what was said to a customer last time.
Unused CRM
You pay for a CRM but the team does not use it.
What's included
Needs review
What you need to track, and which CRM fits your budget.
Setup
Pipelines, fields, users and permissions set up for your process.
Data import
Contacts and history moved from spreadsheets or old systems.
Integrations
Website forms, email, phone and calendar connected.
Automations
Follow-ups, reminders and task assignment set up.
Training
Short training sessions and a simple guide for your team.
How it works
Step 1
Free audit
We look at how you track customers today: where enquiries arrive, how quotes are chased and what gets lost.
Step 2
Recommend and quote
We recommend a CRM that fits your budget and your process, with a clear setup plan and quote.
Step 3
Set up and import
We configure the CRM, import your contacts and connect your website, email and phone.
Step 4
Train and support
We train you and your team, then help as you settle in, so the system gets used.
CRM setup for small business, in plain English
A CRM is a system that keeps every customer, enquiry and follow-up in one place. Instead of notes, texts and email threads, you see who needs a call and what was said last time.
CRM setup is choosing the right system and shaping it around how you work. We set it up, import your data, connect your website and email, and train your team.
What CRM setup looks like in real life
Picture a landscaping business where enquiries arrive by phone, email and Facebook messages. Quotes are written in a spreadsheet and nobody remembers who to chase.
We would choose a CRM that fits, bring in your contacts, set up stages such as new enquiry, quoted and won, and connect your web form. Each quote then has a reminder, and you can see what is waiting. This is an example, not a promised result.
Common CRM mistakes small businesses make
- Buying the biggest system, then using a fraction of it.
- Importing a messy spreadsheet without cleaning it first.
- Adding so many fields that nobody fills them in.
- Leaving nobody in charge of keeping it up to date.
- Not connecting it to the website, so enquiries still get typed in by hand.
What CRM setup costs and what we need from you
The price of CRM setup depends on the system you choose, how many people use it and how much data and connecting is needed. The software subscription is separate, and we list it in the quote. You get a clear quote after the free audit, so you know the cost before work starts.
To get going, we need to know how you track customers now, who will use the system and what you want to see at a glance. We also need access to your current data and tools.
A CRM is not right for everyone. If you have very few customers, a simple spreadsheet may be enough, and we will say so. We work with businesses across Australia, and the work is done online and by phone.
Who it suits
A CRM suits any business that juggles enquiries, quotes and repeat customers, and keeps losing track of who needs a call.
Related services
Workflow Automation
Automate follow-ups and reminders around your CRM.
Lead Generation
Fill your CRM with new enquiries you can trace.
Email Marketing
Keep in touch with past customers straight from the CRM.
Questions
Something else? Contact us
Which CRM do you recommend?
It depends on your business, budget and the tools you already use. We compare a few options in the review and explain the trade-offs.
Can you move our existing data?
Yes. We import contacts and history from spreadsheets, email or your old system.
Will my team actually use it?
We set it up around how your team already works and keep it simple, which is the best way to make sure it gets used.
How much does CRM setup cost?
It depends on the CRM you choose, how many people use it and how much data and connecting is needed. You get a clear quote after the free audit, so you know the price before work starts.
Do I pay for the CRM software separately?
Yes. The subscription is paid to the CRM provider. We tell you the monthly cost of each option before you choose.
Can the CRM connect to my website and phone?
Usually yes. We connect web forms and email and, where the CRM allows it, phone and booking tools, so new enquiries land in one place.
Get your customers in one place
Tell us how you track customers now and we'll recommend the right setup.
We only use your details to reply to you. Privacy Policy