Connect website, CRM, and finance systems so every lead, quote, and job lives in one pipeline

CRM Modernisation That Actually Sticks

We help Queensland SMEs modernise their CRM, rebuild high-converting sites, and automate the admin that slows down sales and delivery. Fixed-sprint engagements. Real adoption.

Connect website, CRM, and finance systems so every lead, quote, and job lives in one pipeline
We help Queensland SMEs modernise their CRM, rebuild high-converting sites, and automate the admin that slows down sales and delivery
Focused delivery for CRM Modernisation That Actually Sticks

Service command deck

CRM Modernisation That Actually Sticks

Insights changing live

Primary focus

Connect website, CRM, and finance systems so every lead, quote, and job lives in one pipeline

Connect website, CRM, and finance systems so every lead, quote, and job lives in one pipeline
Designed for faster decisions and cleaner execution from week one.

Problem → solution route

Modernise the first broken customer handoff before rebuilding everything

The CRM sprint is for teams whose website, sales, delivery, and finance systems no longer agree. Start by stabilising one buyer journey, then choose the next workflow, website, or dashboard sprint with evidence.

Lead capture

Forms → CRM

enquiries keep their source, owner, context, and next step

Sales handoff

Quote → delivery

approvals, onboarding, and finance tasks stop living in inboxes

Management view

Pipeline → forecast

leaders can see revenue, capacity, and blocked client work

What We Deliver

High-impact capabilities aligned to your goals.

CRM Rescue & Migration

We stabilise what you have, map better fields + automations, then migrate into HubSpot, Zoho, or a custom Supabase stack.

  • Audit dirty data, duplicate deals, and automation clashes
  • Design future-state lifecycle + handover playbooks
  • Zero-downtime migration with staging + rollback plan

Website + Portal Alignment

Stop sending leads into a blackhole. We rebuild your marketing site, lead forms, and customer portal around one CRM spine.

  • Figma-to-Next.js rebuilds with accessibility baked in
  • Self-service client dashboards + document hubs
  • Native integrations with Xero, ServiceM8, SimPRO, or Power BI

Automation Sprints

Launch the quick wins first—quote approvals, onboarding checklists, and renewal reminders—then layer in AI copilots.

  • Pre-built workflow library for trades, consultants, eCommerce
  • Power BI + CRM intelligence layer for management reporting
  • UAT + change packages so teams adopt the new process
CRM Health Check

Find the first broken handoff before rebuilding the whole CRM

Instead of publishing invented savings or anonymous case-study claims, this page now explains the practical audit we use before a CRM rescue sprint. The first step is to map the live lead journey, data quality, automation gaps, and reporting handoffs your team already has.

  • • Review lead capture, enquiry routing, owner assignment, and follow-up timing
  • • Check CRM field quality, duplicate records, pipeline stages, and reporting trust
  • • Prioritise the website, HubSpot, Xero, portal, or workflow fixes that remove the most friction first

01

lead journey map

02

CRM data check

03

automation roadmap

Blueprint Download

CRM Health Scorecard

Score your CRM and website experience across data, automation, and customer handoffs. The scorecard is a planning tool, not a fabricated results story.

  • • 15-point audit covering lead capture to invoicing
  • • Checks for ownership, response time, data hygiene, and reporting reliability
  • • Recommended automations and integration ideas for the first sprint
Request the scorecard
Relevant proof before CRM scope

Use delivery examples to choose the first CRM modernisation sprint

CRM work is credible when it is tied to a real buyer journey, service workflow, or reporting problem. These proof routes show the adjacent PPS delivery patterns to review before asking for a broad CRM rebuild.

CRM + billing workflow proof

Witherspoon Buyers Agent

A buyer-journey platform where website enquiries, CRM-style workflows, attribution, and billing signals were connected around clearer next actions.

Review proof →

Booking + operations proof

Peak Hearing

A practical example of moving from separate website, booking, and operations steps toward a more connected service workflow.

Review proof →

Dashboard follow-on proof

Transit Couriers

Use this when the CRM conversation is really about trusted reporting across pipeline, service delivery, and operational status.

Review proof →

Key Benefits

Measurable outcomes, clearly defined.

Single Source of Truth

One CRM houses forms, quotes, and project delivery notes so teams stop chasing attachments across inboxes.

Faster Handoffs

Automation replaces manual reminders from sales to delivery to finance so ownership and next actions are clearer.

Connected Tech Stack

We wire HubSpot, Xero, ServiceM8, and custom Supabase apps together so data flows without CSV gymnastics.

Reliable Forecasting

Dashboards pull live CRM, jobs, and invoices to show booked revenue, capacity, and renewal risk in one view.

Compliance Ready

Role-based access, audit trails, and data residency handled inside your Australian infrastructure.

90-Day Launch

Fixed-sprint playbooks keep the first CRM cleanup, automation, or portal release tight enough to validate before expanding scope.

How the CRM Modernisation sprint runs

Transparent sprints, fixed pricing, and deliverables you can show execs.

01

Benchmark

Two-week discovery across CRM, website, and finance systems with a prioritised backlog + ROI model.

02

Stabilise

Patch critical issues, rebuild forms + pipelines, and clean data so migrations or automations have a safe base.

03

Modernise

Implement new CRM modules, self-service portals, and core automations; embed analytics + AI copilots.

04

Coach

Playbook sessions, Loom libraries, and iteration roadmap so your team keeps improving after go-live.

Scope, outcomes, and pricing

Pick the right first CRM modernisation sprint

Route the buyer by the handoff that is blocking revenue, delivery, or visibility.

Outcome framing

Workflow Automation

Best first sprint when the CRM is only one part of a wider handoff problem across forms, quoting, onboarding, and finance.

Cleaner lead operations

Website enquiries land with owner, source, qualification notes, and follow-up rhythm instead of disappearing into inboxes.

Practical CRM adoption

Fields, pipeline stages, and dashboards are kept simple enough for the team to use every week.

Reporting confidence

Pipeline, delivery, invoicing, and renewal signals are wired into a reporting path leaders can trust.

Scope clarity

  • Map the live customer journey from website enquiry through quote, delivery, invoice, and renewal.
  • Clean CRM fields, owners, stages, duplicate data, and handoff rules before adding more automation.
  • Connect priority systems such as website forms, HubSpot or Zoho, Xero, ServiceM8, SimPRO, Supabase, and reporting tools.
  • Ship the first workflow automation sprint with UAT, team playbooks, and clear go-live ownership.
  • Define the next dashboard/reporting or website/SEO sprint if the CRM bottleneck exposes a bigger buyer path issue.

Pricing signals

Indicative ranges help planning. Final pricing is based on complexity, integrations, and delivery pace.

CRM rescue sprint

$1k-$5k

3-6 weeks

Fix one broken handoff, clean the CRM basics, and launch a practical automation path.

Workflow modernisation

$5k-$30k

6-12 weeks

Most teams rebuilding CRM, website forms, portals, and finance handoffs together.

Transformation program

Custom

12+ weeks

Multi-team rollout with data migration, governance, reporting, and staged adoption support.

Trust modules

Delivery model

Fixed sprint checkpoints

Discovery, build, UAT, and adoption gates are reviewed before expanding scope.

Proof alignment

Workflow + dashboard examples

Closest proof routes show handoff automation and reporting, not generic CRM promises.

Implementation bias

Systems people use

The sprint prioritises live workflow adoption over decorative CRM configuration.

Closest proof routes

Witherspoon Buyers AgentClosest proof for CRM workflow automation, attribution, billing, and handoff visibility.See proof →Peak Hearing Audiology OSOperational proof for replacing fragmented booking/admin steps with a clearer platform workflow.See proof →Transit Couriers dashboardUse this when CRM modernisation exposes a reporting and decision-pack problem.See proof →
Scope the workflow automation sprintView workflow proof

CRM priority entry paths

Start with the part of the customer journey that is actually broken

CRM modernisation usually starts with one constraint: bad lead quality, broken handoffs, weak forecasting, or admin-heavy delivery. These routes get you into the right implementation path faster.

Systems cleanup and workflow automation

Best first route if delivery is being slowed by spreadsheets, duplicated admin, and disconnected operational tools.

Open best-fit route

Website + CRM conversion rebuild

Use this path when the website is feeding low-quality leads or dropping context before sales and onboarding teams can act.

Open best-fit route

Executive visibility and forecasting

Start here when leadership needs reliable KPI visibility across pipeline, revenue, fulfilment, and client handoffs.

Open best-fit route

Central Queensland CRM rollout support

Best fit for teams that want local workshops, CRM cleanup, and rollout planning anchored around regional operations.

Open best-fit route

FAQ support

Frequently asked questions

Clear answers on timeline, investment, and delivery scope.

Which CRMs and tools do you support?

We work across HubSpot, Zoho, Pipedrive, Dynamics, and custom Supabase stacks. On the ops side we regularly integrate ServiceM8, SimPRO, Xero, QuickBooks, and bespoke job management tools via APIs or Supabase Functions.

Do you only work with mining clients?

No. Most of our current pipeline is professional services, trades, healthcare, and boutique eCommerce brands that have outgrown spreadsheets or legacy CRMs. We can bring mining learnings where relevant, but the playbooks here are designed for SME teams.

How long does a CRM modernisation take?

We run 90-day programs: 2 weeks benchmarking, 6–8 weeks of build + data migration, then 2–3 weeks for hypercare and automation tuning. Smaller automation-only sprints can go live in 3–4 weeks.

What does a typical engagement cost?

Programs start at $18K AUD for a single workflow/CRM rescue and range to $60K for full CRM + website + portal rebuilds. Every project has fixed sprint pricing so you can budget confidently.

Ready to modernise your CRM + customer journey?

Book a working session. We will benchmark the current handoffs, identify the best first sprint, and show the closest proof route before any build commitment.

No commitment required. We will help you pick the right first sprint before any build commitment.