CRM Modernisation That Actually Sticks
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. Fixed-sprint engagements. Real adoption.
Average response time improvement
38% faster
after rebuilding web forms + CRM handoffs
Manual admin removed
22 hrs / week
typical savings from follow-up & onboarding automations
Lead-to-sale conversion
+17%
once quotes + proposals live inside the CRM
What We Deliver
Comprehensive solutions tailored to your business needs
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
Mortgage Broker CRM Rescue
A Brisbane mortgage brokerage ran leads through a website that emailed enquiries to a shared inbox and a legacy CRM. Deals slipped, compliance checks were manual, and advisors spent Friday nights updating spreadsheets.
- • Rebuilt the website in Next.js with multi-step forms feeding HubSpot
- • Automated compliance checklists + document chasing with templated workflows
- • Connected HubSpot to Xero + was able to track commissions + fees automatically
62%
faster lead follow-up
0
compliance misses in 6 months
$48K
in annual admin savings
Blueprint Download
CRM Health Scorecard
Score your CRM + website experience across data, automation, and customer handoffs. Includes prioritised remediation checklist.
- • 15-point audit covering lead capture to invoicing
- • Benchmarks for professional services, trades, and retail
- • Recommended automations + integration ideas
Key Benefits
Transform your business with measurable outcomes
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—sales to delivery to finance—cutting admin time by 35–50%.
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 programs moving so you see customer wins before the quarter ends.
How the CRM Modernisation sprint runs
Transparent sprints, fixed pricing, and deliverables you can show execs.
Benchmark
Two-week discovery across CRM, website, and finance systems with a prioritised backlog + ROI model.
Stabilise
Patch critical issues, rebuild forms + pipelines, and clean data so migrations or automations have a safe base.
Modernise
Implement new CRM modules, self-service portals, and core automations; embed analytics + AI copilots.
Coach
Playbook sessions, Loom libraries, and iteration roadmap so your team keeps improving after go-live.
Playbooks by vertical
Pre-built patterns so you never start from scratch
Professional Services
Project stages, retainer renewals, capacity planning, and client portals.
Trades & Field Teams
Job cards, safety checklists, and ServiceM8/SimPRO automations into HubSpot.
Boutique Retail & eCom
Shopify + CRM attribution, loyalty automation, and Power BI dashboards.
FAQ
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 free 30-minute working session. We will benchmark your current stack, identify quick wins, and map the 90-day sprint that lands you more revenue and less admin.
No commitment required. Get expert advice tailored to your needs.