Independent CRM Advice That Helps You Make the Right Decision
Choosing the wrong CRM creates long-term problems. We help you select and structure the right system based on how your business actually works not what a vendor wants to sell you.
The full scope of CRM Advisory
- CRM selection, the right platform for your specific business, not the most popular one
- CRM structure and setup simple, practical configuration your team will actually use
- Contact and pipeline management
- Email and communication setup
- Workflow and follow-up automation
- Integration with Xero, MYOB, website forms, Microsoft 365, SharePoint, Teams, Zoom, HR systems, and booking tools
- Ongoing advisory support as your business grows
We do not sell software and we do not push platforms. Our only interest is finding what works for your business.
Every major CRM, no favourites
We have worked hands-on with all of these so our recommendation comes from real experience, not a brochure.
Not sure which of these is right for you? That is exactly what the free 30-minute call is for.
A simple process. A clear outcome.
No jargon, no unnecessary complexity. Just a structured way of getting your CRM right from the start.
Understand your business
We learn how you work, who your customers are, and what your team needs day to day.
Define what you need
Clear, realistic requirements. Not a wishlist what actually matters for your operation right now.
Recommend the right CRM
An honest, vendor-neutral recommendation backed by 25 years of hands-on platform experience.
Guide setup and usage
Hands-on support to get your system running and your team using it from day one.
What changes after working with us
These are the outcomes our clients consistently report after a CRM Advisory engagement.
Better organisation
One place for all your contacts, conversations, notes, and tasks. No more scattered spreadsheets or lost follow-ups.
Better follow up
Nothing falls through the cracks. Consistent, timely communication with every customer and lead in your pipeline.
A system that gets used
Simple enough that your team adopts it, sticks with it, and genuinely finds it useful every day.
No wasted spend
The right platform at the right price for your business size not an enterprise system you will never fully use.
Time saved on admin
Automation handles the repetitive tasks: emails, reminders, assignments so your team focuses on actual work.
Better customer communication
Every interaction logged, every conversation in context. Your customers feel remembered and your team stays aligned.
CRM Advisory is right for you if
- You are evaluating CRM options and feel overwhelmed by choice
- You have outgrown spreadsheets and need a proper system
- You want to connect your CRM with Xero, Teams, or other tools
- You need help setting up a CRM your team will actually adopt
- You are a tradie, sole trader, startup, SMB, or not for profit
- You want independent advice with no vendor agenda
- You need ongoing support as your business grows
- You want it done right the first time
Already have a CRM that is not working? That is a different problem and we have a specific service for it. See the CRM Audit →
Start with a free 30 minute call
Not sure if CRM Advisory is what you need? Book the call first. We will tell you honestly what the right next step is for your situation, no obligation to engage further.
ABN 33 806 616 490. Northern Beaches, Sydney based· Privacy Policy . Available by phone or video · Monday to Friday