Set up your CRM the right way from day one

We help you take your chosen CRM and turn it into something your team will actually use. No overbuilding. No mess. Just a system that fits how your business works.

What we do

Plan your setup
We map out your workflows, leads, contacts, clients and communication. You’ll get a setup that makes sense from the start.

Configure the CRM
We build custom fields, pipelines, stages, email templates, task automations and more — all based on how your team works.

Connect your tools
We integrate with Xero, Mailchimp, Google Workspace, Outlook, field service apps like ServiceM8, and other tools you already use.

Migrate your data
We clean up and import your existing spreadsheets, lists, or CRM data. We fix duplicates, match fields, and make sure nothing breaks.

Train your team
We show your team how to use the system. Simple how-to sessions, recorded guides, and on-call help during go-live.

Optional: Ongoing Support

Some clients want help beyond go-live. We can provide

• Admin support
• User help
• Minor tweaks
• CRM troubleshooting
  This is available on a flexible monthly retainer.

Who this is for

• Businesses that have picked a CRM but need help setting it up
• Teams moving away from spreadsheets
• Organisations with a CRM that’s been set up wrong or gone unused
• Any group that wants a system people will actually use

Why clients work with us

• We don’t overcomplicate
• We move fast and don’t drag out delivery
• We build systems that match how your business runs
• We don’t resell software — we work for you

Book a free setup call

We’ll review your current process, what’s working, what’s not, and what needs to happen next. You’ll leave the call with a clear plan to get your CRM up and running.

Book Your Discovery Call