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New to Business CRM?

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Educate

Learn about CRM and how it can transform your business.

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Explore

CRM Reviews, analytics, tools and comparisons.

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Help

Tell us what you need and we can provide insight into a CRM.

What functions do CRM systems have?

Sales CRM

Best for Sales Teams

Optimise your sales processes and create efficiency for your sales teams.

Service CRM / Help Desk

Best for Service Teams

Allow your customers to log tickets and follow a support process.

Marketing Automation

Best for Marketing Teams and Sales Handover

Automate your marketing strategy to tailor communications to the right person at the right time.

CMS / Website Hosting

Best for Businesses Looking for Web Insights

Allow your chosen platform to host your website for end to end marketing to sales funnel analytics.

Integrations

Best for businesses that want to bring a 360 degree view into their central CRM platform.

All businesses use multiple different platforms for different purposes. Integration of platforms allows all the data to sync to one central platform.

Maps / Geolocation Routing

Best for Sales Teams on the road.

Any team member on the road knows how difficult it can be to organise their visits. Some CRM platforms automate this process to organise their day and route.

Custom Code

Best for businesses that have complex requirements and need full flexibility on all levels.

Some platforms allow developers to build custom code for flexible user interfaces, processes, automations and integrations. Let your imagination run wild and build a CRM that is completely tailored to your business and processes.

Why wait for your competition to pass you?

CRM for Small Business

CRM is one of the best investments for your businesses short and long term growth. CRM’s are proven to increase sales by an average of 29%, Productivity by 34% and forecast accuracy by 42%.*

87%

of users say CRM software

improved sales.*

74%

of users say CRM Software

improved access to customers.*

*Source: https://tech.co/crm-software/crm-statistics

frequently asked questions

Our most commonly asked questions on CRM.

A CRM system (customer relationship management) is a platform which your business uses to manage your day-to-day processes. CRM providers can help with pre-sales marketing (website tracking, form submissions from your website), your sales process (new enquiry, new quote, new sale), post-sales processes (field service, project management) and service processes (help desk / support). Basically, it will be the center of your business and the source of truth of all of your customer data and interactions.

A small business will always gravitate to low-cost, high return platforms when in their infancy.  The issue is that the business stays on these platforms for an extended amount of time and then when the business grows, these platforms get difficult to manage.

Excel & Google Sheets, Kanban boards, Sharepoint or Shared Drive, Word Documents, Paper – does this sound like how your business runs?

If so, it’s probably time to look at a CRM platform to consolidate your business processes in a centralised platform.

No! The best CRM platforms these days don’t just focus on sales, but rather the entire business process. Marketing, Sales, Support and Operations are all modules that can be added to the best CRM platforms.

CRM platforms vary in cost. There are usually two costs involved in CRM – the first being the cost of a licence to use the platform and the second being the implementation or setup fee.

License costs are almost always per user per month and can range from $0 / user / month for platforms with a small amount of functionality up to $250 / user / month for the premium CRM platforms.

The implementation costs are where a platform partner will get involved in the end-to-end setup, customisation and training of the platform to suit your businesses. This is a critical step so you don’t just have a platform that is ‘out of the box’, but something tailored to your needs. Implementation costs vary based on the CRM platform and your business requirements. Each CRM platform will have their own preferred partners and recommend you to them during your CRM evaluation.

We are a free service for small businesses to help recommend a CRM platform for your requirements. You can submit your requirements to us via our contact form and we can provide you with recommendations and introductions to each platform.

If you do decide to move forward with one of our recommendations, the CRM vendor provides us with a small referral fee, which is how our business runs. There is no additional cost to you though!

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