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The CRM Team

Growing your organisation, one system at a time

What makes us different

We get to know your business...

When it comes to a CRM implementation, it is important for a software company & partner to know your processes, team and customers, as well as the problems that you want to solve.

Too often, CRM projects are driven by the software salesperson’s sales target, and not whether the technology is the best solution for your needs.

That is why we won’t recommend a CRM until we know what you business needs are – to ensure that you get the right CRM for your business.

Book a free consultation today so that we can help you find the best CRM software for your business.

Technology

We Help You Setup

Services

CRM Software for sales pipeline management, orders and fulfilment.

Integrated marketing to generate & track engagement.

Software to manage processes for customer service teams.

Improve productivity with document and signing processes.

Bring together all of your CRM & Marketing data with customised dashboards

Customer, member and partner portals help to build loyalty.

Extend your CRM game with custom built apps & extensions.

Use a cloud service and need to integrate it with your CRM?

How we work with you.

With a clear roadmap of your customer processes and business strategy, we understand how getting your CRM solution setup properly the first time will impact your business for the long haul.

Our experienced CRM development team can implement your new CRM 50% faster than going it alone. After completing the setup of hundreds of CRM systems, our team could do this in our sleep – so that you can focus on using your new platform to build stronger customer relationships.

More than just CRM Developers.

We are more than just web developers. Our team can help you with any technology advice and training that relates to your entire customer journey.

From CRM, Support Desk, eSigning solutions or custom building customer portals… The CRM Team are more than just developers.

Our customer experience consultants can help you to map out your customer journey.

Regular training is crucial to ensuring that your CRM strategy is humming along. Our Role-Based Training programs cover the following roles:

- Sales
- Marketing
- Customer Service
- Operations
- Administrators

Rolling out marketing campaigns, creating events, entering data - we have you covered for the irregular tasks that take up too much time.

Our monthly, quarterly or annual CRM health checkups include

- Security checks
- De-duplication of data
- Field & module usage
- Reporting
- Marketplace app updates
- Subscription limit checks

Extend your team with temporary hiring of a developer or business analyst to work on a short term basis.

Need guidance choosing your next CRM?