Service · 06

One system. Real adoption. Real time saved.

CRM, pipelines, quoting, invoicing and automation — unified into one operational system the team actually uses. No tab-switching, no copy-pasting, no information lost between tools.

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What this is

Stop running the business across 14 tabs.

Most growing businesses end up running operations across half a dozen disconnected tools — leads in one place, quotes in another, invoices in a third, customer notes in a Google Doc somewhere. Information falls through gaps, follow-ups get missed, the team can't see what's going on.

We design and implement integrated systems that consolidate the operational work. Lead capture from the website flows into the CRM. Quotes are sent and signed in one place. Customer history lives where the team needs to see it. Automations handle the repeatable steps.

Who it's for

Businesses outgrowing duct-tape ops.

  • Service firms juggling enquiries, quotes and invoicing across multiple tools
  • Trade businesses with jobs, customers, quotes and follow-ups to track
  • Scale-ups hitting the limit of spreadsheet operations
  • Agencies needing project, client and pipeline visibility in one place
What's included

The full operational layer.

  • 01

    CRM platform setup

    HubSpot, Pipedrive, GoHighLevel or another fit-for-purpose CRM. Configured to your workflow.

  • 02

    Lead pipelines

    Stages, qualification rules, assignment, follow-up cadence.

  • 03

    Quoting & invoicing

    Branded quote templates, e-signature, payment links. Xero / QuickBooks sync.

  • 04

    Email / SMS automation

    Welcome flows, abandoned quote nudges, review requests, win-backs.

  • 05

    Make.com / Zapier integrations

    The glue between systems. Custom workflows where off-the-shelf isn't enough.

  • 06

    Team training

    Loom videos for each workflow. Documentation that gets used.

Pricing

From $3,500 + GST.

Standard CRM + automation setup starts at $3,500 + GST. Larger system overhauls (multi-system integrations, custom workflows, data migration) typically land between $8,000 and $20,000. Platform subscriptions billed directly to you.

Ready when you are

Run the business on one system.

Fixed quote inside 48 hours.

Get a Free Quote Call 0408 799 373