CRM setup and automation that make every lead easier to follow up.

We map how work actually moves through your business, then connect the website to your existing CRM and improve the pipelines and automations inside it. If you do not have the right platform, we can configure or build one around the steps that matter.

Fixed price, in writingYou own it

Talk directly to Niel Bennet, our founder. 15 years in digital marketing, based in Melbourne.

  • Melbourne-based
  • 15 years in digital marketing
  • Month to month, no lock-in
  • You own your website and accounts
  • ABN 44 772 398 737
Free review and strategy session

No obligation. No spam. A person from our team reads every enquiry and gets back to you.

A sales pipeline board with enquiries moving from new enquiry to quote sent, follow-up due and won, with an instant SMS reply and a follow-up reminder
Every enquiry on one board, with automatic replies and reminders. Illustration with an example business and figures, not a real client.

What makes it work

  • Instant reply

    New enquiries get an SMS or email straight away, even after hours.

  • Follow-up reminders

    Your team is reminded when a quote needs chasing.

  • Use your existing CRM

    We set this up in the CRM you already have wherever possible.

Keep your CRM. Make it work properly.

If your team already uses a CRM, we can connect the website to it, clean up the pipeline and build useful automations inside the existing system. A migration is recommended only when the current platform genuinely cannot support the workflow.

GoHighLevelZoho CRMHubSpotSalesforcePipedriveMonday.comAirtableCustom CRMOther API-ready platforms

Connect the website

Send forms, calls, bookings, campaign data and supporting files into the right CRM record and pipeline.

Automate inside the CRM

Configure routing, acknowledgements, tasks, reminders, follow-up sequences, stage changes and internal alerts.

Improve the existing setup

Review fields, pipelines, permissions, duplicate data, dashboards and team adoption before recommending new software.

What it costs

It depends on your business and what you need. Tell us and we’ll send a fixed price in writing, free and with no obligation.

  • A written price before any work starts
  • No lock-in contracts
  • You own your website, data and ad accounts
  • No ranking or revenue guarantees, just honest reporting
Get my free session

What’s included

  • Existing CRM audit
  • GoHighLevel, Zoho and HubSpot setup
  • Website and lead-source integration
  • Sales pipelines
  • Email and SMS automation
  • Quote follow-up
  • Customer portals
  • Business dashboards

Best for: Growing teams managing leads, quotes, jobs and customer communication across disconnected tools.

How it works

  1. Free review and strategy session

    Tell us about your business with the short form below. We look at it and tell you what we’d do first. Free, with no obligation.

  2. A clear price, in writing

    You get exactly what’s included and what it costs before any work starts.

  3. We do the work and show you the results

    Plain-English updates on what we did and what it’s bringing in. You deal directly with Niel Bennet and our Melbourne team.

A quick word from Niel.

Thirty seconds on who we are and how we work. You deal with Niel directly, from the first call to the monthly report.

Get my free session

Questions people ask us

Can you improve our existing CRM instead of replacing it?+

Often, yes. We first review adoption, data structure, pipeline stages, integrations and reporting. Reconfiguration may solve the problem more efficiently than migrating to a new platform.

When does a business need a custom CRM?+

Custom development becomes useful when the workflow, permissions, portals or operational records cannot be handled sensibly by configured standard software. It should solve a real process constraint, not add custom code for its own sake.

Which workflow steps should be automated?+

Reliable, repetitive and rules-based steps are the best candidates: acknowledgements, task creation, reminders, routing and status updates. Sensitive decisions, exceptions and approvals should remain visible to the right person.

Can the CRM connect with our website, email and accounting tools?+

Usually. The exact approach depends on each platform's API, permissions and data model. We map the required information flow before choosing native integrations, automation tools or custom connections.

How much does CRM & automation cost?+

From $1,490 + GST. CRM starter setup: pipeline, form connection, instant reply and basic follow-up. Advanced automation from $3,490 + GST. See all pricing for exactly what is included.

Find out where leads are slipping away.

Tell us how enquiries reach you and who follows them up. We'll show you where leads go cold and the first automations we'd set up.

  • ✓ Where enquiries are being missed
  • ✓ How fast you're replying now
  • ✓ The first automations we'd set up

You’ll deal directly with Niel Bennet, our founder (15 years in digital marketing), and our Melbourne team.

Rather talk? Call 0417 460 236 or message us on WhatsApp, or book a time with Niel.

Free review and strategy session

No obligation. No spam. A person from our team reads every enquiry and gets back to you.