Connect the website
Send forms, calls, bookings, campaign data and supporting files into the right CRM record and pipeline.
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Build a CRM around the way your business really works.
We map the journey from enquiry to sale, delivery and follow-up, then connect your website to the CRM you already use and improve the integrations and automations inside it. We only recommend changing platforms when the current system cannot support the workflow. For email and SMS sequences, see our marketing automation services.
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
What makes it work
- Built around your process
Stages, fields and tasks that match how your business actually works.
- Automatic follow-up
Replies, reminders and task alerts set up inside the CRM.
- Dashboards
See enquiries, quotes and wins by source and by person.
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
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
What’s included
- Workflow discovery
- Existing CRM optimisation
- GoHighLevel, Zoho, HubSpot and Pipedrive
- Website and lead integrations
- Email and SMS automation
- Quote and proposal flow
- Task assignment
- Management dashboards
Best for: Growing businesses managing leads, quotes, jobs and customer updates across inboxes and disconnected software.
How it works
- 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.
- A clear price, in writing
You get exactly what’s included and what it costs before any work starts.
- 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 sessionQuestions people ask us
Should we configure an existing CRM or build a custom one?+
We start with the workflow and requirements. Configured software is usually faster and easier to maintain; custom development is justified when specialist processes, roles or portals cannot be supported sensibly by standard platforms.
What is the first workflow to automate?+
Lead acknowledgement and follow-up are often valuable starting points because delay is visible and measurable. The best first workflow is repetitive, stable and connected to a clear business cost or customer experience problem.
Will automation remove human control?+
It should not. We define where automation can act safely and where a person must review, approve or handle an exception. Important decisions and customer-sensitive communication remain accountable to the team.
Can workflow automation connect with Xero, calendars and email?+
Many platforms provide native integrations or APIs for accounting, calendars, email, payments and documents. We verify the available permissions, data structure and failure handling before designing the connection.
How much does CRM & workflow 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.
Get a free CRM and workflow review.
Tell us which CRM you use and what's frustrating about it. We'll suggest how to fix it, usually without switching software.
- ✓ What's slowing your team down
- ✓ Automations worth setting up first
- ✓ Whether you need to switch at all
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.