CRM & Systems

Keep your CRM. Fix your CRM. Or finally own one.

We integrate with every major CRM on the market — and when yours is the bottleneck, we build you one with no licences, no per-seat tax, and no lock-in.

8+Major CRMs integrated
$999Integration, from
0Per-seat tax (custom build)
100%Your data, always

How much does CRM integration or a custom CRM cost?

CRM integration starts at $999 and covers the major platforms we work with, including HubSpot, Salesforce, Zoho and Pipedrive. A custom CRM you own outright is quoted to scope and carries no per-seat licence fees, ever. Your data stays yours in both cases. Brisbane-built, supported nationally.

[ 01 ]   The difference

Most CRM advice is really
just a sales pitch.

Most "CRM partners"

Most "CRM partners" are resellers — their advice always lands on the platform that pays them a commission. You get a tool that fits their margin, not your workflow.

Automated Australia

We're not a reseller. We genuinely don't care which CRM you use — so we'll tell you the truth: integrate, optimise, or replace. Whichever answer costs you less.

We integrate with all of these — and more.
HubSpot Salesforce Zoho CRM GoHighLevel Pipedrive Monday.com Keap Microsoft Dynamics
[ 02 ]   How we work with your CRM

Five avenues — every CRM
situation covered.

01 / Integrate

Connect it all

Link your CRM to your website, AI agents, payments and reporting — so leads flow in, deals close, and invoices go out without anyone copy-pasting a thing.

02 / Upgrade

Upgrade & optimise

Clean the data, fix the pipeline stages, automate the busywork, and make the CRM you already pay for actually earn its keep.

03 / Replace

Replace & own

A custom CRM built around how you work — you own the code and the data. No monthly per-seat bleed, no feature held hostage behind a higher tier.

04 / Migrate

Migrate cleanly

Move years of contacts, deals, notes and history across without losing a record or a relationship. We've done the messy ones.

05 / Finance

Connect the money

Wire in payments, invoicing and the finance agents so the CRM closes the loop — not just opens it. Stripe, Square, Xero, MYOB: your call.

[ 03 ]   See it working

A CRM that runs the whole business.

Scroll through five views — pipeline, contacts, customer history, invoicing, and reporting — all joined up, all automatic.

Pipeline
$284,500Pipeline
$97,200Won
38%Win rate
New
Hartley Plumbing
$4,200
Bayside Dental
$11,800
Won
Blue Gum Hire
$29,800
Riverstone Homes
$44,500
01 / Pipeline

Leads flow in.
Deals move themselves.

Every channel — your website, Google, referrals, cold outreach — lands in one pipeline. Stages update automatically as deals progress, so your team spends time selling, not updating spreadsheets.

Auto-assign Stage rules Deal scoring Team views
Contacts
NameStatusValue
SB
Sarah Brennan
Customer$38,500
MC
Marcus Chin
Customer$29,800
PO
Priya O'Reilly
Lead$22,000
02 / Contacts

Every contact, call
and job — one place.

Customers, leads, suppliers — all in a single searchable database. No re-typing across tools, no lost history when a staff member leaves. Everyone sees the same record.

Unified records Smart search Segments Bulk actions
Sarah Brennan
↑ Next action
Send signed contract & schedule kick-off
Due: Wed 22 Jan
Outbound call
Discussed Q3 scope. Budget confirmed $38,500.
Today · auto-logged
$
Invoice paid
INV-0041 · $9,600 deposit via Stripe
3 days ago
03 / History

The full story,
auto-logged.

Every call, email, invoice, note and job is captured automatically against the contact record. No manual entry. When a new staff member opens a record, they're fully caught up before saying hello.

Call logging Email sync Next action Auto-notes
Invoices
$97,200Collected
$28,900Overdue
ConnectedStripeXero
InvoiceAmountStatus
INV-0047$29,800Paid
INV-0045$28,900Overdue
04 / Invoicing

Payments wired in.
The loop closed.

Raise invoices directly from a deal or contact record. Stripe, Square, and Xero connect so payments reconcile automatically — no exporting, no re-keying, no "did that get paid?" in Slack.

Stripe Xero Square Auto-reconcile
Reports · Jan 2026
$97.2k
Revenue
↑ 24%
Pipeline by stage
Won
$97.2k
Quote
$77.6k
Qualified
$68.9k
05 / Reporting

Plain-English numbers.
Know what's working.

Pipeline by stage, win rate, revenue trend, best lead sources — all live, no exports, no pivot tables. Weekly summary emails your whole team with the numbers that actually matter.

Live dashboard Win rate Source tracking Weekly digest
[ 04 ]   The honest picture

Your whole pipeline —
finally true.

Most CRM data is a graveyard of old leads and wrong stages. We clean it, connect it, and keep it honest — here's what that looks like in practice.

Move your cursor — that's the difference between a CRM full of guesses and one full of truth.

[ 05 ]   No hostage data

Your data.
Always yours.

Whether you integrate with an existing platform or commission a custom build, the data is yours — exportable, portable and accessible without our involvement. We document every schema, every connection, every pipeline step. Walk away any time and it still runs.

Data ownership — CRM pipeline documentation and schema handover
[ 06 ]   Indicative pricing

Scoped to your situation.
Quoted before we start.

Every engagement is confirmed in writing before a line is written or a migration is run.

CRM integration from $999 Connect your CRM to your site, agents, payments and reporting.
Optimisation & migration scoped Data clean-up, pipeline rebuild, or moving between platforms — quoted per job.
Custom CRM build scoped to brief A CRM you own outright — no per-seat fees, no platform lock-in, built around your exact workflow.
CRM operations agent Custom quote An AI agent that keeps your CRM clean, follows up stale deals, and logs every interaction automatically.

Stop renting your customer data.

Book a CRM teardown — we'll map integrate-vs-replace for your exact setup, honestly. No commission. No agenda.