CRM

CRM that stays useful — implemented, integrated and looked after

One monthly subscription covers the hosting, the administration, the integrations and the steady stream of improvements. Instead of hiring a CRM specialist, you get a team that already knows the platform and keeps your data working.

What's included

Everything it takes to keep a CRM useful

01

Hosted & maintained

Your CRM runs on managed cloud infrastructure with backups, monitoring, patching and upgrade paths handled for you.

02

Named administrator

A consultant who knows your instance: users, roles, fields, workflows, dashboards and the small changes that pile up.

03

Integrations kept alive

Finance, marketing, field service and data warehouse connections monitored, alerted on and repaired when an API changes.

04

Reporting & data quality

Deduplication, validation rules and dashboards maintained so leadership reporting stays trustworthy month to month.

05

AI enhancement

Assistants, summarisation, next-best-action scoring and document extraction added incrementally on top of your CRM data.

06

Continuous improvement

A monthly change allowance for enhancements, plus a quarterly review against the outcomes that matter to your business.

Service levels

Scoped to how much you want to hand over

Essentials

Small teams that need the lights kept on

  • Hosting & backups
  • User administration
  • Email & business-hours support

Managed

Growing organisations with live integrations

  • Everything in Essentials
  • Integration monitoring
  • Monthly change allowance
  • Reporting maintenance

Managed + AI

Teams ready to automate the manual work

  • Everything in Managed
  • AI assistants & automation
  • Data quality programme
  • Quarterly value review

Pricing depends on user count, integration surface and platform. We'll quote a fixed monthly fee after a short review of your instance.

Enquire

Tell us what you're running today

Platform, rough user count and the parts that hurt. We'll come back with a scope and a monthly figure — handled by our Perth team.

1300 859 035Or send the form on this page

Message the Perth team

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Enquiries go straight to the Perth team · replies within one business day, AWST (UTC+8).

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