WHAT WE DO

Our Services

We help businesses achieve productivity, deliver better customer experiences and so much more.

Business Consult

Our goal is to provide you with the best strategy using the right CRM systems and tools that drive efficiencies with a clear ROI of time and money.

CRM Implementation

We help you migrate data in a safe and timely manner. We fully configure the CRM and automate systems to fit your businesses needs.

Integration

We help you streamline your systems ensuring everything integrates smoothly.

Training & Support

Once we configure and implement your CRM, we provide training and support necessary to maximise it.

Our Process

Assess

We’ll get to know your business with our one-hour free consultation. Discover and assess your business’ pain points, challenges, work processes from lead management, sales processes, capacity planning, risk assessment and more. Once we get hold of these vital information about your business, we can do a white boarding session to literally write up the step by step process of how things should work, as opposed to how they currently work.

Design

After carefully assessing and evaluating your current structure and future business needs, we find the best and possible solutions specifically designed to improve and streamline every area in your business. We design the outline process and present to you a tailored proposal package which includes a customised plan with specifics, project tactics and fixed-fee cost. This proposal is open to feedback and adjustments as required.

Implement

Once you have agreed with the proposal and processes, we can begin the implementation of your CRM, involving any associated applications or integrations as required to streamline your business’ process and structure. We will do all the tricky and dirty work behind your CRM so you can focus on your business. We will stick to the detailed project plan to ensure you get your expected and agreed results.

Integrate

We get and connect all your platforms to improve workflow, productivity and result to greater efficiency. From accounting systems to financial planning, insurance and other platforms, we take this task off your hands.

Support

As part of our package, we offer personalised training for you and your staff to fully equipped everyone and maximized your CRM and run your business with ease. Training can take place in person or online, depending on your location. Furthermore, we provide ongoing support plans from our highly experienced team to help you with any system issues as they arise. We have monthly newsletters to suggest ways continuously and provide enhancements to get even more out of your new CRM and stay up-to-date.

Solutions across Industries

Over the past 20 years, we at A1CRM have been working with thousands of businesses to configure systems that work for their industry. Off the back of this experience, we have developed a number of out-of-the-box industry-specific CRM templates which means that we can implement quicker and you have confidence that the system is suitable for your local market and industry.

Financial Services

Contact Relationship
Compliance Automation & Auditory
AML
Portfolio Tracking
Risk & Estate Evaluation

Property Management

Tenancy
Lease
Supplier
Maintenance

Practice Management

Bookings
Client Record

Wholesale Distribution

Supplier
Inventory
Sales

Franchise Management

Leads
Performance Tracking
Sales

A cornerstone for businesses of all sizes & industries

We help businesses across all industries engage their customers meaningfully and optimize their sales operations, resulting in positive customer experiences and better revenue growth opportunities for every business.