We are CRM consultants based in Australia. We apply our extensive experience with digital automation and workflow improvement to help streamline almost every area of your business.
From data capture to automated processes, we’ll plan, implement and support the digital solutions you need for a more efficient and productive business.
The services we provide are tailored to meet the needs of your company, your team and your customers.
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.
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.
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.
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.
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.
Managing Director
Brian is the analyst and gets a kick out of reviewing your methods and procedures to determine the best outcomes. With all the right formal qualifications in Operations Management, Organisation Design, Production and Inventory Control, Brian has an unmentionable number of years of experience in business process improvement. Over 20 years’ of that unmentionable number is experience with Maximizer CRM and Zoho CRM. When he’s not engineering time and cost saving process improvements, he’s either hiking, or putting his improvement skills to work at home by renovating. His favourite toys are his sledgehammer and crowbar (but don’t worry, they stay at home when he’s back at work).
Software Developer
Business Analyst
Originally from China, Yujia moved to Brisbane to obtain her master’s degree in information system from the University of Queensland. She also has a bachelor’s degree in supply chain management from RMIT University. She started to work for this company since 2021, and understands the value of assisting every client with a helpful and cheerful attitude. Yujia in her spare time is either playing tennis or spending time with friends. She is a wombat lover. Her gentle and caring nature will make you feel at ease.
We are always on the lookout for great clients who are passionate about their products and customers.
