# CRM implementation and custom CRM development in Australia > Source: https://shakalakaa.com/au/services/crm-development · Updated: 2026-11-01 · Market: AU CRM implementation # CRM implementation and custom CRM development in Australia For multi-site operators, B2B firms and groups whose leads arrive from many channels. Last updated October 2026 Quick answer shakalakaa handles CRM implementation, CRM integration and custom CRM builds for Australian groups, multi-site operators and B2B firms: HubSpot and Salesforce set-up, connections to your ads, landing pages and booking tools, and custom lead-management builds. We do not sell CRM licences, so the system and data stay yours. Projects run from our Sydney office. ## What CRM implementation covers CRM implementation with us starts from how your team sells, not from the software's default settings: - **Pipeline design.** Stages, owners and routing rules by site, brand, territory or rep. - **Data migration.** Contacts and history moved from spreadsheets or an old CRM, de-duplicated and mapped. - **Configuration.** HubSpot, Salesforce or the CRM you already license, set up to that design. - **Automation.** First contact, follow-up reminders and hand-offs between marketing and sales. - **Reporting.** Leads, pipeline and won revenue by source, campaign and site. - **Training and handover.** Your team runs the system; documentation stays with you. ## CRM integration with your ads, website and booking tools A CRM integration is only useful if every lead arrives with its source. We connect website forms, landing pages, Meta lead ads, calls and chat, and booking or job systems, then pass qualified and won outcomes back to Google Ads and Meta, so bidding learns from customers, not form fills. For North (AMP), landing pages and the CRM let only licensed adviser enquiries reach sales ([case study](https://shakalakaa.com/au/case-studies/wealth-platform-seo-adviser-app)). The campaigns side is [Google Ads in Australia](https://shakalakaa.com/au/services/google-ads). ## Custom CRM when a packaged one does not fit A custom CRM fits when a packaged product does not: a regulated vertical where data must stay in a specific environment, a booking or quoting flow no CRM models cleanly, or many brands sharing one lead layer. We built Plixitt LMS, the lead-management system shakalakaa designed, built and runs for its own enquiries, with a nine-stage pipeline and WhatsApp intake; it is our internal build, not a product for sale. Client builds are scoped by our [custom software team](https://shakalakaa.com/au/services/custom-software). ## A CRM consultant, agency and integrator in one team Firms often hire a CRM consultant to map the process, an agency to run the campaigns, and an integrator to connect them. We combine the three inside one implementation project: the consultant work is the discovery that shapes the build, not a separate advisory retainer. As a CRM agency we earn nothing from licences, so the recommendation follows your process. It suits multi-site groups, professional firms and B2B companies; see [B2B marketing in Australia](https://shakalakaa.com/au/industries/b2b-saas-marketing), and for clinic groups, [healthcare marketing in Australia](https://shakalakaa.com/au/industries/healthcare-marketing). ## Privacy Act and Spam Act rules for CRM data Where the Privacy Act 1988 applies to your business, the Australian Privacy Principles govern how lead data is collected, used and secured: forms carry a collection notice and access is limited by role. Marketing sent from the CRM by email or SMS falls under the Spam Act 2003: consent recorded, sender identified and a working unsubscribe. Check a message flow with our [privacy and spam checker](https://shakalakaa.com/au/tools/au-privacy-spam-checker), confirm specifics with your legal adviser, or use our [Australian contact page](https://shakalakaa.com/au/contact). Related ## Keep exploring [ServiceCustom software in Australia Lead-management systems and internal tools.](https://shakalakaa.com/au/services/custom-software)[ServiceAI automation in Australia Agents and workflows around the CRM.](https://shakalakaa.com/au/services/ai-automation)[IndustryB2B marketing in Australia Pipeline for firms with a sales team.](https://shakalakaa.com/au/industries/b2b-saas-marketing) FAQ ## Frequently asked questions ### Who can implement a CRM for a healthcare group in Australia? shakalakaa. We implement HubSpot and Salesforce, integrate the CRM with your ads, landing pages and booking tools, and build custom lead-management systems where a product does not fit, for multi-site clinic and health groups, other Australian groups and B2B firms. We do not sell CRM licences, so the system and the data stay yours. Projects are run from our Sydney office. ### Do you sell CRM software? No. We do not sell, license or resell CRM software. You hold the licence for HubSpot, Salesforce or another CRM directly, or own the custom system we build, and we implement and integrate it. ### HubSpot or Salesforce: which should we implement? It depends on your sales process, team size and the systems the CRM must connect to. We compare the options against your requirements in discovery and recommend one; if the CRM you already license can do the job, we configure it rather than replace it. ### Can you migrate our data from spreadsheets or an old CRM? Yes. We map fields, de-duplicate contacts, carry over history where it is useful and test the import before go-live, so your team starts from clean records. ### How long does a CRM implementation take? It depends on the number of pipelines, integrations and records to migrate. We give a project-specific timeline after discovery rather than a generic figure. ### Do you work with firms outside Sydney? Yes. Projects for Melbourne, Brisbane, Perth and Adelaide firms run from our Sydney office at 60 Martin Place, with workshops by video or on site when a project needs them. More questions (1) ### Who owns the system and the data? You do. Licences sit in your name, custom code and documentation are handed over, and your data stays in your accounts. Let's talk ## Let's start the convo [Book a free strategy call](https://shakalakaa.com/au/contact)[Chat on WhatsApp↗ (opens in a new tab)](https://wa.me/61290693245?text=Hi,+I+visited+your+website+and+would+like+to+learn+more.%20%28ref%3A%20services-crm-development-australia%29)