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). The campaigns side is Google Ads in Australia.
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.
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, and for clinic groups, healthcare marketing in Australia.
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, confirm specifics with your legal adviser, or use our Australian contact page.