← Win back time

Custom CRM Development in MelbourneEvery customer, quote and job in one place.

A CRM built around how you already work, not the other way round.

You’re probably wondering

Straight answers first.

Why not just use HubSpot or Salesforce?

If one fits, we’ll tell you. Custom makes sense when your workflow is unusual or per-seat fees keep climbing.

Will it work with Xero or MYOB?

Yes. Quotes become invoices and payment status flows back, with no re-keying.

What happens to our spreadsheets?

We import and clean them, then check the result with you before go-live.

How long until we’re using it?

Usually 6–8 weeks, with a demo every fortnight so nothing is a surprise.

What you get

Custom CRM Development, done properly.

Pipeline you can seeWho needs a follow-up, at a glance.
Quotes in minutesBuilt from your price list, sent from your phone.
Live reportingSales and jobs without building a spreadsheet.
Real buildCRM for a fire safety products supplierSee the project →
How it runs

From first call to flying.

  1. DiscoverWeek 1

    We map how leads, quotes, jobs and invoices move through your business today.

  2. DesignWeeks 1–2

    Clickable prototype of your pipeline, records and dashboards, signed off before build.

  3. BuildWeeks 3–7

    Fortnightly demos as modules, integrations and data migration come together.

  4. Launch & supportWeek 8+

    Training, go-live and a warranty period, then optional ongoing support.

FAQ

Can’t see your question? Call 03 9764 0455 or send us a message.

A typical custom CRM takes 6–8 weeks from discovery to launch. Smaller builds can go live sooner, while CRMs with several integrations or large data migrations can take longer. We agree milestones upfront so you know what is delivered and when.

Not always. If an off-the-shelf CRM fits your process, we will tell you. A custom CRM makes sense when your workflow is unusual (jobs, service schedules, inventory or compliance), when per-seat subscription costs keep rising, or when you need deep integration with your other systems.

Yes. We commonly connect CRMs to accounting software so quotes become invoices automatically and payment status flows back into the customer record. We can also integrate Microsoft 365, email, your website forms and other business systems via their APIs.

Yes. We import contacts, deals and history from spreadsheets or your existing CRM, clean up duplicates and map fields to the new structure, then verify the migration with you before go-live.

You do. Your data stays yours, and we can host the CRM in your own cloud account or manage hosting for you. There is no lock-in to a per-seat licence.

Every build includes a warranty period. After that, most clients choose an ongoing support plan covering updates, backups, monitoring and small improvements as the business grows.

Let's build

Let's find your first win.

One free call. We'll tell you where to start, and what can wait.