What is included
Custom CRM: what you get
Custom CRM Townsville from our Belgian Gardens office: leads, quotes, jobs and clients in one place.
Built to your process
Built around your job stages, your fields and the words your team already uses.
Leads in from everywhere
Website forms, calls, Google Ads and social enquiries land in one list with their source.
Quotes, jobs and clients
The record follows the work from first call to invoice.
Reports you actually read
Enquiries by source, jobs by month, what turned into work.
Runs in the browser
On the phones and computers you already have, nothing to install.
Hosted, backed up, patched
Daily backups, security updates, monitoring, on infrastructure we run.
Integrations, scoped
Accounting, email, SMS and the tools you already use, each quoted.
Your data is yours
A full export handed over at no fee if you ever leave.
Why a custom CRM instead of an off-the-shelf one
Most small businesses that buy a CRM subscription use a tenth of it and fight the rest. The stages do not match how a job actually moves, the fields are wrong, and the reports answer questions nobody asked. A custom CRM starts from your process: how an enquiry arrives, what happens next, who does it, and what you need to see at the end of the month.
We build these for our own use as well. Every enquiry from every campaign we run for a client is recorded with its source, the page it came from and the keyword that produced it. Our monthly reports are built from that record. The same approach becomes a system for your business.
How an engagement runs
It is scoped in phases and each phase is quoted as a fixed price before it starts. The first phase is the core: the records, the stages and the list views your team lives in. Reporting, integrations and automation come in later phases, once the first phase is in daily use. We train your team on live jobs and stay on hand for the first few weeks.
After go-live a flat monthly fee covers running it: hosting, database and file storage on paid, backed-up tiers, daily backups with point-in-time recovery, security patching and monitoring. Support is email and phone in business hours, and something broken and stopping work is same business day.
What is quoted separately
New features that do not exist yet. Integrations with other systems. Importing history from an old system. Each is scoped and priced before we start, and you approve the price first, every time.
What the first phase covers
The first phase is usually the part that costs the most time today: enquiries arriving from the website, Google Ads and the phone, and a clear view of which are quoted, won or lost. Once that works, jobs, invoicing links and reports are added in later phases.
Each phase is quoted before it starts, and you use each part in the business before the next one is built.
Reports you ask for
Most owners want a few numbers each week: new enquiries, quotes out, jobs won, and where the good leads came from. The CRM is built to show those on one screen and leave out what you do not use.
Built around your stages
A trade might track enquiry, site visit, quote, booked and invoiced. A professional firm might track enquiry, meeting, engagement and matter. The CRM uses your stages and your names for them, so the team does not have to learn someone else's language.
Hosted and backed up
The CRM is hosted, patched and backed up for you. Your client data stays yours, and a full export is available at any time.
Townsville
A CRM built around your jobs
Off-the-shelf CRMs are built for every business, so most of each screen belongs to someone else. A custom CRM holds your leads, quotes, jobs and clients the way your team already talks about them, with the reports you ask for.
Charlie looks after Custom CRM Townsville enquiries. Call 0415 298 541 and ask for Charlie.
Questions
Custom CRM Townsville: common questions
How is this different from a web app?
A custom CRM is a web app with one job: your leads, quotes, jobs and clients. The web app page covers the other tools a business runs on, such as job cards, checklists and portals.
Can it take enquiries from my website and ads?
Yes. Website forms, calls, Google Ads and social enquiries land in one list with their source attached.
Who owns the data?
You do. If you leave, we export every record and hand it over at no fee.
How long does the first phase take?
It depends on the process, and the quote says. A core system with records, stages and list views is typically weeks, not months.
Does it work on a phone?
Yes. It runs in the browser, so it works on a phone, a tablet or a computer without installing anything.
Related
Often run together
Talk to us
Call 0415 298 541, visit us on Bundock Street in Belgian Gardens, or send the form and we will come back to you within one business day.