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Delivering CRM Systems for Commercial and Not For Profit Organisations

Based in Melbourne, we offer consultancy, design, software development, implementation, training & change management.

For 30 years we’ve proved that the fastest route to CRM success is platform‑agnostic advice paired with tailored change management, letting every client start fast, iterate quickly, and own the solution long‑term.

Industries We Serve

Financial Services

Whether you’re launching a fintech start‑up or modernising an established advice firm, we design CRMs that meet ASIC and other compliance obligations, unite KYC data and automate compliant workflows, without locking you into one vendor.

Financial Services - Learn More

Not For Profit

Purpose‑driven teams thrive when admin is light. We streamline volunteer rosters, grant tracking and donor nurturing with visual, no‑code automations so staff focus on impact, not spreadsheets. We also give you a way to answer the key question that every funding body asks: What did you do, and how did it help?

Not For Profit Organisations - Learn More

Building & Construction

Major projects rise or fall on data flow, from tender to hand‑over. Our Find ‑ Win ‑ Control framework knits together specifier tracking, variation management and field updates so site teams and the back office stay in lock‑step.

Building & Construction - Learn More

Dealerships & Automotive Retail

Sell three cars, not one. From lead assignment to NPS surveys, our dealership CRM boosts conversions, increases service‑bay bookings and surfaces OEM incentive data—all on a mobile‑ready interface sales staff actually use.

Dealership & Automotive - Learn More

Don’t See Your Sector?

Our team has rolled out tailored CRMs for manufacturing, professional services, distribution, and more.

Ready to Put Customers at the Centre?

Book a 30‑minute discovery call and see how a right‑sized, industry‑tuned CRM can unlock growth—without the enterprise price tag.

Let’s Get Started

FAQ

What makes CRM Strategy different from other CRM consultancies?

We’re independent, platform‑agnostic advisers with 30 years of multi‑industry delivery experience. Instead of pushing one vendor, we match the toolset—SugarCRM, Zoho, Creatio, or emerging technologies and low‑code stacks—to your goals, budget and tech stack.

Are you tied to a particular CRM platform?

No. Our consultants are certified across several leading CRMs, giving you leverage when negotiating licences and total freedom to pivot as your needs evolve.

How do you decide which CRM is right for my organisation?

We work with you to understand your process and organisational needs before discussing technology. Only after understanding what matters to you and why, we run a discovery sprint to map your processes, integrations and compliance requirements, then score short‑listed platforms against those criteria, often using proof‑of‑concept sandboxes so your stakeholders can see indicative user experiences before committing.

What is low‑/no‑code, and why do you recommend it?

Low‑code solutions provide drag‑and‑drop builders and pre‑built integrations that let business users automate workflows without waiting on developers, speeding up time‑to‑value and lowering TCO.

Can you integrate the new CRM with our existing systems?

Yes. If it has an API, file export or even an RPA‑friendly interface, we can connect it. This is common in construction (linking Cordell/BCI data), dealerships (DMS/finance), and nonprofits (finance and donor tools). If it doesn’t have an API, then we can either write custom sync tools or work with you to implement automatic list imports.

Do you offer industry‑specific templates or is everything custom?

Both. We maintain pre‑built accelerators, such as Find ‑ Win ‑ Control for construction, a compliant advice workflow for financial services, volunteer/grant modules for nonprofits, and a mobile lead‑conversion pack for dealerships, which we tune to your processes.

What ongoing support and training do you provide?

Every project includes change‑management workshops, role‑based training, and a post‑go‑live hyper‑care window. After launch you can choose a fixed‑price managed services plan or ad‑hoc expert sessions.

What size organisations do you work with?

Clients range from five‑seat fintech start‑ups to ASX‑listed manufacturers and national nonprofit networks. The common thread: a desire to use CRM as a growth engine rather than a glorified address book.

How do we get started?

Book a 30‑minute discovery call. We’ll clarify goals, scope and success metrics and outline a phased roadmap, often starting with a low‑risk pilot in one department before scaling.

Case Studies

Finance

Financial Advisors use CRM for better conversion.

The Problem: High customer interest, low conversion.

The Need: A financial advisor and brokerage firm was consistently missing sales targets. Attendance for events and client information evenings was high, and lead indicators suggested a strong appetite for their services. This was not reflected in sales.

How We Helped: We designed a custom reporting system for senior management, running from realtime sales and events data. This showed which advisors were doing well, and where they excelled, as well as where the underperforming advisors were falling short in their sales process.

The Result:The client rejuvenated the sales team, supporting this by a strong onboarding and education processes. At the conclusion of the programme, sales targets were not only met, but exceeded.

Distribution

wine glass

Beverage distributor increases efficiency to improve sales.

The Problem: Inefficient client visits and low sales.

The Need: A beverage distributor had sales people travel to retail outlets to schedule and conduct tastings and take orders for new products. They needed an automatic visit planner to schedule visits, record orders, check realtime market prices and find nearby customers in case a meeting was canceled.

How We Helped: CRM Strategy created a sales process management and ordering solution that automated schedules, presented relevant buying statistics with inbuilt ordering functionality and a way to plot nearby customers on a map. In addition, it provided a way to record feedback from tasting sessions so the sales person was always up to date on how consumers felt about the product.

The Result: Increased efficiency in the ordering process, with realtime data placing the sales person in a stronger position to negotiate. With no wasted time due to cancelled meetings and improved order tracking, the company saw a large ROI with high sales.

Health

doctor

Private health insurers unify systems.

The Problem: Too many systems.

The Need: A consortium of health funds needed a single, unified system to help manage leads and convert them to memberships which were stored in a common business system.

How We Helped: With extensive consultation with the client consortium, we delivered an end-to end lead conversion process which was APRA compliant with data security and performance monitoring. This integrated with a digital signing platform to enable signing of membership, claims and government documents, as well as with call centre and workforce planning to deliver a holistic contact centre solution.

The result: A single unified platform common to all users in the consortium. Improved customer experience and enhanced communication with all parties in the transaction. Better reporting resulted in clearer understanding of lead demographics, including location, gender, average number of touch points with consultants. Most importantly: Delighted clients.

Manufacturing

manufacturing

Manufacturers reduce costs.

The Problem: Compliance, sales and project planning in a regulated environment.

The Need: A manufacturing and installation organisation in a heavily regulated sector had a number of discreet systems to manage end-to-end sales, installation and compliance processes. In addition to high individual licensing costs, each of these systems had a different user experience. Standardising processes was impossible.

How We Helped: We built an end-to-end system that delivered all of the sought outcomes and added additional value with automated lead followups, tracking variations during project delivery, integration with compliance systems, and a custom mobile application to track project execution. This was all wrapped in near real-time reporting to assist in planning and forecasting.

The Result: Higher sales through more efficient sales engine. Reduced operational costs through an integrated project execution system. Lower software licensing fees. Better visibility to planning and forecasting. Full compliance with government regulations for the sector.

CRM Strategy – Your Australian CRM expert

CRM Strategy is an Australian CRM consultant and technology agency.

With over 30 years’ experience solely developing CRM solutions in Australia across many industry verticals, we’ve delivered hundreds of successful projects.

We offer CRM consultation services and bespoke CRM system design, including web applications.

We partner with industry leading technologies including Sugar CRM, Zoho and Amazon and have a full time Australian-based staff comprising Analysts, Data Scientists and custom CRM developers, all supported by a friendly and dedicated Customer Success Team.

We offer CRM solutions for small business, large enterprise and businesses in-between.

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Delivering CRM Systems for Commercial and Not For Profit Organisations

For 30 years we’ve proved that the fastest route to CRM success is platform‑agnostic advice paired with tailored change management, letting every client start fast, iterate quickly, and own the solution long‑term.

Industries We Serve

Financial Services

Not For Profit

Building & Construction

Dealerships & Automotive Retail

Don’t See Your Sector?

Ready to Put Customers at the Centre?

FAQ

Case Studies

Financial Advisors use CRM for better conversion.

Beverage distributor increases efficiency to improve sales.

Private health insurers unify systems.

Manufacturers reduce costs.

CRM Strategy – Your Australian CRM expert

CRM Strategy is an Australian CRM consultant and technology agency.

Let’s Get Started!

Hello

Contact

Address

Trust and Security

Office Opening Hours

Delivering CRM Systems for Commercial and Not For Profit Organisations

For 30 years we’ve proved that the fastest route to CRM success is platform‑agnostic advice paired with tailored change management, letting every client start fast, iterate quickly, and own the solution long‑term.

Industries We Serve

Financial Services

Not For Profit

Building & Construction

Dealerships & Automotive Retail

Don’t See Your Sector?

Ready to Put Customers at the Centre?

FAQ

Case Studies

Financial Advisors use CRM for better conversion.

CRM Strategy – Your Australian CRM expert

CRM Strategy is an Australian CRM consultant and technology agency.

Let’s Get Started!

Hello

Contact

Address

Trust and Security

Office Opening Hours

For 30 years we’ve proved that the fastest route to CRM success is platform‑agnostic advice paired with tailored change management, letting every client start fast, iterate quickly, and own the solution long‑term.