Melbourne · Web and software development
A CRM software development company in Melbourne, Australia that builds around how your team really sells.
Packaged CRMs make you bend your sales process to fit the tool. A CRM software development company in Melbourne builds the system around how your team actually sells, services and follows up.
At a glance
- Custom CRM builds
- HubSpot and Salesforce extensions
- Email and phone links
- Pipeline reporting
CRM software development company in Melbourne: what to expect
A CRM software development company in Melbourne designs and builds customer relationship systems tailored to your pipeline. We handle data migration, links to email and accounting, reporting and training, so people actually use the result.
Who it suits
Sales and service teams losing leads between inboxes, calls and quotes.
What you get
A CRM built around your pipeline, linked to email, calendars and accounting.
How we start
We map how leads become customers and where they get lost today.
Why it helps
Follow-ups happen on time, and leaders see the pipeline at a glance.
What we cover
What goes into your build
The pieces that make up the service.
Want the national picture? Read about our CRM software development page.
Mapping the process
How leads become customers today.
Custom CRM
Screens and rules that match your pipeline.
Extensions
Add-ons for HubSpot, Salesforce or Zoho.
Automation
Reminders, follow-ups and task creation that happen on their own, at the right moment.
Integrations
Email, calendars, accounting and forms.
Dashboards
Pipeline and performance at a glance.
In Melbourne
A CRM that suits Melbourne sales teams
Melbourne sales and service teams are often mobile, moving between meetings and client sites, so the CRM has to work on a phone without a fight.
We train your people on video in short sessions and check back after go-live to see what is actually being used. A CRM software development company in Melbourne should care about adoption as much as code.
- Built around your sales process
- Data cleaned and migrated carefully
- Training delivered by video
Common situations
What Melbourne clients usually ask us to solve
Teams selling projects or tenders
Long sales with several decision makers need stages, approvals and reminders that generic tools struggle to model. A tailored pipeline keeps deals moving and visible to managers.
Service firms tracking relationships
Agencies, advisers and clinics need a full history of every contact, quote and job. A shared record lets anyone pick up a conversation without asking the customer to repeat it.
Companies outgrowing spreadsheets
When contacts live across several files and inboxes, follow-ups slip. We clean and migrate the data, then give staff one system with reminders and reports they will open.
What's included
What comes with this service.
The essentials of the service, plus the standards that come with everything we do. No hidden extras.
Request a proposal →- Pipeline design: Stages that mirror your real sales steps
- Data clean-up: Duplicates removed before import
- Adoption plan: Training and check-ins after launch
- Free discovery call: a short chat about your goals before you commit
- Files you own: every asset and editable source file handed over to you
Is it right for you?
When custom development makes sense
- Leads get lost in inboxes
- Your CRM is cluttered and ignored
- Quotes and jobs need linking to contacts
- You want clear sales reporting
Compare
Custom CRM or off-the-shelf?
| Compare | Custom CRM | Off-the-shelf CRM |
|---|---|---|
| Fit | Exact | Close |
| Speed | Longer | Quick |
| Cost model | Build then maintain | Per-user licence |
| Flexibility | High | Limited |
How we work
Our process, step by step
Discover
We map how leads become customers and where they get lost.
Design
We plan fields, stages and reports that match your real process.
Build
We configure or develop the CRM and connect your tools.
Connect
We link email, calendars and accounting so data is entered once.
Adopt
We train your team and check back after go-live to see what is used.
Built around you
Every project is quoted on your needs.
No one-size packages. After a free discovery call, you get a clear, itemised proposal based on what your business actually needs.
Request your proposal →The number of sales and service staff affects permissions and training.
More stages and rules in your sales process mean more configuration.
Email, calendars and accounting each need to be connected and tested.
Existing contacts need cleaning and de-duplicating before they are imported.
The dashboards leaders want decide how we structure the data.
Technology
Tools and technologies we use
CRM platforms
Custom build
Integrations
Why Kedra Digi
Why Melbourne businesses choose Kedra Digi.
Strategy, design, development and marketing together.
Itemised deliverables before work starts.
Files, code and accounts are handed over.
Kedra Digi is an Australian-owned digital agency based at 5 Murphy Street, O'Connor, Perth. Our Melbourne clients work with us by video, shared files and clear milestones, and we can arrange to meet in person when that helps.
Can you extend HubSpot or Salesforce?
Will you import our contacts?
Can staff use it on phones?
Will it link to Xero or MYOB?
Do you train the team?
How is it quoted?
Can you move our data from spreadsheets or an old CRM?
Can the CRM connect to our accounting software?
Customise an existing CRM or build new?
Can our existing data be moved across?
How do you get staff to adopt it?
Will it connect to email and accounting?
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Free discovery call
Ready to talk about your project?
Tell us what you are working on. We will reply within one business day with honest advice.
Prefer email? [email protected]