Newcastle · Web and software development
A CRM software development company in Newcastle that builds around how your team sells.
Off-the-shelf CRMs often force your team to work their way. As a CRM software development company in Newcastle, we build around the way you quote, follow up and close.
At a glance
- Custom CRM builds
- HubSpot and Salesforce extensions
- Email and phone links
- Pipeline reporting
CRM software development company in Newcastle: what to expect
A CRM software development company in Newcastle designs custom customer systems and extends existing ones. We map your sales steps, build the screens and reports and connect email, phone and accounting tools.
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 full service guide? Read about our CRM software development page.
Pipeline design
Stages that mirror your sales process.
Contact records
One view of every customer.
Quotes
Created and tracked in one place.
Email and phone
Conversations logged automatically, tested before it goes live.
Automation
Follow-up that happens on time.
Reports
Forecasts leaders can trust.
In Newcastle
Sales systems for teams that quote, follow up and close
Newcastle contractors, suppliers and professional firms often win work through long relationships and repeat quotes, tracked in inboxes and spreadsheets. A CRM software development company in Newcastle gives each opportunity an owner, a next step and a date, so follow-up never depends on one person's memory.
From our Perth base we support Newcastle clients through video, messages and shared files. The time difference is small, so most questions get an answer the same day, and meeting in person is always an option.
- Quotes and next steps tracked
- Won jobs flow to costing
- Phone-friendly entry
Common situations
What Newcastle clients usually ask us to solve
Contractors and suppliers quoting repeat work
Contractors and suppliers quoting repeat work lose track of revisions and follow-ups. A CRM records each quote, its stage and its next step, so nothing is forgotten.
Professional services
Firms manage referrers, clients and matters. A CRM shows who referred whom, when you last spoke and what is outstanding.
Training providers
Training providers receive enquiries from many channels. A shared record shows each contact and their stage from enquiry to enrolment.
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 map: How leads move from enquiry to customer
- CRM build or set-up: A system configured around your steps
- Training notes: Short guides for each role
- 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 fall through the cracks
- Quotes live in email
- Reports take hours to assemble
- Your CRM does not fit your process
Compare
Custom CRM or HubSpot and Salesforce?
| Compare | Custom CRM | Standard CRM |
|---|---|---|
| Fit | Exact | General |
| Setup effort | Higher | Lower |
| Control | High | Moderate |
| Best for | Unusual sales processes | Common processes |
How we work
Our process, step by step
Map
We trace how leads become customers.
Design
We plan stages, fields and reports.
Build
We configure or create the CRM.
Connect
We link email, calendar and accounting.
Train
We teach each role and refine.
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 →More users need more roles, more training and clearer rules for entering data.
Several products or services mean several pipelines to design and report on.
Each linked tool, such as email or accounting, adds testing and upkeep.
Importing old records takes cleaning, de-duplicating and agreeing what to keep.
Custom reporting needs design time and checking with the people who use it.
Technology
Tools and technologies we use
CRM platforms
Custom build
Integrations
Why Kedra Digi
Why Newcastle 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 Newcastle clients work with us by video, shared files and clear milestones, and we can arrange to meet in person when that helps.
Can you work with HubSpot or Salesforce?
Can you build a CRM from scratch?
Will it connect to our email and phone?
Can you import our old contacts?
Will it give us a sales forecast?
Can sales staff use it on phones?
Can a CRM track quotes and long sales cycles?
Can it link to our accounting and job systems?
How do we get field staff to use it?
What reports will we see?
Related services
Often paired with this service
Software maintenance
Software does not stand still.
Learn more →Website maintenance company
A neglected site becomes a risk.
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Slow pages cost enquiries.
Learn more →See all development services in Newcastle → Explore our development services →
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]