Smarter CRM Decisions. Bigger Savings. Better Results.

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

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Expert Guidance & Mentorship

  • Many clients rush to buy tech first and then wonder why it fails.
  • We provide a mentored, concierge experience that ensures successful implementation.

Agnostic, Unbiased Advice

  • Unlike vendors, we don’t push one solution.
  • We work across multiple vendors and select the best technology for your needs.

Fast Implementation & Immediate Value

  • Our pre-cooked solutions allow a low-cost entry, helping businesses get started quickly.
  • We provide structured playbooks that align with industry best practices.

Specialist Solutions for Complex Needs

  • If out-of-the-box solutions won’t work for you, we help with customised, integrated solutions.
  • We bridge the gap between standard software and real business challenges.

Negotiation Power & Cost Savings

  • Vendors treat individual clients as small deals, offering little flexibility.
  • We leverage a large vendor book of business to secure better deals and support.

We Understand the Market & Your Needs

  • 30+ years of experience means we know why CRM projects fail and how to prevent it.
  • We align strategy with business needs, not just technology implementation.
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Some feedback we’ve received…

My experience of the team broadly at CRM Strategy is positive. From an organisational sense, we have felt supported, listened to and that CRM Strategy values working with us despite probably being at a smaller scale than many other customers you work with. There is clearly a culture of collaboration, focusing on solutions, actively listening to client needs and balancing the technical with the functional outcomes. I noticed very quickly the improvement in project documentation, resource and sprint planning and the leadership across the team members . From our perspective, it’s clear CRM Strategy has a great team of technical people that work hard for their clients, including us.

Sage Michaels

Project Delivery Manager

The CRM Strategy team, led by Brett, has revolutionised our business approach. Brett’s in-depth knowledge of Customer Relationship Management is unmatched and his team’s work ethic and dedication are exemplary. It is precisely this hard work and dedication that was required to deliver a complex, long and gruelling implementation of SugarCRM to our dealer network across Australia and New Zealand. The results are tangible – enhanced efficiency, streamlined communication and an overall improved customer experience. I highly recommend Brett and his team for their exceptional contributions to our success in implementing a robust CRM solution.

Andrew Fogarty

Business Analytics Manager

Sequoia Superannuation employed CRM Strategy for a long, complex project to improve our current systems with absolutely minimal disruptions to clients and staff operations. They have achieved both of these requirements whilst offering guidance and constructive suggestions along the way. Being able to understand our problem and actively assist us to improve, is vastly different from doing just what we ask. The latter has far less value, the former is invaluable. Thanks Brett, Jac & Team. Keep it up.

Brent Jones

Director

I have found CRM Strategy to be a very knowledgeable and supportive company built around sound expertise and a strong passion for CRM solutions. They openly listen to our challenges, are very willing to assist and then work collaboratively to find a solution. Communication is excellent and we are informed every step of the way by providing clear resolution pathway, budget and timings. Over the past few years, we have developed a strong relationship built around open, honest and transparent conversations that has developed a level of trust and comfort to continue on for years to come.

Pablo Neira 

Strategy & Innovation Manager

Doctors Health Fund logo

I will say you guys are leagues ahead of Salesforce, Hubspot etc… You actually saw the vision that I have for the project and how impactful it can be for our business. In addition to this, you only had a day to really get your head around it! Really impressed with you and your team…

I spoke to maybe 15 different CRM providers, and most of the feedback was, “this is what you are looking to do,  and this is how we can do it.”  You guys flipped that, and said why stop there, we can also do this…

Will Todd

Institutional Sales Trading

Bell Potter logo

CRM for Wholesale

Delivering just-in-time stock management and demand-driven ordering to provide each person in the value chain with exactly what they need to handle the transaction, with little to no need for middle-management supervision.

Learn more here.

CRM for Financial Services

You have an idea to deliver a new financial service to the market, and the idea is so novel that there isn’t a solution available. Do you build a bespoke platform from scratch, or do you try to buy something close and integrate? What are your options?

Learn more here.

CRM for Building & Construction

How do you ensure that the next team gets what they need early so there isn’t a break in the quality chain?  We protect all aspects of the value-chain and run to a quality process, but still provide market agility to gain new business in changing times.

Learn more here.

CRM for Nonprofits

As you grow, the number of people focused on programs scales and the need to manage stakeholders, councils, groups, activities and projects expand. Do you solve this with endless spreadsheets and word documents, or is there another way? 

Learn more here.

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