The core
A pipeline you can actually trust
Every enquiry from your website, inbox and ads lands in one pipeline on its own, with the next step already assigned. No copy-paste, no lead sitting in a drafts folder.
CRM systems NZ
A CRM tuned to how you actually work.
Custom CRM software for New Zealand businesses: contacts, pipeline, jobs and follow-ups in one system, kept up to date by automation instead of admin.
Most Kiwi businesses don't need more software. They need the tools they already pay for working as one system.
What you get
One CRM, everything connected.
Automated follow-up
No lead goes quiet
Reminders, follow-ups and nurture emails send themselves. The CRM chases the lead so nobody has to remember to.
Connected
Talks to Xero, Gmail and your website
Quotes and invoices flow to Xero, email history attaches itself to the right contact, and website enquiries arrive as leads, not notifications.
Visibility
Dashboards that answer the Monday questions
What is the pipeline worth, which jobs are stalled, who needs a call today. One screen, current by itself, no report-building.
Yours
Built on your tools, owned by you
We build on platforms you already pay for, so there is no per-seat licence creeping up as you hire, and no lock-in to us.
How a build runs
From mess to system, in phases.
Phase 01
Map how the work actually flows
Before any build: where leads come from, where jobs stall, which spreadsheets are quietly load-bearing. The diagnostic does this in five minutes; a build starts with the deeper version.
- Process audit
- Tool stocktake
Phase 02
Design the pipeline and the data
Stages that match how you actually sell, fields that match what you actually need to know, and the automation map: what fires when, and who gets told.
- Pipeline design
- Data model
Phase 03
Build, connect, migrate
The system gets wired to your website, inbox and Xero, your existing contacts and history come across cleaned up, and the automations go live one at a time.
- Integrations
- Migration
- Automations
Phase 04
Handover, training, tuning
Your team learns the system on their own work, not a demo. Then it gets tuned against reality: the follow-up timing, the dashboard questions, the edge cases.
- Training
- Support
Straight answer
Do you even need a custom CRM?
Honestly, maybe not. If an off-the-shelf CRM fits the way you sell, use it, and we will tell you so in the first conversation.
Custom earns its keep when your process does not fit the template: quoting lives in Xero, jobs live in a spreadsheet, comms live in Gmail, and every tool holds a different version of the truth. Off-the-shelf CRM software makes you work its way. A custom CRM system works yours.
It also changes the economics. Per-seat CRM subscriptions climb as you hire; a system built on tools you already pay for is yours, priced once, and shaped exactly to the work.
CRM questions, answered
The questions every CRM conversation starts with, answered straight.
Contact usReady for a CRM that runs itself?
Tell us how your business runs today, or take the five-minute diagnostic and see where a CRM would pay off first. No obligation, just a conversation.