IN THIS GUIDE

  1. 01Map the customer journey before the feature list
  2. 02Consider what happens after the sale
  3. 03Choose a practical starting point

Map the customer journey before the feature list

Follow an enquiry through the sale, delivery and ongoing service. Note where information gets lost and which people need the same records.

Consider what happens after the sale

A useful CRM decision includes projects, service, quotes, reporting and the systems already in place. Decide which capabilities need to be connected now and which can follow as the business grows.

Choose a practical starting point

NovaSoft One is our CRM for teams, built in Australia and used worldwide. UPly is a simpler iPhone CRM for freelancers. If you need specialist records or integrations, we can build a custom CRM. Check what’s included and talk through setup before you decide.

Compare implementation, not just licences

Include data preparation, setup, integrations, training and maintenance in the cost comparison. A cheap subscription can still cost more if people need extra tools or spend time copying records.

Ask vendors to demonstrate your workflow

Ask the vendor to show a new enquiry, a delivery handover, a service request and a report your manager needs. You will learn more from those examples than from a tour of every feature.

USE THIS IN PRACTICE

Build a useful CRM shortlist

  1. 01

    Map the customer journey and the teams involved.

  2. 02

    List essential records, permissions and integrations.

  3. 03

    Separate launch requirements from later improvements.

  4. 04

    Prepare representative data and workflow scenarios.

  5. 05

    Confirm implementation, support and exit arrangements.

Common questions

Does choosing an Australian CRM guarantee Australian data hosting?

No. Where a company is based, where support comes from and where your data is stored are three different things. Ask about each one.

Should a small business start with every CRM feature enabled?

Usually not. Start with one process your team will actually use, and add more once it’s working.

EXPLORE THE RELATED CAPABILITY

NovaSoft One

Customers, sales, projects and service in one CRM your whole team shares, with built-in AI.

Explore NovaSoft One