Workflow and record design
We map how a customer moves through your business and who handles each step, then agree a small first release and how we’ll know it works.
CRM implementation & migration
CRM setup, migration
and training
Bought a CRM but your team still lives in spreadsheets? We set it up, move your data across and train your people so it actually gets used.
Remote support worldwide · onsite in Sydney
When implementation support is useful
You might already know which CRM you want, but your customer records are scattered and every team does things its own way. We turn that into one shared process, set the CRM up to match, and make sure people keep using it after launch.
We can implement NovaSoft One or the CRM you already use. If you need something truly specialist, a custom CRM is quoted separately, but we always check what a ready-made product can do first.
What the implementation includes
Configuration and access
We set up the fields, pipeline stages and permissions you need, and check your plan actually includes the features you’re counting on.
Data preparation and migration
We clean up your existing data, remove duplicates and match it to the new system, then test the move before doing it for real, with a fallback if anything goes wrong.
Training and handover
Your team learns with hands-on practice, and you get written instructions for running the CRM day to day.
Pilot the handover before the wider rollout
Before moving everything, we test with a handful of real records, including an awkward one like a duplicate customer or a changed order. The people who do the work check the result.
We agree who signs off the moved data, how everyone logs in and which system is the one to trust. If old and new run side by side for a while, everyone knows which one to update. Any open issues are listed, with a clear call on whether they hold up launch.
Bring the current process to the first conversation
- The customer journey you want to improve and the people involved.
- The current CRM, spreadsheets and other source systems.
- Representative records with sensitive details removed.
- Required integrations, reports and access boundaries.
- A responsible person for business decisions and acceptance.
- Any scheduling, data-location or recovery requirements.
If you are still selecting a product, use the UPly and NovaSoft One comparison. If the requirements are specialist, explore custom software and CRM development.
Questions before the work starts
Can the rollout happen in stages?
Yes. Start with one process and a small group of users, then roll out further once it’s working.
Can you migrate every field from our existing system?
Usually most of it. We check your existing data and the new system first, then agree exactly what moves and how we’ll confirm it’s correct.
Is ongoing support included?
If you want us to. Ongoing support is optional and written into your agreement.
Keep exploring
What to send with your enquiry
A practical next step
Tell us what needs to work
Tell us what you use now, what you want to achieve and who’s involved.