Custom CRM or off-the-shelf? An honest decision guide
Five questions that decide it — process, workarounds, cost over three years, integrations, and who owns the data.
Read the guide ⟶Notes on CRMs, automation and running a business with less admin.
What we've learned building and running CRMs for Australian businesses — what to automate first, when to leave HubSpot, and how to design a pipeline people actually use.
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Send it our wayFive questions that decide it — process, workarounds, cost over three years, integrations, and who owns the data.
Read the guide ⟶Speed-to-lead, follow-ups and handovers pay back fastest. Here's the order we use on every build.
Read the guide ⟶One email a month. The three most useful things we learned building and running CRMs that month.
Export, map, test-load, cut over. The migration checklist we run — including the three fields everyone forgets.
Why most pipelines have too many stages, and a simple test for whether a stage should exist at all.
What clients actually want to see in a portal — and the two things builders always want to show that nobody reads.
Where per-task pricing bites, what "runs in your own account" actually buys you, and when Zapier is still the right call.
Seats, add-ons, the integration tier you'll need by month six, and the admin hours nobody puts on the invoice.
Why the first reply matters more than the tenth, and how to send a useful one automatically without sounding like a robot.
These are in progress. Subscribe above and we'll send each one as it lands.
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