CRM and automation that actually connects
CRM, automation and integrations that connect your entire business
Getting a lead is one thing. Knowing what happens next is where most businesses fall short. As a Melbourne HubSpot Solutions Partner, we design and implement CRM, automation, AI agents and integrations that connect marketing, sales and customer service into one working system, alongside the website and marketing we also build.
CRMs are usually bolted on, not designed in.
That’s where things start to fall apart.
- Customer data spread across disconnected tools
- Manual handoffs between marketing and sales
- Automation nobody fully understands or trusts
- No clear view of the customer lifecycle
- AI features switched on in HubSpot, but nobody’s sure what they do.
A CRM should be the connective layer, not another silo.
What a connected CRM should do
- Give every team the same view of the customer
- Automate the repetitive, without hiding how it works
- Integrate cleanly with your website, platforms and tools
- Report clearly on what’s happening at every lifecycle stage
Our services
CRM Strategy & Setup
Built around your business, not the other way around.
Marketing & Sales Automation
Systems that work while you don’t.
Systems Integration & Middleware
Everything connected properly.
Customer Data Platforms
One version of the truth.
Reporting & Insights
Clarity across your customer journey.
HubSpot AI Agents & Automation
Process configured, connected to correct data.
From strategy to delivery
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Requirements and lifecycle mapping
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Platform setup and configuration
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Integration and data alignment
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Automation design
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Testing and rollout
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Ongoing optimisation
Our approach
Lifecycle clarity
Customer lifecycle stages are clearly defined and supported across systems, from first interaction through to retention.
System integration
CRMs are integrated cleanly with websites, platforms and supporting tools to avoid silos and duplication.
Governed automation
Automation is structured, documented and maintainable, ensuring systems remain reliable as complexity increases.
Work: Paysauce
“Website forms trigger automated HubSpot sequences, so every Paysauce lead is followed up consistently.
Frequently asked questions
About CRM, automation & integrations
What's included in CRM, Automation & Integrations services?
CRM, Automation & Integrations covers CRM strategy and setup, marketing and sales automation, systems integration and middleware, customer data platforms, and reporting and insights — delivered by a HubSpot Solutions Partner.
What's the difference between HubSpot and Salesforce?
Both are strong CRM platforms suited to different situations, depending on sales complexity, existing systems and team size. See our comparison, HubSpot vs Salesforce: which CRM is right for Australian businesses, and our Salesforce development page.
What does marketing and sales automation include?
Marketing & Sales Automation covers lead nurturing workflows, behaviour-based triggers and lifecycle automation, documented so your team can maintain workflows after handover. See CRM and marketing automation integration for more.
What is a customer data platform, and do we need one?
A CDP unifies customer data across systems into one accurate view — many businesses can achieve this with HubSpot's native tools before needing a dedicated CDP. See Customer Data Platforms and our guide on reducing duplicate data at the source.
Once CRM and automation are set up, how does this connect to marketing?
Connected CRM data feeds directly into Marketing, Content & Creative Production, so campaigns, email and reporting all draw from the same accurate customer data rather than separate spreadsheets.
