Custom CRM Setup


Managing customer relationships effectively is crucial for any business, but relying on spreadsheets, email threads, or disjointed systems can lead to inefficiencies, missed opportunities, and poor customer experience. Businesses often struggle with customer data silos, leading to lost leads, disorganised follow-ups, and difficulty tracking customer interactions. Without a centralised system, managing leads, prospects, and existing customers becomes chaotic, resulting in missed sales, inconsistent service, and frustrated teams.

Our Solution


At Growth Local, we specialise in providing Custom CRM Setup services that are tailored to your unique business needs. A CRM (Customer Relationship Management) system is essential for tracking customer interactions, automating workflows, and streamlining your sales process. With a Custom CRM, your business will have a centralised, easy-to-use platform that helps you manage leads, nurture prospects, and build stronger relationships with existing customers.

We take the time to understand your business goals, sales processes, and customer journey, then design and implement a CRM solution that fits your specific needs. Our solution goes beyond simply tracking customer data; it’s designed to enhance your overall workflow and boost productivity across your team.

Key Features of Our Custom CRM Setup:

Lead Management & Automation

Capture, track, and nurture leads automatically so your team focuses more on closing and less on manual follow-ups.

Customisable Sales Pipelines

Tailor sales stages to your unique workflow with automated reminders and status updates to prevent lead drop-offs.

Customer Segmentation

Segment your audience by behavior, interest, or history to deliver highly targeted and personalised communications.

Integrated Communication Tools

Consolidate email, SMS, and social messages in one CRM hub to streamline client communication and track history.

Task & Appointment Automation

Automate daily tasks, meeting reminders, and to-dos to boost team productivity and ensure nothing gets missed.

Reporting & Analytics

Gain real-time insights into lead performance and sales trends with customized, easy-to-read reports.

Custom Dashboards

Visualize your most important KPIs in one place with dashboards built specifically around your business priorities.

CRM Training & Support

We train your team and provide ongoing support so you’re confident using the CRM and ready to scale.

Integration with Existing Tools

Connect your CRM to all your essential tools—website, marketing, payments—for a smooth, end-to-end workflow.

Why Choose Growth Local for Custom CRM Setup?

A Custom CRM can be the game-changer your business needs to streamline operations, improve lead management, and boost customer satisfaction. At Growth Local, we go beyond just setting up a CRM system; we provide a tailored solution that fits your specific workflow and business model.

With our Custom CRM Setup service, you’ll enjoy:

  • Centralised lead and customer management that ensures nothing falls through the cracks.

  • Automated workflows that save time, improve efficiency, and reduce manual errors.

  • Enhanced customer relationships with personalised communication and follow-up.

  • Real-time insights and analytics to make data-driven decisions and optimise your sales strategy

  • Seamless integration with your existing tools and platforms to create a streamlined process.

Our team at Growth Local is dedicated to building a CRM system that works for you, not the other way around. Whether you’re new to CRM or looking to upgrade your existing system, we provide a fully customised solution that enhances your business processes, improves team collaboration, and ultimately drives better results.

Ready to optimise your customer relationship management system?

Contact Growth Local today and let’s discuss how our Custom CRM Setup can help you take your business to the next level.

Connects with the tools you're already using

Growth Local CRM Plans

Starter Plan

  • Unlimited User Licenses

  • Unlimited Contacts

  • Website Builder

  • Website Hosting

  • Website Chat

  • Forms & Surveys

  • Documents & Contracts

  • Unified social media Inbox

  • Calendars

  • Invoices & Payments

  • Subscription products

  • Mobile App

  • Technical Support (9AM-5PM)

Standard Plan

  • Everything in Starter Plan +

  • Email/SMS Marketing

  • Reputation Management

  • Social Media Schedular

  • Workflow Automations

  • Pipelines

  • Opportunities

  • Courses & Communities

Scale Plan

  • Everything in Standard Plan +

  • AI Agents (Voice & Text AIs)

  • Custom Integration with you Job Management Software (JMS)

  • Technical Support (24x7)

FAQ

What is a CRM and why do I need one? 

A CRM helps manage customer data, track interactions, automate tasks, and improve sales follow-up.

Can the CRM be customised for my workflow? 

Yes, we tailor pipelines, automation, and fields to suit your exact business processes. 

Is training provided for my team? 

Yes, we provide onboarding and training so your team is confident using the system. 

Can I integrate CRM with other tools? 

Yes, we integrate your CRM with your website, marketing tools, and payment systems. 

ADDRESS

Ground Floor/470 St Kilda Rd, Melbourne, VIC, 3004