Transform how your Sydney organisation manages relationships, sales, and client service. Salesforce, Dynamics 365, HubSpot. Implemented around your workflow with matter-centric configurations for professional services and client lifecycle management for financial services.
Sydney hosts more than half of Australia’s top-100 law firms, the headquarters of every major consulting practice, and the relationship management teams for the country’s largest financial institutions. In these organisations, a CRM isn’t a nice-to-have. It’s the system that controls client intake, manages conflicts of interest, tracks billable engagement, and ensures no commercial relationship falls through the cracks.
The problem: most CRM implementations treat every organisation the same. They deploy a generic pipeline with stages that don’t match how professional services firms actually win and deliver work. The result is a system nobody trusts, data that’s always out of date, and partners who revert to spreadsheets and memory.
We implement CRM systems your partners and directors will actually use.
We design around your existing workflows. Matter intake with conflict checks, client lifecycle management with KYC triggers, project-centric engagement tracking with billable hours. And integrate with the tools your team already depends on. The result is adoption from day one, not a system collecting dust.
Professional services firms in Sydney’s CBD share a common problem: partner teams that track matters, billable hours, client contacts, and document libraries across four or five different tools, none of which talk to each other. Client data lives in the practice management system. Relationships live in Outlook. Documents live in iManage. And the conflict register is a spreadsheet that hasn’t been updated since the last close call.
A CRM deployed properly becomes the single record for every client relationship. And every commercial obligation tied to it. We configure Dynamics 365, Salesforce, or HubSpot around the workflows professional services firms actually run: matter intake with conflict checks across all prior engagements and related parties, billable time rolled up to partner-level utilisation reporting, client confidentiality enforced through record-level security, and bidirectional integration with practice management and document management systems.
For firms with financial services clients subject to KYC requirements, we add client lifecycle management workflows that trigger periodic reviews, document expiry alerts, and re-verification tasks. Ensuring your compliance obligations are met without manual calendar tracking.
The world’s leading CRM platform. Sales Cloud, Service Cloud, Financial Services Cloud. Deep customisation for complex professional services workflows.
Unified CRM and ERP with native Microsoft 365 integration. Sales, Customer Service, and Marketing modules. Ideal for firms already in the Microsoft ecosystem.
All-in-one CRM with powerful marketing automation. Fast deployment, intuitive interface. Ideal for mid-size firms wanting quick results with room to grow.
We’ll review your current stack, identify what’s slowing your team, and send a clear action plan. Whether you work with us or not.
Book a free CRM review for your Sydney organisation. We’ll map the current state and recommend the right platform with a fixed-price proposal.