Client Management Systems
Never lose track of a client again. We set up CRM systems that keep everything organised, automated, and accessible.
The short answer
How much does a CRM setup cost for an Australian small business?
A CRM setup or rebuild at ZigMax Digital starts from A$1,500 fixed. That covers migrating your existing customer data, designing a pipeline that matches how you actually sell, automating follow-ups, and training your team so the system gets used. We work with HubSpot, Pipedrive, Salesforce or a custom build, and most setups are live within two to four weeks.
- Who it's for
- Australian small businesses losing leads in inboxes and spreadsheets
- Typical price
- From A$1,500 fixed
- Typical timeline
- 2–4 weeks including data migration and training
- Platforms
- HubSpot, Pipedrive, Salesforce, or a custom-built CRM
Last reviewed
Is This Your Reality?
Client chaos is more common than you think. Here's what we hear all the time.
Your Client Management, Sorted
One central system where everything lives. No more hunting for information.
CRM Setup & Customization
A central hub for all client information, tailored to your workflow
Client Onboarding Automation
Streamlined intake processes that make a great first impression
Pipeline & Deal Tracking
Visual dashboards showing exactly where every deal stands
Email Integration
All client communications automatically logged and searchable
Client Portal Setup
Self-service portals where clients can access info and updates
Automated Follow-ups
Never miss a follow-up with smart reminder sequences
How We Get You Organized
A smooth process that gets you from scattered to sorted.
Understand Your Needs
We dive deep into how you currently manage clients, what's working, and what's causing headaches.
Choose the Right System
Based on your needs and budget, we recommend the best CRM solution—whether that's HubSpot, Notion, Airtable, or something else.
Custom Configuration
We set up your CRM with custom fields, pipelines, and views that match exactly how you work.
Data Migration
We carefully migrate your existing client data so nothing gets lost in the transition.
Automation Setup
We build automated workflows for onboarding, follow-ups, and notifications.
Training & Handoff
Your team gets thorough training plus documentation they can reference anytime.
What You'll Get
When your client management is on point, everything else gets easier.
Common Questions
Everything you need to know about CRM setup.
Works Great With
Services that complement your new CRM
Ready to Get Organized?
Let's set up a CRM that actually works for your business.