Pipeline design
Stages that match how your sales actually move, the fields each stage needs, and clear rules for when a deal moves on or is marked lost.
CRM & marketing automation in Melbourne, built around how you sell
A Melbourne CRM consultant for small and mid-sized businesses. We choose and set up HubSpot, Zoho, GoHighLevel or Pipedrive, connect your website and tools, migrate your data and build the follow-up that stops leads going cold.
Send enquiryAustralian team
Based here, working your hours, not a timezone away
144+
projects delivered
Over 10+ years building and maintaining sites for Australian businesses
One developer, start to finish
The same person every time: no re-explaining your site
Straight answers, on your terms
We only take work we can finish. Ask us anything first: no obligation
In short
CRM and marketing automation puts every lead and customer in one system and has that system do the follow-up: assigning new enquiries, sending nurture emails, reminding staff about stalled deals and reporting on the pipeline. CloudyWP is a Melbourne-based CRM consultant working with businesses in Melbourne and across Australia. Implementations start from $300 AUD and most run up to $8,000, with optional support afterwards at $500 to $1,500 a month.
What does CRM and marketing automation include?
A complete implementation covers the seven pieces below. Smaller projects pick the ones that matter most right now.
CRM setup
HubSpot, Zoho CRM, GoHighLevel or Pipedrive configured with your users, permissions, properties, deal stages and saved views, so the team opens it to a useful screen.
Website and form integration
Every enquiry form, booking tool and lead ad feeding the CRM with its source recorded, so you can see which channel produced which customer. On WordPress sites this ties in with our WordPress automation work. Forms built in Fluent Forms can pass entries straight to the CRM, and tools without a native connection can be joined through Zapier automation.
Lead assignment and tasks
New leads assigned by area, service or in rotation, with a task created for the owner and a reminder if nothing happens within the time you set.
Email nurture sequences
Welcome, follow-up and re-engagement emails triggered by what a contact does, sent with consent and an unsubscribe link as Australia’s Spam Act requires.
Data migration
Contacts, companies, deals and history moved from spreadsheets or an old CRM, de-duplicated and cleaned on the way in.
Reporting
Dashboards for pipeline value, conversion by lead source and time spent in each stage, built only from fields the team genuinely fills in, so the numbers can be trusted at the Monday meeting.
Which CRM should a Melbourne business choose?
There is no best CRM, only a best fit. We implement several and recommend the one that suits how you work and what it will cost at your size.
- HubSpot is easy for teams to adopt and has a free CRM tier. Marketing automation and advanced workflows sit on paid tiers, and the price rises with contacts and seats, so we model that cost before you commit.
- Zoho CRM is highly configurable and good value, and suits businesses already using other Zoho apps. It takes more setup to feel tidy.
- GoHighLevel bundles CRM, email, SMS, booking and funnels in one subscription. It suits lead-heavy service businesses that want a single tool, at the cost of some depth in each area.
- Pipedrive is a clean, sales-first pipeline tool for small sales teams who mainly need deals tracked and followed up.
If you already have a CRM the team half-uses, the answer is often to fix it rather than move. Changing platforms costs a migration and a period of retraining, and we will say so when staying put is cheaper. Simpler connections between a CRM and other apps can also be built in Zapier or Make.com; the business automation page covers that wider work.
How does a CRM implementation run?
Most CRM and marketing automation setups take around three weeks. Larger implementations with several integrations take longer, and the quote says how long.
Map the sales process
How leads arrive, who handles them, what happens at each step and where they currently get lost, including the informal steps people do from memory.
Configure the CRM
Pipeline, properties, users and permissions set up in your own account, under your billing.
Connect and migrate
Forms, booking tools, accounting and email linked in. Existing data is cleaned, de-duplicated and imported, with a test import you check before the full one.
Build the automation
Assignment rules, tasks, reminders and nurture emails, each tested with sample contacts before real ones go through.
Train the team
Short sessions with the people who use it daily, plus recorded walkthroughs, so the CRM becomes where work happens rather than an extra chore.
Support after launch
Optional monthly support at $500 to $1,500 for new automations, reporting changes and keeping the data tidy.
Why do CRM projects stall?
Most CRM projects that fail do so quietly. These are the patterns we design against.
Built for an imagined process
Stages copied from a template that do not match how the business sells. The team works around them and the data stops meaning anything.
Too many required fields
If logging a call takes two minutes, people stop logging calls. We keep required fields to the ones reports actually use.
Dirty data on day one
Importing duplicates and dead contacts unchanged makes the first reports wrong, and trust in the system never recovers.
Automation nobody can see
Emails sent by workflows no one remembers building. Every automation we build is named, documented and listed.
No owner inside the business
A CRM needs someone on your side who owns it. We help you choose that person and train them first.
Emails without consent
Adding every contact to a newsletter breaches the Spam Act and damages your sender reputation. Consent goes into the forms from the start.
How much does CRM and marketing automation cost in Melbourne?
A CRM and marketing automation project starts from $300 for a focused piece of setup, such as connecting your website forms or building one nurture sequence. A full implementation with integrations, migration and automated workflows runs up to $8,000. Every project is a fixed quote after the mapping session.
The CRM platform charges its own subscription, billed to you by the provider. After launch, optional support is $500 to $1,500 a month, or $100 an hour for one-off changes.
A focused setup
One piece done properly: forms into the CRM, a nurture sequence, or a pipeline rebuilt. From $300.
A full implementation
Platform choice, configuration, integrations, migration, automation and training. Up to $8,000.
Ongoing support
New automations, reporting changes and data housekeeping each month: $500 to $1,500 a month, optional.
Choosing a CRM consultant or marketing automation agency?
CRM projects fail quietly. Someone configures it, the team half-adopts it, and eighteen months later the real pipeline is back in a spreadsheet. If you are comparing CRM process & integration services, looking for a marketing automation agency Melbourne businesses can actually reach, or replacing a marketing automation consultant who has gone quiet, this is how we approach it.
The pipeline first, the CRM second
We map how leads actually move through your business before touching any configuration: including the steps people do informally and never mention. A CRM configured around an imagined process is the reason most of them end up abandoned.
Your data stays yours
Everything is built in your accounts, under your billing. CRM automation services that live in an agency workspace are a hostage situation waiting to happen, however good the relationship is today.
Taking over a half-configured CRM
Inheriting a part-built HubSpot, Pipedrive or Zoho setup is normal work for us. We document what is there, work out what is actually being used, and cut the rest rather than building on top of it.
What to ask any CRM or marketing automation agency
- Whose account is the CRM in, and whose card is on the subscription?
- What happens to the automations and the data if we stop working together?
- Is the process documented somewhere I can read, or only inside the tool?
- Who fixes it when an integration breaks, and how fast: in writing?
If the answer to the first question is "ours", stop there.
What our clients say
4.6 from 9 reviews
CRM & marketing automation questions
What is CRM and marketing automation?
A CRM holds your leads and customers and shows where each one sits in your sales process. Marketing automation is the layer on top that sends follow-up emails, assigns leads and reminds staff automatically, so fewer enquiries are forgotten.
How much does CRM and marketing automation cost in Melbourne?
Projects start from $300 for a focused piece of setup and run up to $8,000 for a full implementation with integrations, migration and automated workflows. The CRM subscription is billed separately by the provider. Optional support afterwards is $500 to $1,500 a month.
Which CRM platforms do you work with?
Mainly HubSpot, Zoho CRM, GoHighLevel and Pipedrive. We recommend one based on how you sell, your team size and what it will cost at your number of contacts, and we will work with your existing CRM if it can be made to fit.
Can you migrate our data from another CRM or from spreadsheets?
Yes. We move contacts, companies, deals and history, de-duplicating and cleaning them on the way, and run a test import for you to check before the full move.
How long does a CRM setup take?
Most CRM and marketing automation setups take around three weeks, covering configuration, migration, automation and testing. Larger implementations with several integrations take longer, and the quote sets that out.
Do you only work with Melbourne businesses?
No. We are based in Melbourne and work with businesses across Melbourne and the rest of Australia, mostly over video calls and shared screens. We are open all week, 9 to 5 AET.
Do our marketing emails need consent?
Yes. Australia’s Spam Act 2003 requires consent, accurate sender details and a working unsubscribe option on commercial emails. We build consent capture into your forms and sequences so your automation stays compliant.
Will our team actually use the CRM?
That depends mostly on the setup. We keep required fields few, match the pipeline to how you sell, and train the people who use it daily. A CRM that saves the team time gets used; one that adds work does not.