Custom CRM development in Melbourne
Melbourne has one of the country's strongest mixes of manufacturing, wholesale, health and professional services. These businesses usually run on a patchwork of Xero or MYOB, spreadsheets and a CRM that doesn't quite fit.
Who we work with in Melbourne
We hear most from Melbourne distributors managing trade accounts, health and NDIS providers handling referrals, and firms whose client data is scattered across inboxes.
- Wholesale and distribution
- Allied health and NDIS providers
- Manufacturing
- Accounting and law firms
Melbourne is on the same time zone as our team for most of the year, so calls fit easily into your working day.
Why Melbourne businesses choose a custom CRM
Your data stays in Australia
We host your CRM in Australian data centres (Sydney) by default, so client records never leave the country unless you want them to.
Built around the Privacy Act
Access controls, audit logs, consent records and data export are designed in from day one to help you meet the Australian Privacy Principles.
Xero, MYOB and local tools
Invoices, payments and contacts sync with the accounting and job tools Australian businesses already use, without a connector subscription in the middle.
AUD, GST and local time
Quotes in Australian dollars plus GST, invoices from an ABN, and a team on Australian business hours who answer the phone.
Tools we connect
Xero, MYOB, QuickBooks Online, ServiceM8, simPRO, Employment Hero, Deputy, Cliniko, and anything else with an API.
Questions from Melbourne
Can the CRM handle trade accounts and price lists?
Yes. We build account records with tiered price lists, rep notes and reorder reminders, and sync orders and invoices with your accounting system.
Our health records are sensitive. Where are they stored?
In Australian data centres, with role-based access and an audit log of who viewed or changed each record.
Also working in Sydney, Brisbane, Perth, Adelaide, Canberra, Gold Coast, Newcastle.
Talk to the Australian team
Monday to Friday, 8am to 6pm AEST. CustomCRMPros, ABN 88 750 714 074.