Professional services
CRM for professional services.
AIOC builds crm setup & overhaul for Australian professional services businesses. We set up or rebuild your CRM so every lead has a source, every deal has a next step, and follow-up happens automatically.
The problem
- Proposals that stall
- Utilisation hidden in spreadsheets
- Partners asking for numbers weekly
What we build
- Pipeline and stage design
- Lead capture from web, ads and phone
- Email and SMS sequences
- Data clean-up and migration
- Team training
What changes
- Every lead tracked to its source
- Automated follow-up so nothing goes cold
- Clean pipeline reporting for the owner
Numbers we track for professional services
Proposals won, Utilisation, Billings vs target, Pipeline value.
Questions
How does crm work for professional services?
We set up or rebuild your CRM so every lead has a source, every deal has a next step, and follow-up happens automatically. For professional services businesses we focus on proposals won, utilisation, billings vs target.
Which CRMs do you work with?
Pipedrive, HubSpot, Salesforce, GoHighLevel and most industry CRMs. We recommend staying on what you have unless it is holding you back.
How long does a CRM overhaul take?
Most are live in two to four weeks, depending on data volume and how many lead sources you have.