CRM solutions & automation

CRM setup and automation for Western Sydney businesses

Organise leads, track quotes and automate agreed follow-ups with CRM solutions for Western Sydney small businesses. We help connect your website, marketing and customer conversations in a system your team can use.

Based in Milperra. Supporting Western Sydney and Australia.

Customer relationship management dashboard on a laptop
Your enquiries. Your follow-ups. One clearer view.
01

Keep enquiries organised

See your contacts and customer conversations in one place.

02

Make follow-up easier

Create clearer steps for responding to and nurturing enquiries.

03

Build useful automation

Reduce repetitive tasks with workflows shaped around your business.

CRM Solutions for Growing Businesses

business consulting

Small business CRM implementation and support

Managing leads, clients, marketing, and communication across multiple platforms can quickly become overwhelming. At Brandplus, we provide fully configured Customer Relationship Management (CRM) systems designed to simplify your workflow, automate your marketing, and help you convert more leads into customers.

Our CRM solutions bring everything your business needs into one powerful platform — allowing you to manage contacts, automate follow-ups, track sales opportunities, and run marketing campaigns from a single dashboard.

What's Included?

A Complete Business Management System

Our CRM system integrates the essential tools modern businesses need to grow:

Lead Management
Capture and organise leads from your website, forms, ads, and social media in one place. Never lose a potential customer again.

Sales Pipeline Tracking
Visualise every stage of your sales process and move prospects smoothly from enquiry to conversion.

Automated Follow-Ups
Send automated emails, SMS messages, and reminders to ensure no opportunity is missed.

Appointment Booking
Allow clients to schedule meetings directly through an integrated calendar system.

Marketing Automation
Create automated campaigns that nurture leads and keep your brand in front of your audience.

Centralised Communications
Manage emails, messages, and customer conversations in one unified inbox.

Reporting & Analytics
Track performance, monitor conversions, and make informed business decisions based on real data.


Tailored CRM Setup

Every business operates differently, which is why we don’t offer generic setups.

BrandPluss provides custom CRM configuration tailored to your business model, including:

  • CRM account setup

  • Pipeline and workflow creation

  • Automation and follow-up sequences

  • Calendar and appointment systems

  • Website and form integrations

  • Email and SMS automation

  • Lead capture systems

  • Reporting dashboards

We ensure the system is structured to match your specific sales and marketing process.


Done-For-You Implementation

Setting up a CRM properly can take weeks of trial and error. Our team handles the entire process for you so you can focus on running your business.

Our service includes:

  • System setup and configuration

  • Automation building

  • Integration with your website and marketing channels

  • Training and onboarding

  • Ongoing optimisation and support


Who This Is For

Our CRM solutions are ideal for:

  • Service businesses

  • Consultants and agencies

  • Local businesses

  • Coaches and trainers

  • Healthcare and wellness providers

  • Trades and home services

  • Professional services

Any business that relies on leads, appointments, and client relationships can benefit from a well-configured CRM.

Contact us today to discuss your business

CONTACT US

Plan your CRM setup

A useful CRM starts with a clear enquiry process. Before configuring a system, work through these four decisions:

  1. Map the enquiry sources. List your website forms, phone enquiries, advertising and social channels, then decide which details each enquiry needs.
  2. Define the pipeline. Choose stages that match your sales process, such as new enquiry, contacted, quote sent and won or closed. Give each stage a clear next action and owner.
  3. Choose the follow-up rules. Identify which reminders help your team and which messages customers should receive. Define when a sequence stops, including after a reply, booking or opt-out.
  4. Test before relying on automation. Check a labelled test enquiry, its contact record, assignment and follow-up. Train the people who will use the system and review the workflow as the business changes.

Brandplus's existing setup options cover configuration, workflow creation, website and form integration, training and support. The scope and support allowance depend on the option selected below.

CRM setup questions

Is this a CRM service for Australian small businesses?

Yes. Brandplus provides CRM setup and automation for Australian businesses, including service businesses, consultants, trades and professional services. The aim is to organise enquiries, customer information and follow-up around your existing way of working.

Can a CRM connect to my website enquiries?

Website and form integrations are part of the services described above. Start by identifying your current website platform and the forms or booking tools you use so the required connections can be assessed. Our website design service can also be considered alongside your CRM requirements.

What should I prepare before discussing a setup?

Bring a list of your enquiry sources, sales stages, team responsibilities, current tools and the repetitive tasks you want to reduce. Use examples without unnecessary customer personal information. Read our small business CRM guide for an example enquiry workflow.

Are training, support and usage charges all the same?

No. The setup and support options below have different allowances. Email and phone usage are separate from CRM pricing, and custom automation work has its own hourly rate. Review the pricing and terms below when choosing a package.

Ready to discuss your workflow? Tell us about your CRM requirements, or compare the different types of CRM.

From website enquiry to a clear next action

For a trades business, a useful pipeline might move from new enquiry to site visit, quote sent, follow-up and won. A consultant may need discovery calls and proposal stages instead. We configure the stages and responsibilities around your actual process.

Connect your website lead capture and social media campaigns to the same enquiry process so your team can see where a lead came from and what happens next. Connections and messaging usage are scoped before implementation.

CRM support across Western Sydney

We work with businesses in Bankstown, Liverpool, Parramatta, Blacktown, Penrith and across the region. Explore our service areas or tell us which tools you currently use.

CRM pricing, setup and support options

$500 +GST (optional setup fee)

We will customise your platform to suit your needs and your workflow and provide you with 10 hours of support and training (in the first 3 months) to make sure you are on the right track. 

$150+GST per month

Includes full access to the system as described above. 

$1,650 +GST per year (1 month free)

Includes full access to the system as described above. 

$2,500 +GST per year (system and support)

Includes full access to the system for one year plus 2 hours monthly support and automation work. 

Terms and Conditions

1- All information discussed between Brandpluss and the client will remain strictly confidential. 

2- The client is not required to abide by Brandpluss’ advice and is ultimately responsible for any decisions taken whether by the advice of Brandpluss or not.

3- Brandpluss is not responsible for any damage or loss created by any advice provided by them, especially if due to lack of full disclosure by the client. 

4- Pricing for the CRM does not include email and phone usage. These costs will be paid directly via the CRM. 

5- Custom automation work is available if needed. We charge $150+GST per hour for this service. 

Ready when you are

Let’s talk about your next move.

We’ll help you understand the options and choose a practical next step.

Discuss your CRM ↗