Business System Engineering · Australia

CRM for tradies and Australian businesses tired of losing jobs to missed follow-ups.

You quoted the job. Then three other things came up and you never sent the follow-up. The customer went with someone else. We build CRM systems that do the follow-up for you — connected to Xero, your job management app, and your website so every lead is captured and every quote gets chased automatically.

Zoho · HubSpot · Pipedrive · custom CRM builds · Xero · MYOB · ServiceM8 · Tradify integration · Tradies · Pro services · B2B · SaaS
This is for you if

If your business runs on sticky notes, phone calls, and a spreadsheet you keep meaning to fix, this is for you.

You're a tradie with three jobs on and you can't remember which customers you quoted last week. You got a call Wednesday, quoted Friday, said you'd follow up Monday. Then a big job came in. It's now Thursday. The customer called someone else two days ago.

Your accounting is in Xero, your jobs in ServiceM8 or Tradify, and your quotes are in email — nothing connects. When a job is done, someone has to manually create the invoice in Xero. When a customer wants a quote history, someone has to dig through email.

You run a services business and client data is spread across three systems, two inboxes, and a whiteboard. Proposals in one place, project notes in another, billing in Xero, communication in email. No single view of a client.

You can't see where your business stands without calling your team for a status update. How many live quotes are out? Which ones are overdue? Which clients are ready for their next job?

What's broken

The same four problems are costing most Australian businesses 20–30% of their potential revenue.

No single source of truth

Your customer data is scattered. Some in WhatsApp, some in spreadsheets, some only in the salesperson's head. When a deal goes quiet, nobody has the full picture.

Manual follow-up fails

You rely on people remembering to follow up. They're busy. They forget. Leads that needed a second message never got one — not because your team is bad, but because there's no system reminding them.

Your business runs on spreadsheets

Excel and Google Sheets are the default. They work for 10 leads. At 100 leads, with multiple staff updating different versions, you lose data integrity. There's no version of truth — there are five.

No automation

Every step requires a human. Lead comes in → someone has to manually add it. Proposal sent → someone has to manually follow up. No triggers, no auto-assignments, no notifications. The same person is doing the same repetitive task 50 times a week instead of focusing on higher-value work.

What we engineer

CRM systems, automation, and integrations built for Australian businesses.

CRM for tradies

Job management, quoting, follow-up, and Xero invoicing — built as one system. Most CRMs are built for sales teams in offices. A tradie's workflow is different: quote → job → scheduling → completion → invoice. We build CRM systems designed around that workflow, with automated follow-up on quotes, job status tracking, and direct connection to Xero. Connects with ServiceM8, Tradify, and Fergus.

Xero + MYOB integration

Your CRM, connected to your accounting software — bidirectionally. When a deal is won in the CRM, the Xero invoice is created automatically. When an invoice is paid in Xero, the CRM deal updates. Works with Xero and MYOB.

Custom CRM development

Built for your sales process, not a generic template. When off-the-shelf CRMs don't fit your workflow — typically in industries with non-standard quoting, multi-stage project work, or compliance requirements — we build from scratch.

CRM implementation

Full configuration of Zoho, HubSpot, or Pipedrive — not just the basics. We handle the full setup: pipeline configuration, data migration, Xero and MYOB connection, email integration, and team training.

Workflow automation

Zapier, Make, and n8n automations that remove manual steps from your business. Lead → CRM record, team notified, auto-reply sent. Quote → follow-up at Day 3 and Day 7. Job complete → Xero invoice drafted, customer satisfaction message sent.

API integrations

Connect your CRM to every tool in your business stack. Website lead forms, Xero, MYOB, ServiceM8, Tradify, Stripe, and communication platforms.

What changes

What your business looks like when the system is working.

Before
After
Before Lead messages on WhatsApp, gets a reply, then gets buried in chat and forgotten
After Every WhatsApp lead creates a CRM record automatically. Auto-reply sent within 2 minutes. Follow-up scheduled without anyone remembering to do it.
Before Four tools with no connection — Sheets, WhatsApp, email, separate folders
After Single pipeline view. All tools connected. Every team member sees the same data. No version conflicts.
Before Deals tracked manually in Excel, updated when someone remembers
After Real-time pipeline dashboard updated automatically. Overdue deals flagged without anyone checking.
Before No record of which leads were quoted, when, or what happened
After Full lead history: every interaction, every note, every proposal, timestamped and searchable.
Before Business-critical data locked in one person's WhatsApp and phone
After CRM accessible from any device. When someone is away, their deals don't disappear.
How it works

How a business system gets built — in plain terms.

  1. 01

    System mapping

    Days 1–5

    We start by mapping what you have. Every tool, every manual step, every point where leads enter and where they fall through. We interview the people doing the work — not just the owner. Output is a visual system map showing your current state, the gaps, and the highest-priority fixes. Delivered before any build starts.

  2. 02

    Architecture design

    Weeks 1–2

    Based on the system map, we design the structure. CRM pipeline stages, custom fields, automation logic, integration map, data model. You see the design and approve it before a single line of configuration is written.

  3. 03

    Build

    Weeks 2–8

    CRM configuration or custom development, automation setup, integration build. WhatsApp connection, website forms, payment gateways, accounting software. Each component built to the approved design. We share progress weekly so there are no end-of-project surprises.

  4. 04

    Data migration

    Weeks 6–8

    Your existing contacts, deal history, and pipeline data get migrated in. We clean the data first — removing duplicates, standardising formats, filling gaps where possible. You don't start with a blank system.

  5. 05

    Training and handoff

    Week 8–9

    Live training sessions with your team — in Nepali or English, whichever works. Written documentation for reference. Go-live support for the first two weeks so issues get fixed immediately, not after they become habits.

  6. 06

    Optimise

    Ongoing

    Monthly system health check: automation performance, lead capture rates, pipeline conversion, tool usage. We identify what's working, what needs adjustment, and what to build next as your business grows.

Evidence

What Australian businesses see after the first 90 days.

Electrical contractor Melbourne

100% quote follow-up · zero leads lost in 90 days

A Melbourne-based electrical contractor with eight staff was managing job inquiries through a shared email inbox and a whiteboard. Quotes were tracked in a spreadsheet. We built a tradie-specific CRM: incoming leads auto-captured, quotes tracked with auto-follow-up sequences, and Xero invoice creation triggered automatically on job completion.

Professional services Sydney

Lead-to-invoice: 4 days → 6 hours

A 12-person consulting firm had bought HubSpot 18 months earlier and were using it as a contact directory. We completed the HubSpot configuration, built proposal tracking workflows, connected Xero bidirectionally, and set up automated follow-up. 0 proposals fell through in the first quarter post-launch.

B2B services Brisbane

New client onboarding: 3 days → under 4 hours

A business services company with 20 staff was running client management across three separate tools. We built a connected system: CRM → project management → document generation → Xero.

Common questions

Common questions about CRM and business systems in Nepal.

What CRM do you recommend for a Nepali consultancy or travel agency with 5–20 staff?

Zoho CRM is the best starting point for most small Nepali businesses in consultancy, travel, and education. It has a generous free tier, supports Nepali business workflows well, and integrates with WhatsApp Business API and most website platforms. HubSpot is a strong second choice, particularly for businesses with an active content or inbound marketing function. For businesses with highly non-standard processes — specialised tour operators, multi-campus education groups — a custom-built CRM may serve better than either. The right answer depends on your sales process, team size, and how much you want to customise. The system map session is designed to answer this question specifically for your business before any spend is committed.

How long does a CRM build take?

A standard CRM implementation — configuring Zoho or HubSpot, migrating existing data, connecting WhatsApp and your website, and training your team — takes 6–8 weeks. A custom CRM build takes 10–16 weeks depending on complexity. The system mapping phase (Days 1–5) happens before either, and the output tells you which path is appropriate and what the realistic timeline looks like for your specific situation.

What's the difference between a custom CRM and implementing Zoho or HubSpot?

An off-the-shelf CRM like Zoho or HubSpot gives you a working system faster and at lower cost. The trade-off is that you adapt your process to fit the software. A custom CRM is built to fit your process exactly — your pipeline stages, your fields, your terminology, your workflow logic. Custom makes sense when your business has genuinely non-standard processes that off-the-shelf tools can't accommodate, or when you need integrations with local systems (eSewa, Fonepay, Nepali banking APIs) that mainstream CRMs don't support natively. For most small businesses, Zoho or HubSpot is the right starting point.

How does WhatsApp CRM integration actually work?

WhatsApp Business API connects your WhatsApp number to your CRM so that incoming messages automatically create contact records and trigger workflows. When a lead messages your business number, the CRM creates a record, sends an automated acknowledgement, and assigns the conversation to the right team member. Your team still replies via WhatsApp — the conversation looks the same to the customer. The difference is that every message is logged, every lead is tracked, and follow-up reminders are set automatically rather than depending on someone remembering to check their phone.

What happens to our existing data during migration?

Your existing contacts, leads, and deal history come with you. Before migration, we audit the data — identifying duplicates, filling gaps, standardising formats. You get a clean dataset in the new system, not a messy import of whatever was in the spreadsheet. For most small-business datasets (under 10,000 records), migration takes 1–2 weeks and runs in parallel with the final stages of the build so it doesn't slow down your go-live date.

Does our team need technical skills to use the system?

No. The systems we build are designed for the people who will use them daily — salespeople, admin staff, team leaders who are not technically trained. Training covers everything from logging in to running pipeline reports. We provide written documentation in plain language and offer two weeks of post-launch support so that any confusion gets resolved before it becomes habit.

How much does a CRM build cost in Nepal?

A CRM implementation (Zoho or HubSpot configured and connected to your systems) starts at NPR 80,000–150,000 depending on scope. Custom CRM development starts at NPR 250,000 and increases with complexity. WhatsApp integration and automation are typically NPR 40,000–80,000 as add-ons to an existing system. The system mapping engagement (5 days) is a fixed-price diagnostic that gives you a full picture of scope and cost before you commit to a build.

We're a small business — do we really need a CRM, or is this only for larger companies?

CRMs are most valuable when you're between 3 and 50 staff — large enough that leads are falling through because no single person can track everything, small enough that an enterprise system would be overkill. If you have more than 20 active leads at any time and more than two people touching the sales process, a properly configured CRM will pay for itself in recaptured leads within the first quarter. The businesses that benefit most are exactly the ones that think they're "too small" for a CRM — consultancies, travel agencies, and schools managing dozens of inquiries across WhatsApp with no system behind it.

Our team

The people behind the work

Not a black box. Real specialists you can call, with their names on the work.

Niraj Raut

Niraj Raut

Founder — Ecommerce SEO
Keshab Joshi

Keshab Joshi

PPC Expert
Hawrry Bhattarai

Hawrry Bhattarai

Google Ads Expert
Arogya Rijal

Arogya Rijal

SaaS SEO Expert
Start here

Map your business system in 5 days.

The system map identifies exactly where leads are being lost, which manual steps can be automated, and how Xero or MYOB connects to your CRM. Fixed price. No retainer required.

5-day system map · Lead flow audit + tool inventory · No retainer required