The key considerations are system fit, scalability, and data migration, using vendor-agnostic insights, adoption trends, as well as ensuring compliance with Australian data privacy laws.
CRM
One place for every customer touchpoint
boltin's CRM services centralise your customer data, automate sales processes, and enhance service delivery, enabling SMBs to build stronger relationships and accelerate revenue.
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Are your customer relationships driving growth?
- Fragmented customer data and manual sales processes can cause missed opportunities and slow engagement.
- boltin’s CRM services consolidate all customer interactions into one platform, giving you a complete view of your clientele.
- We implement modern systems that automate sales pipelines, streamline customer service, and support targeted marketing campaigns.
- This approach turns customer relationships into a strategic asset, helping businesses make data-driven decisions and accelerate revenue growth.
What we offer*
What we offer*
CRM implementation and setup
Expert configuration of your chosen CRM platform to align with your specific business processes
Data migration and integration
Efficient transfer of existing customer data and integration with ERP, marketing, or other key systems
Customisation and configuration
Tailored CRM interfaces, workflows, and reporting to suit your operational needs
Sales automation and pipeline management
Automating lead assignment, follow-ups, and providing full visibility of your sales pipeline
Customer service and support automation
Streamlining ticketing, case management, and customer communication channels.
Reporting and analytics dashboards
Real-time insights into sales performance, customer behaviour, and service metrics
User training and adoption
Comprehensive programs to help your team fully leverage the CRM’s capabilities
Use cases
Tools and platforms we work with
- Salesforce Sales Cloud
- Zoho CRM
- HubSpot CRM
- Microsoft Dynamics 365 Customer Service
Frequently asked questions
What does a CRM system actually do for day-to-day business operations?
It brings customer information, conversations, and sales activity into one place. This makes it easier for your team to follow up, track opportunities, and respond quickly to client needs.
Is CRM useful for small teams or only larger businesses?
It’s beneficial for any team that interacts with customers. Smaller teams often see faster improvements because streamlined processes free up valuable time and energy.
