The CRM House
The CRM House
Act! & Zoho CRM specialists
Most CRM rollouts fail on move-in day — the software works, but nobody uses it. The CRM House handles the whole build: setup, training and support, so your team is living in it from day one.
What we do
We approach a CRM rollout the way a builder approaches a house: lay the foundation properly, frame it so it's strong, then fit it out and stand behind the work.
We set up Act! or Zoho CRM around how your business actually sells and services customers — not the other way round.
The structure that gets your team actually using the system, from the floor up.
Once you've moved in, we stay on call for the fixes, tweaks and questions that come up as your business changes.
How a project runs
No project disappears into a black box. You know what stage you're at and what happens next.
We look at how your team currently works, then map out how the CRM should be structured to fit it.
We configure the system, migrate your data, and train your team so everyone's ready on day one.
You go live with a working system — and a support line for whatever comes up after.
Zoho CRM Get On Track program
Monthly expert support, training and automation for businesses that want more from Zoho CRM. Smarter adoption, faster results, and no lock-in contract.
Updates get missed in the field, follow-ups are delayed and work gets done twice.
THE FIXWe set up the Zoho mobile app and train your team, so records, tasks and updates are always within reach.
A CRM is only as good as the people using it. Without training, staff don't know what they're missing, and deals slip.
THE FIXRole-specific training for sales reps, managers and admins that lifts adoption and efficiency.
Without contact history, next steps and pipeline stages in one place, you lose sight of leads.
THE FIXActivity-tracking workflows that keep every interaction, task and reminder in sync, so nothing slips.
Pasting emails from Gmail or Outlook into Zoho wastes time, and often doesn't happen at all.
THE FIXWe connect your email and website to Zoho, so every message lands on the right record and owner automatically.
Without dashboards you can't measure performance or spot opportunities.
THE FIXCustom dashboards and reports, delivered to your team automatically, so the numbers that matter are always in view.
Most leads don't buy straight away. Without automated follow-up, they drift off.
THE FIXWe plan and launch automation with Zoho Campaigns and CRM workflows, keeping prospects engaged over time.
One-off email blasts don't build trust or convert.
THE FIXStructured, multi-step campaigns that nurture your list, promote your offers and turn interest into sales.
We don't just turn up when something breaks. We help you build better CRM habits and processes.
We learn how your business works and what you need from Zoho CRM.
Regular catch-ups keep progress on track and priorities clear.
Configuration, automation and training, handled by a Zoho expert.
We monitor results, share insights and plan your next steps.
Every step is documented, so you always know what's been done.
Yes. You can stop whenever you like, with no penalties.
Extra hours are available whenever you need them, so it's easy to scale up.
Absolutely. Support is delivered online and works across time zones.
Yes. Role-based training, tailored to your team, is part of the program.
Stop letting CRM problems cost you time, leads and momentum. With monthly expert support, training and automation, your team can work smarter and grow faster.
AI chatbots for your business
We build custom AI chatbots that answer questions from your business's own content: your website, FAQs, product information and policies. Customers get instant, accurate answers, and your team gets time back.
Answer questions about courses, timetables, enrolments and fees, for students and parents alike.
Help customers find the right product, check specifications and understand hire or purchase options.
Explain your services, service areas and processes, and turn website visitors into booked enquiries.
We learn what your customers ask most and what the chatbot should and shouldn't do.
We bring together your website, FAQs, product details and policies as the chatbot's knowledge.
We build the chatbot, test it against real questions and fine-tune its answers with you.
It goes on your website, and we keep its knowledge current as your business changes.
Customers get answers at night, on weekends and while you're busy, instead of waiting for a reply.
The chatbot draws on your own information, so answers match how your business actually works, not generic internet advice.
Common enquiries about products, courses, pricing and policies are handled before they reach your inbox or phone.
When a visitor is ready to talk, the chatbot can capture their details and pass the enquiry to your team in Zoho CRM.
Built on leading AI from Anthropic (Claude) and shaped around your business, your tone of voice and your customers.
When your information changes, the chatbot's knowledge is updated so customers keep getting the right answers.
There's a low one-off setup cost, which covers discovery, building and testing your chatbot and putting it live on your website. After that, a small monthly fee covers re-indexing, where we refresh the chatbot from your latest website and content so its answers stay accurate. Book a free discovery session for a quote.
The chatbot is set up to answer from your content. When it doesn't know, it says so and offers to put the customer in touch with your team.
No. A chatbot works on its own, but if you use Zoho CRM we can connect it so enquiries land straight in your system.
Yes. We set its tone and style to match your brand, whether that's friendly and casual or more formal.
That's what monthly re-indexing is for. We refresh the chatbot's knowledge from your latest content, so its answers stay accurate.
Let's talk about what a chatbot could handle for your business.
Why The CRM House
A lot of CRM projects stop at "installed." We measure a project by whether your team is still using it six months later — which means training, documentation and support aren't add-ons, they're the job.
We work with small and mid-sized Australian businesses who want a CRM that fits how they actually operate, not a generic template.
Get in touch
Tell us a bit about your business and what's not working with your current setup — or book a call directly.
Reach out directly, or send the form and we'll get back to you.
AI assistant. For anything important, please check with us directly.