We Set Up CRMs That Actually Work for Your Business

Look, setting up a CRM shouldn't feel like rocket science. We've helped dozens of Australian businesses get their customer management systems running smoothly—no tech headaches, no wasted time. Just practical setup that fits how you actually work.

Talk About Your Setup

Professional CRM system setup consultation workspace

Business owner reviewing customized CRM dashboard implementation

Why We Started Doing This

Three years ago, I watched a client pay thousands for a CRM implementation that collected dust within months. The problem? Nobody showed them how it connected to their actual daily work. They had this powerful tool sitting there, and it made zero difference to their business.

That stuck with me. Since then, we've focused on something different—setting up systems that business owners can understand and their teams will actually use. No massive overhauls. No six-month rollouts. Just straightforward implementations that start making sense from week one.

We work mostly with small to medium businesses across New South Wales who need their customer data organized but don't have an IT department on standby. You know your business better than anyone—we just translate that into a CRM setup that supports how you already work.

How We Actually Do This

Nothing fancy here. We follow a process that's worked well for our clients because it respects their time and focuses on what matters.

Understanding Your Current Workflow

First conversation is always about how you handle customers now. Spreadsheets? Email folders? Sticky notes? We need to know what's working and what's driving you nuts before we touch any software.

Mapping Out the Right System

Based on what you told us, we recommend a CRM that matches your budget and needs. Sometimes that's a popular platform, sometimes it's something smaller. We're not tied to any particular vendor—just what makes sense for you.

Setting Up and Importing Your Data

This is where we do the technical work. We configure the system, import your existing customer information, and set up the fields and workflows you'll need. Usually takes us a few days, depending on how much data you have.

Training Your Team

We walk you and your team through how everything works. Real examples from your business, not generic tutorials. Most people get comfortable within a week or two when the training reflects their actual job.

Following Up After Launch

We check in after the first month to see what's working and what needs adjustment. There's always something that didn't quite fit in practice, and we make those tweaks so the system keeps serving you well.

What Makes Our Approach Different

We're not trying to reinvent CRM implementation. But we do a few things differently that seem to make a real difference for our clients.

No Upselling Complexity

We set up what you need, not what we can sell. If you only need basic contact management and follow-up reminders, that's what we'll configure. Automation and advanced features can wait until you're ready.

Plain Language Support

When you call us six months later with a question, we explain things in normal business terms. No jargon about APIs or integration protocols unless you specifically want those details.

Australian Business Context

We understand GST requirements, Australian date formats, and local business practices. Small details, but they matter when you're using the system every day and everything just works the way you expect.

What One of Our Clients Said

"Before working with morentivaro, our customer information was scattered across three different spreadsheets and about a thousand emails. It was embarrassing when clients called and I couldn't quickly find their details. The team got our CRM set up in less than two weeks, and the difference has been substantial. We can actually track our customer conversations now, and my staff appreciates having everything in one place. Worth every dollar."

Jasper Thorne

Director, Coastal Building Services

Successful CRM implementation showing organized customer data system

Ready to Get Your Customer Data Organized?

If you're tired of juggling spreadsheets and losing track of customer conversations, let's talk about setting up a CRM that actually makes your work easier. We offer straightforward implementations for businesses across the New South Wales region.

Visit Us

Unit 6/35 Shearwater Dr
Taylors Beach NSW 2316
Australia

Call Us

+61 438 828 939

Office Hours

Monday to Friday
9:00 AM – 5:00 PM AEST

Schedule a Consultation