Case Studies

Caswell Health Care
Caswell Health Care moved patient records and billing online to streamline operations and support a mobile team.

Paul Greening Recruitment
Paul Greening Recruitment streamlines executive search across the Asia–Pacific by relying on a flexible CRM to manage candidate and client communications.
Debt Negotiators
Debt Negotiators replaced ineffective contact methods with SMS-enabled CRM messaging to cut non-contact rates in half and improve client communication.

Payroll Paper Solutions
Payroll Paper Solutions upgraded from paper-based records to a scalable CRM, enabling them to manage thousands of clients effortlessly.

Frank’s Towbars & Exhaust
Frank’s Towbars & Exhaust replaced a paper-based booking system with a centralised CRM to improve booking efficiency and customer service.

Margifox
Margifox Distributors implemented a CRM to coordinate its field sales team and tailor marketing to customer needs.

Porter Davis Homes
How Melbourne’s third-largest home builder turned 8,000 monthly display home visitors into a nurtured, segmented pipeline — and brought their entire marketing operation in-house.

Adjudicate Today
How replacing a tangle of Excel spreadsheets with a single customised CRM cut administrative work by up to 60% and gave every staff member a complete view of clients, sponsors and stakeholders.

Yalari
Yalari replaced multiple spreadsheets with a unified CRM, reducing admin work by up to 60 %.

Pacific Boating
How a luxury membership boating business scaled to 20,000+ records — keeping bad debts in check and member relationships spotless, without adding admin overhead.

Fitstyler
Fitstyler integrated e-marketing into its CRM to keep contacts active and boost sales.

Trimatt Systems
Trimatt Systems implemented a central CRM to streamline customer data and tasks across the team, improving productivity and coordination.

Wings4Kidz
Wings4Kidz coordinates specialist flights and ground transport for seriously ill children and their families, backed by an integrated CRM system.

Youth Opportunities
How a youth nonprofit saved hundreds of trainer hours by ditching personal phone texts for CRM-integrated bulk SMS — and started reaching every student, not just the most urgent ones.

PIANZ
Managing the threat of avian influenza with a comprehensive database tracking system









