CRM and Automation in Auburn
Auburn NSW 2144Cumberland City CouncilFairfield studio, about 25 minutes away
CRM Automation for Auburn businesses
Auburn's workshops and import businesses live on quotes and repeat accounts, while its venues live on event and catering enquiries that arrive weeks ahead. Both go cold when nobody follows up. We set up a CRM with stages that fit: enquiry, quoted, confirmed, done for jobs, or enquiry, tasting, deposit, event for catering. Automatic texts chase a quote after a few days and remind a customer of a service due date. For catering, a deposit reminder and a confirmation a week before the event cut last-minute confusion. Review requests then go out to happy customers with a direct Google link.
Enquiries arrive by phone, form, email and DM, and live in someone's head or inbox. Follow-ups get missed, quotes go cold and nobody knows what's in the pipeline.
Work near Auburn
Master Group Masonry and Brick Facade are in Rydalmere, a short drive from Auburn.
What you get
CRM set-up
We help you pick and set up the right CRM (HubSpot, Zoho and others) for your size and budget.
Website and form integration
Every enquiry from your site lands in the CRM with its source recorded.
Automated follow-ups
Email and SMS that go out on time: confirmation, reminder, quote chase, review request.
Pipeline and stages
Deal stages that match how you really sell, so you can see where work is stuck.
Reporting dashboards
Enquiries, quotes and wins in one view, by source.
How it works
- Step 1
Map
Work out how enquiries and jobs move through the business today.
- Step 2
Set up
Build the CRM, pipeline and forms around that.
- Step 3
Automate
Add the follow-ups and reminders that stop things slipping.
- Step 4
Train and tune
Train the team, then adjust against how it's used.
CRM Automation in Auburn: questions
Can a CRM remind customers when their car service is due?
Yes. When a job is logged with a date, we can schedule a reminder text months later. It brings repeat work back without anyone having to remember.
What about catering enquiries that arrive by Instagram?
We can set up a short enquiry form linked from your profile, so the details land in the CRM with a date and headcount. Direct messages can be copied in by hand until you outgrow it.
Is Auburn close enough for you to visit in person?
Yes. It is about 25 minutes from our Fairfield studio, so visiting a restaurant on Queen Street, a workshop near the station or a clinic near Auburn Hospital is routine. We can also meet by video if that is easier.
Can it connect to our booking or accounting software?
Usually, yes. We check what your existing tools support before recommending anything.
Ready to talk about Auburn?
Tell us what you sell and who buys it. We'll look at what your Auburn competitors are doing and reply with a plan and a price. You don't need a retainer to have the conversation.