CRM and Automation Development NZ

CRM and automation development NZ businesses need to compete effectively starts with understanding your unique processes and customer relationships. Our custom development services help New Zealand companies automate repetitive tasks, improve customer management, and increase operational efficiency through tailored software solutions.

CRM and Automation Development NZ

Custom CRM Development Services

We create customer relationship management systems that fit your business perfectly:

Customer Database Management

Centralized customer information with complete interaction history, preferences, and communication records.

  • Contact management and segmentation
  • Interaction tracking and history
  • Customer preference management
  • Data import/export capabilities

Sales Pipeline Management

Track leads through your sales process with automated follow-ups and performance analytics.

  • Lead scoring and qualification
  • Pipeline stage tracking
  • Automated follow-up reminders
  • Sales performance reporting

Communication Automation

Automated email campaigns, SMS notifications, and personalized customer communications.

  • Email marketing automation
  • SMS and notification systems
  • Personalized communication templates
  • Multi-channel messaging

Business Process Automation

We automate repetitive tasks to free up your team for more valuable work:

Administrative Automation

Invoice Generation

Automatically create and send invoices based on completed work or recurring services.

Report Generation

Automated daily, weekly, or monthly reports delivered to stakeholders.

Data Entry

Reduce manual data entry through form automation and data integration.

Customer Service Automation

Support Ticket Routing

Automatically assign support requests to the right team members based on expertise.

Response Templates

Pre-written responses for common questions with personalization capabilities.

Follow-up Scheduling

Automated follow-ups to ensure customer satisfaction and issue resolution.

Marketing Automation

Lead Nurturing

Automated email sequences that guide prospects through your sales funnel.

Social Media Posting

Scheduled social media content across multiple platforms.

Campaign Tracking

Automated tracking and reporting of marketing campaign performance.

Integration Capabilities

Our CRM and automation solutions integrate with your existing tools:

Accounting Software

  • Xero integration
  • MYOB connectivity
  • QuickBooks synchronization
  • Custom accounting system links

Communication Tools

  • Email platform integration
  • SMS gateway connections
  • VoIP system integration
  • Social media platforms

E-commerce Platforms

  • Shopify integration
  • WooCommerce connectivity
  • Custom online store links
  • Inventory management systems

Productivity Tools

  • Google Workspace integration
  • Microsoft 365 connectivity
  • Project management tools
  • Calendar synchronization

Benefits of Custom CRM and Automation

Why choose custom development over off-the-shelf solutions:

Perfect Fit

Built specifically for your business processes and requirements, not generic workflows.

Scalability

Grows with your business and can be modified as your needs change over time.

Data Security

Complete control over your customer data with custom security measures.

Cost Effective

No ongoing subscription fees - you own the software outright.

Integration

Seamlessly connects with your existing systems and tools.

Support

Direct support from the developers who built your system.

Our Development Process

How we create your custom CRM and automation solution:

1

Discovery & Analysis

We analyze your current processes, pain points, and requirements to design the perfect solution.

Deliverables: Requirements document, process maps, technical specifications
2

Design & Planning

Create user interface designs and system architecture that meets your needs.

Deliverables: UI/UX designs, database schema, integration plans
3

Development & Testing

Build your custom solution with regular testing and feedback sessions.

Deliverables: Working software, test results, documentation
4

Deployment & Training

Launch your system and train your team to use it effectively.

Deliverables: Live system, user training, support documentation

Industries We Serve

Our CRM and automation solutions work across various industries:

Professional Services

Client management, project tracking, and billing automation for consultants, lawyers, and accountants.

Healthcare

Patient management, appointment scheduling, and treatment tracking systems.

Real Estate

Property management, client tracking, and transaction automation for real estate professionals.

Retail & E-commerce

Customer management, inventory tracking, and sales automation for online and offline retailers.

Ready to automate your business processes? Contact us to discuss your CRM and automation needs, or explore our AI automation services.