CRM & Customer Communication

“Leads fall through the cracks.”

Still looping? Read on.

Before · the loop

When enquiries live in three inboxes and a notebook, follow-ups get missed and nobody knows what's coming.

A well set-up CRM with automatic emails makes it run itself.

After · the base case

Every enquiry tracked, every follow-up sent, and a clear view of every customer.

Typical timeline
Sized on a first call
First preview
Within 7 days
Before we start
A plan, in writing
You own
Code, accounts, notes
Talk to us about thisSee our work

How we help

What this might involve

Not every project needs all of this. After a first call we plan only what fixes your problem.

  • Choosing and setting up a CRM that fits how you work
  • Every website enquiry, call and form landing in one place
  • Automatic follow-ups, reminders and welcome emails
  • Email campaigns and newsletters your customers want to read
  • A clear view of what's coming in

Why it matters

What changes for your business

  1. No lead goes unanswered

  2. Follow-ups go out without anyone remembering

  3. You can see every lead at a glance

  4. Marketing and sales share one list

How we work

Call. Plan. Build. Hand over.

Four stops. You always know which one you're at.

  • Day 1

    Discovery call

    Nothing to prepare.

  • Day 2–3

    Written proposal

    A clear plan, in writing.

  • Weekly

    Build in the open

    A working link every week.

  • Launch & after

    Handover or hosting

    Yours to run, or ours to host.

Good to know

Straight answers

For the technically minded: how we'd build it
  • HubSpot, Pipedrive or similar, configured rather than customised where possible
  • Website, phone and form integrations via native connectors or APIs
  • Email automation with deliverability set up properly: SPF, DKIM, DMARC
  • Segmentation, consent and unsubscribe handling compliant with the Spam Act
  • Reporting connected to your dashboards
How much will it cost?

It depends on what you need. After a thirty-minute call we talk you through the options and what they involve, before any work starts.

Do I need to understand the technical side?

No. You just need to know what's not working and what you'd like to do. We handle the rest and explain every decision in plain English.

How long does a project take for CRM & email?

We size it after a first call, and you see a working preview within 7 days.

Often paired with

Related services

Let's find the Basecase

Ready to talk about CRM & email?

Tell us what's happening in your business. We'll reply within a business day with what we'd do about it, and roughly what it would cost.

AI assistants & automationApp or database overhaulCloud hosting & API integrationsTechnical audit
Tell us what's not workinginfo@basecasetech.com.au

Replies in one business day. You'll speak directly with an engineer.