CRM Consultants

We’re qualified on Salesforce, HubSpot, Dynamics and about 50+ others but choose to focus on Zoho because of the scalability and value for money it provides.

Whether you are a sole operator or have 16,000+ staff like Zoho themselves, Zoho provides a suite of tools you can grow with over the long term. We are also IT infrastructure professionals, Microsoft and Google partners so we can help you manage your tech stack from the ground up.

Relevate is an operations, strategy and technology consulting firm. We specialise in CRM, IT managed services, Virtual Staffing, digital transformation strategy and advisory.

Our unfair advantage is getting people to adopt software. Unlock value gaps in your business software by reviewing your digital strategy. We help you identify growth blockers and create a plan to enable exponential growth. We help you implement systems and software that ensure your business runs more smoothly and has fewer hiccups.

Some of our clients results:

We helped and ASX listed company save $200k on integration cost by using Zoho Flow
We reduced manual reporting time by 5 days per month using Zoho Analytics and Zoho CRM for a non-profit
We helped a security company save $18k per month in licencing costs by creating a subcontractor portal in Zoho Creator

We streamline your processes so that your team works smarter not harder so that you can drive maximum ROI. Your customer is the most important person, so let us help you enhance their experience whilst making your business more profitable, valuable and resilient.

We saved 5 days per month in manual report creation. Now we get our monthly board reporting at the click of a button.

Zoe Black

CEO, Happy Paws Happy Hearts

We went from being able to handle 20 clients to being able to handle 200+ with our customer self service portal.

Greg Smith

Founder, Buntu

Signs You Need Our Help:

Do you Relate to Any of These Problems?

You Have Many Disconnected Systems. You’re trying to scale, but things keep breaking
Sometimes, You Feel You Don’t Have Control. You‘re unclear about what is happening in your business, can’t get reports, and are flying blind.
The Customer Journey Is Not Fully Mapped. You don’t know where your leads are coming from or where they’re going. Everyone makes things up as they go along.
You Don’t Know What Your Customers Are Thinking. Some of your customers are loyal; others leave, and you’re not sure why.

You’re Unhappy With Your Current CRM. Whether it’s your current CRP, ERP System (enterprise resource planning) or another tech installation, you are unsure how to use them properly or are doing everything manually.
You Want Productive Teams and Happy Customers. But something is missing. You instinctively know that dynamic growth is only possible if you make changes but unsure where to start.
You’re Stuck In Operations. Many businesses have growth constraints. What’s yours? Some CEOs spend too much time in operations, wondering why the business isn’t growing. If you don’t identify and deal with your growth constraints, sustainable growth will be difficult.

We help you understand what your business really needs. Then we help you implement it.

Case Studies

Saving over $100,000 annually by licensing volunteer users through the Zoho Creator Portal.

Managing complex inventory operations for a medical supply company.

Supporting NDIS providers by reducing the complexity of NDIS processes with Zoho.

Voltedge | IT Infrastructure | Cloud Migration | Network Upgrade | Security & Compliance

Digital Business Strategy Review

We take a human centred design approach through a technology lens to help you streamline your internal operations and customer facing technologies.

We help you discover your goals, generate ideas, develop a plan, and guide you through each step of your digital strategy.

Reach out for help.

Audit

Adopt

Accelerate

What we do

Our Services

Business Automation

As a pioneer Digital Transformation Consultancy, we implement CRM, ERP, HRIS, Marketing Automation systems and more that WOW your team and your customers that that they keep coming back.

Digital Transformation Strategy and Advisory

Confused about what technology to use in your business? Do you have an array of disconnected systems? We help you build a growth plan that helps you get where you want to be.

Virtual Staffing

We provide technical offshore staff at around a third of the cost of local staff. We provide premium facilities and are complete transparent about pay rates so that you avoid modern slavery risk.

IT & Managed Services

We avoid cookie-cutter strategies and tailor each service with a results driven approach. Additionally, we use best practice methodologies to ensure long term stability and scalability.

How to Work With Us

Intro Chat

Book a quick call to see if we're a fit.

Technical Review

Identify requirements and share documents.

Proposal

Propose the best way to work together.

kickoff

Get setup and get your project underway.

Solutions Tailored to Your Phase of Growth

There is no one size fits all solution. We rightsize our solutions to suit your business lifecycle.

Growing

In the growth phase you have at least 10 staff and find that you keep hitting roadblocks. You cannot do everything yourself anymore and you need systems that allow your team to do more on their own. At this stage you need done with you support and self service support to keep costs down whilst showing you how to do things on your own.

Maturing

At this phase, you are starting to outgrow your current systems and now need more sophisticated tools that allow you to have more management controls in the business. Your team is starting to expand and now you are getting some legacy systems that you need to integrate together.

Enterprise

Your business and systems are now complex. You have lots of data to integrate and lots of room to automate. Each change is now a higher risk and you need to balance your roll out plan with change management. Uptime becomes more important and you need to make strategic decisions about growht and scalability.

Frequently Asked Questions

Find out more about working with us.

Where are your team based

We are headquartered in Australia. We have team members in Brisbane, Sydney, Melbourne, United States of America, Thailand, India and we are continuing to grow.

How do you work

We help you audit your processes

We help you adopt our recommendations

We help you accelerate what you have built

Why Relevate

We are a veteran owned organisation.

Resources

Improve your digital business skills

Courses

We have a range of digital business courses on improving your digital literacy

Community

We have an online community forum where you can ask questions and solve problems.

YouTube

Listen to business leaders and industry experts on marketing, sales and technology.

Our Blog

Free Silver Macbook Beside Iphone Stock Photo

Productivity

What Things Should You Consider Before Buying a Used Laptop?

Productivity

Top 6 Smart Office Trends to Adopt for an Improved Workflow

Microsoft

Windows 10: The Final Countdown – It’s Time to Upgrade Your PC

Join The Relevate Community

Connect with other business owners, share ideas, grow your network, leverage yourself with technology. Our mission is to help business owners to be better with sales, marketing and technology so that they can free themselves from the everyday operations and reach new heights.