CRM Consultancy
CRM Consultancy

Australia’s Zoho Partner of Choice.

Enterprise Digital Transformation Specialists.

Zoho Partner | IT Managed Services | Virtual Staffing

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.


Book A Free Consultation


Explore Zoho One


CRM Consultancy

Relevate is an operations, strategy and technology consulting firm. We specialise in CRM, IT Managed Services, Virtual Staffing, Digital Transformation Strategy and Advisory.

Our 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 streamline your processes so your team works smarter not harder to maximise ROI. Your customer is your most important asset, 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.
CRM Consultancy
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.
CRM Consultancy
Greg Smith
Founder, Buntu

Our Brands

CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy

Sounds Familiar?

Digital Acceleration Consulting

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

Case Studies




CRM Consultancy

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





CRM Consultancy

Managing complex inventory operations for a medical supply company.





CRM Consultancy

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





CRM Consultancy

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



View All Case Studies

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.

Whether you have disconnected systems that keep breaking as you scale or you’re simply flying blind without the reports and visibility you need, we start by understanding what’s actually happening in your business before recommending any fix.

Our process follows three phases:
We audit your current processes to find the gaps
We help you adopt the right systems and recommendations for your stage of growth
We support you to accelerate what you’ve built so it keeps paying off.

We would love to talk more, so reach out for a chat.



Audit




Adopt




Accelerate

What we do

Our Services



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Business Automation

As a pioneer Digital Transformation Consultancy,  we implement CRM, ERP, HRIS and Marketing Automation Systems that WOW your team and your customers to keep returning.

Digital Transformation

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 Services

We provide technical offshore staff at around a third of the cost of local staff. We provide premium facilities and are completely transparent about pay rates so 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 Can We Help?



Introductory Chat

Book a quick call to see if we are a fit.




Technical Review

Identify requirements and share documents.




Detailed Proposal

Propose the best way to work together.




Implementation & Kickoff

Get set up and your project underway.



Book Your Free Intro Call

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 keep hitting the same roadblocks. You cannot do everything yourself anymore, but your team does not have the systems. What you need is a mix of hands on support and self service tools: enough guidance to get set up right, without paying for hand holding you don’t need.




Maturing

In this phase, you are outgrowing your current systems and need more sophisticated tools with real management controls. Your team is expanding and the legacy systems you have patched together over the years finally need to talk to each other. Without that, growth just means more manual work and not more capacity.




Enterprise

our business and systems are complex now. There is lots of data to integrate, lots of room to automate and every change carries real risk. That means balancing your rollout plan against proper change management. Uptime becomes critical and the decisions you make about growth and scalability start to matter a lot more than they used to.

Frequently Asked Questions

Find out more about working with us.





Where is your team based?

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


We help you audit your processes.

We help you adopt our recommendations.

We help you accelerate what you have built.


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


Academy

Community

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


Community

YouTube

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


Visit Here

Our Blog



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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.

Free Member Benefits

Paid Member Benefits


Apply to become a member

Our Clients

CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy
CRM Consultancy


Our Story

Find out a bit more about who we are, how we got started and how we deliver value to our clients.

RELEVATE TV

See more on YouTube


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CRM Consultancy

“Your Customer is the most important person in your business, why not invest in your relationship with them and watch your business flourish.”

Avon Collis MBA
CRM and Marketing Automation Specialist – Relevate