Get your customer and operational systems working together
Cloddy helps Sydney businesses choose, implement, integrate and support CRM and workflow platforms around the way the business really operates.
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Start with the process, not the product
A CRM or operational platform should give staff one reliable view of customers, work in progress and what needs following up. A poorly chosen or badly configured system does the opposite: double entry, inconsistent data and reports nobody trusts.
We map the requirement before recommending or changing anything.
Platforms we work with
Our work covers Microsoft Dynamics 365, Salesforce, HubSpot, Zoho, the Microsoft Power Platform and the line-of-business systems you already run. The recommendation depends on your requirement, your existing environment and who will look after it internally. We don't have a product quota to hit.
Across the lifecycle
- requirements and workflow mapping
- product and vendor evaluation
- implementation and configuration
- data migration and data-quality planning
- Microsoft 365 and identity integration
- reporting and dashboard requirements
- staff training and adoption support
- documentation, enhancements and ongoing support
Connected to the rest of your IT
Business systems depend on identity, devices, security, connectivity, backup and staff capability. We keep those dependencies in view so the platform doesn't become an island that's hard to support later.
Community and care platforms
NDIS, case-management, rostering, funding-reporting and participant platforms are handled by Good Cause Tech, our community-sector division.
Book a discovery call to talk about a CRM or business-system project.
Ready to talk to Cloddy?
Tell us a bit about your business and what is getting in the way. We'll come back to you with a practical next step, not a sales pitch.
Book a discovery call