The licence is paid for. The pipeline inside it still is not the real pipeline. We build the layer that closes that gap.
Most Australian businesses that ask us about sales pipeline software development already have a CRM. HubSpot, Salesforce, Pipedrive, or whatever came bundled with the accounting system. The licence is paid for. The problem is that the pipeline inside it is not the real pipeline.
The real one sits in a rep's notebook, a phone call log, an inbox, and a spreadsheet somebody updates on a Friday afternoon. Deals go quiet in the gap between the two. It is also the reason the reports coming out of the CRM never quite match what the owner believes is happening in the business.
We build the layer that closes that gap — quoting, lead routing, follow-up prompts and reporting that make the CRM worth keeping current. We build around the systems you already run rather than replacing them, which is the same approach we take to system integration generally. It suits multi-site retail operations and professional services firms, where a sale is quoted rather than picked off a shelf.
One caveat before anything else. A system will not fix a sales problem that is really a product or pricing problem. If you lose to the same competitor on price every time, or enquiry volume is healthy and conversion is not, better software will show you that faster and in more detail. It will not change the answer. We would rather say that in the first conversation than three months into a build.
A quoting tool built around your real price list, margin rules and approval thresholds. The rep configures the job, the system prices it, anything outside the rules routes to whoever can approve it, and the customer has the quote the same day. Versions and revisions stay attached to the opportunity.
Website forms, phone enquiries, the info@ inbox, social messages, trade counter walk-ins, referral partners. Each one lands in the same place, is deduplicated against existing contacts, is assigned by rule — territory, product, workload, availability — and is timestamped, so response time becomes measurable rather than something people argue about.
Not a calendar drip. Follow-up that fires on things that actually happened: a quote opened but not accepted after four days, a customer who asked for a revision and then went quiet, an opportunity that has not changed stage in three weeks, a job lost on price six months ago that is now worth a second approach.
Source captured at first touch, carried through the quote, and reconciled against the invoice in Xero or MYOB — so reporting shows which channels produce revenue, not which produce enquiries. Where a lead genuinely has two sources, the system records both instead of inventing a winner. We build it as custom operational dashboards rather than a monthly export somebody assembles by hand.
Stage definitions that mean something specific. Required fields at the point where the information actually exists, not at the point it is most annoying. A next action on every open opportunity. When a salesperson is on leave or leaves the business, the account is workable by someone else the same day.
A working session with the people who actually sell. Where leads come from, what happens to each one, where quoting stalls, and what the CRM is genuinely used for as opposed to what it was bought for.
We document the pipeline as it runs today, including the parts that live outside the software. This is usually where a business sees for the first time how many separate places a lead can land in.
We agree stage definitions, routing rules, approval thresholds and what should count as a follow-up trigger. Small decisions here — such as whether "quote sent" is a stage or a field — decide whether the reporting is trustworthy later.
We build the quoting, routing and follow-up components and connect them to your CRM, website, inbox and accounting system. Existing records are migrated and deduplicated before go-live, not after.
Once real numbers accumulate, triggers and thresholds get adjusted. First-pass follow-up timing is an educated guess. After two months of your own data it does not have to be.
Drawn AI works on a subscription: monthly billing, a minimum term of three months, and 30 days' notice to cancel. It is not fixed-price project work and it is not hourly. The monthly figure depends on how much you are building and how many systems it has to connect to. We quote after the discovery session rather than before it.
Usually no, and we would generally advise against it. Replacing a CRM costs you the history and the habits at the same time. We build the missing pieces — quoting, routing, follow-up, reporting — and connect them to what you already run. If your CRM genuinely cannot support the way you sell, we will say so, but that is not the common case.
The build runs alongside your current process. Disruption concentrates in two places: agreeing stage definitions during design, which needs a few hours from the people who sell, and the first fortnight after go-live, when habits change. We release in stages so the team adopts one thing at a time rather than a whole new system on a Monday morning.
We can build the plumbing that makes it answerable: source captured at first touch, carried through to the quote, reconciled against invoiced revenue. What we cannot do is retrofit attribution onto leads that were never tagged. The reporting starts producing reliable answers from the point capture goes in, not retrospectively.
No. This page is about winning work you do not have yet. Keeping the customers you already won runs on different signals and different triggers, and that is customer retention systems. Plenty of businesses need both. We would normally start with whichever one is leaking more revenue.
Then a system will make that visible rather than fix it. Pricing, product fit, lead quality and sales capability are not software problems. If the discovery session suggests that is what you are dealing with, we will tell you, and we will tell you before you have committed to a build rather than during one.
A first conversation costs nothing and usually ends with a clearer idea of what is worth building — sometimes that answer is “not yet”, and we will say so.
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