A CRM system is only valuable when it’s implemented correctly, adopted by your team, and integrated with the rest of your business tools. Too many businesses pay for CRM licences while continuing to manage customer relationships in spreadsheets and email chains because the system was never properly configured to reflect how they actually work. TechSend takes a different approach — we start with your business processes and build the CRM around them, not the other way around.

CRM Selection

The right CRM depends on your industry, team size, sales process, integration requirements, and budget. TechSend provides vendor-neutral CRM selection advisory — evaluating platforms including Microsoft Dynamics 365, HubSpot, Salesforce, Zoho CRM, and Pipedrive — and recommending the option that best fits your specific requirements rather than defaulting to the most popular or most profitable to implement.

CRM Implementation & Configuration

A successful CRM implementation requires more than installing software. TechSend handles data migration from your existing systems, custom field and pipeline configuration to match your sales process, workflow and automation setup, integration with email, calendar, and other business tools, and role-based access configuration so different team members see the information relevant to them.

Integration with Business Systems

Standalone CRM systems create data silos. TechSend integrates your CRM with your accounting platform (MYOB, Xero, QuickBooks), your marketing tools (Mailchimp, ActiveCampaign, LinkedIn), your website lead capture, and your support ticketing system — giving you a 360-degree view of every customer relationship without manual data entry.

User Adoption & Training

The most sophisticated CRM configuration is worthless if your team doesn’t use it. TechSend delivers hands-on training tailored to each user role — sales teams, managers, customer service staff, and executives — and provides ongoing support to reinforce adoption and address the real-world questions that arise once the system goes live.

CRM Health Checks

For organisations with existing CRM systems that aren’t delivering expected value, TechSend conducts CRM health checks that identify data quality issues, unused features, missing integrations, and process gaps — and deliver a prioritised improvement plan to get your CRM working the way it should.