CRM Setup
- Home
- CRM Setup
CRM Systems for Maximum Growth
At Click Road, we help businesses in Sydney, Central Coast and even internationall take control of their leads, sales processes, and project management through smart CRM setup and AI automation systems.
We specialise in building streamlined, high-converting CRM systems using monday.com to unlock your business’s true potential.
Why a CRM System is Critical for Business Success
A properly set up CRM system is the backbone of any scalable business. Without one, you’re losing leads, missing follow-ups, and leaving money on the table. With Click Road’s expert CRM setup, you will:
- Capture and nurture every lead efficiently
- Automate follow-ups and client engagement
- Track sales pipelines in real time
- Increase conversion rates with structured workflows
- Boost team productivity and communication
AI-Driven CRM Optimisation
We take CRM to the next level by integrating powerful AI automation into your systems. This ensures your CRM isn’t just a database—it becomes a profit-driving machine that works for you 24/7.
With AI integration, you can:
- Automate lead qualification and prioritisation
- Predict customer behavior with AI insights
- Receive automated reminders and notifications
- Optimise your sales process with data-backed decisions
- Deliver personalised client experiences at scale
Why We Use monday.com
Click Road proudly partners with monday.com—one of the most versatile and powerful CRM and work organisation platforms on the market. Our team specialises in:
- Building custom CRM pipelines with monday.com
- Integrating AI automations into your workflows
- Creating project and task management systems for teams
- Implementing dashboards to track performance in real-time
- Training your staff to use monday.com effectively
Note we also work with Salesforce, Hubspot, Zoho and most popular CRM systems if you have an existing system you need assistance with.
Frequently Asked Questions
You’re in the best hands with CRM experts.
A CRM is a Customer Relationship Manager - really just a fancy way of keeping track of new enquiries, communication, quotes, negotiations, closed deals and nurturing of leads.
Monday.com is the world's leading CRM and work management platform. We are proud to be one of their leading implementation partners.
A standard CRM can be running with a matter of days. We regularly build entirely custom solutions for companies that have existing sales systems which go through a design and review phase.
Every industry including retail, e-commerce, professional services, health and wellness, and more. If you have more leads than you can count on your hands, you need a CRM.
Simply book a free discovery call. We’ll assess your needs, provide recommendations, and create a solution for you.
42%
Average Revenue Increase
In the first 12 months of a CRM implementaton.
Services Include
- Free Consultation
- Demo Of CRM Systems
- Automated Data Entry
- Sales and Marketing Consulting
- Tailored CRM
Free Discovery Session
We learn about your business, lead generation methods and sales process.
Tailored CRM Proposal
Our team creates a tailored solution to maximise your deal closing.
Implementation
We handle the entire setup and integration process, in addition to training your team on use.
Ongoing Support
Continuous support to refine and optimise your CRM systems.
