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Custom CRM Perth

Custom CRM
Perth.

Built for your business, not Salesforce's. A CRM system designed around your actual workflows, your data, and the way your team works — not a $75/user/month platform with 500 features you'll never use. No licence fees. Yours forever.

No monthly licence fees Built for YOUR workflow Delivered in 3-6 weeks
Get a Free Strategy Call 0452 246 854
Tell us what you need
We reply within 3 hours — Tristan personally.
No spam. No lock-in. No obligation.
✅

Request received!

Tristan will personally reply within 3 hours on business days.

One Point of Contact
100% Custom Builds
Perth-Based, No Outsourcing
Free Strategy Call
Delivered in 2–8 Weeks
The Problem

You're paying $75/user/month
for a CRM that doesn't fit.

Salesforce, HubSpot, Zoho — they all promise everything and deliver complexity. Perth SMEs end up paying thousands per year for platforms they use 10% of, fighting workarounds for the other 90%. You don't need a platform. You need YOUR system.

  • Paying $75/user/month for Salesforce features you don't use
  • Your team hates the CRM and tracks everything in spreadsheets anyway
  • You've tried 3 different CRMs and none fit your workflow
  • Off-the-shelf CRMs can't handle your industry-specific process
  • You need a CRM but can't justify $15K+ per year in licence fees
❌ The old way
Salesforce at $75/user/month. 5 users = $4,500/year. Features you'll never touch.
✓ Source Digital
Custom CRM built for $8K–$15K. No monthly fees. Works exactly how your business works.
❌ The old way
HubSpot 'free' CRM that locks everything useful behind a $1,600/month paywall.
✓ Source Digital
Every feature you need included from day one. No upsells, no feature gates, no surprise costs.
❌ The old way
Team uses the CRM for 10% and spreadsheets for the other 90%.
✓ Source Digital
CRM designed around your actual workflow. Your team uses it because it makes their job easier.
What We Build

Custom CRM services for Perth businesses
with real problems to solve.

Customer & Client Management
Track every customer interaction, deal, and communication in one place. Built around how YOUR team actually manages relationships — not how Salesforce thinks they should.
Sales Pipeline Management
Custom pipeline stages that match your actual sales process. Visual deal tracking, automated stage transitions, and revenue forecasting. No more lost deals.
Quote & Invoice Integration
Generate quotes directly from your CRM using your product data and pricing rules. Convert quotes to invoices. Sync with Xero or MYOB. One system, zero double-entry.
Project & Job Tracking
For service businesses that need to track projects after the sale. Task management, milestone tracking, time logging, and client portals — all connected to your customer data.
Custom Dashboards & Reports
Real-time dashboards showing the metrics that matter to YOUR business. Revenue, pipeline, conversion rates, customer activity. Auto-generated reports to your inbox.
API & System Integration
Your CRM connected to everything — Xero, MYOB, email, calendar, Shopify, website forms, and any tool with an API. Data flows automatically between all your systems.
Proof It Works

Not slide decks. Real results
for a real Perth business.

Equipment Group parts catalog website built by Source Digital Perth
Case Study — Equipment Group, Perth WA

From 13 PDFs to 35,268 Searchable Pages

A Perth mining parts supplier had 13 spare parts catalogues locked in PDFs — invisible to Google, impossible to search, generating phone calls instead of quotes. We extracted 76,770 raw parts, built a custom RFQ system from scratch, and generated 35,268 individual SEO pages. Zero manual data entry.

35,268
Pages live
94,062
Keyword variants
13
PDFs processed
Custom HTML/JS Python Pipeline Shopify CDN Netlify Custom RFQ
Read Full Case Study →
Why Source Digital

We build things. Not strategies.

01
You talk to the person who builds it
No account managers, no hand-offs, no offshore team. You deal directly with Tristan from first call to final delivery. Every question gets a straight answer.
02
SME budgets. Weeks, not months.
Enterprise AI firms in Perth start at $30,000. We build practical, working tools for $3,500–$25,000 and deliver in 2–8 weeks. Because SMEs can't wait 6 months for a result.
03
Transparent from day one.
Before we start, you know exactly what we're building and what it will cost. No hourly billing, no scope creep, no surprise invoices at the end.
04
We've done it. Here's the proof.
Equipment Group: 13 PDFs → 35,268 pages. Melbenarch: live AI assistant inside a custom CRM suite. Source Digital CRM: built from 318 invoice rows. Real projects, real deliverables.
05
Perth-based. Local business understanding.
Based in Perth, WA. We understand the local market, the industries (mining, construction, trades, retail), and the pace of WA business. No timezone gymnastics, real meetings available.
06
Marketing + technology in one place.
We combine web development, AI tooling, SEO, and paid advertising. The system we build for you also ranks on Google and converts the traffic it gets. Nobody else offers that combination.
The Process

From first call to working tool
in 2–8 weeks.

01
Free Strategy Call
30 minutes. You explain the problem, we explain what we can build. No jargon, no hard sell. Tristan personally.
02
Scoped & Quoted
We define exactly what will be built, the timeline, and a fixed price. Nothing starts until you're happy with the scope.
03
Built & Delivered
We build the tool. You get progress updates. Most projects delivered in 2–8 weeks with a full handover walkthrough.
04
Ongoing Support
Optional retainer for updates, new features, and maintenance. Many clients keep us on for $600–$1,200/month.
Book Your Free Strategy Call

No obligation. No jargon. Tristan replies personally within 3 hours.

FAQ

Common questions about
custom crm in Perth.

Off-the-shelf CRMs like Salesforce are built for everyone, which means they're optimised for no one. A custom CRM is built specifically for your business — your fields, your pipeline stages, your workflow. No unused features, no workarounds, no monthly licence fees.

Custom CRM projects range from $5,000 for a focused system to $15,000–$25,000 for a comprehensive system with integrations, dashboards, and automation. Compare that to $4,500–$9,000/year in Salesforce licences — the custom CRM pays for itself in 1–2 years.

No licence fees ever. You own the system. Optional hosting runs $50–$150/month depending on scale. Optional maintenance retainers for updates and new features are $600–$1,200/month. Total ongoing costs are a fraction of Salesforce or HubSpot.

Yes. We build direct integrations with Xero, MYOB, Google Workspace, Outlook, Shopify, and any platform with an API. Invoices sync, contacts sync, and data flows automatically.

3–6 weeks for most projects. A focused client management system takes 3 weeks. A full CRM with pipeline, quoting, dashboards, and integrations takes 4–6 weeks.

Custom CRMs are built to evolve with your business. Adding new fields, pipeline stages, automations, or integrations is straightforward and far cheaper than modifying off-the-shelf platforms. Most changes take 1–3 days.

Ready to stop doing
by hand what software should?

Free strategy call. No jargon, no hard sell. We'll tell you exactly what we can build and what it'll cost.

Book a Free Strategy Call 0452 246 854