Sales, marketing, automation, payments, and reviews under one Australian-supported platform.
If your business runs on five different tools, a paper diary, and a group chat, you are not alone. Most Australian service businesses are juggling Mailchimp, Calendly, Stripe, Trello, a forms tool, and a spreadsheet, and feeling the tax of that fragmentation every Friday afternoon. Connect Zero CRM puts the lot in one place so the team stops re-keying and starts running the business.
Cancel from inside the product, no phone call.
Most service-business owners did not set out to run five separate tools. The stack grew one decision at a time. Mailchimp got picked up in 2019 because the bookkeeper recommended it. Calendly got added the year after to stop the back-and-forth on bookings. A forms tool went on the website during a marketing push that ran for one quarter. The CRM trial got abandoned mid-import because nobody had time to map the fields. The spreadsheet is still there because the spreadsheet is always still there.
The cost shows up at the edges. The admin re-keys the same client into three tools every time a new enquiry lands. The owner cannot answer a phone call from a customer without tabbing through four browsers and a desktop app. Friday afternoon goes to chasing the things that should have chased themselves. The accountant's quarterly invoice has a line item called "reconciliation" that grows every quarter. None of the tools are bad. They were each the right pick on the day they got added. Together they cost more than the business realises, in subscription fees and in the labour cost of holding them together.
Connect Zero CRM is the alternative to the stack. One login, one billing line, one database of customers, one place to look when the phone rings. The conversations live in the same screen as the pipeline. The pipeline lives in the same screen as the calendar. The calendar fires the reminders, the reminders write back to the contact, the contact owns the invoice, the invoice writes back to the pipeline. The shape that the five-tool stack tries to fake with manual re-keying is the shape Connect Zero CRM is built around from the first screen.
The product makes sure no lead arrives without a touch and no quote sits longer than your policy without a follow-up. Lead capture from the website, a form, a phone call, or a chat widget lands on the same contact and triggers the same first-touch sequence. Quotes that go quiet flag themselves. Adelaide Hills Electrical was losing three quotes a month to no-follow-up before they switched. Six months in, the no-touch rate is zero.
Conversations, bookings, and sales activity live in one screen. The team stops tabbing between five tools to find what a customer asked yesterday. SMS, email, web chat, and social DMs all land in the same thread per contact, on desktop and mobile. The calendar shows the team's bookings beside the inbox. The pipeline shows the deals beside the calendar.
Review requests, appointment reminders, follow-up emails, and invoice nudges run on the policy you set. The team stops being the reminder system. The trigger is the event you choose (invoice paid, appointment completed, deal won) and the action is the message you pick. One dental practice went from twelve Google reviews to a hundred and ninety in seven months on the same diary and the same team.
The eleven capability spokes group into four buckets. Each link opens the deep-dive page for that capability.
You connect your inbox, your calendar, and your phone number. The product imports your existing contacts from Mailchimp, your bookings from Calendly, your customers from a CSV. The setup screen walks you through three configuration choices, the rest is defaults you can change later.
You turn on the first three workflows. Lead capture to first-touch SMS. Booking to two-step reminder. Invoice paid to review request. The templates ship in the product, you adjust the wording, you turn them on. Your team sees the first wins inside the week.
You add pipelines, build a landing page, turn on marketing campaigns, set up the reporting dashboards. The product grows into the business at the pace the business can absorb it.
Two audiences read this site. Whitelabel CRM agencies who resell the platform under their own brand across a client-account fleet. Small and mid-sized businesses buying the platform direct because they want one tool not five. The product is the same. The pricing and the rollout shape differ.
A whitelabel CRM platform, your domain, your colours, your logo. Built for the way agencies actually deploy across customer fleets.
See the agency pitch → For small businessReplace your inbox, your calendar booker, your email tool, and your forms tool with one platform billed in AUD. Five to fifty staff, profitable, growing, not pre-revenue, not enterprise.
See the small-business pitch →Plans tailored to team size. Current plan options and worked examples are on the pricing page.
The shape below is the median path for a fifteen-person service business. Each month is a milestone the business can verify from the operational data, not a marketing milestone.
By end of week one, the unified inbox is the primary screen the team works in. By end of week two, the pipeline view is the primary screen for the sales team. By end of month one, the team is no longer opening the previous email, booking, or forms tool. The retention rate on the first month is the strongest predictor of long-term fit.
By the end of month two, three to five workflows are firing automatically (lead capture, booking reminder, review request, invoice nudge, follow-up sequence). The first marketing broadcast has gone out to the cleaned, imported list. The team's pipeline-to-revenue cycle has dropped by two to five days against the pre-platform baseline.
By the end of month three, the reporting dashboard is the screen the owner checks at the start of each week. The AI surface is in use for draft replies, thread summaries, and marketing copy. The team has retired the last of the previous-stack subscriptions. The monthly bill is one line in AUD, against the previous four-to-six lines in mixed currencies.
Most CRM platforms in this category are built for the US market, with the AU experience bolted on. The bolting-on shows up at the edges. The pricing page quotes a USD figure with an AUD conversion the customer pays. The support hours run on US time, so the AU operator waits overnight for a response. The privacy posture aligns with US regulations rather than the Australian Privacy Act. The phone-number provisioning ships US-only numbers. The SMS deliverability runs through US carrier rails that the AU operator's customers do not always trust.
Connect Zero CRM is built for the Australian market. The pricing is AUD on the page and AUD on the invoice. The support team works AU business hours and answers in AU English. The data hosts in Sydney under the Australian Privacy Principles. The phone-number provisioning ships AU numbers (mobile, landline, regional) with a port-in path for existing numbers. The SMS deliverability runs through Telstra and Optus interconnects with sender ID registration handled at setup. The AU-buyer experience is the default state, not a bolt-on.
For businesses with operations across Australia, New Zealand, and the broader Asia-Pacific, the same shape extends. The platform supports NZ phone numbers, NZ SMS sender ID, and NZ-dollar billing. Multi-region businesses can host data primarily in Sydney with regional replicas as needed for performance.
Connect Zero CRM is the broadest-fit product under the Connect Zero brand. Each product runs independently; teams can subscribe to one or several under a single account.
If your team already runs a 3CX phone system and calls need to land on the CRM contact in under ten seconds.
ConnectWise Xero Invoice SyncIf you run an MSP on ConnectWise Manage and need invoices flowing to Xero without manual reconciliation.
Connect Zero for TimesheetsIf your team logs time in ConnectWise and your payroll runs on Xero, and the gap between is eating Monday.
Most teams are running the unified inbox, the calendar, and the first two workflows inside a week. The full migration off four or five existing tools takes three to four weeks in practice, run alongside the current stack so nothing breaks while you cut over. The trial is 30 days for exactly this reason.
Most of our customers retire Mailchimp and Calendly within the first thirty days because the equivalents inside Connect Zero CRM cover the same ground and the unified inbox makes the data more useful. You do not have to retire them on day one. The trial is set up so you can run the new product alongside the old stack for the first fortnight, watch what fits, and decide on the cutover when you are ready.
Current plan options and worked examples are on the pricing page.
Thirty days, no credit card to begin, cancel from inside the product if it is not the right fit. Two minutes to start the trial. No phone call required.
Summarize your business so the visitor can learn about your offerings from any page on your website.
