The right CRM for your small business, set up for you
A CRM for small business pulls every customer interaction into one place — SMS, email, phone calls, Facebook messages, Instagram DMs, WhatsApp, and Google Business messages — all visible in a single unified inbox with full conversation history. Choosing the right CRM software for small business matters less than setting it up properly: a well-configured system tracks every lead from first contact through to completed job, automates follow-up sequences, and reports on which marketing channels generate the most revenue. The MIT Lead Response Management Study found that leads contacted within 5 minutes are 21 times more likely to convert than those contacted after 30 minutes — making a CRM with automated instant responses critical for Australian service businesses competing for local leads. LUNA Systems handles the complete CRM setup, data migration, team training, and ongoing optimisation for tradies, salons, clinics, and professional services across Australia.
By Justine Coupland · Last updated May 2026
Will it connect to your existing tools? LUNA Systems integrates with Google Calendar, Cliniko, ServiceM8, Xero, and most popular Australian platforms.
See full integrations list →How It Works
How It Works
We Audit Your Current Setup
We review how you currently manage customer data — spreadsheets, phone contacts, multiple apps — and identify what needs to change.
We Configure Your CRM
We set up your CRM with custom pipelines, automation workflows, message templates, and integrations with your existing tools.
We Migrate Your Data
Existing customer data, booking history, and contact lists are imported cleanly into the new system. Nothing gets lost.
We Train Your Team
Live training session plus video guides. We make sure everyone is comfortable before going live.
What's Included
Features
Industry Examples
How Different Businesses Use This
Home Services
A customer messages on Facebook, then texts a photo, then emails a question. You see the entire conversation in one thread, reply once, and they get your response on their preferred channel.
Professional Services
Accountant tracks every client interaction from initial enquiry to ongoing service. Automated reminders for tax deadlines, document requests, and annual reviews.
Beauty & Wellness
Salon sees each client's full history — past appointments, preferred services, product purchases, and communication. Enables personalised service and targeted promotions.
FAQ
Common Questions
Do I need to change all my existing tools?▼
Not necessarily. We integrate with most existing tools and can sync data between systems. The goal is to centralise communication, not replace everything you already use.
How long does CRM setup take?▼
Typically 1-2 weeks for basic setup and training. Complex setups with data migration and custom workflows may take 2-4 weeks.
Can my team access the CRM from their phones?▼
Yes. The mobile app gives your team full access to contacts, messages, calendar, and tasks. Reply to leads from anywhere.
What if I already have a CRM?▼
We can optimise your existing CRM or migrate to a more suitable platform. We'll assess what you have and recommend the best path forward during the discovery call.
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Pricing
Custom quote
Every package is built and priced around your business, so the number matches the actual work. We quote after a 30-minute discovery call. No public price list, no lock-in.
Book a discovery callIndustries
Who this works for
We've set this up for service businesses across Australia. Here are the industries we work with most.
Ready to Get Started?
Book your free discovery call and we'll design a custom automation plan for your business.