Scattered enquiries
Forms, calls, referrals and messages create separate lists that nobody reviews together.
LUNA CRM · Setup · Migration · Support
A CRM for small business, built around how you sell
Replace the loose spreadsheets, inbox archaeology and forgotten follow-up with one managed sales workspace your team can actually use.
By Justine Coupland, RN — AHPRA-registered nurse & automation specialist · Last updated July 2026
- ✓ Managed setup
- ✓ Clean migration
- ✓ No lock-in
LUNA CRM is a managed CRM for small business in Australia. It gives service businesses one practical place to capture enquiries, assign an owner, move opportunities through a defined pipeline, record communication and trigger approved follow-up. LUNA Systems maps the sales process before configuring the platform, then handles field and pipeline design, eligible integrations, data migration, testing, team training and launch. The recommended path is the LUNA CRM because one supported system is easier to configure and improve than a collection of disconnected subscriptions. If a business already has a suitable CRM, LUNA can assess whether improving or connecting it is more sensible than moving. Every project receives a written scope covering software, messaging, migration, permissions and ongoing support. The result is not a generic template: stages, fields, automations and reporting are shaped around how the business actually receives, qualifies and converts enquiries.
The real CRM problem
Your customer history should not live in one person's head.
Small businesses rarely need more software for its own sake. They need a dependable way to see the enquiry, the owner, the next action and the outcome.
Invisible ownership
A lead exists, but the team cannot tell who is responsible for the next action.
Follow-up by memory
Quotes and consultations go quiet because reminders depend on someone remembering.
Reports without answers
A dashboard counts activity but does not show which stage or handoff is causing the loss.
One operating view
The LUNA CRM joins the daily sales steps without pretending every decision belongs to software.
Capture the signal. Make the next action obvious.
Is LUNA CRM right for you?
The right answer depends on the workflow, not the number of features printed on a software comparison.
Choose a CRM when the process needs a shared home.
Good reasons to consider it
- ✓Enquiries arrive in more than one place
- ✓Nobody can see the next action at a glance
- ✓Quotes and consultations need consistent follow-up
- ✓The owner is the only person who knows the full history
- ✓You want the sales process measured without another DIY project
When we may recommend less
Your existing system may already be enough.
If a well-used CRM already supports the required pipeline and connections, the better project may be a focused clean-up or integration. If the need is only a simple contact list, a smaller tool may be more sensible.
We assess before we prescribe.Three managed paths
Choose the CRM work your business actually needs.
Every path is scoped around the LUNA CRM, with software, migration, messaging and support costs made visible before work starts.
LUNA CRM Launch
Start with a clean system
A business moving beyond inboxes, notes and spreadsheets.- Customer journey and pipeline mapping
- Core fields, permissions and lead ownership
- Forms, templates and agreed automations
- Team training and supported launch
LUNA CRM Migration
Move without carrying every mess forward
A business leaving an unsuitable CRM or fragmented contact lists.- Source-data and field review
- Duplicate and retention decisions
- Test import before the final move
- Cutover plan and workflow testing
LUNA CRM Optimisation
Improve the system after real use
A team that needs better adoption, reporting or follow-up.- Pipeline and stage review
- Automation and exception tuning
- Dashboard and handoff refinement
- Prioritised improvement cycle
No generic package price is published because a new setup, a ten-thousand-record migration and a multi-tool integration are different jobs. You receive a written custom scope with the relevant platform, messaging, migration and support costs.
LUNA CRM setup process
Software configuration starts only after the sales journey and ownership rules are understood.
Map. Define. Configure. Migrate. Test. Launch.
Map the customer journey
We trace how an enquiry arrives, who owns the next action, what information matters and where opportunities currently stall.
Define the sales process
We agree the pipeline stages, handoffs, follow-up rules and reporting questions before configuring software.
Configure LUNA CRM
We build the agreed pipelines, fields, permissions, templates and practical automations in the LUNA CRM.
Clean and migrate data
We identify the usable records, map fields, remove obvious duplicates and test the import before the final move.
Connect and test
Eligible forms, calendars, messaging and business tools are connected, then tested with real workflow scenarios.
Train, launch and improve
Your team learns the daily workflow, the system goes live with support and agreed improvements are prioritised from real use.
Migration without the mess
Moving data is a series of business decisions.
An import should not preserve every duplicate, obsolete field and half-finished record simply because it exists. We map what is useful, test it and document what will not move.
01Source
Where do the records live now?
Spreadsheet · inbox · old CRM02Purpose
Which records still support a real business need?
Keep · archive · exclude03Structure
How should each useful field map into LUNA CRM?
Contact · company · opportunity04Quality
Which duplicates and incomplete records need a decision?
Merge · correct · flag05Test
Can the sample import support the daily workflow?
Validate · adjust · approveIllustrative small-business CRM examples
The same platform supports different sales journeys.
These are illustrative workflow examples, not client case studies or promised outcomes. The final fields, connections and automations depend on the written scope.
Trades and home services
Website, phone and referral enquiries enter one pipeline, with the service area, job type, assigned estimator and next action visible before a quote is chased.
Professional services
Each enquiry moves through consultation, scope, proposal and onboarding, with document requests and internal handoffs recorded against the right contact.
Website design for accounting firms →Beauty and wellness
New enquiries are separated from existing clients, consultation follow-up is assigned and eligible booking information is connected without turning the CRM into the clinical or treatment record.
LUNA Systems Data
LUNA in numbers
Our own operational figures, updated quarterly. Last updated: July 2026.
100+
automation workflows built and running
9
different industries we've delivered systems in
40+
industries and medical specialties configured on our AI receptionist
64
in-depth guides and articles published
94
website designs in our live styles gallery
FAQ
CRM for small business questions
01What is the best CRM for a small business?↓
The best CRM is the one your team can use consistently and that matches your sales process, required connections, permissions and budget. LUNA recommends the managed LUNA CRM for most service businesses because we can configure and support the full system. If your current CRM is genuinely suitable, we will say so rather than force a move.
02Is LUNA CRM your own CRM platform?↓
Yes. LUNA CRM is the managed customer relationship platform LUNA Systems configures and supports for small service businesses. The value is not an untouched software login: it is the mapped pipeline, data structure, automations, migration, testing, training and ongoing support built around your workflow.
03What does a CRM setup include?↓
A typical scope covers customer-journey mapping, pipeline and field design, permissions, eligible forms and integrations, data migration, practical automations, testing, team training and launch support. Your written scope states exactly what is and is not included.
04What if I already have a CRM?↓
We first assess whether it fits the process, whether the team uses it and whether the required data and connections are reliable. The sensible answer may be to improve or connect what you have. If moving to LUNA CRM will remove meaningful friction, we map and test the migration before changing the live workflow.
05Can you migrate contacts from spreadsheets or another CRM?↓
Yes, where the source data can be exported and lawfully used. We review the fields, remove obvious duplicates, agree what should be retained and run a test import. A migration cannot repair every historical data problem, so exceptions and exclusions are documented before the final move.
06How long does CRM setup take?↓
Timing depends on the number of pipelines, users, records, integrations, automations and approval steps. A clean new setup is lighter than a complex migration. LUNA provides a staged timeline after discovery rather than promising the same turnaround for every business.
07How much does a CRM for small business cost?↓
The total can include the CRM subscription, phone or messaging usage, setup, data migration, integrations and ongoing support. LUNA provides a custom written quote that separates the relevant costs. There is no public one-size-fits-all price because the workflow and migration effort determine the scope.
08Can LUNA CRM connect to my existing business tools?↓
Often, but the exact connection depends on the other product's API, subscription plan, permissions and data rules. Common connection points include website forms, calendars, email, accounting, job-management and booking tools. See the integration categories LUNA supports; each connection is still verified before it is included in scope.
09Is LUNA CRM suitable for a healthcare practice?↓
It can support administrative enquiry and marketing workflows, but it should not replace the clinical record or practice-management system. Healthcare practices should use the healthcare automation pathway so health information, access and human clinical oversight are scoped separately.
Founder, LUNA Systems · Registered Nurse (AHPRA: NMW0002113429)
Former nurse and beauty therapist turned automation consultant. Justine builds custom AI systems for Australian service businesses, so they can stop chasing leads and start growing.
Start with the workflow
Give every good enquiry a visible next step.
Tell us where enquiries arrive, how the team currently follows up, what needs to connect and whether data must be migrated. We will recommend the lightest sensible LUNA CRM scope.
- ✓ Written scope before configuration
- ✓ Platform and usage costs made visible
- ✓ Training, ownership and handover included
Map your CRM plan
Share the current tools, lead sources and biggest follow-up gap. We read every enquiry ourselves.
Run a healthcare practice?
Keep the clinical record and marketing CRM boundaries clear.
Use the healthcare pathway when the workflow touches practice software, health information, patient communication or human clinical oversight.