CRM Setup for Australian Service Businesses
A CRM (Customer Relationship Management) system for service businesses centralises all customer interactions into a single platform. This includes SMS, email, phone calls, Facebook messages, Instagram DMs, WhatsApp, and Google Business messages — all visible in one unified inbox with full conversation history. A properly configured CRM tracks every lead from first contact through to completed job, automates follow-up sequences, and provides reporting on which marketing channels generate the most revenue. LUNA Systems handles the complete CRM setup, data migration, team training, and ongoing optimisation.
By Justine Coupland | Last updated March 2026
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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Ready to Get Started?
Book your free discovery call and we'll design a custom automation plan for your business.