Your numbers live in six places and none of them agree.
Ad spend in Google, enquiries in the inbox, jobs in a diary, invoices in Xero, reviews somewhere else. Nobody can tell you what a booked job actually costs to win. A CRM and one honest dashboard put the whole business on a single screen, so decisions stop being guesses.
Where your numbers live now
- Google Ads41 conversions
- Website forms27 leads
- Phone callsnot counted
- Email platform12 replies
- Reviewsa spreadsheet
- Enquiries
- 84
- Cost per enquiry
- $22
- Booked jobs
- 31
Same definitions everywhere.
What you get
The plumbing and the picture. One is no use without the other.
A CRM built around how you actually work
Your real pipeline stages, not a template someone else's business uses. Enquiry, contacted, quoted, booked, done. Simple enough that the team keeps it up to date, which is the only thing that makes a CRM worth having.
Every source wired in
Website forms, phone calls, Google Ads, email platform, booking system and review requests all feeding the same record, so a lead is never retyped and never lost between two apps.
One dashboard, built for you
Not a stock template with 40 charts nobody reads. The handful of numbers that actually run your business: enquiries by source, cost per enquiry, conversion rate, booked value, and what changed since last month.
Reporting that arrives by itself
The dashboard updates on its own and a summary lands in your inbox on a schedule. No waiting on an agency to send a deck, and no version of the numbers that only they can see.
Clean data underneath it
Conversion tracking, call tracking and source tagging set up properly first. A beautiful dashboard built on bad tracking is just a confident wrong answer.
How it works
Map what exists
Every tool you already pay for, what it holds, and where the same number is recorded twice with two different answers. This alone usually finds something worth fixing.
Fix the tracking
Sources, conversions and stages get defined once, so the numbers mean the same thing everywhere. Nothing gets built on top until this is honest.
Build the CRM and the dashboard
Pipeline first, then the view over it. Built in whatever your business already runs on where possible, rather than moving you onto something new for the sake of it.
Hand it over
You own the accounts and the data. You get shown how it works, in plain terms, and it keeps running whether or not we keep working together.
Want to see what one honest dashboard would show?
Call 0405 589 145What this is not
Software projects go sideways when nobody says this part out loud:
- No
Not a rebuild of your whole tech stack. If what you have can do the job, it stays.
- No
Not a dashboard full of vanity charts. If a number will not change a decision, it does not go on the screen.
- No
Not enterprise software with a training manual. Your team should understand it in one sitting.
- No
Not a lock-in. The CRM, the data and the dashboard are yours, in your accounts, from the start.
Who it's not for
Not for you if you are doing a handful of jobs a month and can hold the whole picture in your head. At that size a spreadsheet is the right answer and you will be told so.
Ask what your numbers would look like in one place.
Send a short enquiry and we'll call you back. No pitch deck, no pressure, a straight conversation about whether we can help.
Nick · Owner and operator
You deal with one person, start to finish. Based in Melbourne, working with businesses Australia-wide.
What happens after you enquire
- 1. It goes straight to Nick's phone.
- 2. He calls you within the hour, during business hours.
- 3. If he can't help, he says so and points you somewhere useful.
Prefer to talk now? Call 0405 589 145 or email nick@vantagepointmarketing.com.au.