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Systems & Automation

Streamline your customer management, automate follow-ups and stop losing leads with integrated business systems.
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Informed By Your Customer Journey

We design systems that support how your customers buy, ensuring all touchpoints are timely and professional.

Built For Real Businesses

CRM and automation setups designed for simplicity, not more admin.

Seamless Integration Across Your Tools

Your website, CRM, forms and email marketing all working in harmony.

Brands we partner with

Your Systems Should Be Working For You

Your business generates leads, but without the right systems in place, too many slip through the cracks. Follow ups get forgotten. Messages get lost. Customer details end up scattered across notebooks, spreadsheets and inboxes.

 

Smart systems help to turn that chaos into clarity. When your systems are aligned and automated, your customers feel more valued, your team stays organised and your sales pipeline becomes predictable.

Integrated CRM and automation systems give your business what manual admin fails to:

  • Each enquiry is captured automatically

  • Every follow up is delivered on time

  • All your customers are tracked in one place

  • Your entire team works from a central source of truth

When your systems are aligned and automated, your customers feel more valued, your team stays organised and your sales pipeline becomes predictable.

Our systems implementations show exactly how automation improves your processes, increases conversion and strengthens customer relationships.

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Why Most Businesses Lose Opportunities

Most businesses don’t lose work due to poor service. They lose it because of poor or inadequate systems.

These issues make great businesses look disorganised, and in competitive industries, that’s enough for customers to take their business elsewhere.

A structured CRM and automation system changes that. It ensures no lead is lost, no follow up is missed and no customer feels ignored. The right systems help to build trust before you even pick up the phone.

Common challenges include:

  • Enquiries forgotten in inboxes

  • No consistent follow up processes

  • Customer information siloed in multiple places

  • Manual admin slowing the team down

  • No visibility over where each lead sits

  • Customers going cold because no one stayed in touch

Why Choose Optimise Online for Systems & Automation

10+ years

Since 2013, we’ve helped businesses in Perth and beyond build simple yet effective systems that support growth, not complicate it.

Our Work
  • We Build Systems Your Team Will Actually Use

    We keep everything practical and intuitive. No clutter, no unnecessary features and no complicated setups your team won’t actually adopt long term.

    Optimise Online team member presenting a natural wellness website to colleagues
  • Seamless Integration Across Your Entire Business

    Your website forms feed back into your CRM. Your CRM triggers automated email sequences. Your automations track behaviour and send the right message at the right time.

    Optimise Online team member presenting a food product website to a colleague
  • In-House Perth Support

    Our local team manages setup, training and ongoing optimisation. No offshore support or technical headaches.

    Optimise Online team members collaborating on a laptop together
  • Built Around Your Customer Journey

    Each automation, workflow and touchpoint is designed to support how your customers buy and how you deliver.

    Optimise Online's Calum reviewing a printed document with a colleague
  • Training That Ensures Adoption

    We don’t hand over a system and hope for the best. We teach your team how to confidently use it.

    Optimise Online team collaborating on client marketing designs

Our 3-Step Systems Integration Process

Smart systems start with strategy, then build into simple, reliable workflows your team can depend on time and time again.

  • Audit & Strategy

    We begin by mapping your business’ current processes from an initial enquiry to nurturing customer relationships over time. Through analysis and conversations, we identify where your leads get lost, follow ups break down and opportunities where automation can save you time. This becomes the blueprint for your CRM structure and automated workflows.

  • Integration & Setup

    With a clear plan in place, we connect your CRM, email marketing, website contact forms and any additional tools your rely on. Data syncs automatically. Manual double-entry disappears. And your system starts capturing, assigning and nurturing leads from the moment they come in. Everything is aligned with your brand, sales processes and customer experience.

  • Training & Optimisation

    We train your staff to use the CRM and automations confidently, without feeling overwhelmed. Once live, we refine the system based on performance, team feedback and real customer behaviours. Your systems evolve with your business so they continue to support your long term growth.

Project Timeline

Most integrations are completed within 6-12 weeks.

The Cost of Poor Systems

Every missed follow up is a potential customer that’s more likely to choose someone else. These issues often compound over time, quietly costing revenue, credibility and long term customer relationships. Integrated systems don’t just save time and reduce manual admin. They stop opportunities from slipping away

Businesses without integrated systems often face:

  • Lost leads

  • Inconsistent customer experiences

  • Slower response times

  • Disorganised processes that undermine trust

  • Teams overwhelmed by manual administrative tasks

What Success Looks Like With CRM & Automation

When your systems work together seamlessly, business growth becomes predictable:

  • Automatic follow ups delivered at the right moments

  • Warmer, more engaged leads

  • Consistent communication that builds trust

  • More clarity around your sales pipeline

  • Higher conversion rates from the same number of enquiries

  • A team confident in what needs attention today

Don't Just Take Our Word For It

6+ years

Our average client retention is over six years.

Here are the stories of real businesses, experiencing real growth with Optimise Online.

  • 

    25 years in business, and this group of Perth-based experts are second to none.

    Three months in, the team has been so helpful — from our new website and online store to SEO, socials, and everything involved in a decent online presence. We can't recommend Calum and the team enough. They've been our saviour in many ways already.

    Photo of David

    David Czynski

    Owner, Clear Choice Pool Fencing

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    Clear Choice Pool Fencing CEO speaking in a video testimonial
  • 

    I am booked 8 to 10 weeks out. I have cancelled all my other marketing.

    Digital alone generates more work than I can handle. I have also bought my dream boat.

    Photo of Adam

    Adam

    Founder, Terrastone

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    Laptop displaying the Terrastone Architectural Concrete Perth website on a concrete surface
  • 

    We knew the work we were doing in the community was meaningful.

    The old website didn't show any of it. The new one finally does.

    Photo of Julian

    Julian Pace

    Founder, Happiness Co

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    Happiness Co website shown on a laptop, featuring their mission to impact 10 million lives
  • 

    At the heart of it all is human.

    The brand needed to reflect that: something playful and professional, built to carry the business into new markets and new conversations.

    Photo of Ro

    Ro

    Founder, Grow Talent

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    Grow Talent campaign graphic: workplace collaboration, coaching resources, and organisational change themes
  • 

    We are now saving over $70,000 a month in marketing spend.

    So Far, So Good. This crew to date have been incredibly humble, delivering results with less spend. And, the integrity they have is refreshing.

    Photo of Brad

    Brad Young

    Owner, The Grout Guy

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    The Grout Guy campaign graphic: grout problems, repair, service map, and shower check reminder
  • 

    Calum and the OO team have been excellent to work with.

    Fast, clear communication, plain-English explanations of technical issues, and they get the work done. Highly recommend their hosting and support services.

    Photo of Hamish

    Hamish Coates

    Owner, Rocky Ridge Brewing

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    Optimise Online team at Rocky Ridge discussing over drinks
  • 

    We wouldn’t go anywhere else.

    Optimise Online are second to none. Their advice and support is invaluable to our current success, and we feel very well supported in our ongoing growth strategies as a result of their services. Thanks Calum and team. We wouldn’t go anywhere else.

    Chris White, CEO of Whiteroom Finance, headshot

    Chris White

    Owner, Whiteroom Finance

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    Whiteroom Finance hero banner with Chris White and a discovery call CTA
  • 

    Our business has evolved as we have implemented the suggestions of The Team at Optimise Online.

    The relationship is two-way. They work in our best interests: we work to help make that happen. The Result? A happy business with increased revenue and customers that benefit, even though they are totally unaware. Highly recommend to take a look at these guys. They know their stuff and continually look to improve their services.

    Photo of Mavis

    Rob & Mavis Carruthers

    Owners, WestOz Water Filters

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    Mavis and Rob from WestOz Water Filters reviewing paperwork together
  • 

    The breath of fresh air I was looking for.

    Previous parties wouldn’t even answer questions. I’d start to explain something and this team was already four or five steps ahead of me. They delivered what I’d been trying to build for half a decade, super concise, super relevant, and they captured everything. One team across the brand, the build, the content, and the paid media. Exactly the partnership I’d been looking for.

    Photo of Benjamin

    Ben

    Founder, Invictus Apothecary

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    Laptop mockup of the Invictus Apothecary website homepage
  • 

    We wanted experts we could call. Calum and the team have been exactly that.

    They migrated us to Cloudflare and a dedicated server, improving speed and security. Their communication is clear, jargon-free, and they always follow through.

    Photo of Paris

    Paris

    Brand and Marketing Manager, Bourkes Real Estate

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    Laptop displaying the Bourkes real estate website with a Perth property market update
  • 

    We launched into the App Store with a 5-star rating and 73 reviews from our community.

    That does not happen unless people connect with the brand from the very first impression. Couldn't recommend them more highly.

    Photo of Steve

    Steven McMullen

    Founder, Roorides

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    RooRides billboard advertisement showing rideshare driver and passenger imagery
  • 

    We finally have a website that looks like the offices feel.

    Professional, modern, and you can actually find a room to book without going in circles.

    Photo of Jamie

    Jamie Vine

    CEO, Liberty Flexible Workspaces

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    Tablet mockup of the Liberty Flexible Workspaces website homepage
  • 

    Optimise Online has been an absolute game-changer for Simply Cool Airconditioning. From our website to our marketing and social media, everything they touch is top quality.

    A huge shoutout to Calum and Hannah — the collaboration and teamwork is fantastic. They get our business, they're always on the ball, and they genuinely feel like an extension of our own team rather than an outside agency. Can't recommend them highly enough!

    Photo of Damien

    Damien Simpson

    Co-Founder, Simply Cool Air Conditioning

    View Case Study
    Simply Cool Airconditioning campaign graphic: whole-home comfort, Panasonic units, and indoor air upgrade

Ready to Build Systems That Support Your Business?

Book your free discovery call and learn how automated systems can streamline your operations and strengthen customer relationships.

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Frequently Asked Questions