The CRM House

The CRM House Zoho One 

► Act 

► Zoho

► CRM Consultant

► Act training

► Zoho training

► Zoho CRM

► Workflow Automation





► Committed to Growing your Business
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The CRM House has a proven strategy to achieving results working hand in hand with your team. Our initial focus is getting your CRM setup, then we move on to Marketing strategies which include workflow automation, website and email integration.

► My Area of Expertise:
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H

aving now working as a CRM consultant since 1992, I first used a CRM in my training business in the late 80's. During that time I gained expertise in Zoho, Act!, MS Dynamics, ACCPAC, Tracker, Maximizer, Siebel and SAP. These days (last 20 years) I mainly focus on Zoho, Act! and ensuring that the applications you are using are working as one. If you are committed to growth and ready to take action, you need to speak with us and get it Right the First Time.

07/07/2026

Unpopular opinion: most businesses don't have a CRM problem.

They have a process problem — and they're trying to solve it with software.

A CRM can't fix a broken sales process. It can only make a broken process more visible and more expensive.

What actually works:
→ Start with how your team sells (not how you wish they did)
→ Map the customer journey before you touch a single field
→ Build the CRM to support the process — not the other way around

This is the difference between a CRM that gets used and one that sits open in a browser tab while everyone works in their inbox.

We see this so often that we built a program around it.

The Zoho Get On Track Program is for businesses already using Zoho CRM who know something isn't right, but can't quite pinpoint what. We restructure underperforming setups, remove the bottlenecks, and get your team back in control.

No ripping everything out and starting again. Just a focused, structured fix.

At The CRM House we've worked with 500+ businesses across legal, real estate, healthcare, manufacturing, and more. The ones who get real ROI aren't the ones with the most automations, they're the ones who got clarity on their process first.

Happy to share how we approach it. https://zurl.co/xtf9f

06/07/2026

One Video, Multiple Uses

The beauty of animation is versatility.

A single explainer video can be used across:

✔ Your website
✔ LinkedIn
✔ Facebook
✔ Email campaigns
✔ Sales presentations
✔ Trade shows
✔ Customer onboarding

Instead of creating content from scratch every time, start with one powerful video and use it everywhere.

That's marketing efficiency.

01/07/2026

Is Your Website Working Hard Enough?

A website should do more than look good.

It should convert visitors into enquiries.

One of the simplest ways to increase engagement is by adding an explainer video to your homepage.

Video can:

📈 Increase time on site
📈 Improve engagement
📈 Build trust
📈 Increase enquiry rates

If your homepage isn't converting, it may not be a traffic problem—it may be a communication problem.

30/06/2026

People Remember Stories, Not Features
Customers don't buy features.

They buy solutions.

The most effective explainer videos focus on:

👉 The problem
👉 The solution
👉 The outcome

Animation allows businesses to tell stories that connect emotionally while clearly communicating value.

If people remember your message, they're far more likely to remember your business.

29/06/2026

There was a moment that changed how I thought about CRM consulting.

A client came to us after spending $20,000 on a Zoho CRM setup with another provider.

The system was technically "built." But their sales team had stopped using it after three weeks. Leads were tracked in email threads. Deals were falling through the cracks.

The problem wasn't the software. It was that no one had asked the right questions at the start.

Questions like: How does your sales team actually follow up? What does a qualified lead look like to you? Where does the handoff between sales and support happen?

Those answers don't live in a product brochure. They live inside your business.

This experience is actually what led us to create the Zoho Get On Track Program, a structured engagement designed specifically for businesses in this position. Already on Zoho. Not getting results. Not sure where it went wrong.

We go in, diagnose what's broken, rebuild what needs rebuilding, and leave you with a CRM your team will actually open every morning.

That original client is now one of our longest-running support retainers. Their pipeline visibility has transformed.

It starts with asking the right questions.

If this sounds familiar, the Get On Track Program might be exactly what you need. DM me or visit https://zurl.co/a5jzE

26/06/2026

Animation Isn't Just for Big Brands
Many business owners assume animation is expensive.

The reality?

Professional animated explainer videos are more affordable than ever.

At TCH Animation Studio, we create custom animation videos from under $700, making professional video marketing accessible to businesses of all sizes.

High impact doesn't have to mean high cost.

25/06/2026

If I could help you turn your CRM into a system your team actually uses, would that be worth a conversation?

I'm working with several growing businesses right now that all face the same challenge.

They've invested in a CRM or operations platform. The implementation was done properly. The team received training. Everyone started with good intentions.

For a few weeks, it worked.

Then the spreadsheets came back.

The side notes came back.

The workarounds came back.

Before long, the business was operating outside the system again.

The problem usually isn't the software.

It's that the business is still running on individual habits instead of consistent processes.

The result?

👉 Pipeline reports can't be trusted
👉 Opportunities fall through the cracks
👉 Follow-ups get missed
👉 Management spends more time chasing compliance than growing the business

What I've learned is that adoption problems are rarely caused by resistance.

They're caused by friction.

If the system is harder to use than the workaround, the workaround wins every time.

That's why I help businesses identify where the friction exists, remove it, and create a practical adoption plan that makes the system the easiest path for the team to follow.

The outcome is simple:

👉 Reliable pipeline data
👉 Better visibility across the business
👉 Fewer missed opportunities
👉 Less time spent policing processes
👉 A system that becomes the single source of truth

I deliver this as a focused 3-hour strategic workshop, either online or in person, where we map out exactly what's preventing adoption and create a clear plan to fix it.

No lengthy engagement required. Just a practical roadmap tailored to your business.

If your CRM isn't delivering the results you expected, let's have a conversation.

Book a time here:
https://zurl.co/PaBMR

24/06/2026

The Most Powerful Salesperson on Your Team Might Be a Video
Imagine having a team member who:

✔ Explains your business perfectly
✔ Never takes a day off
✔ Delivers a consistent message
✔ Engages every prospect

That's what an explainer video does.

Whether it's on your website, LinkedIn page, email signature, or sales presentations, your video continues working long after it's created.

A single video can support your marketing for years.

22/06/2026

I've seen it too many times.

A business invests in Zoho CRM. The sales team gets access. And six months later... it's a glorified spreadsheet nobody trusts.

That's exactly why I started The CRM House.

After 40 years working with businesses across Australia, I kept seeing the same pattern: companies buying the right technology and getting the wrong results, not because the software failed them, but because no one helped them make it work for their business.

We don't just implement Zoho CRM. We design it around how your team actually sells, supports, and scales.

And for the businesses who've already been through a CRM setup that didn't stick, we built something specifically for that.

It's called the Zoho Get On Track Program. It's how we take a CRM that's collecting dust and turn it into something your team actually uses, without starting from scratch.

Because the right CRM for your business isn't the default one out of the box. It's the one built around your workflows, your language, and your goals.

Has your CRM ever felt like more work than it saves? Tell me what went wrong.

22/06/2026

Complex Services Need Simple Explanations
Many businesses struggle because their services are difficult to describe.

This is especially true for:

• Technology companies
• Financial services
• Consulting firms
• Healthcare providers
• Property services

Animation simplifies complexity.

Instead of overwhelming your audience with technical information, show them the outcome and tell a story they can understand.

That's where great explainer videos shine.

Address

Western Centre 63a Victor Cresent
Narre Warren, VIC
3805

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+61403569647

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