FWRD CRM

FWRD CRM Helping businesses replace spreadsheets & messy systems with Zoho CRM + 60 apps. We design systems that improve visibility, automation & reporting. Bingo!

Zoho Partner | 15+ yrs | UK & Australia 🌏

Explore what we can build together!
👇
linktr.ee/fwrd_crm Are you looking to get organised, save time, sell more and better serve your customers? You've come to the right place. FWRD Rewarding Databases is a boutique CRM Consultancy which specialises in supporting small businesses with the set-up and use of Zoho CRM. Essentially we help our clients to buil

d streamlined, scaleable and saleable businesses through the implementation of a cloud-based CRM software called Zoho. We provide our clients with an easy-to-use, customised software solution which significantly improves their sales, marketing and administration processes. FWRD has designed several packages specifically for the small business community that are comprehensive and powerful whilst still being flexible and affordable. TARGET MARKET – Small businesses and start-ups. Ideally under 10 members of staff. SECTORS – We’ve worked with small businesses in a huge variety of industries across the B2B & B2C sectors. Zoho CRM can be customised to reflect and support your business no matter what your industry. LOCATION – FWRD is based in Perth (Australia) but we can easily work with customers anywhere in the world as the service is cloud-based and we operate completely remotely. DATABASE – Our target market falls into one of 3 camps when it comes to their database; a) they don’t have one yet b) have one but not profiting from it c) profiting from it but want to grow their business and increase their earning potential. EXISTING SOFTWARE – Typically our clients are also using a number of other cloud based software apps and require a CRM system that integrates seamlessly with them all. We support users of Google Apps, Xero, MYOB and Mailchimp to name a few. DAILY ISSUES – Our clients are typically facing several or all of the followings issues in running their business; lack of time٠ lack of sales ٠managing leads & prospects ٠ managing and analysing client database ٠ sharing company data ٠ lack of organisation ٠

The service FWRD offers is designed to address all of these issues and radically change the way you do business going forward. Hop over to the videos tab to learn more and use the messenger button on our page to get in touch.

Customer conversations don't always happen when you're actively watching your SalesIQ dashboard.That's where the Zoho Cl...
18/06/2026

Customer conversations don't always happen when you're actively watching your SalesIQ dashboard.

That's where the Zoho Cliq integration can be useful.

SalesIQ conversations and visitor alerts can now be delivered directly to Zoho Cliq, helping teams stay informed about website activity.

In this walkthrough, we cover what the integration enables, how to set it up, and a few things to keep in mind before getting started.

Every business says it wants growth.The harder question is whether the business is actually built for it.Some things sim...
17/06/2026

Every business says it wants growth.

The harder question is whether the business is actually built for it.

Some things simply can't coexist for long.

You want growth, but every decision still needs your approval.

You want freedom, but the business can't move without you.

Eventually, those contradictions become bottlenecks.

And bottlenecks have a way of showing up when the business can least afford them.

Many business owners don't realise they've become the system.Every customer conversation, every sales update, every next...
15/06/2026

Many business owners don't realise they've become the system.

Every customer conversation, every sales update, every next step somehow passes through them.

It works for a while. Until growth starts depending on one person's memory.

A business should be able to move forward, even when you're not in the room.

Caught the latest SalesIQ wave yet? ☀️We've rounded up some of the biggest highlights from Zoho SalesIQ's Summer '26 Rel...
12/06/2026

Caught the latest SalesIQ wave yet? ☀️

We've rounded up some of the biggest highlights from Zoho SalesIQ's Summer '26 Release.

Swipe through and dive in.

For a deeper look at what's new, read the full article: https://zurl.co/NNPhT

The Summer '26 wave has arrived. 🌊Zoho SalesIQ's latest release brings agentic AI, smarter automation, enhanced WhatsApp...
10/06/2026

The Summer '26 wave has arrived. 🌊

Zoho SalesIQ's latest release brings agentic AI, smarter automation, enhanced WhatsApp capabilities, and a range of updates across customer engagement.

What caught our attention wasn't just the new features. It was the bigger shift happening behind them.

We've broken down the SalesIQ updates that stood out most and what they could mean for the future of customer engagement.

Catch the wave here: https://zurl.co/NNPhT

Zoho Books UK continues to broaden its compliance capabilities.For many UK businesses and accountants, the conversation ...
08/06/2026

Zoho Books UK continues to broaden its compliance capabilities.

For many UK businesses and accountants, the conversation around tax compliance has largely focused on Making Tax Digital (MTD). But not every taxpayer falls within the current MTD requirements.

A notable development from Zoho Books UK is the introduction of Self Assessment tax filing (SA100), extending support to sole traders, landlords, limited company directors, and individuals with income sources such as dividends or pensions.

What stands out is the move toward bringing more of the compliance process into a single system. Users can now generate tax returns, review tax calculations, preview forms in the same format used by HMRC, and submit filings directly from Zoho Books.

01/06/2026

You know operations are getting heavy when the entire day starts sounding like this:
“Any update on this?”
“Who’s handling that?”
“Wait, I thought this was already done.”
“Can someone follow this up?”
“Did the client send the requirements already?”

Everyone’s busy.
Everyone’s moving.

But somehow, everybody’s still trying to figure out what’s pending.

That stage hits a lot of growing businesses earlier than expected.

And once it starts happening daily, operations slowly become reactive instead of coordinated.

28/05/2026

“Jump off the fence. Do it.”

Probably the most honest advice you’ll hear about getting a CRM.

A lot of businesses wait because they think their processes need to be perfect first. Truth is, you figure a lot of that out along the way.

Once everything’s in one place and your team isn’t chasing spreadsheets, messages, and missed follow-ups, things just feel easier.

And honestly? Most businesses wish they had started sooner.

Behind the scenes, a different layer quietly keeps everything together.Follow-ups.Approvals.Status checks.Missing docume...
27/05/2026

Behind the scenes, a different layer quietly keeps everything together.

Follow-ups.
Approvals.
Status checks.
Missing documents.
Manual coordination.
Constant back-and-forth.

Over the years, we started noticing how much operational work happens outside the visible structure of the business itself.

Not because people are doing things wrong.

But because growth naturally creates complexity between teams, workflows, communication, and ex*****on.

It became one of the most interesting operational patterns we’ve seen across growing businesses.

And lately, it has led us into building conversations we never expected to have.

After years of working closely with growing businesses, we started noticing something that kept appearing behind the sce...
25/05/2026

After years of working closely with growing businesses, we started noticing something that kept appearing behind the scenes.

As operations grow, the real pressure rarely comes from the technical work itself.

It comes from everything surrounding it.

The follow-ups.
The coordination.
The approvals.
The movement between people, updates, tasks, and ex*****on.

Over time, operational complexity quietly becomes its own workload.

It’s one of the most important business conversations we’ve been having internally lately.

And it’s leading us somewhere new.

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Perth, WA

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