OnionCRM

24/09/2026

⚙️ This used to take four manual steps. Now? Zero.

Here's a real workflow we built for a client.

Before, every new enquiry meant someone had to:
❌ Log the details by hand
❌ Decide who handles it
❌ Set a follow-up reminder
❌ Send an acknowledgement

Four steps. Every time. And on a busy day? Steps got missed.

Now, the enquiry lands and the system does the lot, automatically:
✅ Logged
✅ Assigned
✅ Acknowledged
✅ Follow-up created

Before anyone's even seen it.

Same result. Fraction of the time. Nothing slips.

💬 Want this for your business? Drop us a message. 👇

24/09/2026

A little appreciation for the team behind OnionCRM. 🙌

Our work is not glamorous.

Messy data. Half-finished setups. Workflows that quietly stopped working.

Nobody gets excited about a data migration. 😄

But that is where the real difference gets made. 💡

What I am proudest of is not any one project. It is how the team approaches every single one 👇

→ Asking the extra question
→ Checking the details
→ Making sure it actually works
→ Caring about the client, not just the task

Because done does not mean done. It has to work for the people using it. ✨

That care rarely makes it into a case study. But our clients feel it.

Proud of this crew. 👏

23/09/2026

🩺 Health and human services teams, quick question:

Where does your client information actually live?

Client records here. Appointments there. Notes, forms and key dates spread across spreadsheets, paper and people's memories.

When information is scattered, things get harder to manage: more admin, more searching, more chances for something to be missed.

A well-designed system can help your team:
✅ Keep client information and history together
✅ Track important dates, forms and follow-ups
✅ Give the right people access to the right information
✅ Reduce the admin that pulls your team away from supporting clients

Less time managing information. More time supporting people. 💜

💬 Is your client information living in more than one place?

21/09/2026

🚫 Sometimes the right CRM advice is: don't buy a new CRM.

Sounds strange coming from us, right? 😅 But we have this conversation all the time.

Often, the problem isn't the software. It's:

🔄 A process nobody's agreed on
🤷 Unclear ownership of who does what
😕 A team not using the system properly
💎 A CRM that still has loads of untapped potential

Adding another system on top won't fix any of that. It just piles on more cost and complexity. 💸

Sometimes the better answer is to sort the process first, or make the most of what you've already got.

Because our goal isn't to sell you more software. It's to solve the actual problem. 🎯

💬 Ever bought a tool hoping it would fix something that wasn't really a tool problem?

20/09/2026

⏳ Consultants and coaches: how many hours a week are you spending on work you can't bill for?

Scheduling. Chasing invoices. Onboarding clients. Writing notes. Following up on proposals.

None of it pays. But it all takes time away from the work that does.

A good system can take a lot of that off your plate:
✅ Booking and scheduling without the email back-and-forth
✅ Invoice reminders that happen automatically
✅ Client onboarding from forms to welcome emails to documents
✅ Follow-ups triggered when proposals go quiet

The goal isn't to work more hours. It's to spend more of your hours on work that actually pays.

💬 What's eating up your week that shouldn't? Or drop us a message if you'd like help getting it sorted.

17/09/2026

Got a CRM but wondering if it is actually doing enough? 👀

It might be working fine. But you could still be missing some easy wins. 💡

In 20 minutes we will take a look at your current setup and show you 👇

✅ What is working well
✅ What could be improved
✅ Quick wins you may be missing

No pressure. No jargon. Just an honest second opinion on your CRM. ✨

📅 Book your free 20 minute review:
https://onioncrm.zohobookings.com/ #/customer/onioncrm

17/09/2026

The more stages in your pipeline, the less anyone updates it. 👀

And at 100+ clients, that is a real problem. 😅

Most pipelines look like this 👇

Contacted. Meeting booked. Meeting held. Proposal sent. Follow-up. Follow-up again.

That is a checklist, not a pipeline. 💡

Try this instead 👇

→ New
→ Qualified
→ Proposal
→ Negotiation
→ Won / Lost

Simple pipeline. Cleaner data. Better decisions. ✨

💬 How many stages are in yours?

16/09/2026

🎥 We're a little bit proud of this one.

Our founder Megan Cunningham Adams was invited by Zoho to share how New Zealand businesses can scale, without burning out their teams in the process.

Here's the thing most owners don't expect: when a business grows faster than its systems, the first thing to break isn't the tech. It's the people.

In the video, Megan covers:
✅ The three problems almost every growing business runs into
✅ Why she once switched OFF a client's email reminders (and it worked)
✅ Her "build the onion" approach to systems that actually last

If your business is growing faster than your systems can keep up, it's well worth a watch.

🎥 Watch now! 👇
https://www.youtube.com/watch?v=nkOKZU0M--4&t=85s

💬 What's the first thing that starts to slip when your business gets busy?

The first thing to break in a business if they start scaling is the...

14/09/2026

🏠 Real estate agents: your next deal might already be in your database.

Past clients. Old leads. Appraisals that never converted. Everyone who said "maybe next year."

They go quiet. Then the relationship does too.

But they haven't gone anywhere. They're just waiting for you to stay in touch.

A good CRM does the remembering for you:
✅ Full history of every client and lead
✅ Reminders when someone's due a check-in
✅ Follow-ups around key dates
✅ See who's gone quiet

Real estate's a long game. Stay in front of them, and you're there when they're ready.

💬 How much of your database have you lost touch with?

14/09/2026

Ka nui te mihi ki a koutou i tēnei Wiki o te Reo Māori. 🌿

Te reo Māori is a taonga, a treasure, and this week is a lovely reminder to learn a little, kōrero a little, and celebrate a language that belongs to all of us here in Aotearoa.

Even a few words is a start. Ngā mihi.