OnionCRM

OnionCRM Helping New Zealand businesses unlock their full potential with custom CRM solutions and dedicated support.

Since 2019, OnionCRM has been New Zealand’s trusted partner for tailored CRM solutions designed to boost your business’s efficiency and growth. Founded by Megan Cunningham-Adams, we specialize in creating custom strategies to streamline workflows, enhance customer engagement, and deliver exceptional service. Our passionate team is dedicated to supporting your long-term success with innovative, rel

iable solutions that adapt to your evolving needs. Let’s work together to unlock your business potential and achieve sustainable growth.

Not every proud moment is a big launch or a shiny win. 💜Sometimes it is quietly untangling something that has had a clie...
26/08/2026

Not every proud moment is a big launch or a shiny win. 💜

Sometimes it is quietly untangling something that has had a client tearing their hair out. 😅

This month our team took on a CRM that had been half-built, abandoned, and left in a mess.

Not glamorous. Just patience and a lot of double-checking. 💡

Messy data cleaned up.
Broken workflows fixed.
System finally working the way it should. ✨

But what made me proud was not the result.

It was watching the team care about getting it right, not just getting it done. 💜

That is the kind of work that does not make it into a case study.

But it is exactly why clients trust us. 👏

The biggest CRM mistake is not technical. 👀It is trying to fix a process problem with a tool. 😅Sound familiar? 👇"Our spr...
25/08/2026

The biggest CRM mistake is not technical. 👀

It is trying to fix a process problem with a tool. 😅

Sound familiar? 👇

"Our spreadsheet is a mess."
"We need somewhere to store client info."
"Our system is clunky."

Fair. But that is usually not the real problem.

The real problem? Nobody has agreed on how the business should actually work. 💡

If the process only lives in people's heads, a CRM will not fix it.

It will just automate the chaos. 😅

Get the process right first. Then the CRM can do its job. ✨

💬 Ever tried to fix a messy process with a new tool?

🚨 Having a CRM isn't the same as using one properly.If your CRM just stores information, you've basically bought an expe...
24/08/2026

🚨 Having a CRM isn't the same as using one properly.

If your CRM just stores information, you've basically bought an expensive spreadsheet. 😅

The real difference? Whether it prompts action.

A storage CRM says: "Here's your data."
An action CRM says: "Here's what needs to happen next."

Here's a real example 👇

A lead goes quiet for five days.

❌ Storage CRM: it just sits there until someone remembers to check.
✅ Action CRM: a task is automatically created for the right person to follow up.

Same CRM. Completely different outcome.

The difference usually isn't the software. It's how it's been set up to work for you.

So... is your CRM storing information, or prompting action? Let us know 👇

💜 NZ non-profits, quick question:Where does your donor and volunteer information actually live?A spreadsheet?An inbox?So...
20/08/2026

💜 NZ non-profits, quick question:

Where does your donor and volunteer information actually live?

A spreadsheet?
An inbox?
Someone’s memory? 😅

When that person is away, what happens to all that information?

A proper system can help you:

✅ Keep records in one place
✅ Track follow-ups and thank-yous
✅ Keep volunteer compliance up to date

And eligible non-profits may qualify for discounted Zoho pricing.

Less scrambling. More confidence.

💬 Still relying on spreadsheets? Send us a message. 💜

"I cannot recommend them highly enough." 🙌That is how Daria summed up her experience with us.And it was not about the so...
19/08/2026

"I cannot recommend them highly enough." 🙌

That is how Daria summed up her experience with us.

And it was not about the software. It was the experience around it. 💡

✅ Understanding what she actually needed
✅ Recommending the right solution, not the biggest one
✅ Getting her data imported and ready to go
✅ Support after go-live, not just before

Plenty of setups go live and then go quiet. That is not how we do things. ✨

Thank you Daria. It was a pleasure. 💜

💬 Ready to get your CRM sorted properly? Send us a message!

Be honest... how many stages does your sales pipeline have? 👇If it's more than five or six, this one's for you.Here's th...
17/08/2026

Be honest... how many stages does your sales pipeline have? 👇

If it's more than five or six, this one's for you.

Here's the mistake we see all the time: businesses build a pipeline with a dozen stages because it looks more organised. Contacted, qualified, meeting booked, meeting held, proposal drafted, proposal sent... on and on.

Then nobody updates it. And a pipeline nobody updates is just messy data. 😅

The fix? Your stages should show real shifts in commitment, not every little task.

Most businesses only need:
✅ New / Lead
✅ Qualified
✅ Proposal
✅ Negotiation
✅ Won / Lost

That's it. The calls, emails and follow-ups are activities, not stages.

Simpler pipeline. Better data. Clearer decisions.

So... how many does yours have? Drop a number in the comments 👇 (we're genuinely curious what the record is 😄)

Twenty minutes. No pitch. Just clarity. ☕Where does your client data actually live? 👀Your CRM? A spreadsheet? Your inbox...
14/08/2026

Twenty minutes. No pitch. Just clarity. ☕

Where does your client data actually live? 👀

Your CRM? A spreadsheet? Your inbox? Someone's head? 😅

Most businesses know their setup could be better. They just do not know where to start. 💡

In 20 minutes we will show you exactly where to begin. No pressure. No obligation. ✨

📅 Book your free discovery call:
https://onioncrm.zohobookings.com/ #/customer/onioncrm

NZ bookkeepers, be honest. 👀How many hours a week do you lose chasing clients for documents? 😅Bank statements. Receipts....
13/08/2026

NZ bookkeepers, be honest. 👀

How many hours a week do you lose chasing clients for documents? 😅

Bank statements. Receipts. That one signature. The follow-up. The follow-up to the follow-up.

Exhausting. And most of it could run itself. 💡

Here is how a properly set up system handles it for you 👇

✅ Automatically requests documents when a client is onboarded
✅ Tracks what has come back and what has not
✅ Sends reminders so you are not the one nagging
✅ Flags only the clients who actually need a human follow-up

Less time chasing paperwork. More time on the work clients actually pay you for. ✨

💬 Run a practice and this sounds like you? Send us a message and we will show you how!

Anyone can set up Zoho. 👀The real difference shows up six months later. 😅❌ Workflows that won't fire❌ Reports you can't ...
12/08/2026

Anyone can set up Zoho. 👀

The real difference shows up six months later. 😅

❌ Workflows that won't fire
❌ Reports you can't pull
❌ Integrations that break
❌ A system nobody knows how to fix

That is where a Zoho Partner matters. 💡

Everyone gets the same Zoho. The difference is who builds what is underneath. ✨

💬 Ever inherited a CRM that looked fine until you actually used it?

The most expensive CRM mistakes do not show up on day one. 👀They show up six months later when you ask 👇"Where are our b...
10/08/2026

The most expensive CRM mistakes do not show up on day one. 👀

They show up six months later when you ask 👇

"Where are our best leads coming from?"

And nobody can answer. 😅

One common culprit? No proper Lead Source field.

So you get "Facebook", "FB", "Social", or just blank. Useless. 💡

The fix takes minutes 👇

✅ Make Lead Source a dropdown
✅ Define your options
✅ Make it required

Good reporting is built into the system from day one. Not switched on when you need it. ✨

💬 What is one report you wish your CRM could give you right now?

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