Virtual Consultants Australia · CRM & Reporting
Custom CRM Development & Executive BI Dashboards
See your pipeline. Trust your forecast. Grow with confidence.
Stop guessing which deals will close. One pipeline, live dashboards and a forecast you can defend in the boardroom, all built around how your team actually sells.
HubSpot & SalesforceRequest a free pipeline health check
Tell us how you sell and report today and we will show you what to fix first.
What it is
A CRM designed around how you sell, plus the reporting leaders need
A reporting layer that tells leaders what is happening, what will close and what to fix.
CRM architecture
Objects, pipelines, lead scoring, SLAs and permissions in HubSpot, Salesforce, Zoho, Dynamics or custom-built.
Data migration
Migration, deduplication and enrichment.
Automation
Lead routing, follow-up tasks, quote and proposal flows and renewals.
Executive dashboards
Pipeline, forecast, funnel conversion, CAC/LTV, team performance and marketing attribution.
Integrations
Website, voice agent, email, accounting and marketing tools.
Data governance
Access controls, consent and retention for customer data.
Live data flow
From every lead source to a board-ready dashboard
Data moves automatically from your channels into one CRM and then into live reports. Each step lights up as it runs.
One pipeline · one source of truth
Live pipelineForecastBoard packModern CRM and BI stack
Reporting your board can trust, built on tools you already know
We work with the platforms your team already uses, or build lean custom CRMs when off-the-shelf tools do not fit how you sell.
- Pipeline, forecast and funnel dashboards that refresh automatically
- AI-assisted forecasting and deal-risk flags on higher plans
- Governed data with access controls, consent and retention rules
Who it’s for
Leaders who cannot get a reliable forecast
Ideal buyer
Sales directors, COOs and CEOs who cannot get a reliable forecast or one version of the truth.
Questions we start with
- How do you forecast today?
- How many CRMs or spreadsheets hold customer data?
- What does your board ask for that you cannot produce quickly?
Results we measure
- Forecast accuracy
- Win rate
- Sales-cycle length
- Lead response time
- Report-prep time saved
Pricing
Choose the plan that fits your team
Each plan has a one-time setup fee and a monthly subscription covering hosting, monitoring, updates and support. Pay annually and get 2 months free.
| Essentials | ProfessionalMost popular | Elite | |
|---|---|---|---|
| Setup (one-time) | $1,900 | $4,500 | $8,500 |
| Monthly subscription | $99 | $249 | $449 |
| Ideal for | Solo operators | Consultants and small teams (up to 3 users) | Growing practices (up to 5 users) |
| CRM configuration | 1 pipeline | 2 pipelines, custom fields | Up to 3 pipelines, custom objects |
| Data migration | Up to 500 contacts | Up to 5,000 contacts | Up to 25,000 contacts, deduplication |
| Automation | Follow-up reminders | Lead routing and email sequences | Full sales and renewal automation |
| Dashboards | 1 starter dashboard | 3 dashboards | 6 dashboards with scheduled email reports |
| Website / voice integration | Form | Form and chat | Form, chat, voice and calendar |
| Training | 1 hr | 2 hrs | 4 hrs and playbook |
| Support and SLA | Email, 2 business days | Email and chat, 1 business day | Priority, 4 business hours |
| Business Standard | Business PremiumMost popular | Enterprise | |
|---|---|---|---|
| Setup (one-time) | $14,900 | $34,900 | From $75,000 |
| Monthly subscription | $890 | $2,200 | From $5,500 |
| Ideal for | Up to 10 users | Up to 50 users, multiple teams | 50+ users, multi-entity, multi-region |
| CRM architecture | 1 business unit, 3 pipelines | Multi-team, territory and account hierarchies | Multi-entity, CPQ, partner and ABM models |
| Data migration | Up to 50,000 records | Up to 500,000 records | Unlimited, multi-source consolidation |
| Executive dashboards | 10 | 30, with drill-down and board pack | Enterprise BI, governed semantic layer, data warehouse |
| Forecasting | Weighted pipeline | AI-assisted forecast and risk flags | Predictive forecasting and scenario modelling |
| Integrations | Website, email, accounting | Plus ERP, helpdesk, marketing automation | Plus data warehouse, CDP, identity/SSO |
| Governance | Role-based access | Plus audit logs, consent and retention rules | Plus Privacy Act / APP alignment reviews and data-classification hooks |
| Support and SLA | 99.9% uptime, 4-hr response | 99.9% uptime, 2-hr response | 99.95% uptime, 1-hr critical response, named TAM |
All prices in AUD and exclude GST. Enterprise is “from” pricing; a scoped quote follows discovery. Third-party licences (CRM seats and similar) are billed at cost plus handling. Minimum term 12 months for monthly subscriptions.
FAQs
Common questions
Which CRM platforms do you work with?
HubSpot, Salesforce, Zoho, Dynamics, or a custom-built CRM, depending on how you sell.
Can you migrate data from my spreadsheets and old CRM?
Yes. Migration, deduplication and enrichment are included, with record limits that scale by plan.
Are CRM seat licences included?
No. Third-party licences such as CRM seats are billed at cost plus handling.
How do I find out where my pipeline stands?
Request a free pipeline health check and we will review your pipeline, forecasting and reporting.