CRM setup and management services
We set up your CRM and then manage it for you. Tangentek builds your lead pipeline, connects your lead channels (website forms, Facebook and Google leads, WhatsApp, SMS, email and phone calls) and automates follow-up. We work in GoHighLevel, HubSpot, monday CRM, Zoho CRM, Pipedrive, Salesforce and other popular CRMs, and keep the system running every month.
Quick answer
CRM setup means configuring a customer relationship management (CRM) system so every lead, customer and deal is recorded in one place: contacts and custom fields, a sales pipeline, lead sources, forms, calendars, user roles and reports. CRM management is the ongoing work after launch: improving automations, keeping data clean, supporting your team and reporting results. Tangentek does both, on the CRM that fits your business.
What is included
Every project covers the same four foundations: structure, channels, automation and reporting. You choose whether we build it and hand it over, or keep managing it for you.
We design the pipeline, fields and rules so every lead has a source, an owner, a stage and a next step. Nothing sits in an inbox, and you can see exactly where each opportunity stands.
Website forms, Facebook and Instagram lead ads, Google Ads, WhatsApp, SMS, email and phone calls, all feeding one inbox.
Instant replies, missed-call text-back, reminders and follow-up sequences that stop when the lead responds.
Move contacts and deals from spreadsheets or another CRM, merge duplicates and standardise your fields.
Leads by source, speed to first reply, pipeline value and conversion by stage, on one screen.
User roles and permissions, short training sessions and simple how-to guides, so your team actually uses the system.
After launch we monitor workflows, fix errors, build new automations, support your users, keep data clean and send a plain-English monthly report.
Supported CRMs
We are platform-flexible. We recommend the CRM that suits your team size, budget, channels and sales process, then build it properly. If you already have a CRM, we work in it.
Best for local service businesses
An all-in-one platform with CRM, pipelines, calendars, SMS, email, forms and automation workflows in one account.
Best for growing sales and marketing teams
A polished CRM with sales, marketing and service tools, plus a free CRM tier to start on.
Best for teams that like visual boards
A flexible, board-based CRM that suits teams already running their work in monday.com.
Best for cost-conscious SMEs
A feature-rich CRM that fits especially well if you already use other Zoho apps.
Best for sales-led teams
A simple, visual deal pipeline built around activities and the next step for every deal.
Best for larger or complex organisations
A highly configurable CRM for teams with detailed processes, many users and deeper reporting needs.
Best for small to mid-sized sales teams
A CRM from Freshworks with built-in phone and email, aimed at teams that want fewer separate tools.
Best when email drives sales
A CRM and marketing automation platform strongest where email and customer journeys do the selling.
Already using something else
Tell us which CRM you use. If it has a pipeline and works with Zapier, Make or an API, we can usually work in it, or recommend a better fit if it is holding you back.
Not sure which CRM to pick? We choose by four things: how many people will use it, which channels your leads arrive through, what you already pay for, and how much automation you need. A short call is usually enough to narrow it to one or two.
GoHighLevel, HubSpot, monday.com, Zoho, Pipedrive, Salesforce, Freshsales and ActiveCampaign are trademarks of their respective owners. Tangentek is an independent agency and is not affiliated with or endorsed by these companies. Descriptions are general and platform features change, so we confirm current capabilities before recommending anything.
GoHighLevel (GHL)
GoHighLevel bundles a CRM, pipelines, calendars, SMS and email, forms and automation workflows in a single account. That flexibility is also why many GHL accounts turn messy: duplicate workflows, unclear pipelines, messages that fail or send twice, and nobody who owns the system.
Tangentek is a GHL management company for businesses. We build new GoHighLevel accounts and take over existing ones, then manage them every month, so the system keeps capturing leads and following up without you having to touch it.
Already on GoHighLevel? We start with an account audit, then fix, simplify or rebuild what is not working. Mention it on the contact form.
Lead channels
Leads arrive through many doors. We connect them so every enquiry is recorded once, tagged with its source and answered quickly.
Need more leads to connect? Our SEO and Google Ads, landing page design and website development services feed the CRM, and tracking links each enquiry back to its source.
Automation
The CRM does the repetitive work, so your team spends time on conversations that win jobs. These are the workflows we set up most often, each tested before launch.
When: New lead arrives
Instant reply by SMS or email, owner notified, task created.
When: Call missed
Text sent back within seconds, so the caller does not ring a competitor.
When: No reply from the lead
Follow-up over several days that stops as soon as they respond.
When: Lead needs an owner
Assigned by service, area or round robin, with an alert to that person.
When: Appointment booked
Confirmation, reminders and no-show recovery sent automatically.
When: Quote or proposal sent
Scheduled chasers and a task for your team if it goes quiet.
When: Job won or completed
Review request and onboarding steps sent at the right time.
When: Old lead goes cold
Reactivation message to dormant contacts, tracked in the pipeline.
Automation has to follow the law. In Australia, commercial SMS and email need consent, clear sender identification and a working unsubscribe under the Spam Act 2003, and telemarketing calls are subject to the Do Not Call Register. We build consent capture and opt-out handling into every workflow. This is general information, not legal advice.
See how two of these work in detail: missed-call text-back for clinics and tradies and what an AI receptionist costs in Australia. Both sit within our wider AI and marketing automation service.
Who it is for
If leads reach you by phone, form, message or ad and some of them get lost, a properly built CRM pays for itself. The pipeline changes by industry; the foundations do not.
Dental, physio and allied health practices tracking enquiries through to booked, attended and recall. See also Dental websites.
Enquiry → Booked → Attended → Recall
Builders, electricians, plumbers and installers who lose jobs when quotes are slow or forgotten. See also Contractor SEO.
Enquiry → Site visit → Quote sent → Won
Agents and property managers handling buyer, seller and landlord enquiries from many portals and ads.
Enquiry → Appraisal → Listed → Sold
Accountants, lawyers, financial and migration advisers managing consults, documents and follow-up.
Enquiry → Consult → Proposal → Client
Cleaning, solar, landscaping and similar services with booking-driven, repeat work.
Enquiry → Quote → Booked → Repeat
Teams selling to other businesses with longer sales cycles and several decision makers.
Lead → Qualified → Proposal → Closed
Free self-check
Tick what is true for your business today. The score is weighted toward what loses the most leads. Nothing is sent anywhere; it runs in your browser.
Process
We plan before we build, test every connection before launch, and stay on after it. Nothing goes live until it has been checked end to end.
We learn how leads reach you today, who handles them, which tools you use and what a good outcome looks like.
We recommend a platform and map your pipeline, fields, roles and automations on a single page you can approve.
We configure the CRM, connect your lead channels, migrate your data and build the automations, then test each flow.
Your team gets short training and simple documents. We switch over and watch the first weeks closely.
Monthly management: fixes, new automations, user support, clean data and a report you can read in five minutes.
Already have the CRM and need it fixed? Start with an audit. If you do not have enough leads yet, pair the build with SEO and Google Ads, or send your ads to a focused landing page.
Engagement
Two costs matter: your CRM platform subscription, which you pay the vendor directly, and our fee, which we quote up front in AUD once we know the scope.
A one-off build that gets the system working properly.
Everything kept working and improving every month.
Managed CRM alongside SEO and Google Ads, landing pages or a new website.
Wondering whether paid ads or SEO should feed the CRM first? Read our Google Ads vs SEO guide. If calls go unanswered at busy times, missed-call text-back keeps those enquiries in the pipeline.
FAQ
What business owners ask before they set up, fix or hand over their CRM.
Talk to Tangentek
Working with us
Tangentek is a remote-first digital agency based in Sydney, working with businesses across Australia. In practice that means clear hours, one point of contact and short approval rounds, so your team stays on the work and not in meetings.
From the blog
Page reviewed by the Tangentek team, October 2026. General information, not legal advice. Platform features and plans change, so check each vendor's current documentation.
CRM consultation
Tell us where your leads come from and what you use today. We will recommend the right CRM, the pipeline and the automations, and quote the work in AUD before you commit.
CRM setup & management
CRM setup and management: Tangentek sets up and manages CRMs for Australian businesses. We build the lead pipeline, connect lead channels such as website forms, Facebook and Google leads, WhatsApp, SMS, email and phone, automate follow-up and keep the system running monthly, in GoHighLevel (GHL), HubSpot, monday CRM, Zoho CRM, Pipedrive, Salesforce and other popular CRMs.
Monitoring and fixing workflows, building new automations, keeping contact data clean, supporting users and permissions, and a monthly report on leads, response time and pipeline value.
Yes. We build new GoHighLevel accounts and take over existing ones, covering pipelines, workflows, calendars, forms, messaging, channel connections, dashboards and ongoing management.
It depends on team size, lead channels, current tools and automation needs. GoHighLevel, HubSpot, Pipedrive, Zoho CRM and monday CRM are the usual shortlist, and a short call normally narrows it to one or two.