FWRD helps small businesses to reach their full potential and thrive in a competitive market. Our guidance helps to increase productivity, trim waste and grow profits. We invite you to watch the brief video below to learn how.

Who is FWRD?

Our core service is centered around the set-up and customisation of an online Customer Relationship Management (CRM) system. Our preferred service provider is Zoho, an affordable web based CRM system. Our role is to make the software work for you and your needs so every aspect of the software is custom built to your requirements.

We advise and assist our clients in updating their processes and procedures, supported by the implementation of their new cloud CRM System.  Every set-up is completely customised in order to reflect your sales process, fulfill the needs of your business and the customers you are targeting. This includes a complete overhaul of the client database enabling you to successfully expand your database, market to that database, build a stronger brand presence and significantly improve customer service.

A small upfront investment will give your business the opportunity to completely focus on the entire customer life-cycle (lead generation – acquisition – conversion – retention – loyalty) thus delivering superior customer service that sets you apart from the rest. 

 So what exactly does Zoho CRM entail? Watch this video for a simple explanation…….

So how does this help you?

Manage Customers

  • Completely customised system designed to reflect your industry, your business and your customers
  • Capture leads directly from your website using web-to-lead forms and manage effectively in Zoho CRM
  • Identify referrals from customer accounts and contacts for promoting new products and services
  • Export accounts to spreadsheet software to analyze the buying patterns of a customers and set up loyalty programs
  • Customize sales process for B2B and B2C sales structures
  • Set reminders for your contacts ensuring no follow up call is ever missed
  • Import existing databases easily and quickly
  • Attach documents and records to each client record for quick reference

Manage Reports

  • Build custom reports to uncover patterns in your data
  • Monitor where your leads and sales are coming from to R.O.I of advertising spend
  • Track the success of marketing campaigns ensuring that any money invested is tracked, reported and analysed

Manage Sales

  • Manage your existing client database to provide efficient service and grow your sales
  • Estimate how much revenue you can generate in each fiscal or financial year
  • Send batch marketing e-mails to your entire database or filter sections according to relevance
  • Accurately track all business opportunities and close more deals in less time
  • Effectively utilize the existing customer data for future cross-selling and up-selling opportunities
  • Sophisticated pipeline analysis to track the stage of every leads in your sales funnel

Manage Staff

  • Set up lead assignment rules to automatically assign sales-ready leads to the relevant staff members
  • Log all customer calls and points of contact into your CRM account for a quick reference of all system users
  • Monitor staff productivity and service levels
  • Track daily events and activities for yourself or your staff
  • Keep track of key performance indicators and output of daily activities such as calls made, e-mails sent, meetings booked, enquiries answered etc


Call us today to find out how we can make a difference to your working day…..

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Contact Frances

Mob: 0405 636632


PO Box 1203
West Leederville WA 6901