Software for Small Business
Owners, ops managers, sales and service teams who need a simple way to track work, stop double-handling and get clear reporting without hiring a big IT team.
Start with ModCRM as your simple, all-in-one hub - and run your business from your phone.
Then as you grow and need to connect everything plug-in Workato.
And when needed, Creatio for heavier workflows to kill double-handling and automate the busywork.
Common small business pain points
- Too small for “enterprise” tools; too busy for spreadsheets
- Double-handling across website, email, Xero/MYOB and apps
- No single view of customers, jobs, quotes and invoices
- Chasing approvals, renewals and late payments by hand
- DIY integrations break silently; reporting is slow and messy
Hard to find a trusted network to swap tips and referrals
How we can help small businesses
- Run your business from your phone: quote, assign, message and invoice in minutes
- ModCRM as your hub: simple CRM you can change yourself (no/low-code)
- Automate the busywork: follow-ups, renewals, handovers and reminders
- Enterprise power, not prices: Workato managed bureau for integrations with monitoring, retries and alerts
- Clear reporting: pipeline, jobs and cashflow – scheduled to inboxes
- Community uplift: private skill-share, best-practice templates and networking
Out of the box solutions
A custom built CRM for small businesses with AI at its heart, plus access to a community of peers to support each other and support growth.
No-code and low-code process platform – build workflows & dashboards yourself without a developer. Full training and start-up provided
Connect your systems, apps and automate tasks across them, securely and at scale.
Tailored solutions -
examples to automate now
Sales & Leads
Turn interest into invoices fast.
Web-to-lead → auto-assign → mobile quote → e-sign → invoice
Missed call/DM capture → create lead in ModCRM → reminder task
Lead nurture emails/SMS on timers (no manual chasing)
Operations & Fulfilment
Keep jobs moving without re-typing.
Sales → Ops handover checklist (photos/files from your phone)
Customer status texts on start/hold/complete
Stock/booking conflicts flagged before you promise a date
Finance & Admin
Cash in quicker; less double-handling.
Accepted quote → auto-create Xero/MYOB invoice → payment link
Overdue invoice nudges (one-tap SMS/email from your phone)
Renewals & contracts: advance reminders + one-click re-ups
Service & Retention
Happier customers, fewer lost tickets.
Support email/form → ticket in ModCRM → SLA timers → templates
Post-job review requests + simple NPS tracker
Customer mini-portal: quotes, invoices, status and files in one place
How we deliver
We start small, show value fast, then scale with your team in control
1.
Discover & prioritise (quick wins first)
Map your systems, pain points and success measures. Agree the best way to work together.
Autonomous: you take the reins from the beginning: Define a small, ownable scope. Pick first workflows, set standards and a simple admin playbook.
Hybrid: we work together: Co-design the backlog; we take the tricky integrations and data work, you own day-to-day changes.
Accelerate: we do the heavy lifting: Deep-dive configuration plan, data and migration approach, dates and governance set up front.
2.
Prove value (pilot with real data)
Ship a small, real workflow plus a live dashboard using your data.
Autonomous: Your team configures Creatio pages/flows and starter Workato data process steps with our coaching; simple online form/portal goes live; quick wins measured.
Hybrid: We co-build the pilot; we handle integration heavy lifting, you build forms/reports; knowledge transfer baked in.
Accelerate: Full pilot slice delivered end-to-end (workflows with robust steps, portal screen, test migration) with change communications ready
3.
Roll out (train, document, govern)
Expand workflows, harden integrations, and get people using it confidently.
Autonomous: You roll out with our reviews; train-the-trainer, admin toolkit, and safety rails for no/low-code changes.
Hybrid: Shared sprints – advanced workflows and integrations by us, everyday updates by you; documentation and permissions/governance in place.
Accelerate: End-to-end delivery to the timeline – online portals, dashboards, staged environments, testing, training, and a clean handover pack
4.
Improve & scale
Keep momentum with small enhancements and clear priorities.
Autonomous: You add new flows, fields and reports; we review monthly, tidy recipes, and guide where needed.
Hybrid: Split the work – steady improvements, upskilling, new data sources and alerts as needs evolve.
Accelerate: Move to a light retainer or full handover; optimise, add modules, and scale to more sites when ready.
We’ll confirm the model during Discovery – and you can switch models as your team’s capability grows.
Frequently asked questions
Is there a mobile app?
Yes. ModCRM is phone-first – create/update records, send quotes, approve tasks, add notes/photos, and get push notifications.
Do we have to replace our current tools (e.g., Xero/MYOB, email, website)?
No. We connect what you already use. Keep Xero/MYOB, your inbox and website – we add ModCRM + integrations so data flows without re-typing.
What’s the difference between ModCRM, Creatio and Workato?
ModCRM = your simple hub to run the day-to-day (sales, jobs, quotes, tasks, email, reports).
Workato = integrations (Xero/MYOB, e-commerce, email, files) with monitoring and alerts.
Creatio = heavier workflows/case management when you outgrow “simple.”
Can we start with ModCRM and add the rest later?
Yes. Start small with ModCRM. Add Workato integrations as needed. If you grow into complex workflows, plug in Creatio without losing data.
How long until we see value?
Most get a working pilot in 2–4 weeks (real data, one key workflow, dashboard). Typical rollout is 4–6 weeks depending on scope.
Can our team make changes ourselves (no/low-code)?
Yes on Creatio and Workato, and speak to TriMation for any tweaks, changes,or additions to ModCRM. Add fields/pages, tweak rules, and build new flows without vendor tickets. We’ll coach and review early changes for safety.
Do you offer “enterprise-grade” integrations without the price tag?
Yes – via our Workato managed bureau. You get enterprise-level integrations as a service (monitoring, retries, alerts, runbooks) at small-biz cost.
What does security look like?
Role-based access, encryption, audit trails, backups and MFA (Multi-Factor Authentication) support (two steps to sign in, e.g., password + phone code or security key).
Where is our data stored and who owns it?
You own your data. We set up safe access, backups and sensible retention. Export anytime.
Can ModCRM handle quotes, invoices and payments?
Yes. Create and send quotes from your phone; on acceptance we can auto-create invoices in Xero/MYOB and include a payment link.
What about emails and files?
Track emails to the right contact/opportunity and store files (quotes, photos, PDFs) against the customer so the team sees the full history.
Can customers see their stuff?
Optional mini-portal: customers can view quotes, invoices, status and shared files in one place.
We’re “too small for enterprise systems” - is this overkill?
No. ModCRM is intentionally simple. You add power only when you need it (integrations, heavier workflows).
What skills do we need in-house?
A practical admin (forms/fields), someone comfortable with basic settings, and a finance contact for Xero/MYOB. We provide short training and a simple admin playbook.
Can you help us automate follow-ups and reminders?
We can import customers, products, open opportunities/jobs and key history from CSV/exports. We’ll agree a light, sensible migration to keep momentum.
Is there a community or peer support?
Yes – optional private small-biz network for skill-share, templates, best practice and light networking/referrals (no public social noise).
How do we buy and what does pricing look like?
Scoped per project with starter/pilot bundles. Platform licences/connectors are billed separately. No long lock-ins unless you want them.