FAQ Categories
Getting Started
Boom Agency CRM is purpose-built for trades, services, and operational businesses — from home services to construction, field teams, consultants, and multi-service providers. If you handle leads, quoting, jobs, scheduling, and admin — this platform is built for you.
Not at all. The system is designed to be simple, clean, and user-friendly. We handle all the backend setup so you can focus on running your business.
Depending on the size and complexity of your business, most clients are fully onboarded within 1-4 weeks.
Yes. We provide full migration support. Whether you’re coming from spreadsheets or another CRM, we’ll assist with safely transferring your data into the Boom Agency platform.
Absolutely. Every CRM instance is tailored to your business workflows. We configure your sales stages, quoting processes, service categories, and reporting needs.
Yes. All plans include hands-on onboarding and user training sessions to ensure your team is fully confident using the system from day one.
Features & Functionality
Yes. Our CRM includes full lead capture, auto-responder sequences, reminders, task automation, and pipeline tracking to ensure nothing slips through the cracks.
Yes. You can build quotes, send invoices, track payments, and manage financial data all within the platform.
Yes. Every deal flows through customisable pipelines so you can see exactly where each opportunity stands, who’s assigned, and what the next steps are.
Our calendar module lets you schedule jobs, allocate resources, sync with external calendars, and assign staff — all fully integrated into your CRM flow.
Yes. Email syncing, call logging, and client history are centralised, giving your entire team a complete view of every interaction.
Priority support and after-hours response options are available for businesses that require guaranteed uptime and rapid response SLAs.
Pricing & Plans
Yes. We offer flexible month-to-month billing, along with discounted annual plans for businesses wanting long-term stability.
Some setups may include a one-time onboarding or data migration fee depending on complexity. This is always quoted upfront.
All plans include CRM access, full onboarding, training, support, ongoing updates, and basic customisation options.
Yes. You have full flexibility to scale your plan up or down based on your current business needs.
Yes. Multi-user and multi-location discounts are available. We’ll tailor pricing to match your team structure.
Support & Maintenance
You can reach us via the support portal, email, or request a live call depending on your plan.
Priority support and after-hours response options are available for businesses that require guaranteed uptime and rapid response SLAs.
Yes. All system updates, patches, and new features are automatically applied without any disruption to your business.
We offer ongoing development services and can scope additional features or modules for your business as your needs evolve.
Most general support requests are resolved within 24 hours. Priority tickets are handled with faster turnaround.
Yes. All plans include standard support via email and live chat. Dedicated support options are available for premium plans.
Data Security & Compliance
All data is securely hosted on Australian-based cloud servers with high-grade security protocols.
Yes. We follow industry best practices including data encryption, firewalls, intrusion monitoring, and regular backups.
Absolutely. We operate fully within Australian privacy laws and data compliance regulations.
Yes. You can set user roles, permission levels, and restrict access based on roles, departments, or locations.
Yes. Data backups run daily and can be restored if ever needed.
You retain full ownership of your data. Export tools allow you to download your information at any time.
Custom Development & Add-ons
Yes. We offer full custom development services to build modules, dashboards, integrations, or features unique to your business.
Yes. We integrate with hundreds of third-party platforms including accounting, marketing, quoting, inventory, and scheduling tools.
Yes. For selected clients we can deliver white-label CRM environments fully branded for your business or
Absolutely. Dashboards can be fully tailored to show live metrics, KPIs, financial summaries, and operational reporting.
All custom work is quoted on a per-project basis. We’ll scope and price any requested work upfront before commencement.
Small jobs can be completed in days. Larger modules or integrations may require several weeks depending on complexity.