CRM Consulting & Customer Experience
Independent CRM Consulting | Implementation | Integration | Optimisation
Bring your customer data, sales, service and marketing processes together with CRM solutions designed around the way your organisation works.
Hatchit provides independent CRM consulting and implementation to help you choose the right technology, improve customer experiences and get more value from your CRM.
Turn Your CRM Into a Better Customer Experience
A successful CRM should do more than store customer information. Your teams should be able to see who they’re dealing with, understand previous interactions and find the information they need without searching across different systems.
When that doesn’t happen, customer information becomes fragmented, reporting gets harder and people start creating workarounds outside the CRM.
We help bring your technology, customer journeys and business processes together so your CRM becomes genuinely useful to the people who rely on it every day.
Customer Data • Sales • Service • Marketing • Reporting & Insights
How We Can Help
Hatchit can help at any stage of your CRM journey — from defining what you need and choosing the right platform to implementation, integration and improving an existing CRM.
We configure CRM around your business processes and customer journeys, support CRM data migration and management, and connect your CRM with marketing, finance, customer service and other business systems.
With better integration, automation, analytics and reporting, your teams can spend less time on manual work and have a clearer view of customers, sales performance and business outcomes.
Strategy & Requirements • CRM Selection • Implementation & Customisation • Data & Migration • Integration & Automation • Analytics & Reporting
What Better CRM Can Deliver
✓ Better Customer Visibility
✓ Cleaner Data
✓ Less Manual Work
✓ Connected Systems
✓ Better Reporting
✓ Stronger CRM Adoption
Explore Specific CRM Solutions
Looking for support in a particular area? Explore our specialist CRM solutions for customer service and fundraising organisations.
Customer Support & Helpdesk
Improve customer service with connected support systems, better customer visibility and more efficient service processes.
Fundraising & Donor Management CRM
Manage donor relationships, fundraising activities and supporter data with CRM solutions designed for fundraising organisations.
Why Work With Hatchit?
We’re not tied to a single CRM platform. We take an independent approach, helping you choose and improve technology based on your requirements, processes and wider business environment.
Independent Advice
Recommendations based on your requirements, not a single platform.
Multi-Platform Expertise
Experience across leading CRM platforms and different business environments.
Implementation & Integration
CRM configured around your processes and connected with the systems your teams rely on.
Ongoing Support & Optimisation
Continued improvement as your business and requirements evolve.
Zoho • HubSpot • SugarCRM • Salesforce • Microsoft Dynamics • Freshworks • Pipedrive
Already Using a CRM?
You May Not Need to Replace It
If your CRM isn’t delivering what you expected, replacing it isn’t always the answer.
Better configuration, cleaner data, useful integrations, automation and clearer reporting can often make a significant difference. We can assess what’s working, what’s getting in the way and where improvements will have the most impact.
Configuration • Data • Integration • Automation • Analytics & Reporting • Support
Let's Make Your CRM Work Better
Not sure whether you need a new CRM or simply need to improve the one you have? We can look at where you are now, what isn’t working and what a practical next step looks like.
Essential Guide to Doing Great CRM
15 years worth of tips, tricks and a few common gotcha’s to avoid.
Practical advice and comprehensive information on setting your CRM strategy, selecting the right system, implementation and how to tackle user adoption.
Get the Hatchit eBook that contains everything you need to know on how to make your CRM an invaluable sales resource.
CRM Requirements Checklist
f you’re planning to implement CRM or make changes to an existing system, it’s best to take some time to be sure you’ve got all your requirements covered.
Please Enter Your Name and Email to Access our CRM Checklist
what you get
Hatchit – your CRM Partner
Let us help you select, deploy and manage your Marketing Automation software.
Hatchit is an independent software consulting firm, specialising in CRM and Client Management software in New Zealand.
We work with new and existing CRM users to select, set up, and leverage their software through a wide range of professional services that include implementation, reporting, consulting, data migration, system integration, project management and database administration.
