CRMs Made Easy!

Have you ever said "I give up!" when choosing or using a CRM?

  • You may have been thinking about a CRM, and are not really sure how you’re going to use it
  • When you investigate the thousands of CRMs that are out there, you wonder how on earth are you supposed to choose just one? And which is the BEST one?
  • And even when you’ve chosen one, finding out AFTER the fact that it doesn’t do what you want it to do?
Social selling is critically important

Hi, I'm Kristina. 

Kristina Coyne

I have some really GREAT NEWS for you!

Because you’ve taken the "What's your biggest CRM Blindspot?" quiz, I know you’re serious about getting in place a CRM that

  • helps you to do more marketing and sales
  • … in less time
  • … with better results
  • while making life easier for you and your staff
  • and making your customers feel valued.

That’s not too much to ask, is it?

And I’ll guess that you've found it's not QUITE as easy
as you were thinking (hoping!) it would be…

For most people, setting up a CRM is like learning to drive a car…

… except that 

  • you’ve come from a place where cars are few and far between
  • you’ve not been in a car before
  • the roads don’t exist yet
  • and all the signs and instructions are written in a foreign language.

Sound a bit like how you feel about this whole CRM thing?

So, what's the best CRM?

This is a question I get asked ALL. The. Time.

As soon as people hear about what I do, the first question generally goes like this “So, I’ve been thinking about getting a CRM. What’s the best one?”

If I were to ask you the same question about a car – “What’s the best car?” – you’d immediately come back and ask me more questions.

  • What sort of car? Sedan/SUV/Off road/van etc?
  • What do you want to use it for?
  • How many people do you need to carry? How often?
  • What are the general driving conditions you’ll be in?
  • Price?

In fact, even the magazines who do the “best car” reviews every year, have different categories like

  • Best small SUV
  • Best car under $30,00
  • Best hatchback 2020 Australia (because the “best car” can change by locations and over time)

And that's because there is no one answer for
“what’s the best car?”

And it’s exactly the same for CRMs.

The answer is different for every business.

The best CRM for your business is the one which does what YOU need it to do

Which means

  • takes you where you want to go
  • supports the number of staff you have
  • works within the way you do business
  • at a budget you feel comfortable with.

And speaking of CRM budgets…

Budget is another area that is significantly underestimated by the business owners I’ve worked with.

Their focus is on the monthly or ongoing cost of the CRM.

This can often be the smallest part of the whole cost of a CRM.

Yes, even a FREE CRM.

Because cost is not just the monetary amount you pay for the software. 

It's also

  • the time that you spend setting it up
  • the time your staff take to learn it
  • the amount you pay your staff while they're learning to use it
  • the cost of the other things that you're NOT doing while you set up the software.

Now, this can be a small cost, and it can be easy, enjoyable, and give you a great result.

Or it can be enormous cost. Hard. Stressful. With no guarantee that you'll actually get where you want to go.

Now, you can take the hard road if you like.

I, personally, would not recommend it.

I don’t know about you, but I’m always interested in the EASIEST, QUICKEST way to do something.

In fact, I’ve spent the last 20 years helping organisations set up computer software in the easiest, quickest ways possible.

And I can tell you...

The shortest path is to spend more time up front, working out what you need and
how you’re going to use it, before you jump into it.

There’s a quote that is widely attributed to Abraham Lincoln about this

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

Many of the businesses I work with come to me after they’ve

  • been trying to learn about the CRM they've chosen
  • while they’re still working out how they're going to use it
  • and setting up processes in the CRM for things they've never done before
  • and working out how it's going to fit with the way they already do business
  • WHILE still running their business
  • AND serving their customers
  • AND supporting their staff
  • AND dealing with everything this past year has thrown at them.

It's like

  • trying to learn how to drive the car
  • while you’re still surveying where the roads are going to go
  • and building the roads
  • at the same time as you’re trying to drive the car on them.

I’m exhausted just thinking about it…

And that's where the CRM Roadmap comes in

When you started to learn to drive a car, you most likely had to sit a written exam, to show that you understood the road rules.

Then you had some driving lessons.

Then LOTS of practice, before you actually got your licence.

And the roads, and the petrol stations, and the mechanics already existed, for you to use.

The CRM Roadmap helps you make sure that ALL the support systems are in place for your CRM.
(Or at least you know what to do to get them there.)

The roads = your business processes, how you’re going to use the CRM

The petrol = the things you need to do to keep using your CRM

The mechanic = the support your CRM needs, so that it can grow with you, as your business grows

The CRM Roadmap also provides the theory and the road rules

  • Explains the concepts and terminology used by CRM software 
    So you understand what they mean, and how you might use them in your business
  • Gives examples of how they are used in practice
    So you can see how they might work for your business

And most importantly, the CRM Roadmap helps you define exactly

  • what you want to use your CRM for
  • who is going to use it
  • for what
  • and when.

When you put ALL of that together, it’s then very easy to

  • choose the BEST CRM for your business
  • set it up quickly
  • start using it straight away
  • get the benefits you're looking for by having the CRM in place
  • greater sales
  • reduced staff time
  • happier customers

The CRM Roadmap takes you through everything you need to do, to make your CRM a success.

What's included with the 

CRM Roadmap Training and Workbook

The CRM Roadmap Training takes you through every step you need to do, to make your CRM a success. Whether you're just starting to look for a CRM, or you've already got one in place. Even if you're already using one, you'll make sure you have all bases covered so you can use it better, after doing the training.

The Training leads you step-by-step from understanding where you are now, through what you want to improve in your business using a CRM. And then gives you all the details of how to get there.

The Workbook is your opportunity to take what's in the training and customise it to YOUR business. When you've filled in your workbook, you will have the start-to-finish details of everything you need to do, tailored to YOUR BUSINESS.

The filled-in workbook is your key to successfully choosing, setting up and using your CRM. You can use it to communicate with your staff everything about your CRM.

  1. 1
    Confidence in choosing a CRM: when you know exactly WHAT you're using the CRM for, it becomes much easier to choose the right one that will meet your needs.
  2. 2
    Cruise through setting up your CRM: no more wasted time, because you'll know exactly where and how you're going to use it. Saving you weeks of trial and error.
  3. 3
    Long term use of your CRM: you'll be one of the smart ones who keep using your CRM in the months and years ahead, saving your staff time, delivering better results for your customers, and increasing your profitability.
CRM Roadmap Training & Workbook

What People Are Saying About Working With Kristina and Developing Their Roadmap

Thanks From Mark Sheppard Bathrooms and Renovations"

"Kristina has nurtured us through a difficult growth phase. We knew we needed to implement a CRM but had no idea where to start."

"We now have a fully documented business process and a clear understanding of hand off points between team members. The benefits of this has been team members find it easier to do their jobs because they just follow the process flow."

"We have found that setting up a CRM that suits our business has automated a lot of the previously manual tasks and emails, freeing up staff to deliver better customer service. We would not have achieved the same result if we had done it ourselves in-house without professional help."

"Some of the immediate benefits are
- Greater visibility and tracking of where things are up to
- Making sense of all the marketing/website/CRM tech bits so that the team understand and can use it
- Clear processes, and
- Being more connected with potential clients."

Mark Sheppard
- Mark Sheppard Bathrooms and Renovations

“The insights Kristina provides are amazing"

“The structured approach she recommends is not just about being organised and having more time, it’s about running a professional business that allows you to increase your bottom line through tracking and following up on genuine leads, seeing trends and working out where to spend your resources to maximise your conversions and ROI."

Gillian Anderson
- Radial 1 Consulting

“I would have loved to have her assistance earlier"

"Kristina provided invaluable support and help, particularly in providing a clear explanation of how the system would work."

"I would have loved to have had her assistance earlier as she was very proactive and keen on assisting us come to terms with a large and complex change."

Karling Hamil

Get Your CRM Roadmap Training and Workbook

For a very limited time only, you can get your CRM Roadmap Training and Workbook for

ONLY $15 AUD (+ GST if Australian)

Because we are still putting the finishing touches on the complete CRM Roadmap, you get an AMAZING pre-sale offer!

The CRM Roadmap Training and Workbook will be delivered directly to your inbox in the next 3 weeks.

Act now! After this offer ends, the full price will be $100

CRM Roadmap Training & Workbook

100% Satisfaction Guaranteed

Secure Payment using PayPal

More Results From Business Owners Just Like You

“Things no one else had taught me"

"From every one of Kristina's presentations, I learned at least one thing I didn’t know, and one thing that I needed to go away and implement."

Alex Souter

“Let's do it again...

"Thanks Kristina. You have been a rock and such a huge support to me and my team."
"I hope we get the chance to work together again because this experience has been so positive."

Gabbi Ring

“You always deliver over and above"

"I just want to take this opportunity to say how much I appreciate your assistance every time I ask. I always get better than expected responses from you, not that I don’t expect a high level of response, it is just that you always deliver over and above."

"Thank you."

Sue Lamont
Kristina Coyne

Creator of the CRM Roadmap

About the Author

Kristina has spent many years working with businesses, helping them enhance the way they work. When you're a small or medium business, improving how you manage your business

  • increases your profitability 
  • gives you more time 
  • delivers a better experience and outcome for your customers 
  • and helps you retain staff.

It can give you a significant competitive advantage.

And that's what I help you to do.

I work with solutions for your business, using your processes to suit your staff.

I know you've got questions...

I get it. CRMs can feel like a whole foreign country, complete with a different language, culture and environment.

And if you've been burned by a CRM before, you might wonder how on earth will this CRM Roadmap help you to get where you want your business to be, without all the hassle?

Is this a lead-in to selling a specific CRM?

No, not at all. I am not affiliated with any individual CRM.


There are hundreds of CRM software products for a reason - each of them does things in a slightly different way, with different strengths and weaknesses and different price points. 

In the same way as there are a multitude of different car manufacturers, with a range of makes and models.

A good driving instructor will be able to teach you to drive any type of car, whether it's a Honda or a Porsche, petrol or electric, left or right hand drive, automatic or manual. Yes, there will be some quirks and differences between them, but there are more similarities than differences.

And that's what I see myself as - your driving instructor. So you can pass your driving test and get on the road safely, knowing everything that you need to know about the CRM that you choose.

How much do I need to know before doing the training?

Nothing at all.

The training is written from the very beginning, as if you didn't know anything at all about CRMs. Of course, if you know a bit, you'll be able to progress more quickly.

The training explains all the concepts in easy to understand language. If you've been able to understand this page, you'll have the same experience with the training and workbook.

What if I've already got a CRM?

If you've already got one, great! I would guess though, that you'd like to use it better, or for more things. In which case, this CRM Roadmap is perfect for you.

One of the main reasons I find that people aren't as happy as they want to be with their current CRM is that they were so focussed on getting it set up and in place, that they didn't think too much about the ongoing maintenance and support. Or that their business needs have changed, and they're not sure how to have the CRM change with them.

The CRM Roadmap takes you through all of this, so you can extend and improve your current CRM.

What if I want more support after the training?

The CRM Roadmap is a starting point. If it's enough to get you going, and you're comfortable with that, that's great.

If you'd like some further support, there are options to work with me directly.

I am not taking on any more clients at the moment, but if you're interested in working with me in the future, please email me at


What if I've got other questions?

If you've got other questions or concerns that haven't been answered above, please send me an email at 


and I'll get back to you with an answer.

CRM Roadmap Training & Workbook

Benefits You Get when you buy the
CRM Roadmap

  • Explanations of CRM terminology and functions, so you can understand what type of thing you need when you're looking at CRM websites
  • Examples of ways to use a CRM that you can apply to your business, without you having to work them out for yourself
  • A complete understanding of how much your CRM will cost you throughout it's life, so you can budget for ALL the costs
  • Ways to reduce inefficiencies in your business (even before you've got your CRM in place)
  • Identification of where and how you're going to use your CRM, which will save you enormous time in setting it up
  • A plan for how you'll keep your CRM up to date, as you add data to it and as your business grows and changes

What You Get with the CRM Roadmap

  • Detailed training modules on how to plan for, set up and use your CRM
  • A workbook for each module to fill in so you can tailor your CRM to YOUR business

100% Satisfaction Guaranteed

Secure Payment using PayPal

100% Satisfaction Guarantee

Now just to make this even more of a “no brainer” decision than it already is... and eliminate any excuse you might have for not investing in the training right now…


It works like this...

Go through the entire step-by-step training and workbook and see how effective it is…

If after a full 6 months you honestly don’t feel like its helped you get up and running quicker and easier with your CRM, just let us know and we’ll issue you a prompt and courteous refund. No questions asked.

Not only that, you’ll get to keep the entire program as my way of saying "Thank You" for giving it a try.


Frequently Asked Questions

Do you offer a money-back guarantee?

What payment methods do you offer?

Where can I ask questions?

How do you guarantee that I'll succeed with this?

What if I need more help?

P.S.: This pre-sale offer of $15 for your CRM Roadmap is incredibly limited. It's only available while we're in the final stages of getting the training ready. Once the CRM Roadmap is published, the price goes up to the normal cost of $100.

So act now, and get your CRM Roadmap for 85% off.

Copyright - Kristina Coyne