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CRM Solutions

Our CRM solutions give you the head start you need to make a CRM implementation straightforward and cost effective. The right CRM solution can give you happier customers and smarter, better processes. Loaded guides you through your customer relationship management journey, tailoring a solution that is just right for your needs.

Loaded is a SugarCRM Elite Partner with over 10 years experience in implementing Sugar with hundreds of clients around Australia. We value Sugar’s flexibility, extensibility, ease of use and value.


Marketing Automation enables Marketing and Sales teams to work in an increasingly collaborative and aligned manner, to achieve better sales and customer engagement outcomes. Techniques such as lead nurturing, lead scoring, drip campaigns and social engagement are all enabled by the right Marketing Automation solution.

Loaded partners with a number of leading Marketing Automation vendors, such as SalesFusion, that integrate seamlessly with SugarCRM and provide breadth of functionality and ease of use.

TrustSphere's Relationship Analytics software gives sales people and sales managers data-driven insights about their relationships to drive customer engagement and organisational collaboration.

Integrating with SugarCRM, Salesforce and IBM Connections, TrustSphere works seamlessly to provide immediate insight into the strength of your team’s relationships with accounts and individual contacts – and where the critical gaps are in those relationships.

It provides an up-to-the-minute, 360-degree view of accounts and who has been interacting with them, by ‘filling the gaps’ between the CRM and email communication.

Events form a key component of many sales and marketing strategies, and no 360-degree view of a customer is complete without a history of event invitations and attendance.

Loaded’s Event Management solution is built on SugarCRM, extending Sugar’s best-of-breed CRM functionality to include a comprehensive event management toolkit. It incorporates a custom portal for event RSVPs, and an event creation tool inside Sugar that is easy to use and caters to many event types.

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Membership organisations have unique needs when it comes to managing the customer acquisition and retention cycle. Having clarity over membership status gives marketers information to drive targeted campaigns; and being able to automate the sign-up and renewal processes brings efficiencies, an improved customer experience and data integrity.

Loaded’s membership management solution is built on SugarCRM and incorporates a custom portal for members to join and renew, and to update their details.

Contact us for a demo today.

Loaded is deeply experienced in helping aged care organisations adapt their customer acquisition and delivery processes to meet the challenges of regulatory change and digital transformation. A CRM, appropriately set up for the sector, is a critical foundation for aged care organisations seeking to maintain and grow market share, and deliver efficiencies.

Loaded’s aged care customer management solution is built on SugarCRM. It provides core CRM functionality relevant to in home care as well as residential aged care, and in addition provides for processes particular to the residential aged care market, including:

  • Facility management
  • Bed management
  • Resident movements
  • Medicare integration

Contact us for a demo today.

Loaded works closely with community service providers who are focused on disability care. We help organisations in the sector put the CRM foundations in place to help them operate efficiently in the competitive and constantly changing NDIS landscape.

Loaded’s NDIS customer management solution is built on SugarCRM. It provides core CRM functionality and, in addition, provides a solution to manage the NDIS enquiry-to-participant customer journey, including:

  • Enquiry capture with plan / funding details
  • Service fit analysis
  • Service agreement generation and sign off
  • Participant allocation and service delivery
  • Invoicing, NDIS portal claims and reconciliation

Contact us for a demo today.

Why choose us?

Loaded is a quality-oriented, deeply experienced CRM solutions business. We have the team and the track record with clients to give you confidence to move forward on your CRM journey.

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