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CUSTOM CRMS FOR GROWING BUSINESSES

Bring every system into one smart workspace.

Pinax connects your email, sales, finance and operations into a custom CRM built around the way you work. Ask questions, trigger actions and see what matters next.

Book a call →See how it works

Go on, click around the dashboard. It works.

DEMO DATA

Good morning.

Here’s what matters today.

Pinax: Ridgewell has had your proposal for 5 days with no reply. Follow up today, then chase the overdue Acme Co. invoice.

Deals in pipeline
$378,000
Open tasks
2
Payments (6m)
$128,500
Revenue trend
Next up
Connected systems
  • Gmail
  • Xero
  • Stripe
  • Dropbox

Demo: a Pinax CRM dashboard showing deals in the pipeline, open tasks, a revenue trend and an “Ask Pinax” box that answers questions from connected systems. All data is made up.

What Pinax does

THE PROBLEM

Too many tools. None of them talk.

Most growing businesses run on a patchwork. Email here, a spreadsheet there, an accounting app, a form builder and a CRM nobody really uses. Each one has its own login, its own subscription and its own version of the truth.

We bring it into one system, shaped around how you already work.

Logos of tools like HubSpot, Xero, Slack, Gmail, Excel and Salesforce, all around one workspace.

One workspace.Contacts, deals, invoices, documents and the AI that knows them all.

WHAT WE BUILD

One system, built around how you already work.

Not a template with your logo on it. We design the CRM around your process, connect the tools you keep, and add AI that knows your business.

  1. 01

    Custom CRM

    Contacts, deals, jobs, invoices, documents. Whatever your business runs on, in one place, laid out the way your team thinks.

    • Pipelines and views built around your process
    • Every record linked: people, companies, jobs, money
    • Dashboards that answer the questions you actually ask
  2. 02

    AI trained on your data

    Ask plain questions and get answers from your own records. Custom actions let the AI create tasks, draft emails and move work along.

    • Trained on your data, not the internet
    • Custom actions you approve, one by one
    • Works inside the CRM, not in another tab
  3. 03

    Integrations

    Email, calendar, accounting, payments, file storage. We connect the tools you keep and retire the ones you don't need.

    • Two-way sync with the tools you keep
    • Old data migrated and cleaned on the way in
    • Fewer logins, fewer subscriptions
  4. 04

    Training and change

    We bring your team across properly, so the system actually gets used after we leave.

    • Training sessions for each role
    • Plain-language guides, written for your team
    • A quiet period where we check in and tune

AN AI BRAIN FOR YOUR BUSINESS

Ask it like you'd ask a person.

No reports to build, no filters to set. Type the question the way you'd say it across the desk.

  1. AskNo reports to build, no filters to set. Type the question the way you'd say it across the desk.
  2. Search your systemsDeals, invoices, calls, emails. The AI is trained on your data and knows where everything lives, because we built it that way.
  3. SummariseA plain-English summary, the figures behind it, and the next actions ready to go. All from inside your CRM.
  4. ActCustom actions you set up once. Create the task, draft the email, update the record. You approve, it does.

Ask Pinax anything...Tell me about our sales for the month.

Ask
Found what I need“Tell me about our sales for the month.”
  • Deals · Pipeline5 open · $378,000
  • Invoices · Xero14 paid · 2 overdue
  • Call history · Phone31 calls logged
  • Emails · Gmail112 threads read
Ask PinaxYOUR DATA · DEMO
4 SYSTEMS · 162 RECORDS

Tell me about our sales for the month.

November so far: $128,500 collected, up 12% on October. Five deals are open worth $378,000, and Northreach moved to negotiation after Tuesday's call. Two invoices are overdue, both under 30 days.

  • Collected this month$128,500
  • Change on last month+12%
  • Open pipeline$378,000
Collected, last 6 monthsXERO + STRIPE
  • Jun
  • Jul
  • Aug
  • Sep
  • Oct
  • Nov
Ask a follow-up...Ask
FROM HERE, PINAX CANOne click each. Or say it.
  • Create a taskFollow up Jordan Hale, ThursdayDONE ✓
  • Draft a replyReminder for both overdue invoicesDONE ✓
  • Update the systemNorthreach → Negotiation, note addedDONE ✓
  • Chase overdueNudge Acme Co. and RidgewellDONE ✓
  • Book a follow-upCalendar invite, linked to the dealDONE ✓
  • Send to partnersSummary to Nick and JohnDONE ✓

HOW IT WORKS

Scoped with you. Built in your accounts. Handed over.

  1. Scope

    We sit down with you and map how work actually moves through your business.

  2. Design

    We design the system around that, and show you what it looks like before anything is built.

  3. Build

    We build it in your own accounts, connected to the tools you already use.

  4. Handover

    We train your team and hand over the keys. From there, it's yours.

BUILD AND HANDOVER

You own it.
All of it.

We build the system in your accounts, then hand it over. No lock-in, no rent, no bill that grows with your headcount.

  • Built in your accounts

    Everything lives in accounts you control. Your data is yours from day one.

  • We don't host it

    Once we hand over, you don't depend on us to keep the lights on.

  • No per-seat pricing

    One system, however many people use it. Add staff without adding a subscription.

AFTER HANDOVER

You don't need us to keep it running. If you want a hand, pick a level.

  1. Walk away

    Take the keys and run it yourselves. Everything is documented and in your accounts.

  2. Check-ins

    A regular look at how it's being used, with small tune-ups as your team settles in.

  3. Ongoing changes

    New workflows, new integrations, new AI actions as the business grows. Scoped as you need them.

WHO IT'S FOR

Growing Australian businesses with too many subscriptions.

If you've outgrown the spreadsheets but don't want to bend your business around off-the-shelf software, this is for you. Pick your industry.

A CRM FOR ADVISERS

Every client, every review, in one record.

Households, entities, advice documents and compliance notes linked together, so reviews and renewals never sneak up on you.

WHAT IT HOLDS
  • Clients and households
  • Annual reviews
  • Documents
  • Compliance notes
  • Fees and invoices
  • Referrers
ASK PINAX“Which clients are due for a review before Christmas?”
A CRM FOR PROPERTY

Owners, tenants and listings that talk to each other.

One view of every property, who is in it, what is owed and what needs following up this week.

WHAT IT HOLDS
  • Properties
  • Owners and tenants
  • Listings
  • Inspections
  • Maintenance
  • Rent and arrears
ASK PINAX“Who has an inspection this week that I have not confirmed?”
A CRM FOR PROFESSIONAL SERVICES

Clients, matters, time and invoices without the double handling.

From first enquiry to final invoice, with the documents and emails attached to the matter they belong to.

WHAT IT HOLDS
  • Clients
  • Matters and engagements
  • Time and billing
  • Documents
  • Conflicts
  • Referrals
ASK PINAX“Which matters have unbilled time over 30 days?”
A CRM FOR TRADES

Quotes, jobs, crews and payments, first call to final invoice.

Know which quotes are sitting, which jobs are on this week and who still owes you money, from the ute.

WHAT IT HOLDS
  • Leads and quotes
  • Jobs and scheduling
  • Crews
  • Variations
  • Invoices and payments
  • Suppliers
ASK PINAX“Which quotes over $10k have gone quiet?”
A CRM FOR AGENCIES

Pipeline, projects and retainers in the one view your team opens.

New business and delivery in the same system, so you can see capacity, revenue and who needs a call.

WHAT IT HOLDS
  • Pipeline
  • Clients
  • Projects and retainers
  • Capacity
  • Invoicing
  • Proposals
ASK PINAX“Which retainers are under-serviced this month?”
A CRM FOR ALLIED HEALTH

Referrals and follow-ups that don't rely on someone remembering.

Referrers, bookings and plans in one place, with the admin side of the practice handled around your clinical software.

WHAT IT HOLDS
  • Referrers
  • Clients
  • Bookings
  • Care plans
  • Claims and invoices
  • Follow-ups
ASK PINAX“Which referrers have gone quiet in the last 90 days?”
A CRM FOR WHOLESALE

Orders, accounts, stock and the reps on the road.

Customer accounts, pricing, orders and visits in one system that talks to your accounting and inventory.

WHAT IT HOLDS
  • Accounts
  • Orders
  • Pricing
  • Rep visits
  • Stock
  • Receivables
ASK PINAX“Which accounts have not ordered in 60 days?”
A CRM FOR RECRUITMENT

Candidates, clients and placements without three spreadsheets.

Jobs, candidates, compliance and timesheets linked, so you can see who is placed, who is available and who is owed.

WHAT IT HOLDS
  • Clients and jobs
  • Candidates
  • Placements
  • Compliance
  • Timesheets
  • Invoicing
ASK PINAX“Who is available next week with a current white card?”

OUR STORY

We built it for ourselves first.

We had the same problem as our clients. Too many subscriptions, nothing connected. So we consolidated everything into one secure system with no per-seat pricing, then built our own custom AI on our data, with custom AI actions.

Now we build the same kind of system for other businesses. From Melbourne, for growing businesses across Australia.

  • MelbourneBased here, work Australia-wide
  • Two partnersYou deal with the people who build it
  • Our own CRMWe run Pinax on the system we sell
Nick and John Angelopoulos, the team behind Pinax
Nick AngelopoulosNew business and client management
John AngelopoulosCRM design, build and delivery

QUESTIONS

The things people ask first.

Anything else, ask on the call. Short answers, no sales pitch.

How long does a build take?

It depends on how many tools we are connecting and how much data is moving across. We scope it properly first and give you a timeframe before anything starts.

What tools can you connect?

Email, calendar, accounting, payments, file storage and most things with an API. If you are not sure about a tool, ask. We will tell you straight.

Who owns the system?

You do. It is built in your own accounts, under your logins. We do not host it and you do not pay us to keep it running.

Is there a per-user fee?

No. One system, however many people use it. Add staff without adding a subscription.

Can we change it later?

Yes. It is yours to change, and we can help when you want us to. Businesses move and the system should move with them.

Where does the AI get its answers?

From your own data in the CRM, not the open internet. It only does what you have set it up to do, and you approve each custom action before it goes live.

Where are you based?

Melbourne. We work with growing businesses across Australia.