Formation CRM is a customer relationship management platform built specifically to manage worker entitlement schemes in Australia. No matter how broad or narrow your scope, Formation CRM will help you efficiently administer your worker entitlement scheme.
Formation CRM is a modern, complete and adaptable solution. It will help you deliver operational excellence, while reducing expensive setup and maintenance costs.Learn more
Stakeholders can manage their own data, complete returns, view contributions, request services and interact with your scheme or fund using our secure self service portals.Learn more
Combine your line of business applications such as accounting, reporting, correspondence and document management systems for a fully integrated solution.Learn more
Automate complex, multi-step business processes. Send email alerts, create or update records, generate tasks for others.
Track all your customer integrations in one place, including emails, SMS, telephony, web chat and e-forms.
Capture worker service contributions and pay worker service entitlements in accordance with your payment requirements.
Streamlined work processes make it easier for you to track reporting and payment compliance for your customers.
Host Formation CRM in our fully-managed cloud based environment, or deploy it to your virtual private network.
Our online portals can be tailored to your corporate brand. Our responsive design provides the convenience of accessing portals on any device.
Integrated Formation CRM with select BI platforms to provide business insight, data visualisation and reports.
Formation CRM supports banking integration for both inbound and outbound payment processing and is ready for Single Touch Payroll.
Formation Technology is a Melbourne-based software development
services company. We are proud to be a 100% Australian small-business and we have close to 20
years experience in the design and delivery of business solutions to enterprise, government
and corporate clients across a diverse range of industries.
At Formation Technology, we understand and appreciate the investment companies make in their systems and our ultimate goal is total client satisfaction. We pride ourselves on honouring the trust and responsibility our customers place in us by being available, personable and accessible. With Formation Technology support the right person, with the right skills and attitude, is always within reach and every issue is treated professionally and promptly. Our success stems from a skilled and structured approach and a “don’t stop till its right” commitment.
Our greatest asset is our experienced team of technologists who have successfully delivered numerous solutions, for businesses of all types, with expertise and dedication. Combining the best human capital available, with innovative hardware, software, we deliver top tier solutions, each and every time. At Formation Technology, we follow proven software development methodology, processes, roadmaps and templates; but we also encourage creativity among our staff. This results in consistent quality without sacrificing ingenuity and provides our clients with the best solutions money can buy, on time and on budget.
Formation Technology consultants are experts in their field, with combined years of experience in the analysis design and management of IT projects for a diverse range of industries and requirements. We maintain an ongoing focus on having the brightest and best people, drawing on our shared knowledge and expertise.
At Formation Technology, we believe that any project, big or small, should adhere to strict processes, roadmaps and templates. While there is no single structure or process, no "one size fits all" approach to software development, all software development requires a suitable foundation of principals and practices.
We have a comprehensive understanding of cloud technologies; extensive experience in deploying Microsoft infrastructure, applications and servers; and a variety of packages for the deployment and hosting of services to facilitate software and cloud infrastructure deployments.
Formation CRM is a customer relationship management platform built specifically to manage worker entitlement schemes. It features all the expected hallmarks of a CRM, with customisation and additional features designed around the unique needs of worker entitlement funds and schemes.
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Clients who have benefited from our products, capabilities and expertise.