The #1 CRM for Worker Entitlement Schemes

We are the trusted market leader in the provision of turn key solutions for worker entitlement schemes.

Learn what Formation CRM can do for you

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.

Turnkey Solution

Formation CRM is a modern, complete and adaptable solution. It will help you deliver operational excellence, while reducing expensive setup and maintenance costs.

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Self Service Portals

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.

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Combine your line of business applications such as accounting, reporting, correspondence and document management systems for a fully integrated solution.

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Align your teams around a single source of customer information

Automate complex, multi-step business processes. Send email alerts, create or update records, generate tasks for others.

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CRM Features

Your trusted market leader in the provision of software solutions for worker entitlement schemes.

About Us

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.

Our Capabilities

Consulting Services

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.

Software Development

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.

Application Support

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.

Our Products

Formation CRM

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.


eForms is an electronic forms based workflow management framework. It provides a foundation for the deployment of business solutions to automate and streamline cumbersome business processes.


EnviroChart is a comprehensive environment reporting solution that provides business with tools and utilities to: Track inputs, emissions and intensities; Manage abatement projects; Reduce compliance costs; and Manage their impact on the environment.

Clients who have benefited from our products, capabilities and expertise.

Protect Portable Long Service Authority QLeave SA Leave ACT Leave Amcor Incolink Long Service Corporation NT Build TasBuild Anglican Church Cleanaway Orora Bega Opal Waste Management Australian Paper CUB HP TWE Melbourne Uni Transurban Lion

We'd love to hear from you!

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