Customer Management

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Business Growth Beyond the Campaign

At Co.gency, we understand that your customers are the lifeblood of your business.

All our Customer Management services are designed to help you foster strong and lasting relationships with your clients.

We offer a range of services dedicated to streamlining your customer interactions, from Business Process modelling to Customer Journey Mapping, Data Warehousing and Management, CRM solutions, Platform Consulting, Marketing Automation, Promotion & Activation, and Website & SEO.

With each service below, we aim to enhance your customer management tools and practices, ensuring they align seamlessly with your business goals.

Our Customer Management services:

Business Process

Business Process

Process Modelling, System Support, Implementation, Platform consulting

As efficiency in customer management starts with well-defined processes, our Business Process services help you model, support, and implement efficient systems to streamline your operations.

Guiding you and ensuring that the platform you use aligns perfectly with your business goals, and your business processes are finely tuned to meet the ever-evolving demands of your customers.

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Customer Journey Mapping

Workshop Facilitation and Documentation of Stages, Integration with Marketing Strategy

Because understanding your customers' journey is essential for creating exceptional experiences, Co.gency's Customer Journey Mapping services offer workshop facilitation and documentation of every stage of your customers' interaction with your brand.

We then seamlessly integrate these insights with your marketing strategy to ensure a cohesive and optimised customer experience.

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Data Warehousing and Management

Consulting, System Architecture and Design, Build, Management, and Integration within Business Ecosystem

Data is the backbone of customer management. To strengthen your data foundation, our Data Warehousing and Management services encompass consulting, system architecture, design, build, management, and integration within your business ecosystem.

Our team helps you harness the power of data to make informed decisions and deliver personalised experiences.



Consulting, Analysis and Design, Data Migration, Implementation, Training, HubSpot Partner

An effective Customer Relationship Management tool is at the core of solid customer management strategy. We help you digitise and optimise your customer relationship management with comprehensive CRM solutions, including consulting, analysis and design, data migration, implementation, and training.

As a trusted HubSpot Partner, we are skilled in ensuring that your CRM system is finely tuned to meet your customer engagement needs.


Marketing Automation

Consulting, Campaign Design and Implementation, Lead Scoring, Omnichannel Deployment, HubSpot, MailChimp, Marketo, Klaviyo

Efficiency and precision in marketing are within your reach with Co.gency.

To help you engage with your customers more effectively, with less resources, our Marketing Automation services cover consulting, campaign design and implementation, lead scoring, and omnichannel deployment.

We are experienced in popular platforms like HubSpot, MailChimp, Marketo, and Klaviyo, ensuring that using the best tools, your marketing is not just automated but also highly effective.


Promotion / Activation

Concept, Execution, Permits, Direction & Management

Ignite your campaigns with our end-to-end promotion and activation services, from concept development to execution and permit management.

Always ensuring that your promotional activities are flawlessly coordinated, and grabbing the attention of your target audience.

Web & SEO

Web & SEO

Web Design and Build, SEO, Strategy, Migration, Implementation, Measurement, Analysis & Reporting

Your website is your digital storefront, and we're here to make it shine. Our Web & SEO services cover web design and build, search engine optimisation (SEO), strategic planning, migration, implementation, and comprehensive measurement, analysis, and reporting.

We’re here to ensure that your website is both visually stunning and highly engaging.

Discover unparalleled customer engagement with our Customer Management services. Read directly from our clients in below’s section and explore detailed success stories in our Customer Management Case Studies.

Contact us now to redefine your customer strategies and elevate your brand's connection with every interaction.

What Clients say about us

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Kylie Hannah

General Manager Membership, Brisbane Racing Club

Before our ticketing and loyalty systems were siloed, leaving us blind to valuable insights about our members. But Co.gency's team came in and completely transformed things using HubSpot.

Now we have a clear picture of member engagement, allowing us to personalise experiences and drive revenue like never before.

Their data-driven approach has been a game-changer. We've seen a significant increase in member satisfaction thanks to targeted offers and improved ticketing convenience. Plus, their insights have helped us identify new revenue opportunities, leading to a measurable boost in our bottom line.


Jon Fleming

Industree Group

A strategic approach that focuses on building a strong brand identity, fostering emotional connections with your customers, and creating a unique brand experience will increase brand loyalty and advocacy, and drive long-term success for your business.


Linda Hannah

Asia Pacific General Manager of Marketing, Caesarstone

Co.gency have identified and clearly articulated many of the key issues and challenges we are currently facing. I am blown away by the work. I am so pleasantly surprised by this, just WOW!


Craig Murphy

ANZ Senior Brand Manager, 3M FUTURO

A simpler way for customers to find the right support or brace they need in under 30 seconds. “’Find My Fit’ was an insight driven initiative by our advertising agency Co.gency, who delivered the experience from idea, into production, right through to execution.

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James Pearson

Chief Executive Officer, 30 Seconds

While we’ve established a strong footprint within hardware retailers, the task has now turned to cementing 30 SECONDS as the go-to outdoor cleaner in the minds of Aussie consumers. Co.gency developed a solid media strategy that explored a range of media options to find the right balance of reach and impact for the creative platform.


Luciano Llorens

Head of Marketing, eToro

Co.gency has the specialist skills we need to leverage our sponsorship opportunities and media requirements.  Their strategic conceptual thinking has also helped us define our course and localise our brand here in Australia, making them the perfect agency partner for eToro.


Tony Partridge

CEO, Brisbane Racing Club

Co.gency perfectly understood our strategic challenges. They captured the spirit and excellence of racing while showing how it permeates through our broader hospitality, events and member experience offering.

Co.gency case studies

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Transforming membership experience
By Co.gency Group


Dive into this case study to explore how we enhanced Brisbane Membership experience with HubSpot.

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