FI Digital is a Melbourne-based digital services provider specialising in Marketing and Cloud Services. Our customers form Melbourne’s most vibrant business community—small and medium-sized businesses.
Digital is the way to go, and businesses have realised this. Our customers often ask us how to manage agile projects, integrate accounting with CRM, and delve deeper into data for meaningful insights. Today, we’re sharing some of our "top secret" tools that make it all happen.
Efficient Project Management
How do we at FI Digital manage our projects and provide personalised services to our clients? We use a "Leverage Trinity" of collaborative tools.
Trello
Our visual command centre for agile delivery. It keeps everyone on the same board with real-time visibility.
- Eliminates email clutter
- Visual task tracking (Cards)
- Scalable from free to enterprise
Google Drive
Seamless documentation and data sharing. We live and breathe spreadsheets for SEO & SEM services.
- Native Trello integration
- Real-time collaboration
- Secure cloud storage
Slack
The heartbeat of our team communication. It helps us stay focussed on delivery rather than filing emails.
- Instant project updates
- Integrated workflows
- Reduces internal meeting drag
Seamless Accounting Integration
Small businesses often face cash flow friction. We solve this by integrating cloud accounting with our core CRM.
QuickBooks Online
- Direct Salesforce CRM Integration for cycle tracking
- PayPal & Major Bank automated transaction feeds
- BAS Summary readily available as in-built feature
- Safe, secure, and accessible on Mobile/Tablet
- Automated repetitive invoicing & follow-ups
Getting Insights from Your Data
Businesses collect data from CRM, Websites, Social Media, and Sales Reps. Analysing this for decisions is painful—unless you have a Success Platform.
The Salesforce Edge
Our Melbourne-based Salesforce developers help SMBs structure data for actionable insights.
Stop fighting your tools and start letting them fight for you. We're here to help you build the perfect cloud ecosystem.