CASE STUDY

Yalari

Yalari replaced multiple spreadsheets with a unified CRM, reducing admin work by up to 60 %.

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The Client

INDUSTRY

Education

LOCATION

Australia

Challenge

Prior to implementing a CRM, Yalari was using multiple Excel spreadsheets to track their clients, sponsors, volunteers and other business contacts.

They needed a singular centralised database solution to improve communication and productivity across students, alumni, staff and stakeholders.

Approach

Yalari assembled a taskforce to assess CRM solutions, focusing on simplicity, practicality and alignment with their budgets and unique business workflows.

They selected the system that allowed custom fields and categories suited to their specific operations—then configured it to replace the spreadsheets and streamline mass-mailouts, record look-ups and integration with financial systems.

Solution

The CRM was customised so that Yalari staff could view complete records of clients, sponsors and volunteers—including history, financial data and interactions—in one place.

The system was integrated with their accounting software, and tailored fields/categories were built to reflect Yalari’s unique business model.

Experience

The new system enabled Yalari to streamline business processes including mail-outs, mass emails and record look-ups across multiple fields.

Administrative work was reportedly reduced by up to 60%. The combination of database clarity, workflow configuration and integration gave Yalari a comprehensive view of clients and activities, enabling better efficiency and decision-making.

I use Act! everyday. It has easily reduced my administrative work by up to 60%.

Scott Young

CEO — Yalari

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28-Day Guided Trial

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The 28-day extended trial is designed for businesses that want to experience Act! Advantage working inside their business, not just explore features.

To access the extended trial, you’ll book an initial session with an Act Today consultant based in Australia or New Zealand. During this session, we’ll help you set up three key CRM functions that matter most to your business, such as client follow-ups, communication workflows, retention tracking, or referral visibility.

At the 14-day mark, you’ll have a second check-in with your consultant to answer questions, refine your setup, and remove any roadblocks. This ensures you’re not left guessing and that the system is actually supporting your work.

By the end of the 28 days, you’ll know exactly how Act! Advantage fits your business and whether it delivers real value.

What you’ll get from the 28-day extended trial:

  • Guided setup by a local Act Today CRM consultant
  • Three high-impact CRM functions configured for your business
  • A mid-trial review to answer questions and fine-tune usage
  • A realistic view of outcomes, not just features
  • Confidence to decide based on real experience
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Get Hands-On with Act! Advantage CRM

The 14-day free trial gives you full access to Act! Advantage CRM so you can explore how it works in your own time. This is the standard Act! trial used by businesses across Australia and New Zealand who want to see the platform before making a decision.

During the trial, you can add contacts, explore client records, test communication tools, and see how Act! Advantage handles day-to-day client management. It’s a straightforward way to understand how the system is structured and whether it feels right for how you run your business.

This option suits businesses that are comfortable exploring software independently and already have a clear idea of what they want from a CRM. There’s no obligation, no setup required, and no pressure,  just time to assess fit.

What you’ll get from the 14-day free trial:

  • Full access to Act! Advantage CRM features
  • A clear look at how contacts, activities, and communication are managed
  • The ability to test the system across desktop and mobile
  • A simple, no-commitment way to assess fit
  • Confidence before taking the next step
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