Workers & employers
Capture employers, workers and payers, their relationships and full employment history, online onboarding, ABR validation, bulk registration and digital accounts.
The specialist CRM for worker entitlement schemes
Formation CRM helps Australian schemes manage workers, employers, returns, claims, contributions, compliance and communications in one secure platform.
ISO 27001 compliant
Australian owned
Built for PII
Government & enterprise ready
Purpose-built
Purpose-built for worker entitlement schemes
Formation CRM isn't a generic CRM bent into shape. It's a specialist platform engineered for the way Australian entitlement schemes and funds actually operate, from employment history and returns through to claims, levies and reciprocity.
20yrs
Delivering enterprise & government software in Australia
20+
Schemes (& Jurisdictions) administered on Formation CRM
100%
Australian owned and operated, Melbourne-based
ISO
27001-aligned security, privacy and data governance
One platform
One platform for workers, employers, returns, claims and compliance
Replace spreadsheets and disconnected systems with a single source of truth for your scheme, every relationship, transaction and interaction in one place.
Returns & contributions
Generate and collect informational or financial returns on any cycle, with auto-save, import tools, built-in validations and full version history.
Claims & entitlements
Accrue balances, process long service, redundancy, sick leave and insurance claims with straight-through processing and reciprocity between funds.
Compliance & reporting
Track reporting and payment compliance, automate reminders, interest and penalties, and feed secure BI dashboards for real-time insight.
Payments & finance
Inbound and outbound payment processing, BPAY, direct debit, EFT, ABA files and cheques, with automatic reconciliation and STP readiness.
Communications
An integrated correspondence engine for email, SMS, print and telephony, every interaction tracked against the right account.
Security & trust
Security and data protection built in
Schemes manage high-value, high-sensitivity records. Security, privacy and data governance are core to how we design, host and support Formation CRM, not an afterthought.
Formation is ISO 27001 compliant, built for sensitive worker, employer and financial data, with secure handling of personally identifiable information at every layer.
ISO 27001
Certified-grade information security controls.
PII handling
Privacy-first handling of worker & employer records.
MFA & SSO
Multi-factor auth and single sign-on, incl. ADFS.
AWS & Azure
Secure managed cloud or dedicated deployment.
Migration governance
Structured, validated, reconciled data migration.
Audit history
Full audit trail with role-based access control.
Why Formation
Why schemes choose Formation
We're the trusted market leader for worker entitlement scheme software, a specialist partner, not a generic CRM vendor.
A tailored solution
More than a CRM, a tailored worker-entitlements platform that fits your day-to-day operations. No lengthy work-arounds using generic functions.
Industry expertise
We know worker entitlements, it's what we do. Our team understands the requirements in your policies, legislation and trust deeds.
Migration & data cleansing
Proven experience migrating schemes into Formation CRM. We own the process and the common pitfalls, so you launch on clean, reconciled data.
Customer-focused
Deliver a consistent, high level of service with configurable workflow, real-time straight-through processing and automation.
Integrated
Combine accounting, reporting, correspondence, banking and document management for a complete, secure business solution.
Future-proofed
We're committed to innovation and our public roadmap. You receive perpetual updates as the platform evolves with you.
Capabilities
Platform capabilities
The depth of a mature enterprise platform, specialised for entitlement scheme administration.
Integrated comms
Email, SMS, telephony and web chat tracked in one place.
Worker entitlements
Capture service contributions and pay entitlements accurately.
Compliance tracking
Streamlined processes for reporting & payment compliance.
Cloud hosted
Fully-managed cloud, or your own private network.
Responsive design
Branded self-service portals on any device.
BI reporting
Business insight, data visualisation and secure reports.
Financial management
Banking integration, reconciliation and STP-ready.
Documents
Per-account document repository and templates.
Integrations
Banking, identity, reporting and line-of-business systems.
About us
A mature Australian software partner
Formation Technology is a Melbourne-based software company and a proud 100% Australian small business, with close to 20 years' experience designing and delivering business solutions for enterprise, government and corporate clients.
We honour the trust our customers place in us by being available, personable and accessible, combining a skilled, structured approach with a "don't stop till it's right" commitment to deliver quality on time and on budget.
Consulting services
Experts in the analysis, design and management of IT projects across diverse industries.
Software development
Proven processes, roadmaps and templates, quality without sacrificing ingenuity.
Application support
Deep cloud expertise across Microsoft infrastructure, applications and hosting.
Trusted by Australian schemes
The platform behind Australia's entitlement schemes
Portable long service, redundancy and entitlement fund authorities across the country rely on Formation CRM.
See Formation CRM in action
Book a demo and we'll show you how your scheme can run workers, employers, returns, claims and compliance in one secure platform.