Meet Strategix

Strategix is a nationally recognized training provider with a mission to “Change the Course of Your Life.” Founded over 20 years ago in Queensland, it delivers workplace and vocational training across Queensland, South Australia, and Western Australia.

Starting in transport and logistics and expanding into community services, hospitality, and healthcare, Strategix focuses on industries where skills are in demand. The goal is simple: help people turn study into real outcomes — new careers, promotions, and stronger communities.

The challenge

Like many education providers, Strategix relied on a student management system (SMS) to manage enrollments, attendance, and compliance. While the SMS excelled at tracking current students, it offered little support for nurturing prospective students, alumni, or business clients. To bridge the gap, Strategix initially adopted HubSpot as its CRM — but the platform never fully delivered.

Despite efforts to customize and adapt the system, it became increasingly expensive and difficult to use. Even routine tasks, such as adding a new field, required technical setup, leading to cluttered data and duplicate records. Integration with the SMS was limited, creating silos of information and forcing teams back to spreadsheets to manage critical processes. Instead of simplifying operations, HubSpot left Strategix with disjointed workflows, messy data, and rising costs.

“HubSpot was too rigid for our needs,” recalls Samuel Lobao, Contract Administrator & Special Projects at Strategix. “It was costly, complex to maintain, and left us with unreliable data.”

Michael Fitzpatrick, National Workplace Training Manager at Strategix, saw the impact on the frontline: “It just wasn’t user-friendly. Instead of helping the team move faster, it added friction to everyday tasks.”

The solution

Why monday CRM?

When HubSpot fell short, Strategix needed a CRM that could adapt to its unique workflows, integrate smoothly with existing systems, and scale without hidden costs. The team found the answer in monday CRM.

“Switching to monday.com was straightforward,” says Fitzpatrick. “It felt natural to use, and instead of slowing us down with extra steps, it helped the team move faster from day one.”

That ease of switching was matched by the onboarding process. When Strategix pivoted platforms, the team had less than a month to fully implement a new system. monday’s onboarding made the transition seamless, with clear guidance and responsive support throughout. Equally important, onboarding was managed entirely in-house rather than through third parties — a crucial difference from previous experiences that gave the team confidence and kept the rollout on track.

Once implemented, adoption spread quickly. monday CRM became the foundation for lead tracking, compliance workflows, enrollment dashboards, and a central asset directory for marketing materials. Its flexibility allowed Strategix to customize without complexity, while its intuitive, no-training-needed design meant the team could adopt it quickly and use it effectively.

“With monday, we’re finally able to adapt the platform to our needs — not the other way around,” adds Lobao. “And we’ve achieved that while cutting our platform costs by around 60%.”

Unifying CRM and campaigns

A major breakthrough came with the introduction of monday campaigns alongside CRM. With a native, drag-and-drop email builder, the team can now create professional campaigns without HTML coding or bottlenecks, while sales instantly see which decision-makers opened, clicked, or engaged.

“Being able to send campaigns and immediately see who engaged has been a huge step forward,” says Fitzpatrick. “With those insights, our sales team can follow up directly with the people showing interest — it makes our outreach faster and more effective.”

From promoting new qualifications to targeting Workforce Australia providers and re-engaging alumni, campaigns now run in the same environment as sales pipelines — empowering the team to act on insights immediately and creating one seamless customer journey.

Automating enrollment and compliance

Automation quickly proved to be a game-changer. Strategix built hundreds of workflows to eliminate repetitive tasks, from routing leads into the right queues to triggering follow-ups when documents were missing.

One of the most impactful outcomes was transforming document compliance. Previously, only 4 out of 10 students submitted all required paperwork on time. With automated reminders and streamlined processes in monday, that figure rose to 7 out of 10 — a 75% increase.

“Automations take care of the repetitive work no one enjoys,” says Lobao. “That gives our team more time to focus on students — building trust, answering questions, and supporting them in ways that really matter.”

Instead of chasing forms, the team can now focus on supporting students directly and improving the overall experience.

Maintaining brand consistency and accuracy

Strategix also turned to monday.com to strengthen brand governance. With teams spread across multiple states, it built a central asset directory for flyers, brochures, and logos, complete with accuracy status for each item.

The team can now find and share approved resources instantly, while outdated materials are flagged before they’re used. This has streamlined collaboration and reduced risk across the business.

“We now have a single source of truth for all our materials,” says Lobao. “It’s improved efficiency, but also our confidence that everything students and partners see is accurate and aligned with our standards.”

Enabling data-driven decisions

Dashboards gave Strategix something its student management system could never deliver: clarity at scale.

Leadership can now track enrollments by region, monitor course performance, and view revenue in real time. Teams across the business can filter down to the details that matter most, confident nothing will slip through the cracks.

“Our student management system was really limited in its reporting,” says Lobao. “With monday, we can surface the data in dashboards, graphs, and maps that actually help managers make better decisions.”

This visibility has empowered managers to make faster, data-driven decisions, while giving the team a single source of truth for everything from student progress to marketing performance.

The impact

Strategix’s move to monday.com has delivered a transformation across efficiency, growth, and return on investment. Within the first year, the platform generated a remarkable 26x ROI, proving its value well beyond expectations.

By automating manual tasks and streamlining core workflows, the team has reclaimed more than 25,000 hours annually — time redirected toward supporting students and partners instead of chasing paperwork. This operational lift has been matched by business growth: student enrollments have increased by 15% YoY, reflecting the stronger pipelines and smoother onboarding enabled by monday.

Equally important has been the cultural change. Where technology once created bottlenecks, the team now has the freedom to adapt workflows, launch campaigns, and build dashboards on their own terms. This independence has fostered new confidence, closer collaboration, a stronger sense of ownership — and, importantly, a renewed trust in technology as an enabler rather than an obstacle.

As Lobao sums it up: “With monday.com CRM, we’re finally able to adapt the platform to our needs — not the other way around. It gives us the flexibility to work smarter, cut costs, save time, and scale with confidence.”