CRM and Customer Management
Our Custom CRM gives you a strong starting point for customer management without forcing you into a generic one size fits all model. It is ideal for businesses that need better control over leads, customers, quotes, reminders, and history, but still want the flexibility to shape the system around the way they work.
Out of the Box
- Customer database
- Lead tracking
- Quote tracking
- Communication history
- Custom fields
- Reminders and tasks
- User roles
- Reporting exports
Who It Is For
- Service businesses
- Brokers
- SMEs with growing customer bases
- Teams needing better visibility and follow up control
Fully Customisable to Fit Your Business
Every feature, field, and workflow can be tailored to match the way your team actually works. Start with the base, then shape it into exactly what you need.
Pricing
From R3 500 per month hosted and branded, with up to 100 user licenses and unlimited customers or data points. Customisation scoped separately.
Request a DemoNeed help figuring out the right approach?
Get in touch for a free, no-obligation consultation. Whether you know exactly what you need or are still working it out, we will help you assess the options and map out a practical way forward.
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