Instant invoicing
One-click invoices that get you paid.
Send professional invoices with the PDF attached. Recurring invoices create themselves.
Features
Everything your business does, in one system.
Run your whole business from any phone, tablet or computer. All of this comes standard.
Project management that bills itself.
Track staff time and expenses, then invoice the project.
Proposals that win the job.
Images, tables and video, with client comments.
Expenses that record themselves.
Set it once. Recurring expenses log themselves.
Web to leads.
Website enquiries land in your CRM, ready to quote.
Reports
Run a report in seconds.
Sales, cash flow and customers at a glance.
Client tickets & portal.
Every customer request tracked to the end.
- Customers & contacts
- Customer portal
- Leads
- Quotes & invoices
- Credit notes
- Projects & tasks
- Expenses
- Staff logins & permissions
- Automated emails
- Reports
- Rand, SA time & VAT settings ready
Built around you
Whatever you do, it fits the way you work.
Pick your industry.
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A starting set of modules we’d suggest:
Every feature
The full list, at a glance.
Financial management
Invoicing, quotes, expense tracking and real-time financial insights to keep your business in control.
- Instant invoicingGenerate and send invoices quickly.
- Quote generationCreate accurate quotes instantly for clients.
- Expense managementTrack and categorise business expenses easily.
- Cash flow managementMonitor accounts receivable and payable in real time.
- Financial reporting & dashboardsUp-to-date insights for informed decisions.
- Accounting summaryManage financial transactions related to customer interactions.
- Data accuracyReduce errors with automated data entry.
- System integrationConnect with accounting and other financial systems.
Sales & customer management
Manage leads, track customer interactions and streamline your sales process.
- Sales pipeline trackingMonitor deals through each stage for better closure rates.
- Lead scoringPrioritise high-value prospects automatically.
- Customer interaction trackingA record of every communication and touchpoint.
- Contact managementCustomer and prospect information in one central database.
- Estimates & quotesProfessional estimates, converted to invoices on acceptance.
- Customer communicationAutomated invoice notifications and payment reminders.
- Workflow automationStreamline processes across departments.
Business management
Oversee every department from one platform, with reporting, access control and dedicated support.
- Department oversightManage every department from a single platform.
- Reporting & analyticsSales performance, marketing campaigns and service metrics.
- Staff tasks & client ticketsTrack staff tasks and every customer request.
- User access levelsControlled logins for managers, staff and customers.
- Dedicated account managerPersonal support for each client.
- Performance insightsAnalytics to measure performance and drive growth.
Access & growth
Work from anywhere, on a system that grows with your business.
- Cloud-based accessWork from anywhere with online CRM access.
- Scalable solutionsHandles a growing customer base without slowing you down.
Your data, protected
Your own CRM. Your own database.
Your own separate CRM and database.
- Hosted in South AfricaYour data stays local.
- Secured with HTTPSEncrypted between you and your CRM.
- Backed up dailyAutomatically, every day.
- Never deleted without noticeEven after a trial ends, your data is kept for you.
- Works on any devicePhone, tablet or computer, and on your home screen like an app.
Start today, decide later
Your own CRM, live in minutes. Free for 30 days.
No card. No setup fee. Then R575 per month for up to 5 staff.