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Modules

Add modules whenever you need them.

Switch one on inside your CRM, free for 30 days. Remove it any time; your data stays yours.

WhatsApp Connect

Chat, broadcasts and templates from inside your CRM, on your own WhatsApp number.

R1,000 a month

Prospect Scraper

Find new prospects for what you sell and add them as leads.

R350 a month

SA Accounting (SARS)

South African accounting tables and VAT returns.

R350 a month

Email Marketing

Newsletters and campaigns to your customer lists, from your own mail server.

R250 a month

Debt Collection

Two-stage letters and reminders for overdue accounts.

R250 a month

Job Card

Job cards for field work, with photos, sign-off and WhatsApp delivery.

R250 a month

CRM Sync

Keep two systems in step.

R150 a month

Business Insights

Dashboards on sales, cash flow and staff performance.

R150 a month

Field Service Reports

Day-by-day reports from the field, linked to quotes.

R150 a month

POP Matcher

Match proofs of payment to invoices automatically.

R150 a month

Visual Boards

Boards your team plans work on together.

R100 a month

Customer Letters

Letters to customers on your letterhead, by email and PDF.

R100 a month

PWA and Push Notifications

Your CRM on the phone home screen, with notifications.

R100 a month

Sales Call Log

Log every sales call and follow-up in one place.

R100 a month

Sentinel Security

Login alerts and activity checks for your account.

R100 a month

Slip Capture

Photograph a slip and capture the expense.

R100 a month

Age Analysis + WhatsApp Connect

Who owes what, aged 30, 60 and 90 days, with WhatsApp reminders.

R50 a month

Update Your Details

Let customers update their own details safely.

R50 a month

Batch Payments

Record many payments in one go.

R50 a month

Duplicate Checker

Stop duplicate customers and contacts before they happen.

R30 a month

Invoice Number Guard

No gaps and no duplicates in your invoice numbers.

R30 a month

Master Menu

Arrange the CRM menu the way your team works.

R30 a month

Age Analysis

Who owes what, aged 30, 60 and 90 days, with email reminders.

R20 a month

Rich Text Descriptions

Formatted item descriptions on quotes and invoices.

R20 a month

Customer Quick Add

Add a customer from anywhere in the CRM in seconds.

R20 a month

Statement Manager

Monthly customer statements by email, with age analysis; by WhatsApp too.

R20 a month

Yoco Card Payments

Take card payments on your invoices through Yoco.

Free

Subscriptions

Bill customers monthly or yearly, automatically.

Free

5 More Staff

Add five more logins to your plan whenever you need them.

R287.50 a month

New modules arrive every month.

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Your own CRM, live in minutes. Free for 30 days.

No card. No setup fee. Then R575 per month for up to 5 staff.

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