Quote software
Quote software your customers say yes to.
Send a professional quote in minutes, get it signed online, then turn it into a job and an invoice in one click. Built for South African businesses.
Quote to paid
From quote to paid, in one system.
No retyping between Word, Excel, email and your accounts. One quote carries all the way through.
- 01
Quote
Build it from your saved items. 15% VAT is worked out per line, with your logo and terms on every page.
- 02
Send
Email it as a PDF and a secure link. Set how long it is valid, and expiry reminders go out for you.
- 03
Accept
Your customer opens the link and accepts with a signature, or declines. You see it straight away.
- 04
Do the work
One click turns the quote into a project with tasks, or a job card for your team on site.
- 05
Invoice
One click turns it into an invoice. Nothing is typed twice, and invoice numbers never clash.
- 06
Get paid
Statements, overdue reminders and proof-of-payment matching follow the money up for you.
Job cards, statements, reminders and proof-of-payment matching are add-on modules, each free for 30 days.
Watch, 4 minutes
How to create a quote.
From a blank screen to a quote in your customer’s inbox. Part of our free 16-video course.
Quote software features
Quotes that win work, and what happens after the yes.
Quotes that win work
Professional quotations in minutes, from any phone or computer.
- Accept and sign onlineCustomers accept with a signature or decline, from a secure link.
- Your brand on every quoteLogo, brand colour, VAT number, notes and standard terms on the PDF.
- 15% VAT worked out for youSet your tax rates once; each line is calculated automatically.
- Saved items and servicesPick from your price list instead of typing it out every time.
- Quote requests from your websiteA request form for your site; enquiries land in your CRM, ready to quote.
- Proposals for bigger jobsA fuller proposal when a one-page quote is not enough.
- Expiry remindersSet how long a quote is valid and let the reminders follow up.
- Every quote trackedDraft, sent, accepted, declined or expired, with notes, tasks and reminders on each.
After the yes
The accepted quote becomes the job, the invoice and the payment, without retyping.
- Quote to invoice in one clickConvert, or save the invoice as a draft to check first.
- Quote to projectTurn a bigger job into a project with tasks and staff.
- Quote to job cardSend your team to site with the job card, photos and sign-off (module).
- Copy a quoteReuse a quote for the next customer in one click.
- Customer portalCustomers see their quotes and invoices in one place, at any time.
- Credit notesCorrect an invoice properly with a credit note, applied to that invoice.
- Clean invoice numbersNo duplicates and no gaps, even with several staff quoting at once.
- Sales reportsSee what you quoted, what was accepted and what was paid.
Quote template or quote software?
Still quoting in Word or Excel? Here’s the difference.
Pricing
One plan. Add what you need.
More staff
R287.50/ month per 5 extra staff
- Add five more staff logins at a time
- Switched on inside your CRM
- Billed monthly with your plan
- Remove it again when you no longer need it
CRM Online
R575/month
No VAT is added: CRM Online is not a VAT vendor at present.
- Up to 5 staff logins
- 10 GB of storage
- Your own web address: yourname.crmonline.co.za
- Customers, quotes, invoices, projects, tasks, expenses, reports
- Hosted in South Africa, backed up daily
- Month to month, cancel any time
- 24/7 customer support
Modules
From R20/ month per module
- Every module free for 30 days
- WhatsApp Connect: R1,000 / month
- Statement Manager: R20 / month
- Age Analysis: R20, or R50 with WhatsApp Connect
- Yoco payments & Subscriptions: free
US-dollar prices use one fixed rate:
Quote software questions
Straight answers.
Anything else? Email us at support@crmonline.co.za.
What is quote software?
Quote software lets you create, send and track quotes (also called quotations or estimates) from one place, instead of in Word or Excel. CRM Online does this and then turns an accepted quote into a project, a job card or an invoice in one click.
Can my customer accept a quote online?
Yes. Your customer gets a secure link to the quote. They can download the PDF, accept it with a signature or decline it, and you see the answer in your CRM straight away.
Does it work out VAT?
Yes. Set your tax rates once, for example 15% VAT, and every line on the quote is calculated for you. Your VAT number can show on every quote.
Can I turn a quote into an invoice?
Yes, in one click, or save it as a draft invoice to check first. You can also turn a quote into a project, or into a job card with the Job Card module.
Can customers ask for a quote from my website?
Yes. Add a quote request form to your website; every request lands in your CRM, ready for you to quote.
Can I use it on my phone?
Yes. CRM Online works in any browser on a phone, tablet or computer, so you can quote from site.
What does it cost?
Nothing for the first 30 days, and no card is needed. After that it is R575 per month for up to 5 staff, with quotes and invoices included as standard. No VAT is added: CRM Online is not a VAT vendor at present.
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.