Lead capture and qualification
Forms, scoring rules, and routing logic that get new leads into the right rep's queue without manual assignment.
Capability
Custom CRM Development for South African Businesses
Who benefits most from a custom CRM
- B2B businesses with deals over R50,000 that require multi-touchpoint sales
- Professional services firms billing by project or retainer
- Property, insurance, and financial services businesses with complex compliance needs
- Businesses with more than 5 sales staff who need management visibility
- Companies running a mix of inside sales and field sales
- Organisations whose CRM needs to integrate with a custom internal system
What we build into your CRM
Pipeline management
Visual pipeline views with custom stages, probability weighting, and deal-value rollups that match your actual sales stages.
Contact and account management
Full company hierarchies, contact roles, interaction history, document storage, and notes — all linked and searchable.
Activity and follow-up tracking
Task creation, call logging, email tracking, and automated follow-up reminders so no deal goes cold by accident.
Quotation and proposal management
Generate quotes from within the CRM, track acceptance/rejection, and automatically push won deals to your finance system.
Sales reporting and forecasting
Real-time dashboards, conversion rate tracking, rep performance, and pipeline forecasting built to your management reporting needs.
Start with a CRM scoping session
We map your current sales process and define exactly what your CRM needs to do before quoting. Free and obligation-free.
Ready to build something that lasts?
Talk to our team about your current systems, your next build, or the gaps you need to close.