Requests come in, quotes go out, won work becomes invoices. Quoting and CRM software for South Africa, built so a request becomes a quote and then an invoice on one record. Priced off your own rate card, converted the moment a client accepts.
Quotes that build themselves, invoices that follow.
Every request in one inbox, quoted off your own pricing, and invoiced the moment it is accepted.Every request lands in one inbox. Quotes draw their prices from your own spreadsheet or database, and when a client accepts, the quote becomes an invoice and the client is tracked from there. No re-keying, no chasing from memory.
The pipeline, in one screen.
Every open deal by stage, with value and age on each card and the drifted ones showing it.Every open deal arranged by stage, with value and age on each card. The deals that matter rise to the top. The ones that have drifted carry that drift on the surface. Drag a card to update the deal, and the customer record stays in step automatically.
- Drag a deal across stages to update the record
- Click a card to open the full customer trail
- Filter by rep, segment, value or age in seconds
From request to paid, in six steps.
Request to quote to invoice, each step becoming the next on its own.Each step becomes the next on its own. A request becomes a quote, an accepted quote becomes an invoice, and the client is tracked all the way. No retyping between systems.
What it does for you.
The capabilities that sit on top of the client record, configured to your business and ready from day one.
One inbox for every request
Emails, forms and enquiries land in one place, matched to the right client so nothing slips through.
Quotes from your own data
Prices and products pull straight from your spreadsheet or database, so quotes are accurate and go out in minutes.
Accept becomes an invoice
A won quote converts to an order and invoice automatically, with the books updated as it happens.
Clients tracked to paid
Every quote, order and invoice sits on one client record, with follow ups queued until the balance clears.
Pricing rules
Customer specific prices, volume breaks and discount windows, applied automatically when a quote is raised.
Every version kept
Each revision of a quote is saved on the record, so what was sent and when is never a question.
Five capabilities built into the platform.
The things you get when sales runs on the same system as the rest of the business.
Every quote builds your data.
While the team just does the work, the platform captures the data underneath. It feeds your dashboards, your forecasts and the rest of the business.
Quotes & pricing
- Every quote and version sent
- Prices and discounts given
- Win and loss on each deal
- How long quotes take to close
Clients & contacts
- Every client and contact
- The full conversation history
- Who buys what, and how often
- Preferred channel and terms
Orders & invoices
- Orders raised from won quotes
- Invoices and what is outstanding
- Payment behaviour over time
- Revenue by client and by rep
What it powers
- Live sales dashboards
- Forecasts from real pipeline
- AI answers about any client
- One source for the whole business
Three ways to work with us.
One workflow, your whole business on one desk, or a partner that builds and runs the platform. Priced on the tab. Month to month after the build, no per-seat fees, 30 days notice.
Workflow Fix
R5,000 a month, one workflow
One process, properly built. Quoting is the usual one.
- Scoped, built and live in weeks
- Documented so it keeps running without us
- Add more later, or do not
Contextual Workspace
R10,000 a month
Your own operating workspace, on your PC, connected to everything you run.
- Mail, files, accounting, site and CRM joined in one place
- Your own reporting engine and news sources
- Any AI model, on your data, with answers traced to the source
Technology Partner
From R20,000 a month, scales with pace and scope
The platform, built out a department at a time, and run for you.
- One record across the whole business
- Automations, reporting and AI on clean data
- Ops, maintenance and the next department, on one fee
What sales teams usually want to know.
See it on your business.
We build a version around what you sell and how you quote it, and show you it working. No paid audit, no obligation.
Written on this
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- August 27, 2026The compliance file lives outside your CRMFICA documents emailed back and forth are not a filing habit, they are the reason your best salesperson spends a day a week on admin.