CRM Setup and Automation for South African SMEs

Bring leads, customer details, calendars, follow-ups and email campaigns together in a CRM configured around your business.

CRM Pricing

A more organised way to manage customer relationships

Keeping track of enquiries, appointments and follow-ups can take time. Our Standard CRM setup brings key customer-management tools into one branded system, helping your team organise leads and manage customer communication more clearly.

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Standard CRM Setup & Automation

R3,200 /month

Your service includes:

  • A branded CRM with your company information and team profiles.
  • Google or Outlook calendar integration and setup for up to three calendars.
  • Google Business Profile and social media integrations, where supported.
  • Website chat, contact forms and lead-capture workflows.
  • A sales pipeline tailored to your business, with three automated workflows.
  • Import of existing customer data from a CSV file.
  • Google Ads or social media advertising account integration, where supported.
  • Setup of your first three email or drip campaigns.
  • Proposal, subscription, product or membership setup, if required.
  • Conversation AI bot setup and training.
  • Basic CRM reporting and a personalised video walkthrough.
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Talk Through Your CRM Setup

Tell us how your business manages leads and customers, and we’ll help you explore the right setup.

How we get started

1. We learn about your business

We discuss how you handle enquiries, appointments, customer information and follow-ups.

2. We plan your CRM

Together, we identify the profiles, integrations, calendars and workflows your business needs.

3. We configure and connect your system

We set up the sales pipeline, three automated workflows, calendars, lead-capture tools and agreed integrations.

4. We hand over your CRM

We import your customer data from a CSV file where applicable and provide a personalised video walkthrough.

FAQs

  • What is included in the Standard CRM service?

    It includes a branded CRM, team profiles, supported calendar and platform integrations, website chat and contact-form workflows, a sales pipeline with three automated workflows, CSV customer-data import, your first three email or drip campaigns, Conversation AI setup, basic reporting and a personalised video walkthrough.

  • How much does the CRM service cost?

    The Standard CRM service costs R3,200 per month. Any additional platform subscriptions or usage fees will be confirmed separately.

  • Can the CRM connect to our existing tools?

    The CRM can connect to Google or Outlook calendars, your Google Business Profile, social media pages and Google or social advertising accounts where supported. Access and platform compatibility are checked during planning.

  • Can you import our existing customer records?

    Yes. Customer data can be imported from a CSV file. We’ll review the file and confirm that it’s suitable before importing.

  • Are email campaigns included?

    Your setup includes the first three email or drip campaigns. Ongoing email campaign management is a separate service.

  • Does the CRM include an AI bot?

    Conversation AI setup and training are included in the stated service scope. Any usage charges or additional platform fees will be confirmed before activation.

Ready to Bring Your Customer Management Together?

Let’s discuss how a CRM could support your team’s enquiries, follow-ups and customer relationships.

Get Started