Live Demo · Every record on this page is sample data for demonstration. No real client information is shown here.
CRM
Every lead, from first contact to closed deal
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New 3
Thabo Mokoena
Website form · R8,500
Aisha Karim
WhatsApp · R4,200
Riaan Botha
Referral · R12,000
Contacted 2
Nomvula Dube
Google · R6,750
Given Phiri
Website form · R3,900
Quoted 2
Refilwe Sithole
Referral · R9,300
James Fletcher
WhatsApp · R5,600
Won 1
Sarah Williams
Google · R14,999
Customers
A searchable record of every customer you've worked with
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NameCompanyEmailLast ContactStatus
Thabo NkosiLuxe Boutique SAthabo@luxeboutique.co.za2 days agoActive
Dr. Sarah WilliamsVita Health Clinicsarah@vitahealth.co.za1 week agoActive
Nomvula DlaminiDlamini Real Estatenomvula@dlaminire.co.za3 days agoNew
James FletcherApex Legaljames@apexlegal.co.ukTodayFollow-up
Pieter van ZylVan Zyl Electricalpieter@vzelectrical.co.za5 days agoActive
Aisha PatelFreelanceaisha@aishadesigns.co.za2 weeks agoDormant
Bookings
Upcoming appointments booked straight into the calendar
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WhenServiceCustomerChannelStatus
Today, 14:00Site visitGiven PhiriWebsiteConfirmed
Tomorrow, 09:30ConsultationAisha KarimWhatsAppConfirmed
Thu, 11:00InstallationThabo MokoenaPhonePending
Fri, 15:30Follow-up callRefilwe SitholeAI AssistantConfirmed
Mon, 08:00Annual serviceRiaan BothaAutomated reminderPending
Invoices
Track what's paid, pending, and overdue in one place
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R42,300Paid This Month
R8,999Pending
R6,300Overdue
InvoiceCustomerAmountDateStatus
INV-1042Luxe Boutique SAR4,50003 JunPaid
INV-1043Vita Health ClinicR8,99910 JunPending
INV-1044Dlamini Real EstateR2,15014 JunPaid
INV-1045Apex LegalR6,30028 MayOverdue
INV-1046Van Zyl ElectricalR3,75018 JunPaid
Quotes
Every quote sent, tracked from draft to accepted
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QuoteCustomerAmountDateStatus
Q-2201Riaan BothaR12,000TodaySent
Q-2200Nomvula DubeR6,750YesterdaySent
Q-2199Sarah WilliamsR14,9992 days agoAccepted
Q-2198Given PhiriR3,9005 days agoAccepted
Q-2197Old Enquiry Co.R5,2003 weeks agoExpired
Tasks
What needs doing, and who's doing it
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To Do 3
Follow up with Riaan Botha
Due today
Send COC to Van Zyl Electrical
Due tomorrow
Confirm Monday installation
Due Fri
In Progress 2
Build quote for Sarah Williams
In progress
Update customer database
In progress
Done 2
Invoice Luxe Boutique SA
Completed
Reply to Aisha Karim
Completed
Reports
Regular reports on what's actually happening in the business
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Monthly Revenue Report

Revenue, outstanding invoices, and payment trends for June 2026.

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Lead Source Report

Where your leads are coming from and which channels convert best.

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Customer Satisfaction Report

Survey responses and review scores from the past 30 days.

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Analytics
Leads, bookings, and revenue in one view
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18New Leads This Week
34%Lead-to-Customer Rate
R42,300Revenue This Month
3 minAverage Response Time

Leads by Month

Jan
Feb
Mar
Apr
May
Jun

Leads by Source

  • Website (40%)
  • WhatsApp (25%)
  • Referral (20%)
  • Other (15%)
AI Assistant
Try a message below, this reply is a scripted demo, not a live AI
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Do you have anything available this Saturday?
Yes, we have an opening at 10:00 and 14:30 this Saturday. Want me to book one of those for you?
Settings
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Email me new lead notifications
WhatsApp booking reminders
Weekly report email