Organize Leads. Close Deals.

Grow Faster — With One

SMART CRM

Track Every Lead,

Automate Follow-Ups

& Manage Your Sales Pipeline

in Real Time

Running a business is challenging enough — don’t let leads slip through the cracks.

Our all-in-one SMART CRM & Pipelines Tool gives you complete visibility and control over your sales process.

From first contact to closed deal, you’ll always know where every lead stands and what needs to happen next.

Whether you're a coach booking strategy calls,

a consultant managing projects,

or a service provider closing deals —

this tool helps you stay organised, responsive, and always in control.

What is the

SMART CRM & Pipelines Tool?


Our SMART CRM & Pipelines Tool is a fully integrated client relationship and sales pipeline system

designed to simplify and automate your lead management.

It helps you capture, track, nurture, and convert leads —

all from a central dashboard that connects seamlessly with your

website, forms, funnels, and communication tools.

You’ll never lose track of a potential client again.

It's your SMART digital DASHBOARD.

Key Features

360° Lead & Contact Management


View every interaction, note, message, and appointment in one place — from first enquiry to closed deal.

Customisable Sales Pipelines


Visualise your sales process using drag-and-drop pipelines that reflect how you actually work — not a generic system.

Automated Follow-Ups & Reminders


Send emails, SMS, or task reminders automatically based on pipeline stage or lead behaviour.

Integrated Booking & Calendar Tools


Convert contacts into clients with booking links, calendar sync, and appointment tracking.

Lead Scoring & Status Updates


See your hottest leads first and update deal statuses in seconds — with no spreadsheets required.

Integrated with Websites, Funnels & Email


Every lead from your forms, landing pages, or emails flows directly into the CRM — ready to be nurtured.

Team Collaboration

Tools


Assign leads, track activities, and collaborate with your team in real time — no missed handoffs.

Multi-User Access

You can add additional Users for specific access to specific leads, clients and conversations.

Replace all other platforms and tools with

ONE software that does it all.

Forms & Survey Builder

Easier for leads to become clients

Looking for a way to onboard clients and collect their details?

Craft custom forms in minutes without any tech hassle. Capture leads, and gather feedback effortlessly. Create drag-and-drop forms and surveys that make it easy for clients to fill out.

Connects with the TOOLS you're already using

Who This is Perfect For

Coaches

Booking calls and managing client pipelines

Consultants

Who want to simplify client onboarding and follow-up

Small Business Owners

Looking to close more sales with less manual work

Ready to grow your business?

Benefits Over Traditional CRM Tools

Old CRM Systems

Our SMART CRM & Pipelines

Complex setup & features

Separate tools for leads, tasks & message

Hard to visualise pipelines

Manual reminders

No direct integration with funnels

Simple, intuitive, and built for non-tech users

All-in-one platform

Drag-and-drop deal stages

Automated follow-up sequences

Fully connected to websites, forms, and emails

TESTIMONIALS

What Our Clients Are Saying

"Everything in one place"

“I used to lose track of leads all the time. Now I can see my entire pipeline in one place — and my follow-up rate has doubled.”


Lerator M., Business Consultant, Cape Town

"Like a Virtual Assistant"

“This CRM is the brain of my business. Everything — calls, deals, reminders — it’s all there. It’s like having a virtual assistant!”

Jason R., Financial Consultant, Pretoria

"Highly recommend this"

"I did not realise what a gamechanger this tool could be, it literally changed the way I create my content..."

Lizzi, Graphic Designer, Cape Town

Ready to Take Control of Your Leads?

& Close More Sales?

Track Smarter. Automate Faster. Sell Better.

With our SMART CRM & Pipelines Tool, you’ll never miss a follow-up, forget a prospect, or lose a deal again.


Get Started with our SMART CRM Today!

FAQ

Can I automate both client communications and internal tasks?

Yes. You can create workflows that send automated emails and SMS to clients while also assigning tasks to yourself or team members.

How does Marketing AI help inside the workflow builder?

Marketing AI can suggest next best actions, write messages for different scenarios (like follow-ups or reminders), and even adjust messaging based on lead behavior.

Can I customise when and how workflows are triggered?

Absolutely. Workflows can be triggered by specific actions like form submissions, missed calls, purchases, tags, appointment bookings, and more.

Is this system easy to use for someone who isn’t tech-savvy?

Yes! The drag-and-drop workflow builder is designed for non-technical users, and we offer templates and guided support to get you started quickly.

Will this replace my email marketing or task management tools?

It can — and often does. With workflows, you can centralise your communications, reminders, and lead nurturing inside one platform for maximum efficiency.