We build and configure the client relationship system your business runs on — lead capture on every channel, one pipeline view, automated follow-up, booking, and reporting. Configured, documented, and handed over to your team.
What We Build
A CRM is not software you buy — it's a system that has to fit how your business actually sells. We configure the platform, build the integrations, and automate the busywork.
Website forms, WhatsApp entry points, live chat, newsletter signups, and Calendly bookings — every enquiry lands in the CRM automatically, tagged with its source. Nothing sits in an inbox.
Your sales process mapped into clear stages — new lead, qualified, proposal sent, negotiation, won. Everyone in your team sees the same pipeline and knows exactly what needs action today.
Instant acknowledgement when a lead comes in, then a timed sequence of follow-ups by email and WhatsApp until they respond. The system chases so your team doesn't have to remember.
Calendly (or equivalent) wired into your site and email sequences — prospects book a slot themselves, the meeting lands in your calendar, and the CRM records it against the deal.
Won deals flow into your quoting and invoicing system — Invoice Ninja, Zoho Books, or your existing tools — so the handoff from sales to billing is automatic, not a copy-paste job.
New lead? Your team gets a Telegram or WhatsApp notification within seconds — with the lead's details and source. Speed to first contact is the single biggest driver of conversion.
Leads by source, conversion by stage, response times, and revenue in the pipeline — one dashboard your management team can actually read, updated in real time.
Email capture on your site feeds segmented lists in the CRM — so prospects who aren't ready to buy today keep hearing from you until they are.
Consent capture on every form, clear opt-outs, and data handling configured to South African privacy law — so your marketing database is an asset, not a liability.
Flagship Deployment
We built EP-Exec's complete digital presence: a corporate website with CRM functions wired into every page, a stakeholder placement portal, and the Accredit platform behind their EP Access Card programme. Every enquiry, registration, and booking flows into one managed system.
Public-Facing
Stakeholder-Facing
Operations
How It Works
We don't sell software licences — we build the system, connect it to your website and channels, automate the follow-up, and train your team to run it.
We sit with your team and map how a lead actually becomes a client — every channel, every handoff, every place enquiries currently fall through the cracks.
Week 1Pipeline stages, lead sources, fields, and user roles configured in Zoho CRM (or your preferred platform) to match the process we mapped — not a generic template.
Weeks 1–2Website forms, WhatsApp, live chat, newsletter capture, and booking calendars wired into the CRM. Team alerts configured so new leads reach the right person in seconds.
Weeks 2–4Follow-up sequences, renewal reminders, and internal task automation built and tested. Quoting and invoicing connected so won deals flow straight to billing.
Weeks 4–6Your team trained on the pipeline, dashboards, and daily workflow. Full documentation handed over. Optional managed support if you'd rather we keep running it.
Weeks 6–8Built For
If your growth depends on enquiries turning into clients — and follow-up currently lives in someone's head, inbox, or spreadsheet — this is for you.
Built with
Tell us how your business sells today. We'll scope your CRM build and give you a fixed price within 3 business days.
Fixed price. Fully documented handover. Optional managed support after go-live.