LEADS, CLIENTS AND FOLLOW-UPS
Custom CRM
A CRM built around how you sell, with leads, clients, quotes, tasks and reports in one place.
OVERVIEWHow we approach
How we approach
CRM.
Off-the-shelf CRMs often charge per user and make your team work their way. We build a CRM around the way you actually sell and serve clients. Leads from your website and WhatsApp land in one place, your team can see every conversation and follow-up, and reports show what is working. You own the system and pay no per-user licence.
Talk to us about CRMWHAT IS INCLUDEDCustom CRM
Custom CRM
capabilities.
Typical work we deliver. Your final scope is agreed with you in writing before we start.
- 01
Lead and client records
- 02
Sales pipeline, tasks and reminders
- 03
Quotes and proposals
- 04
Website and WhatsApp lead capture
- 05
Staff logins, permissions and audit logs
WHAT IT HELPS YOU DOThe results
The results
we work towards.
A full history for every client in one place
Clear reports on sales and follow-ups
These are intended outcomes. Priorities and measures are agreed for each project.
PACKAGES AND PRICESClear prices
All packagesClear prices
to get started.
Custom CRM
Leads, clients, quotes and follow-ups, built around how you sell.
| Once-off | Per month | |
|---|---|---|
| Incl. VAT | From R20,125 | R621 |
| Excl. VAT | From R17,500 | R540 |
| VAT | R2,625 | R81 |
- Lead and client records
- Sales pipeline and tasks
- Quotes and email from one place
- Staff logins and permissions
- Dashboard and reports
Why not just use an existing CRM?
An existing CRM is often the right answer. A custom CRM makes sense when per-user fees add up, or when your process does not fit. We will tell you honestly which suits you.
Can you move our data from spreadsheets?
Yes. We clean and import your existing clients and leads as part of the project.
Who owns the system?
You do. We agree ownership of the code and data in writing before we start.
Do you work with clients outside South Africa?
Yes. Real Tech Solutions is based in South Africa, with clients in Johannesburg, Pretoria, Centurion, Cape Town and Limpopo, and works with clients in other countries remotely. Meetings, reviews and handover happen online, and we agree working hours and communication channels at the start of the project.
RELATED SERVICESOften combined
All servicesOften combined
with this.
16
Custom Systems
Bespoke business systems for the processes off-the-shelf software does not fit: bookings, jobs, approvals and more.
View service09
WhatsApp Automation
Automatic WhatsApp replies, menus, bookings and order updates, so customers get an answer at any hour.
View service13
ERP Systems
Sales, purchasing, stock, finance and staff in one system, built in modules your business can afford.
View serviceGET IN TOUCH
Get a quotePlanning a CRM project?
Tell us what you need. We aim to reply within one business day with next steps.