Inbox
Alerts
Click anywhere on the page once to allow sound
Alerts only work while a CRM tab is open in your browser.
Drag and drop leads to update their sales stage.
Master database of all accounts.
| Company | Requested Service | Owner | Stage | Deal Value (ZAR) | Touches |
|---|
Onboarding & POC Hub
Accounts currently in active implementation or trial.
Monthly revenue
R 0
The sum of the monthly fee of every service with status Active. Licence fees count as monthly amounts. A service counts even if its start date is in the future, and even if its client is Paused.
Leads at stage Client not yet added as clients
Matched by company name (ignoring capitals and spaces at the ends). Adding a client never changes the lead.
Scorecard
Ads
Documents
Filled from the registered office in the COMPANY block. Edit it for this document only. Off by default, and it switches off again when you change tab or come back to this page. The client's address is never affected.
Trading as
Applies to the whole document (logo slot, From block, footer). The bank details stay the same company account.
Client details
Picking a lead or client fills name, company, email and phone. Leads and clients have no address on file, so type that here. Everything stays editable.
Invoice
Line items
Numbering and dates
Invoice no., Due and Reference fill themselves until you type in them. Deposit + Balance prints two invoices; the Balance one uses the next number.
Proposal
Contract
The client company, address, email and VAT number come from "Client details" above.
Clauses
Edit any clause for this contract only. Words in {curly brackets} (like {amount}, {deposit}, {balance}, {client}) are filled in from the form, so keep them in and the numbers stay in step. The standard wording lives in CONTRACT_CLAUSES in the code.
Save as PDF first, then sign it there. Signatures are never stored in the CRM. Every printed page carries "Page X of Y" and initials lines (Edge / Chrome).
Team
Workspace Settings & Email Configurations
Manage Gmail compose, AI drafting rules, Email Templates, and Outgoing Email Signatures. Shared with your whole team.
Gmail Compose
Opens in your own Gmail
Signed in as: -
Emails sent from leads open Gmail's compose window in your browser with the template applied, and each one is logged on the lead. The CRM never has access to your mailbox, and nothing is sent without you pressing Send in Gmail.
Default Outgoing Email Signature
Appended automatically to emails sent from leads
Placeholders available: {{owner_name}}
AI Email Drafting
Drafts only. A person reviews and sends every message. Nothing sends on its own.
Keep the line NEVER LIST last, then one word or phrase per line. A draft containing one can't be sent until you edit it. The AI never writes a literal price or date: it leaves [PRICE] / [DATE] for you to fill in. Only the company, first name, service, stage and recent notes are sent to the AI provider. Email addresses, phone numbers and deal values are not.
Email Templates Manager
Create reusable templates with auto-filling contact & company variables