Stages from your process
The pipeline mirrors how you really sell, not a default six columns.
A CRM for small business, shaped to how your team sells, owned by you.
Pipeline, calendar, follow-ups and website forms in one place, built around your actual process instead of a generic template.
Try it before you decide
Three CRMs you can click through today.
Live demo
Northbridge Solutions CRM
A full working CRM for a business that sells to other businesses: dashboard, deals, customers and targets. Sample data only. Pick a demo role and explore.
Click-through
Larkspur Outdoor Living
A nine-stage project pipeline with crews, estimates and appointments. Read only.
Click-through
Meridian Ledger Co
Prospect and referral-partner boards with a signed-by-source view. Read only.
If this sounds familiar
- Leads live in spreadsheets and follow-ups slip.
- Nobody sees the whole pipeline.
- You pay a monthly licence for features you never use.
What you get
Built in, not bolted on.
Contacts, companies and deals
With notes, history and what happens next on every record.
Calendar and reminders
Calls and follow-ups scheduled, and linked to the person they concern.
Website forms feed it
An enquiry creates a lead and alerts the right person immediately.
Roles and access
Each person sees what they should, enforced in the database, not just hidden on screen.
Installs on a phone
Saved to the home screen like an app, so a field team can use it.
See it in motion
Every lead in one board.
An illustration of a lead card moving from lead to contacted to quoted, with its next step attached.
How it works
Four steps, in this order.
- 1
Map
How leads arrive, who touches them, and where they stall.
- 2
Configure
Stages, fields and roles set to match, with your data imported.
- 3
Test
A small group uses it first, so gaps show before everyone relies on it.
- 4
Roll out
Guide written, team trained, and the system handed over to you.
Proof
Client work
BIS
BIS moved from Excel to a custom CRM with role-based access and automatic lead capture, rolling out to consultants first and the stores after stress testing.
From spreadsheets to one view
What it costs
CRM build
R26,600 from, once off, and up to $8,500 for complex builds. You own it, with no licence fee.
- Custom stages, fields and roles
- Website forms and Calendly connected
- Data migration from your spreadsheet
- Live demo before you decide
Questions, answered
Do I pay a monthly fee?
No licence fee. You own the system. You pay for the hosting accounts it runs on.
Can I try one first?
Yes. There is a live demo, and read-only click-throughs for two other builds, linked below.
Can you import my spreadsheet?
Yes. Rows are previewed before import and duplicates are skipped.
What if my process changes?
Stages and fields are configuration, not code, so most changes are quick and cheap.
Ready to break ground?
Start with the free audit, or book a 30-minute call. Either way you leave with something useful.