Should I use a custom CRM or an off-the-shelf one like HubSpot?

For most SA small businesses, a lightweight custom CRM built into your existing dashboard is the better choice — simpler to use, cheaper, and fits your exact workflow. HubSpot and Pipedrive make sense at higher scale or for sales teams.

Can I import my existing client data?

Yes. Most client data lives in spreadsheets or can be exported from existing tools — I handle the import and cleanup as part of the setup.

Does it integrate with my website contact form?

Yes. New leads from your website contact form automatically create CRM records — no manual entry.

Can I access it on my phone?

Yes. Web-based CRM means it works on any device — phone, tablet, or desktop.

Know your clients. Never drop a lead.

CRM Setupin George

CRM setup for businesses in George and South Africa. Custom or configured customer relationship management systems that track leads, clients, and communications in one place.

Start a project

Sessions

4,821

+12%

Leads

137

+8%

Revenue

R48k

+23%

Daily Visitors

Top Pages

/services

/about

/contact

Status

Site live

SSL active

Backups on

47%

increase in customer retention from using a CRM

29%

average increase in sales after CRM implementation

65%

of SA businesses lose leads due to lack of follow-up tracking

The short version

Leads that come in and never get followed up. Clients whose history lives in WhatsApp threads going back two years. A CRM fixes both — and for most SA small businesses, the right CRM is a simple custom one, not an expensive platform.

Service overview

Set up a customer relationship management system that tracks your leads, clients, and communications — built into your website or as a standalone tool.

What you get