Help Center
What everything does, why it works the way it does, and how to use it — from your first contact to custom domains and billing.
What Is Allsorts CRM and Who Is It For?
A plain-language overview of what the system does and why a small South African business would use it.
Your First 10 Minutes: Setting Up Your Organization
The fastest path from signing up to having something useful in the system.
Understanding Your 14-Day Trial
What the trial includes, what happens when it ends, and how to avoid losing anything.
Installing Allsorts CRM on Your Phone or Desktop
Add Allsorts CRM to your home screen for quick, app-like access — no app store required.
Turning On Push Notifications
Get notified on your device for assigned tasks, won deals, support replies, and automation alerts — even when the tab isn't open.
Working with Leads
Tracking unqualified prospects separately, before they become a real Contact.
Capturing Leads From Your Website
A public form — shareable link or embeddable snippet — that creates a Lead automatically, no manual entry required.
How Lead Scoring Works
A simple, transparent points system that flags which leads look most worth following up first.
Adding and Managing Contacts
How individual people are recorded and what you can attach to them.
Organizing Contacts Under Companies
Why grouping people by the business they work for keeps B2B relationships coherent.
Understanding the Deal Pipeline (Kanban Board)
How deals move through stages and what that view actually tells you.
Customizing Your Pipeline Stages
Renaming, reordering, and adjusting the probability of each pipeline stage.
Creating and Tracking Deals
How to open a deal, attach it to the right records, and move it toward Won.
Tracking Money In and Out on a Deal
A simple running log of income and expenses tied to a single deal — not full bookkeeping.
Setting a Monthly Sales Goal
Track a revenue or deals-won target for the month, right on your dashboard.
Understanding the Reports Page
The built-in panels — pipeline value by stage, won/lost trend, and the Deal Money Log rollup — and what each one actually measures.
Building a Custom Report
Group Contacts, Companies, Deals, Leads, or Tasks by a field of your choice, with optional filters, and save it to re-run anytime.
Creating and Assigning Tasks
Turning a follow-up you need to remember into something the system tracks for you.
Adding a Task to Your Calendar
Push a task with a due date straight into Google Calendar, Outlook, or any other calendar app — one-way, no account connection required.
Logging Activity and Emails on a Contact
Building a timeline of everything that happened with a contact, deal, or company.
Automating Follow-Up Tasks
Two toggleable rules that create a follow-up task for you automatically, so nothing needs remembering.
Building Custom Automation Rules
Multi-step, conditional automations — pick a trigger, optionally add conditions, then chain multiple actions.
Creating Your First Quote or Invoice
How the Invoice & Quote Studio works, from line items to a shareable PDF.
Choosing a Quote/Invoice Template and Color
Three distinct layouts — Modern, Classic, Minimal — plus a per-document accent color override.
Sharing a Public Invoice or Quote Link
How the no-login public view page works and what it does and doesn't do.
Signing a Quote or Invoice
How the draw-your-signature acceptance flow works on the public document link, and what it legally is and isn't.
Understanding Invoice/Quote Limits by Plan
How many documents you can create per month on each plan, and what happens at the limit.
Inviting Team Members and Roles Explained
How invitations work and what Owner, Admin, and Member can each do.
Managing Permissions (Owner, Admin, Member)
What each role can actually do, so you assign the right one.
Fine-Tuning What a Member Can Do
Grant or restrict specific capabilities for an individual Member, without promoting them to Admin.
Setting Up Your Business Branding
Logo, brand color, and contact details — what shows where. VAT, banking, and invoice numbering live in their own settings, not here.
Invoice & Quote Settings
VAT number, registration number, banking details, tax defaults, and document numbering — everything that ends up on an invoice or quote.
Custom Domains: What, Why, When, and How
The complete guide to serving Allsorts CRM at your own domain instead of the shared one.
White-Labeling Your CRM (Scale Plan)
Replacing the Allsorts CRM name with your own on your custom domain.
Understanding Plans and Pricing
What each plan includes, in Rand, with no hidden conversion fees.
Upgrading or Changing Your Plan
How to move between plans, and what happens to your data when you do.
How Billing Works with PayFast
The payment gateway behind subscriptions, and what to expect.
Refer & Earn: Getting Paid to Recommend Allsorts CRM
How the referral program works, what you earn, and how payouts happen.
Connecting Your Own SMTP for Sending Email
Why emails logged from the CRM should come from your own business address.
AI Assistance: Email Drafts and Deal Suggestions
Two on-demand AI touchpoints — drafting a follow-up email, and suggesting a next step on a deal.
Linking QR Code Pro to Your CRM Records
Attaching a QR Code Pro link to a contact, company, or deal.
WhatsApp and Video Calls with Customers
Sending documents via WhatsApp, and one-click video calling from a contact or deal.
Account Security and Login Protection
How passwords, sessions, and repeated failed logins are handled.
Data Privacy and POPIA
What POPIA means for the customer data you store in the CRM, and what to know about your responsibilities.
Getting Support: Submitting and Tracking Tickets
How to raise a support ticket, track its status, and get a reply.