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.
Two-Way Email Sync: Seeing Replies Automatically
Connect your mailbox by IMAP so replies from contacts and leads show up in the CRM without manual copy-paste.
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.
The Weighted Pipeline Forecast
How stage probability turns your open deals into a revenue forecast.
Notifications and Daily Reminders
What the CRM tells you about, where it reaches you, and how to change it.
Bulk Email, Unsubscribes and POPIA
Emailing several contacts at once, and the opt-out rules that come with it.
Logging Calls and Meetings
Recording what was said on a call or in a meeting, on the record it belongs to.
Editing an Invoice or Quote
Fixing a mistake after a document has been created — and when you can't.
Quote Validity and Automatic Expiry
Putting a shelf life on a quote, and being reminded to chase it before it lapses.
Your Booking Page
A personal link where anyone can book time on your calendar directly, no back-and-forth over email.
Webhooks: Getting Notified the Moment Something Happens
Pushing events to your own endpoint in real time, instead of polling the API.
Email Open and Click Tracking
Seeing whether your emails were opened and links clicked — and the POPIA choice behind turning it on.
Email Sequences: Automated Follow-Up
A scheduled run of emails that stops itself the moment someone replies, buys, or opts out.
Recurring Invoices and Payment Reminders
Reissuing an invoice on a schedule, and chasing your own overdue clients automatically.
Using the Public API
Connecting your own tools and scripts to Allsorts CRM, and building a Zapier-style integration.
Getting Paid Online: Pay Now Buttons on Your Invoices
Connecting your own PayFast account so customers can pay an invoice by card or EFT.
Your Products & Services Catalog
Saving the things you sell so quotes and invoices build themselves.
Bulk Edit and Saved Views
Reassign or delete many records at once, and save a named search so your team can jump back to it.
Record History: Who Changed What, and When
Every contact, company, deal, lead and invoice/quote has a History tab showing who edited, created, or deleted it.
Tags: Grouping Records Your Own Way
Free-form labels across contacts, companies, deals and leads.
Searching Everything at Once
One search box across contacts, companies, deals, leads, tasks and documents.
Loss Reasons: Learning From Deals You Don't Win
Capturing why a deal was lost, and reading it back as a report.
Assigning Leads Automatically
Deciding who picks up a lead the moment it arrives from your capture form.
Finding and Merging Duplicates
How duplicate contacts and companies are spotted, warned about, and merged.
Importing Contacts, Companies, Deals and Leads from CSV
Bringing your existing records in from a spreadsheet or another CRM.
Exporting Your Data
Downloading your contacts, deals and everything else as CSV or a full JSON export.