What Is Allsorts CRM and Who Is It For?

What it is

Allsorts CRM is a customer relationship management system: one place to keep track of the people and businesses you sell to, the deals you're working on, the tasks you need to do, and the quotes and invoices you send. It's built and run by Allsorts Web Designers, the same team behind QR Code Pro.

Why it exists

Most small and mid-sized South African businesses run their customer list in a spreadsheet, their quotes in Word or a separate invoicing app, and their follow-ups in their head or a notebook. That works until you have more than a handful of customers — then things get missed: a lead goes cold because nobody followed up, a quote never gets sent, a deal's value is a guess instead of a number. Allsorts CRM exists to put contacts, deals, tasks, and documents in one connected place, priced and billed in Rand, without the complexity of an enterprise system like Salesforce or the full version of Zoho.

When to use it

Use it from the moment you have more than one or two people worth keeping track of — a handful of leads, a small sales team, or a business that regularly sends quotes and invoices. If you're a sole operator with three regular clients and no pipeline to speak of, you may not need it yet. If you're chasing new business, managing a team, or losing track of who you promised to call back, it's exactly the right time.

How it works, in short

• Contacts & Companies hold who you know and who they work for.
• Deals move through a Pipeline of stages (New → Qualified → Proposal → Negotiation → Won) so you can see what's worth how much and where it's stuck.
• Tasks keep follow-ups from falling through the cracks.
• Documents (quotes and invoices) turn a won deal into paperwork you can send and track.
• Everything is scoped to your Organization — your team sees your data, nobody else's.

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