For consultants and professional services firms✅ Purpose-built
CRM for Consultants and Professional Services in South Africa
Purpose-built for how South African consultants and professional services firms actually work — no bloated enterprise setup, just contacts, deals, and follow-ups that keep pace with your day.
crm.allsortswebdesigners.co.za/solutions/consultants
Features included: 4
Just nowSound familiar?
- ✕Client engagements tracked in a mix of email threads and personal notes
- ✕No record of billable time spent on a client until invoicing day
- ✕Quotes and invoices built from scratch in Word every time
- ✕Losing track of which proposal is still awaiting a client decision
Engagements as deals
Track each client engagement or proposal through your own pipeline stages, from first conversation to signed.
Learn more →Log billable time on tasks
Record time spent against a task with one field — useful the moment you bill by the hour.
Learn more →Branded quotes and invoices
Send a professional quote or invoice with your logo, VAT number, and banking details in minutes.
Learn more →One timeline per client
Every call, email, and note about a client lands in one place — no more digging through old email threads.
Learn more →Built for other industries too
CRM for Real Estate Agents in South Africa →CRM for Construction and Trades Businesses in South Africa →
Not sure which plan fits? See the full pricing breakdown.