Anyone can answer
Whoever is nearest the phone sees the history and sounds like they were there for it.
Get your tools talking
One tidy place where your customers and jobs live
Your team keeps typing in the same places they type today.
The change is that the answer to what did we tell them last time takes four seconds, instead of a phone call to whoever is on leave. Every enquiry and every job sits under one name. Quotes already won and never followed up are usually the cheapest work in a business like yours, and this is how you stop losing them.
01
What it does to your money
Quotes get followed up on the day they were meant to be followed up.
You can see quotes out and jobs done but not yet invoiced, on one screen, which is money you have already earned and not asked for.
The June callout that is still unpaid comes up while you are on the phone with them, not at year end.
Every enquiry records how it arrived, so in three months you know which of your efforts actually brings work in and which one you can stop paying for.
02
What one place gives you
Nothing sits in an inbox
An enquiry belongs to a name and a date, not to whoever happened to open it.
Leaving does not take the knowledge
When a staff member moves on, the customer history stays with the business.
You quote from what the last job cost
Prices stop being guessed from memory at nine at night.
You stop guessing where work comes from
Source is recorded on the way in, every time, without anyone remembering to log it.
03
What we set up
| Piece | What it means in practice |
|---|---|
| Your customer record | Company, people, phone, address, and the fields your trade actually needs rather than fifty you will never fill in |
| Your sales stages | The real steps you go through, named the way your team already names them |
| Your enquiry intake | Website form, WhatsApp, email and phone arriving in the same place, tagged by source |
| Your quote and job history | What was sent, and what was accepted |
| Reminders that fire | Follow-ups with a date and an owner, so nothing depends on remembering |
| Your existing data | Imported and deduplicated, checked with you before it goes live |
04
How we do it
We map how you sell today
Two hours with you and whoever handles enquiries, on a screen share. We copy your process rather than impose one.
We choose a tool that fits your size and your budget
We are tied to no vendor and we take commission from none of them. A free tier is enough for some businesses and we will say when yours is one of them.
We clean and import what you already have
Your spreadsheet is the starting point, not something to apologise for.
We set it up and sit with your team
One session each, on their real customers, not a training video.
We stay close for the first month
The first month decides whether it sticks, so that is the month we sit in, cut the fields nobody fills, and fix whatever makes people reach for the old spreadsheet.
Whose account it is
The account is opened in your business name, on your billing, with you as the owner. Not ours with you invited into it.
We get a normal user login while we are working for you, granted by you, and you remove it from your own admin screen when the work is finished.
We do not hold a copy of your customer list after the import is signed off. The original file you sent us is deleted and you keep the untouched copy.
If we stopped working together tomorrow, nothing switches off. The account, the data and the documentation are already yours and there is no licence of ours in the middle.
06
When a spreadsheet is still the right answer
Ask yourself how many people need to know what happened with a customer. If the answer is only you, and you personally touch every one of them, a well built spreadsheet is cheaper and faster than anything we would sell you.
Once that answer is two or more, one shared place starts paying for itself, usually in the follow-ups nobody currently owns.
The part we spend most effort on is the handover, because a system people quietly stop opening is money wasted. We build it so it fills itself in from things your team already does, and we cut every field that does not earn its place.
If your customer list is years out of date, sorting the list out first is the cheaper order to do this in.
The numbers, in one place
- Setup from R20,000, and most land between R20,000 and R45,000.
- All prices exclude VAT.
- What moves the price: how many people will use it, how many records come across and how messy they are, how many stages your sales process really has, and whether it must talk to your website, your booking system or your accounts.
- Software licences are paid by you, direct to the vendor.
- We take commission from no one.
- After go-live, changes, new users and fixes are quoted per job, and you see the number before anything starts.
Straight answers
Questions owners ask us
Usually yes, a monthly fee per person, and it varies a lot by tool. We shortlist options against your budget before you commit, and the licence is paid by you direct to the vendor. Some businesses run for a long time on a free tier.
That depends almost entirely on how much extra typing it creates, which is a design decision rather than a training problem. We build it so it fills itself in from what people already do, then sit with each person on their real work for the first month.
It gets cleaned and imported, and you keep a copy of the original. Nothing is thrown away. If duplicates or gaps turn up, you see the list and decide before anything is merged.
That is the way we prefer it. Get contacts, enquiries and follow-ups working first, then add quoting or website connections once the habit has stuck.
You do. It is set up in your business name, with you as the owner, and you can remove our access in one click. Export your data whenever you like, without asking us.
The next step
Send your customer spreadsheet exactly as it is, by WhatsApp to +27 73 932 6852 or to [email protected].
We look at it before we speak and tell you what a proper setup would take and what it would cost. Or call that number and book twenty minutes.
Or email [email protected]. No slides, and no invoice for the conversation.