In-Depth Feature Breakdown
Sales Automation
Our Sales Automation module transforms how you manage leads, deals, and forecasts. Using open-source workflow engines, we configure automated lead scoring, territory-based assignment, and multi-stage pipeline tracking. For consulting clients, we map your existing sales process flow into the CRM—ensuring no step is missed from initial contact to closed-won. Workflow rules can automatically send follow-up emails, create tasks for sales reps, and escalate stalled deals to managers. All data remains under your control, hosted locally in South Africa, with full POPIA compliance.
Customer Support
Deliver faster, more consistent support with our open-source help desk. Features include shared inboxes, automated ticket routing, SLA management, and a self-service knowledge base. We help you design support process flows that reduce response times by 40% or more. Workflow automation can escalate overdue tickets, notify managers of critical issues, and send satisfaction surveys after resolution. Because the system is self-hosted, all customer communication history stays within your secure environment—never monetized by a third-party vendor.
Marketing Tools
Run targeted campaigns, track ROI, and nurture leads with built-in marketing automation. Create email sequences, segment audiences based on CRM data, and measure engagement. For consulting engagements, we integrate these tools with your sales process flow so that marketing-qualified leads automatically enter the sales pipeline. Workflows can trigger follow-up tasks, update lead scores, and sync with external email services—all while keeping subscriber data secure and fully owned by you.
Mobile CRM
Stay productive on the go with our Android and iOS mobile apps. Field teams can access contacts, log activities, and update deals in real time, even offline. Data syncs automatically when connectivity returns. For businesses with remote workers, we consult on mobile-first process flows that ensure data entry consistency across devices. Your data never passes through third-party servers—it goes directly between your self-hosted CRM and the mobile app, preserving data ownership and security.
Cloud Hosting (South Africa)
We provide secure, local hosting in South African data centers with 99.9% uptime. No IT expertise is required on your part. For clients who prefer self-hosting, we offer full consulting support to deploy the CRM on your own infrastructure (AWS, Azure, or on-premise). This approach guarantees data sovereignty under POPIA, as your information never leaves the country. Cloud hosting is priced transparently—no surprise fees based on user count or storage overages.
Custom Development
Because our CRM is open-source, we can modify any part of the system to fit your unique workflow. Need a custom module for fleet management? A specific approval chain for high-value deals? Integration with an ERP? Our development team delivers these changes without vendor lock-in. Every customization is fully documented and remains yours to maintain. We also provide training so your internal team can continue extending the system after our consulting engagement ends.
Contact Management
Centralize every interaction with customers, leads, and partners. View full communication history, track touchpoints across sales, support, and marketing, and segment contacts based on behavior or demographics. Our consulting services include data migration from spreadsheets or legacy CRMs, deduplication strategies, and process flow design for contact lifecycle management. All contact data is stored in your own database—never rented or accessed by external parties.
Inventory Management
Manage products, services, price books, and taxes directly within the CRM. Set reorder levels, track stock movements, and generate quotes that automatically deduct from inventory. For businesses with complex supply chains, we consult on workflow automation that triggers purchase orders when stock falls below thresholds. Because the system is open-source, you can extend inventory features to integrate with suppliers or e-commerce platforms without API restrictions or hidden fees.
Reporting & Analytics
Build custom reports and dashboards using a point-and-click interface. Pivot tables, charts, and scheduled email reports keep your team informed. For deeper insights, we offer consulting on data modeling and KPI definition. Workflows can be triggered based on report conditions—for example, auto-alerting sales managers when pipeline value drops below target. All analytics run on your own database, ensuring no sensitive business metrics are shared with external analytics providers.
Project Management
Plan, track, and deliver projects within the same platform where you manage customers. Link projects to contacts, deals, and support tickets for full visibility. Features include task assignments, Gantt charts, time tracking, and milestone management. Our consulting team can design approval workflows for project changes and automate status updates across departments. Open-source flexibility means you can add custom fields or integrate with time-tracking tools without being forced into expensive upgrades.
Calendar & Tasks
Synchronize schedules across your team with shared calendars, event reminders, and task lists. Workflows can automatically create follow-up tasks when a deal moves to a new stage or when a support ticket remains open. Integration with external calendars (Google, Outlook) is available. Because the CRM is self-hosted, all calendar data remains private to your organization—no third-party scheduling services mining your business hours or contacts.
Multi-Channel Communication
Engage customers via email, phone, SMS, and social media from a single interface. Log every interaction automatically, ensuring complete history for compliance and training. For consulting clients, we design process flows that route incoming inquiries to the right team based on channel and urgency. Workflow automation can send auto-replies, flag high-priority messages, and escalate unresolved conversations. All communication data stays in your self-hosted system—no vendor access to your customer conversations.
