Manager Master login
- Username
boss@yourcompanyname.co.za- Password
theboss
The Base CRM
Gain full control of your business.
Quoting, invoicing, expenses, clients and reporting. Every department in one place.
Cloud-based · Manager, staff and customer logins · Desktop and mobile
How the CRM helps your business
- Manage every department in one place
- Reach your data from anywhere in the world
- Live reporting instead of month-end guesswork
- Automated data entry cuts human error
- A dedicated account manager for your account
Live demo access
Try it yourself right now
Three logins, three views. See it as the manager, as your staff, and as your customer.
Staff Team member
- Username
staff@yourcompanyname.co.za- Password
thestaff
Customer Client portal
- Username
customer@theclientsemail.co.za- Password
theclient
Sound familiar?
Most businesses lose money in the admin, not the work
Quotes take days to go out
By the time your quote lands, someone faster has won the job.
Nobody knows what is owed
Invoices go unchased. Overdue accounts age quietly. Cash flow runs a month behind.
The information lives in five places
A spreadsheet, a WhatsApp thread, a paper file and a memory. None agree.
What you get
Beyond basic contact management
A full suite covering every stage of the customer relationship.
1
Sales Pipeline & Lead Scoring
Track every deal through the pipeline. Score leads by value.
2
Instant Invoicing
Invoice the moment a job is done. Billing stays timely and cash flow improves.
3
Instant Quotes
Build and send accurate quotes in minutes. No manual calculations.
4
Expense Management
Categorise expenses in real time. See exactly where the money goes.
5
Cash Flow Management
Monitor what you are owed and what you owe. Payments stay on time.
6
Customisable Dashboards & Reporting
Live reports and dashboards you can shape. Decide on data, not guesswork.
Common questions
Do we need to install anything?
No. It is cloud-based. You and your accountant work from a browser, anywhere.
Who can log in, and what do they see?
Three roles: Manager, Staff and Customer portal. The demo above gives you all three.
Will it work with our accounting software?
Yes. That streamlines expense tracking, payroll and tax. We cover your setup on the call.
Is it ready for an audit?
Records stay accurate and organised, and are easy to pull for compliance reviews.
Will it still fit us as we grow?
Yes. It scales as your accounting needs get more complex.
Ready to see it on your business?
Tell us how you work. We will quote against your actual requirements.