CRM Software Built for South African Small Businesses
Stop losing leads to missed follow-ups and fragmented tools. MyGenesis gives you a CRM that connects your leads, projects, quotes, and invoices — without the enterprise price tag.
Key CRM Features
- Contact & Lead Management — Track every lead from first contact to signed contract. Never lose a prospect to a missed follow-up again.
- Follow-up Reminders — Automatic task creation for every lead. Get reminded when it's time to follow up — before the client moves on.
- Quote to Invoice in One Click — Convert an accepted quote directly into an invoice. No re-entering data, no formatting — it's already done.
- Pipeline Visibility — See your entire sales pipeline at a glance. Know exactly how many leads are active, what stage they're in, and what's stalled.
- Client Communication Log — Every email, note, and update in one place per client. Your whole team sees the full history.
- Integrated with Projects & Invoicing — CRM data flows directly into project creation and invoicing. One platform, not four tools.
Frequently Asked Questions
- Is this suitable for a very small business — just me or 2–3 people?
- Yes. Most of our clients start as solo operators or very small teams. The platform scales with you — you don't pay for features you don't need yet.
- We currently use spreadsheets. How hard is the migration?
- We handle the migration for you. Most clients are fully set up within a week, with their existing contact data imported and their team trained.
- Do you offer fixed pricing?
- We build platforms tailored to each business. Book a call and we'll give you a clear quote based on what you actually need.