South Africa
United Kingdom
United States
Australia
New Zealand
Canada
Ireland
UAE
Namibia
BotswanaWe work with businesses all over the world
Run your whole business from one screen
Quotes, invoices, payments, customers, staff and reports in one place — instead of spread across spreadsheets, WhatsApp messages and a paper book. Built and supported in South Africa, and we can build any extra module your business needs.
No obligation. Tell us what your business does and we will show you how it would work for you.
New to CRM? Start here
A short introduction to what a CRM does and how it handles your quotes and invoicing.
CRM | Professional Online Quotes & Invoicing
We can build any module, for any type of business
This is the part most systems cannot offer. If your business does something specific, we build it into your CRM instead of asking you to change how you work.
How it works
- You tell us the part of your business that does not fit standard software
- We map how your team does it today, step by step
- We build it as a module inside your own CRM
- You get it tested, installed and supported
- It stays yours, and we can extend it later
Examples we have already built
- Job cards for plumbing and field-service teams, with photos and sign-off
- Customer statements delivered by WhatsApp
- Debtor age analysis with automatic follow-ups
- Proof-of-payment matching against bank statements
- Advertising spend tracking with return-on-investment reporting
- Membership and event bookings
- VAT and SARS-ready reporting
- Push notifications to staff phones
What is a CRM, in plain language?
CRM stands for Customer Relationship Management. Think of it as one place where everything about your business lives.
Without a CRM
- Quotes typed up in Word and saved on someone’s laptop
- Invoices in a spreadsheet nobody else can find
- Customer details in personal WhatsApp chats
- Job details in a book that leaves with the driver
- You only learn how the month went once it is over
With a CRM
- Quotes sent in minutes, from anywhere
- Every invoice, payment and expense in one ledger
- One customer record your whole team can see
- Jobs assigned, tracked and signed off digitally
- Live numbers, so you can act during the month
What you can do with it
Everything below is included as standard. Each point is one less job done by hand.
Quotes & Invoices
- Send professional quotes in minutes
- Turn an accepted quote into an invoice in one click
- Recurring invoices sent automatically
- Your branding on every document
- Customers accept or decline online
Getting Paid
- Online card payments straight from the invoice
- Automatic reminders for overdue accounts
- Customer statements on demand
- See exactly who owes you and for how long
- Record part-payments and credit notes
Customers & Leads
- One record per customer, with full history
- Track every enquiry from first contact to sale
- See which leads are going cold
- Notes and files stored against the customer
- Nothing lost when a staff member leaves
Money & Expenses
- Capture and categorise expenses as they happen
- Track cash in and cash out
- VAT-ready records for your accountant
- Attach slips and proof of payment
- Profit visible per job or project
Staff & Jobs
- Assign work and see what is done
- Permissions control who sees what
- Task lists and deadlines per person
- Track time against jobs
- Works on phones out in the field
Reports & Control
- Live dashboard the moment you log in
- Sales, income and expense reports on demand
- Export to Excel or PDF
- Customer portal so clients self-serve
- Reach it from any device, anywhere
Who it is for
If your business sends quotes and invoices, it will fit. It is in daily use across very different industries.
Trades & services
- Plumbing, electrical, construction
- Maintenance and repairs
- Teams working on site
Retail & wholesale
- Stock, orders and deliveries
- Account customers
- Multiple branches
Professional services
- Consulting and agencies
- Project and retainer billing
- Time tracked per client
Schools & NPOs
- Fees, donations and events
- Parent communication
- Reporting for governing bodies
Health & wellness
- Bookings and appointments
- Client records and history
- Reminders that reduce no-shows
Anything else
- If it does not fit the list, ask
- We build the module you need
- Tell us on a quick call
Getting started is four steps
No technical knowledge needed from you at any point.
- Request a callFill in the form below. We call you at a time that suits you.
- We listenYou tell us how the business runs today and what frustrates you.
- Quote and setupYou get a costed quote. Approve it and we configure everything.
- Training and supportWe train your team and stay available afterwards.
Why Pro Media Mogul
Over 15 years building websites, systems and campaigns for South African businesses and schools.
“This company knows their stuff, by far the best corporate looking website I have ever seen on the internet. Their systems are all automated and user friendly. Hats off to the team involved in making other businesses successful!”
SAFCL
“Appreciate the very quick response and attention. Also excellent delivery of our request. Keeping up to the LAB24 motto “It’s About Time”. Thank you to the Team.”
Daya Ramparsad, Lab24
Trusted by South African businesses and schools including A5 Cash & Carry, Lab24, Fair Properties, Ganga Plumbers, Durban Dog Hotel, Fastcubes and Divinity Spa.
Questions people ask us
I am not technical. Is this going to be complicated?
No. We set it up for you, configure it around how you already work, and train your team. If you can use WhatsApp and email, you can use this.
Will it work for my industry?
If you send quotes or invoices, yes. And where your business does something unusual, we build that part as a custom module rather than asking you to change your process.
What does it cost?
It depends on how many staff need access and which modules you want, so we quote per business rather than publishing a price that would be wrong for most people. Request a call and you will get a costed quote.
Can we move our existing customers and invoices across?
Usually yes. Customers, items and history can generally be imported. We confirm exactly what is possible once we have seen what you currently use.
Do we own our data?
Yes. It is your business data and it stays yours. Access is controlled by role, so staff only see what their job requires.
What if we need something six months from now?
Come back to us. Because the system is modular, new requirements get added as modules without rebuilding what already works.
We work with businesses all over the world
Everything we do is delivered remotely, so where you are based makes no difference to how we work with you. We support clients across South Africa and internationally, in any country in the world.
…and every other country. Setup, training and support all happen online, over video call and WhatsApp, in your time zone.
Request a call back
Fill in your details and we will call you back, or tap WhatsApp for a quicker answer.
Thank you, !
We've received your details and sent you a WhatsApp to confirm. One of our team will contact you shortly.
Can't wait? Message us now:
We only use your details to contact you about this enquiry. Privacy policy
Prefer to chat now? WhatsApp us.