Get organised from day one
A tidy, single workspace to manage your people, clients, catalogue and paperwork — available as Basic Business Tools, or Business Tools & CRM with a full sales pipeline.
Invoice #0042
PaidTeam
Quotes this month
23
12%8 converted to invoices
Choose the workspace that fits
Both packages share the same clean workspace — the CRM simply adds everything sales and marketing.
Basic Business Tools
Get organised from day one.
R80/mo
10 features included · billed monthly, cancel anytime
- Branches & locations
- Departments
- Team members & roles
- Client management
- Products catalogue
- Services
- Quotes
- Invoices
- File manager
- Basic analytics
Business Tools & CRM
Everything in Basic — plus a full CRM. Capture leads, move deals through your pipeline, message your team, reward referrals and see exactly how the business is performing.
R130/mo
19 features included · billed monthly, cancel anytime
- Branches & departments
- Team members & roles
- Client management
- Products & services
- Quotes & invoices
- Invoices emailed as branded PDF attachments
- Recurring & scheduled invoices
- Automatic overdue-invoice reminders (push, email & WhatsApp)
- Discount vouchers & gift cards
- Suppliers
- Transactions & payments
- Time & attendance (clocking & devices)
- File manager
- Team messaging
- Leads management
- Referral system
- Sales pipeline
- Calendar & reminders
- Advanced analytics & reports
What's in each package
Everything included in each package — and what the CRM adds on top of Basic.
| Feature | Basic | CRM |
|---|---|---|
| Branches & locations | ||
| Departments | ||
| Team members & roles | ||
| Client management | ||
| Products catalogue & services | ||
| Quotes | ||
| Invoices | ||
| File manager | ||
| Basic analytics | ||
| Invoices emailed as branded PDF attachments | ||
| Recurring & scheduled invoices | ||
| Automatic overdue-invoice reminders (push, email & WhatsApp) | ||
| Discount vouchers & gift cards | ||
| Suppliers | ||
| Transactions & payments | ||
| Time & attendance (clocking & devices) | ||
| Team messaging | ||
| Leads management | ||
| Referral system | ||
| Sales pipeline | ||
| Calendar & reminders | ||
| Advanced analytics & reports |
Simple choice
Basic Business Tools is for you if…
- You want one tidy workspace for people, clients and paperwork
- Quotes and invoices cover most of your admin
- You don’t need lead tracking or a sales pipeline yet
Business Tools & CRM is for you if…
- You capture leads and want to move deals through a pipeline
- Your team needs messaging, referrals and time & attendance
- You want branded PDF invoices, recurring billing and advanced reports
Up and running in four steps
Pick your package
Start on Basic, or go straight to Business Tools & CRM. You can upgrade at any time — your data carries over.
We set you up
We create your company, branches, departments and user roles with you, and import your starter data.
Invite your team
Add team members with the right roles and permissions — everyone sees exactly what they need.
Run your business
Quotes, invoices, clients and reports in one place, from any device.
Questions, answered
Yes. Upgrade at any time and everything you’ve already captured — clients, products, quotes, invoices and files — carries straight over to Business Tools & CRM.
Basic gives you the organised workspace: branches, departments, team roles, clients, products & services, quotes, invoices, a file manager and basic analytics. The CRM includes all of that plus leads, a sales pipeline, team messaging, referrals, time & attendance, recurring invoices, branded PDF invoicing, automatic overdue reminders, vouchers, suppliers, transactions and advanced analytics.
Yes. Both packages support multiple branches or departments, team members and roles, so each person only sees what they need.
In the CRM package, invoices that pass their due date automatically trigger reminders to the client via push notification, email and WhatsApp — no manual chasing.
Your business, in one workspace
Start with Basic, or unlock the full CRM — either way, everything is set up for you from day one.
Get started today