CRM Sorted is the CRM that quotes, schedules jobs, tracks the work, invoices, syncs to your accounting package, and answers WhatsApp, with AI doing the busywork. Everything your team needs, in one place, on web and mobile.
From the first enquiry to a signed acceptance, with pricing you can trust and quotes that look the part.
Drag deals through your stages, see weighted value at a glance, and never lose a lead.
Good / better / best options, VAT handled correctly, and a public link the client taps to accept, with version history.
Build your own decision tree: walk a site, answer branching questions, snap photos, and a priced draft quote assembles itself.
Your products and services with cost, sell price and kits, so every quote line is accurate and consistent.
Turn an accepted quote into a scheduled job, send the team, and prove the work was done.
One click turns a won quote into a job: client, site and scope carried across.
Schedule jobs, assign the install team, and track status from unscheduled to completed.
Reusable checklists and Certificates of Compliance: a job can’t be closed with required items unanswered.
Job sheets with operator and manager sign-off, photos on every record, and a full status history.
Bill the work and keep the books in step, without double-capturing anything.
Standard, deposit, pro-forma and credit-note invoices, raised from a quote or from scratch.
Connect Sage, Xero or Zoho. Push quotes and invoices straight into the books, and read back to confirm they landed, never a silent mismatch.
Already live in Xero/Sage/Zoho? Pull your customers and items straight into the CRM, matched or created, no retyping.
The accounting package computes the tax, so totals match the client’s books to the cent, every time.
WhatsApp and email, unified with the customer record, so nothing lost in someone’s personal phone.
A shared WhatsApp inbox for text, photos, documents and voice notes, assigned across the team, tied to the contact.
Send quotes and invoices from the company address; replies land in a monitored inbox, logged against the client.
In-app alerts and daily/weekly email digests keep everyone on top of assignments and what shipped.
Not a chatbot bolted on, but an assistant that can actually read and change your CRM, safely, as the user.
Ask it to find a contact, log time, create a task, draft a quote. It reads and acts across the whole system.
Send a WhatsApp voice note (“three hours labour at R500 and a length of piping”) and get a real quote PDF back.
Answer FAQs, capture new contacts and take booking requests automatically, walled off from your internal data.
Choose DeepSeek, Claude, GPT or Gemini. Your key, your model, encrypted at rest.
Plan the work, sequence it, and know exactly where the hours go.
Drag-and-drop task boards per project, with filters, checklists, assignees and priorities.
Give tasks a planned start and end and see them as real time-blocks on a week view, then drag to reschedule.
Sequence tasks with dependencies, see the critical path, and move one task to auto-cascade the rest.
Live timers that sync across devices, retrospective entries, timesheets and one-click exports.
A single source of truth for who you deal with and how you do things.
One person can belong to several companies, perfect for managing agents who look after multiple sites.
Rich-text pages with [[backlinks]], spaces and search: your SOPs and product notes in one place.
Attach documents and photos to any record, tag and filter, and add custom fields for the way you work.
Every interaction, change and note on a contact, company or deal: a complete history at a glance.
Build your own site-assessment questionnaire that assembles a priced quote.
Task dependencies, critical path, and duration blocks on a week view.
Pull customers & items from Sage / Xero / Zoho into the CRM.
A managing agent as one contact across every body corporate.
Quote, log time and create tasks straight from a chat or voice note.
Every business is fully isolated: their data is theirs alone, enforced at the core of the system.
Fine-grained access for admins, managers, sales agents and contractors, so each sees exactly what they should.
Who changed what, and when: a complete, tamper-evident record across the system.
One responsive app that installs like a native app on any device, office or on-site.
See how CRM Sorted replaces the spreadsheet, the WhatsApp group, the quoting doc and the double-capture into accounting, with one platform your whole team actually uses.
Book a live demo