Follow one lead through CRM Sorted: captured, quoted, scheduled, done, invoiced and synced to the books. No spreadsheets. No lost messages. No double-capture.
One platform ends the scramble. Here’s the same lead, sorted.
A shared WhatsApp inbox catches the enquiry, the AI agent replies and books the visit, and the deal drops straight into your pipeline, assigned, valued and impossible to lose.
Good / better / best options, VAT handled correctly, sent as a link the client taps to accept. Or let a guided decision tree build the whole thing from a few on-site answers.
One click turns the quote into a job card. The team gets scheduled, works the checklist, captures photos, and signs off a Certificate of Compliance on site.
Tasks with real start and end times, dependencies, and a Gantt that shows exactly what can’t slip. Move one task and the rest cascade automatically.
▬ critical path · ▬ has slack
Raise the invoice from the job, and CRM Sorted pushes it straight into Sage, Xero or Zoho, then reads it back to confirm it landed. VAT is computed by the package, so the books always match.
Connect one: invoices and quotes flow both ways. Import your existing customers & items too.
“Quote Mrs Naidoo, three hours labour at R500, one 200L geyser, install kit.”
Find, create and update anything across the CRM by asking.
Quote, log time and book jobs from a chat or voice note.
Answers FAQs and captures leads while you sleep.
DeepSeek, Claude, GPT or Gemini. Your key, encrypted.
From the first WhatsApp to the paid, reconciled invoice: one platform your whole team will actually use.