CRM & pipeline
Companies, contacts, deals, and kanban pipeline with team-scoped access, lead capture, CSV import, and escalation queues.
Built for South African teams
Capture leads, move deals through your pipeline, send approved quotes, convert to orders, dispatch field teams with proof of delivery, and invoice — with PayFast payments, Xero or QuickBooks sync, and POPIA-ready compliance built in.
Leads → Deals → Quotes → Orders → Jobs → Invoices
Companies, contacts, deals, and kanban pipeline with team-scoped access, lead capture, CSV import, and escalation queues.
Versioned quotes with internal review, client PDFs, multi-currency support, and a guided onboarding wizard for new tenants.
Convert accepted quotes to orders, reserve stock, collect PayFast (ZAR) or manual payments, and configure deposit or milestone billing.
Assign field technicians, track job status from en route to complete, and capture photo plus signature PoD before invoicing.
Auto-generate invoices from completed jobs, send and track payments, sync to Xero or QuickBooks, and record sales commissions.
Dograh voice call transcripts on deals, auto-action rules, POPIA/GDPR deletion requests, regional compliance profiles, and a mobile-ready API.
4
Consoles, one platform
Tenant panel, platform admin, reseller portal, and Sanctum API for mobile field apps.
ZA
PayFast & POPIA ready
ZAR payments via PayFast ITN webhooks, regional compliance profiles, and auditable data deletion requests.
∞
Multi-tenant by design
Subdomain or custom-domain workspaces with encrypted integrations, team RBAC, and usage metering per module.