CRM software for small businesses in South Africa
4softcrm gives South African SMEs one place for contacts, leads, deals and quotes. Import your Excel sheet, build a pipeline that shows weighted value, and send your first numbered quote in three steps.
Organize your sales in one shared pipeline.
- VAT 15% per quote line
- Contact access is set per user
- Messages go out one by one from the record
“All your sales, at a single glance.”
Fewer spreadsheets, more contracts signed.
CRM for SMEs — pipeline, deals and automations
4SoftCRM brings your team's sales into one place: a visual pipeline with configurable stages and drag-and-drop, deals with weighted value and flags for the ones going stale, and contacts, companies and leads in a shared database, with lead-to-deal conversion. Activities, the calendar and the activity inbox keep track of every follow-up, and custom fields fit your process. Lead and deal scoring runs on rules you define yourself, so the result is always easy to follow. Rule-based automations, webhooks and API keys connect the CRM to your other systems, and CSV import brings in existing data with column mapping and deduplication. You send email, SMS or WhatsApp straight from the record, and every message stays logged as an activity. Your data stays under your team's access rules. You pay per subscription: every plan includes a fixed number of users (5, 25, 50 or 100).
Transparent plans for your sales team
Start with a basic plan and scale as your pipeline and team grow. No hidden costs, no long-term contracts — change your plan anytime.
- 25 users
- 2 companies
- 250 MB storage
- 500 emails/month
- Presentation website included
- 50 users
- 5 companies
- 1 GB storage
- 2,000 emails/month
- Presentation website included
- 100 users
- 25 companies
- 5 GB storage
- 10,000 emails/month
- Presentation website included
Send email, SMS and WhatsApp straight from the customer record
Every message goes out from the CRM and stays on the contact and the deal as an activity — nobody has to dig through a rep's phone to find what was agreed. One-to-one email goes through the ecosystem mail gateway, SMS and WhatsApp through the 4notify service, and the whole team sees the same history. From the company and people lists, the contact button opens a lead, and the conversation is attached to the opportunity it creates.
SMS and WhatsApp are sent through 4notify, the notification service of the 4b2b ecosystem.
Affiliate program
Earn recurring commissions by recommending the 4b2b.net ecosystem to your business partners