Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
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Preparing for first start
Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
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Finding the right tools for your business
Total Solutions. Total Control.
Loading products
Finding the right tools for your business
Total Solutions. Total Control.
Close deals faster with AI-powered lead scoring and pipeline automation.
Intelligent lead scoring, visual pipeline management, automated sequences, and AI coaching — all integrated with your operations and accounting.
Total CRM gives sales teams a single system to capture leads, score opportunities, automate follow-ups, and track every customer touchpoint. With AI-powered deal insights and revenue forecasting, you always know where your next deal is coming from.
Every stage of the sales journey is connected, scored, and automated — no leads fall through the cracks.
Leads flow in from web forms, email, WhatsApp, imports, and API integrations. AI scores each lead automatically based on fit, behaviour, and source.
AI-powered lead scoring ranks opportunities by likelihood to close. High-score leads are routed to the right rep instantly with full context.
Visual Kanban pipeline with drag-and-drop deal stages. See every deal, its value, stage, and next action at a glance.
Automated email sequences, task reminders, and WhatsApp nudges keep deals moving. No manual follow-up tracking required.
Win deals, generate invoices, and track customer lifetime value. Post-sale sequences ensure onboarding and upsell opportunities are never missed.
Built for sales teams that want lead capture, scoring, automation, forecasting, and customer lifecycle management in one rollout.
Every lead is automatically scored based on company fit, engagement behaviour, source quality, and historical conversion patterns. Reps focus on the hottest opportunities first.
Drag-and-drop Kanban pipeline with customisable deal stages. See deal value, age, probability, and next action for every opportunity at a glance.
Know when leads open emails, click links, and reply. Build automated multi-step email sequences with conditional branching based on engagement.
AI analyses deal health, identifies at-risk opportunities, suggests next actions, and predicts close probability based on similar historical deals.
Tasks, reminders, and follow-ups are created automatically based on deal stage, lead behaviour, and sequence triggers. Never miss a critical touchpoint.
Weighted pipeline forecasting based on deal probability and historical close rates. Scenario planning with best-case, expected, and worst-case projections.
360-degree customer view with communication history, deal timeline, linked companies, documents, notes, and integration data from finance and operations.
Log calls, track call duration, and link calls to deals and contacts. Integration with Total PABX for automatic call logging and recording.
Build custom sales dashboards with pipeline coverage, win/loss analysis, rep performance, lead source ROI, and cycle-time metrics.
Total CRM integrates natively with your accounting, operations, and HR — so sales data flows into invoicing, project handover, and customer onboarding without manual export.
| Feature | Feature | Total CRM TotalAccess | HubSpot | Zoho CRM |
|---|---|---|---|---|
| AI lead scoring included in base price | Enterprise $$$ | Add-on | ||
| Native SA accounting integration | ||||
| WhatsApp lead capture & follow-up | Add-on | |||
| SA telephony integration (Total PABX) | Add-on $$$ | Add-on | ||
| Pricing in Rands (no FX risk) | ||||
| Local support (SA business hours) | ||||
| Unlimited contacts on all plans | ||||
| Deal-to-invoice workflow | Add-on | |||
| POPIA-compliant data residency |
“The AI lead scoring changed how we prioritise. Our reps now focus on the top 20% of leads and our close rate jumped from 18% to 31% in three months.”
“We replaced HubSpot with Total CRM and saved 70% on licensing. The fact that won deals automatically generate invoices in Total Finance means no more manual handover.”
“The visual pipeline is intuitive and the automated email sequences keep deals moving without me having to remember every follow-up. Best CRM we have used.”
30-day free trial. No credit card required. Full AI lead scoring and pipeline automation included.
Close deals faster with AI-powered lead scoring and pipeline automation.
Intelligent lead scoring, visual pipeline management, automated sequences, and AI coaching — all integrated with your operations and accounting.
Total CRM gives sales teams a single system to capture leads, score opportunities, automate follow-ups, and track every customer touchpoint. With AI-powered deal insights and revenue forecasting, you always know where your next deal is coming from.
Every stage of the sales journey is connected, scored, and automated — no leads fall through the cracks.
Leads flow in from web forms, email, WhatsApp, imports, and API integrations. AI scores each lead automatically based on fit, behaviour, and source.
AI-powered lead scoring ranks opportunities by likelihood to close. High-score leads are routed to the right rep instantly with full context.
Visual Kanban pipeline with drag-and-drop deal stages. See every deal, its value, stage, and next action at a glance.
Automated email sequences, task reminders, and WhatsApp nudges keep deals moving. No manual follow-up tracking required.
Win deals, generate invoices, and track customer lifetime value. Post-sale sequences ensure onboarding and upsell opportunities are never missed.
Built for sales teams that want lead capture, scoring, automation, forecasting, and customer lifecycle management in one rollout.
Every lead is automatically scored based on company fit, engagement behaviour, source quality, and historical conversion patterns. Reps focus on the hottest opportunities first.
Drag-and-drop Kanban pipeline with customisable deal stages. See deal value, age, probability, and next action for every opportunity at a glance.
Know when leads open emails, click links, and reply. Build automated multi-step email sequences with conditional branching based on engagement.
AI analyses deal health, identifies at-risk opportunities, suggests next actions, and predicts close probability based on similar historical deals.
Tasks, reminders, and follow-ups are created automatically based on deal stage, lead behaviour, and sequence triggers. Never miss a critical touchpoint.
Weighted pipeline forecasting based on deal probability and historical close rates. Scenario planning with best-case, expected, and worst-case projections.
360-degree customer view with communication history, deal timeline, linked companies, documents, notes, and integration data from finance and operations.
Log calls, track call duration, and link calls to deals and contacts. Integration with Total PABX for automatic call logging and recording.
Build custom sales dashboards with pipeline coverage, win/loss analysis, rep performance, lead source ROI, and cycle-time metrics.
Total CRM integrates natively with your accounting, operations, and HR — so sales data flows into invoicing, project handover, and customer onboarding without manual export.
| Feature | Feature | Total CRM TotalAccess | HubSpot | Zoho CRM |
|---|---|---|---|---|
| AI lead scoring included in base price | Enterprise $$$ | Add-on | ||
| Native SA accounting integration | ||||
| WhatsApp lead capture & follow-up | Add-on | |||
| SA telephony integration (Total PABX) | Add-on $$$ | Add-on | ||
| Pricing in Rands (no FX risk) | ||||
| Local support (SA business hours) | ||||
| Unlimited contacts on all plans | ||||
| Deal-to-invoice workflow | Add-on | |||
| POPIA-compliant data residency |
“The AI lead scoring changed how we prioritise. Our reps now focus on the top 20% of leads and our close rate jumped from 18% to 31% in three months.”
“We replaced HubSpot with Total CRM and saved 70% on licensing. The fact that won deals automatically generate invoices in Total Finance means no more manual handover.”
“The visual pipeline is intuitive and the automated email sequences keep deals moving without me having to remember every follow-up. Best CRM we have used.”
30-day free trial. No credit card required. Full AI lead scoring and pipeline automation included.