Smart CRM keeps contacts, deals and follow-ups together, with a shared WhatsApp inbox, bulk messaging and API access. Accounting sync with Xero, Zoho Books, QuickBooks, Sage Business Cloud Accounting and Sage 200 Evolution. POPIA-ready, with app servers in South Africa.
From R999 per month excl. VAT, for 3 users. See plans
Nomsa Dlamini
Dlamini Electrical · Durban
61
Lead score
“Can you come Thursday morning?”
WhatsApp · 09:12
Opened quote Q-1042 for the third time
Yesterday
Invoice INV-2231 paid, R4,850
Synced from Sage · Mon
Call answered and logged by Voice Valet
2 Oct
Next step: reply on WhatsApp and confirm Thursday. She has viewed the quote three times.
Smart CRM is BizAI's CRM software for South African SMEs: contacts, deals and follow-ups in one place, with a shared WhatsApp inbox, bulk messaging and API access, from R999/mo ex VAT for 3 users. Every plan includes every feature. Your first WhatsApp number is included; extra numbers are R50/mo each. Used by 83+ SA businesses.
Catch every lead
WhatsApp, email and social messages land in one shared inbox. Assign a chat and it becomes a scored lead.
Product screens with sample data.
It works until the team grows and the follow-ups start slipping.
2 rows look like the same customer. Which number is right?
Calls, emails, WhatsApps, quotes and invoices on each customer’s record.
Every lead scored from 1 to 100, so your team calls the right people first.
Send and receive WhatsApp from the CRM. Every chat is saved to the record.
The full CRM on iPhone and Android, for the job site, the meeting or the car.
Lead scoring
Mokoena Property Group
Score 91. Viewed the quote three times this week.
Example suggestion
Customers, invoices and payment status sync automatically.
Take payments against invoices and quotes.
Messages land in one shared inbox.
Email, calendar and contacts sync. Google Meet and Teams links come with them.
Calls, support jobs and campaigns land on the customer record.
Build your own integrations with the REST API, included on every plan.
Technicians are on site, and customer history lives in WhatsApp chats and notebooks.
Missed appointments cost revenue, and patient data sits in disconnected systems.
Guest preferences are forgotten between visits and marketing is guesswork.
Client work spans several people, and proposals get buried in email.
Enquiries come in on WhatsApp, email and Instagram, all in different places.
Projects involve clients, subcontractors and suppliers, and you are rarely in the office.
If you can use a smartphone, you can use Smart CRM. Start simple and add more each week.
Week 1
Customers and notes
Week 2
Calls and emails logged
Week 3
Deals and quotes
Week 4
AI scoring and automations
Import your Excel list
Drag and drop. Setup takes 15 to 20 minutes.
A simple screen
Customers, deals, tasks and reports.
SA business templates
Field services, professional services, retail, hospitality.
Help when you need it
Videos, a help centre, WhatsApp support. Live onboarding R850/hour.
POPIA applies to every customer record you keep. The tools to handle it are built in.
How and when each customer opted in, per purpose. One-click unsubscribe.
Export a customer’s record as a PDF, or delete it permanently with a log.
Reps see their own customers. Managers see everyone.
Who viewed or changed a record, and when.
TLS 1.3 in transit, AES-256 at rest. App servers in South Africa.
Delete inactive contacts automatically after a set time.
Every plan includes every feature: CRM, WhatsApp inbox, bulk email, WhatsApp and SMS, and API access. Plans differ only by how many people use it. Your first WhatsApp number is included; extra numbers are R50 per month. Meta bills its WhatsApp fees directly, in USD, with no BIZ AI markup.
R999per month, excl. VAT
R3,000per month, excl. VAT
R5,400per month, excl. VAT
R12,000per month, excl. VAT
14-day free trial. No credit card, and nothing bills automatically when it ends.
Add-ons and extrasSomething else? Call 010 001 7606 or email sales@bizai.co.za.
A CRM in South Africa is software that keeps contacts, deals, and follow-ups in one place so your team is not chasing spreadsheets and chat threads. For an SA small business that usually means Rand pricing, POPIA-ready handling of personal information, and a fit with how you already sell, often WhatsApp and Sage accounting.
There is no honest #1 CRM in South Africa that fits every shop. HubSpot, Salesforce, Zoho CRM, Pipedrive and Sage CRM are real products. If they do not publish a Rand price, check their site. We are not converting USD to ZAR. BizAI is a better fit when you want a Rand price: Smart CRM from R999/mo ex VAT for 3 users, with WhatsApp, bulk messaging and API access on every plan, plus POPIA-ready language and Sage as on this page. We do not win as a global enterprise CRM.
On BizAI, plans are priced by how many users you need: Starter R999 (3 users), Growth R3,000 (10 users), Business R5,400 (20 users), Enterprise R12,000 (50 users), all per month ex VAT. Every plan includes all CRM features, the shared WhatsApp inbox, bulk email, WhatsApp and SMS sending, and API access. Your first WhatsApp number is included; extra numbers are R50/mo each. Meta bills its WhatsApp fees on top, in USD. HubSpot, Salesforce, Zoho, Pipedrive and Sage CRM: check their site for ZAR. 14-day free trial. No credit card. Nothing auto-bills.
Sage CRM is Sage’s own CRM product. Check their site for price. Accounting integration means a CRM talking to your ledger so you do not type customers twice. BizAI Smart CRM integrates with Xero, Zoho Books, Sage Business Cloud Accounting, Sage 200 Evolution and QuickBooks. Customer records, invoices and payment status sync with Xero, Zoho Books, QuickBooks, Sage Business Cloud Accounting and Sage 200 Evolution.
POPIA is South Africa’s Protection of Personal Information Act. If you store customer data in a CRM, you are processing personal information. BizAI is designed for South Africa and uses POPIA-ready language. A POPIA Data Processing Agreement sets out where customer data is stored. We do not claim SOC 2 or ISO.
Yes, on every plan. Smart CRM from R999/mo ex VAT for 3 users includes a shared WhatsApp team inbox with message routing and task assignment, plus bulk WhatsApp sending. Your first WhatsApp number is included; add extra numbers at R50/mo each. Meta bills its WhatsApp message fees on top, in USD, with no BizAI markup.
No. Smart CRM from R999/mo ex VAT for 3 users is for BizAI's software. Meta bills its WhatsApp message fees on top, in USD, with no BizAI markup. Meta's rate card is in USD and BizAI does not convert it to Rand.
Smart CRM starts at R999/mo ex VAT for 3 users and includes contacts, deals and pipeline, accounting sync with xero, zoho books, quickbooks, sage business cloud accounting and sage 200 evolution, AI lead scoring and a mobile app (iOS and Android), with POPIA-ready handling. Every plan also includes the shared WhatsApp team inbox with message routing and task assignment, bulk email, WhatsApp and SMS sending, and API access. Your first WhatsApp number is included; add extra numbers at R50/mo each. Try it free for 14 days: no credit card, nothing auto-bills.
HubSpot is a real platform. Check their site for ZAR. We do not convert USD and we do not say we are 60% cheaper. Choose BizAI if you want Rand pricing, POPIA-ready copy, Sage as on this page, and Smart CRM from R999/mo ex VAT for 3 users with WhatsApp included.
Yes. 14 days. No credit card. If you do nothing on day 14, the trial ends and the account pauses. Nothing auto-bills.
Try Smart CRM free for 14 days. Pair it with the AI receptionist and WhatsApp marketing when you are ready.
