Social Zip / CRM & business systems

Every customer, job and follow-up in one place.

A CRM set up around how your business actually works, so nothing slips through the cracks. Built and running for South African businesses.

Book a CRM discovery call ↗

● ● ●Social Zip / the short answer
$ what is crm and business systems?

Social Zip sets up CRM systems around how a business actually works, so every customer, job and follow-up sits in one place. Website, WhatsApp and Facebook enquiries land in one inbox, deals move through a clear pipeline, and follow-ups go out on time with a person in control.

See it working

Walk through the system.

Hover over the dashboard and it walks you through each part of the CRM. On a phone, it plays as you scroll. A full video walkthrough is coming soon.

● ● ●Social Zip CRMHover to walk through ↗

Dashboard

New leads24
Open quotes11
Follow-ups due7
Jobs won9

Pipeline

New lead

Website enquiry
Quote request
Quoted

Quote request
Repeat customer
Won

Repeat customer
Invoiced

Referral

Contacts

Thandi M.Quote requestHot
Ridwaan P.Website enquiryNew
Lerato K.Repeat customerWon
Pieter V.ReferralFollow up
Ridwaan P.Timeline

Enquiry received

Reply sent automatically

Call booked with your team

Automations

New enquiry
Instant WhatsApp reply
Task for your team
Reminder in 2 days
Quote sent

Calendar

Calls and site visits

Mon
Tue
Wed
Thu
Fri

Reports

EnquiriesWon
1/6 The dashboard shows today’s numbers at a glance.

Fictional sample data for demonstration

What it does

Built around how South African businesses work.

01

Lead capture

Website, WhatsApp and Facebook enquiries land in one inbox.

Show me in the demo ↗

02

Sales pipeline

See every deal by stage and what needs to happen next.

Show me in the demo ↗

03

Automatic follow-ups

Reminders and messages go out on time, with a person in control.

Show me in the demo ↗

04

Reporting

Know where leads come from and what turns into work.

Show me in the demo ↗

How we set it up

Understand. Map. Build.

01 / Discover

We learn how your enquiries, work and follow-ups run today.

02 / Map

We map the process and agree what the CRM must do first.

03 / Build and train

We set it up, train your team and review it with you.

CRM for other industries

Questions, answered.

Straight answers before you book a call.

Q.01

Which businesses are the CRM systems built for?

Estate agencies, manufacturers, online stores and appointment-based businesses, with a version set up for each type of business.

Q.02

Can WhatsApp enquiries go into the CRM?

Yes. Website, WhatsApp and Facebook enquiries land in one inbox, so nothing gets missed between channels.

Q.03

Is the CRM easy for staff who are not computer literate?

It is set up to mirror the way your team already works, using your own steps and terms, so it stays simple to use day to day.

Q.04

Do follow-ups send automatically?

Reminders and messages go out on time, and you choose which ones a person approves before they are sent.

Q.05

How much does a CRM cost?

Every CRM is scoped and quoted after a discovery call, because it is set up around your own process.

Book a discovery call ↗Still have a question? Ask it on the call.

Keep exploring.

Find your route into practical AI.

● ● ●Social Zip / learning space
$ learn –together

One-to-one AI training

Practical learning with coaching and mentoring, built around your work.

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● ● ●Social Zip / learning space
$ plan –next-session

CRM & business systems

Built and running for estate agencies, manufacturers, e-commerce stores and appointment businesses.

Explore business systems ↗

● ● ●Social Zip / learning space
$ read –perspective

Ideas & insights

Explore thinking on AI, work and business systems.

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Your next chapter

What could work better?

Book a discovery call ↗

MEET THE TEAM

Led by Shamz, supported by AI agents. Every piece of work is checked by a person.

Meet the team ↗