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South Africa's AI CRM. Every customer in one place.

If your customer history lives in spreadsheets and WhatsApp threads, Smart CRM is BizAI's answer for SA SMEs: one pipeline, shared WhatsApp inbox, bulk messaging and API access from R999/mo ex VAT (3 users). Accounting sync with Xero, Zoho Books, QuickBooks, Sage Accounting and Sage 200 Evolution. POPIA-ready, with app servers in South Africa.

From R999 per month excl. VAT, for 3 users. See plans

  • No credit card
  • Every feature on every plan
  • Used by 83+ SA businesses
Example customer record

What is Smart CRM?

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.

Still tracking customers in Excel?

It works until the team grows and the follow-ups start slipping.

  • Notes in chats and on sticky notesOne timeline per customer
  • One person edits at a timeThe whole team, at the same time
  • Reminders you have to rememberTasks and AI scores, created for you
  • Scrolling through hundreds of rowsSearch, and see everything on one screen
Read the guide: is Excel a CRM?
Customers_FINAL_v3 (2).xlsx
ABCDThandi M082 555 0142quote sent??12/09Van Wyk Motorspieter@vwm…call back T. Mokoena0825550142 03/10Ndlovu Log. interested28/08Cape Dental021 …NOT SURE 
Follow up Thandi!!

2 rows look like the same customer. Which number is right?

Everything you need to manage customers. Nothing you don’t.

Every interaction, one screen

Calls, emails, WhatsApps, quotes and invoices on each customer’s record.

What's included
  • Phone, email, WhatsApp number and addresses
  • Tags such as “VIP” or “Johannesburg”
  • Quotes by status: sent, viewed, negotiating, won, lost
  • Deal value and AI close probability
  • Files, internal notes and an activity log

AI lead scoring

Every lead scored from 1 to 100, so your team calls the right people first.

What's included
  • Scores from engagement, timing, fit and website visits
  • 90 to 100: call today. 70 to 89: this week
  • Suggested next actions on each deal

WhatsApp built in

Send and receive WhatsApp from the CRM. Every chat is saved to the record.

What's included
  • Two-way messaging from the customer record
  • Templates for quotes, reminders and payment requests
  • Broadcasts to customer segments
  • Auto-replies, PDFs, photos and videos

Mobile app

The full CRM on iPhone and Android, for the job site, the meeting or the car.

What's included
  • Tap to call, logged automatically
  • GPS check-ins and on-screen signatures
  • Voice notes on the record
  • Offline mode that syncs when you reconnect

AI that works in the background, not another tool to learn.

Lead scoring

Mokoena Property Group

Score 91. Viewed the quote three times this week.

Call todayDismiss

Example suggestion

Connects to the tools you already use.

Accounting
  • Sage
  • Xero
  • QuickBooks
  • Zoho Books

Customers, invoices and payment status sync automatically.

Payments
  • PayFast
  • Netcash

Take payments against invoices and quotes.

Messaging and social
  • WhatsApp
  • Instagram
  • Facebook
  • LinkedInSoon

Messages land in one shared inbox.

Email and calendar
  • Google Workspace
  • Microsoft 365

Email, calendar and contacts sync. Google Meet and Teams links come with them.

BIZ AI platform

Calls, support jobs and campaigns land on the customer record.

Your own systems
  • REST API

Build your own integrations with the REST API, included on every plan.

How South African businesses use Smart CRM.

Field services

Technicians are on site, and customer history lives in WhatsApp chats and notebooks.

  • Customer history on-site in the mobile app
  • Quotes, reminders and payment links over WhatsApp
  • Invoices flow from the finished job to your accounting

Never used a CRM before? You don’t need to.

If you can use a smartphone, you can use Smart CRM. Start simple and add more each week.

  1. Week 1

    Customers and notes

  2. Week 2

    Calls and emails logged

  3. Week 3

    Deals and quotes

  4. 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-ready by default.

POPIA applies to every customer record you keep. The tools to handle it are built in.

  • Consent records

    How and when each customer opted in, per purpose. One-click unsubscribe.

  • Access and deletion requests

    Export a customer’s record as a PDF, or delete it permanently with a log.

  • Permissions

    Reps see their own customers. Managers see everyone.

  • Audit trail

    Who viewed or changed a record, and when.

  • Encryption

    TLS 1.3 in transit, AES-256 at rest. App servers in South Africa.

  • Retention rules

    Delete inactive contacts automatically after a set time.

CRM pricing that makes sense.

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.

Smart CRM plans

Starter

R999per month, excl. VAT

Users included
3
Users allowed
Up to 9
Extra user
R280
Storage
5 GB
Start free trial

Growth

R3,000per month, excl. VAT

Users included
10
Users allowed
Up to 19
Extra user
R220
Storage
25 GB
Start free trial

Business

R5,400per month, excl. VAT

Users included
20
Users allowed
Up to 49
Extra user
R220
Storage
100 GB
Start free trial

Enterprise

R12,000per month, excl. VAT

Users included
50
Users allowed
50+
Extra user
R220
Storage
500 GB
Talk to us

14-day free trial. No credit card, and nothing bills automatically when it ends.

Add-ons and extras

Questions about Smart CRM

Something else? Call 010 001 7606 or email sales@bizai.co.za.

What is a CRM in South Africa for a small business?

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.

What is the best CRM for small business South Africa?

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.

How much does CRM cost in South Africa?

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.

What is Sage CRM vs Sage integration?

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, QuickBooks, Sage Accounting and Sage 200 Evolution. Customer records, invoices and payment status sync with Xero, Zoho Books, QuickBooks, Sage Accounting and Sage 200 Evolution.

What does POPIA mean for a CRM?

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.

Does BizAI CRM include WhatsApp?

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.

Are Meta's WhatsApp fees included in the Smart CRM price?

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.

What does Smart CRM include?

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 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 vs a South African CRM — what changes?

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.

Is there a free trial?

Yes. 14 days. No credit card. If you do nothing on day 14, the trial ends and the account pauses. Nothing auto-bills.

Which CRM is best for beginners?

For a beginner, choose a CRM that runs where your customers already are and works without setup. BizAI Smart CRM includes WhatsApp, email, a pipeline and an AI inbox on every plan, from R999/mo ex VAT for 3 users. It syncs with Xero, Zoho Books, QuickBooks, Sage Accounting and Sage 200 Evolution. Try it free for 14 days.

What are the four types of CRM?

The usual four are operational (sales, marketing and service automation), analytical (reporting on customer data), collaborative (shared customer history across teams and channels) and strategic (long-term relationships). BizAI Smart CRM covers all four in one system, from R999/mo ex VAT for 3 users, with WhatsApp, email and an AI inbox on every plan.

Which CRM is beginner friendly?

A beginner-friendly CRM works in the channels you already use and doesn't need a consultant. BizAI Smart CRM puts WhatsApp, email and calls in one AI inbox, with every feature on every plan from R999/mo ex VAT for 3 users. It has a 14-day free trial, plus one 7-day extension on request.

Is omni channel a CRM?

No. Omnichannel describes bringing every channel (WhatsApp, email, calls, social) into one place, while a CRM stores the customer record and pipeline. The best setups combine both. BizAI Smart CRM's AI inbox puts every channel on the customer's CRM record, from R999/mo ex VAT for 3 users.

Is CRM difficult to learn?

It doesn't have to be. Most of the difficulty comes from complex setup and features you pay extra for. BizAI Smart CRM includes every feature on every plan and works in WhatsApp and email, which your team already knows. You can try it free for 14 days from R999/mo ex VAT for 3 users, with self-setup included.

What is the most commonly used CRM in South Africa?

We do not have a cited South African market-share survey to name one CRM as the most used nationwide. In practice, South African businesses commonly evaluate global products such as HubSpot, Salesforce and Zoho CRM alongside Sage’s own CRM offering, and many SMEs also use spreadsheets until they outgrow them. BizAI Smart CRM is built for SA SMEs that sell on WhatsApp and need Rand pricing and Sage accounting sync — check each vendor’s site for fit and price rather than a single “winner”.

How quickly can I learn CRM?

Learning speed depends on your team and how complex your sales process is — we do not publish a fixed “days to learn” figure. BizAI Smart CRM is designed around channels you already use (WhatsApp and email) and includes every feature on every plan from R999/mo ex VAT for 3 users, with a guided setup wizard on the homepage. Self-service setup is included; assisted setup is billed at R850/hour ex VAT if you want our team involved. Start with the 14-day free trial and add one pipeline stage at a time rather than turning every feature on day one.

Do you really need a CRM in 2026?

You probably need a CRM if leads are lost in WhatsApp chats, follow-ups depend on memory, several people answer customers, or you can't see your sales pipeline at a glance. A CRM keeps every conversation and deal in one place. BizAI Smart CRM does this with WhatsApp built in, from R999/mo ex VAT for 3 users, with a 14-day free trial.

Can I develop my own CRM?

You can build a basic CRM in a spreadsheet, no-code tool or custom code, but you then maintain the data, security, POPIA compliance and every integration yourself, and it rarely handles WhatsApp. BizAI Smart CRM gives WhatsApp, email, a pipeline, an AI inbox and accounting sync with Xero, Zoho Books, QuickBooks, Sage Accounting and Sage 200 Evolution, from R999/mo ex VAT for 3 users, with a 14-day free trial.

How do I know if my company needs a CRM?

You probably need a CRM if leads are lost in WhatsApp chats, follow-ups depend on memory, several people answer customers, or you can't see your sales pipeline at a glance. A CRM keeps every conversation and deal in one place. BizAI Smart CRM does this with WhatsApp built in, from R999/mo ex VAT for 3 users, with a 14-day free trial.

What is the easiest CRM software to use?

The easiest CRM is one your team uses without training. Look for WhatsApp and email built in, simple pipelines and no add-ons to configure. BizAI Smart CRM includes every feature on every plan, works in the channels your team already uses, and costs from R999/mo ex VAT for 3 users. Try it free for 14 days.

What exactly is a CRM system?

A CRM (customer relationship management) system stores every customer's details, conversations and deals in one place, so your team can follow up, track sales and serve customers consistently. Modern CRMs also handle WhatsApp, email and AI replies. BizAI Smart CRM does all of this for South African SMEs from R999/mo ex VAT for 3 users.

Why do businesses need a CRM?

You probably need a CRM if leads are lost in WhatsApp chats, follow-ups depend on memory, several people answer customers, or you can't see your sales pipeline at a glance. A CRM keeps every conversation and deal in one place. BizAI Smart CRM does this with WhatsApp built in, from R999/mo ex VAT for 3 users, with a 14-day free trial.

Which CRM tool is easy to use?

The easiest CRM is one your team uses without training. Look for WhatsApp and email built in, simple pipelines and no add-ons to configure. BizAI Smart CRM includes every feature on every plan, works in the channels your team already uses, and costs from R999/mo ex VAT for 3 users. Try it free for 14 days.

What does a CRM app do?

A CRM (customer relationship management) system stores every customer's details, conversations and deals in one place, so your team can follow up, track sales and serve customers consistently. Modern CRMs also handle WhatsApp, email and AI replies. BizAI Smart CRM does all of this for South African SMEs from R999/mo ex VAT for 3 users.

What are CRM apps?

A CRM (customer relationship management) system stores every customer's details, conversations and deals in one place, so your team can follow up, track sales and serve customers consistently. Modern CRMs also handle WhatsApp, email and AI replies. BizAI Smart CRM does all of this for South African SMEs from R999/mo ex VAT for 3 users.

What are the disadvantages of CRM?

Common CRM disadvantages are cost, time to set up, and staff not using it, especially when key features cost extra. Data is only as good as what's entered. BizAI Smart CRM reduces these by putting every feature on every plan, working inside WhatsApp and email, and letting AI log chats automatically, from R999/mo ex VAT for 3 users.

What are the 7 components of CRM?

Lists vary, but CRM components usually include: contact management, sales pipeline, marketing (email and WhatsApp campaigns), customer service, reporting, automation and integrations (e.g. accounting). BizAI Smart CRM includes all of these on every plan from R999/mo ex VAT for 3 users, with an AI inbox and accounting sync with Xero, Zoho Books, QuickBooks, Sage Accounting and Sage 200 Evolution.

What are our CRM integrations?

BizAI Smart CRM integrates with WhatsApp through the official Business API (we're an Official Meta Business Partner) and with Xero, Zoho Books, QuickBooks, Sage Accounting and Sage 200 Evolution. Email campaigns and an AI inbox are built in. Plans start at R999/mo ex VAT for 3 users.

Stop losing track of customers.

Try Smart CRM free for 14 days. Pair it with the AI receptionist and WhatsApp marketing when you are ready.