CRM & Lead Automation

CRM and Lead Automation for South African Businesses

Capture every enquiry, follow up automatically on WhatsApp and email, and see exactly where each lead stands, so fewer leads go cold and nothing sits in a busy inbox.

Book a Free Consultation See How It Works

Set up for you · Month-to-month · No long-term contracts

Stop juggling spreadsheets and manual follow-ups.

Automatic Lead Capture

Enquiries from your website forms, social media and email land in one place instead of being scattered across inboxes.

Lead Segmentation

Sort leads by source, interest and stage, so the right people get the right follow-up.

WhatsApp and Email Automation

Quick, consistent replies and follow-up messages that go out automatically, so leads hear from you fast.

Pipeline Stage Tracking

See every prospect from first enquiry to customer, and spot where leads stall.

Simple Reporting

A monthly report on leads captured, follow-ups sent and how many moved forward.

Plain-English Support

We build and manage the workflows and explain anything you want to understand.

What you get

We set up and manage the system, so you spend your time talking to customers rather than chasing admin.

CRM and automation, included in our monthly packages

Starter

For small businesses getting organised

R4,999 / month

CRM and sales pipeline setup

AI search optimisation and SEO

Social media management

Monthly performance reports

View Starter

Growth

For small teams scaling up

R9,999 / month

Everything in Starter

WhatsApp integration

Unlimited funnels

Workflow automation builder

View Growth

Scale

For SMMEs with bigger goals

R14,999 / month

Everything in Growth

Custom automations

Priority support

Dedicated account manager

View Scale

Packages

CRM and sales pipeline setup is part of every package. Higher packages add more automation. Ad spend is billed separately.

WhatsApp is one part of the system. Every enquiry is tracked in your pipeline, so nothing waits in a busy inbox. See how we set up WhatsApp follow-up for new enquiries.

How we set up your lead system, in five steps

Free Consultation

We map how leads reach you today and where they drop off.

Capture

Forms, social and email enquiries are connected to one CRM.

Organise

Leads are tagged and moved through simple pipeline stages.

Automate

Follow-ups on WhatsApp and email are set to go out automatically.

Review

Each month you see what was captured and converted, and we tune the workflow.

Built for businesses that lose leads to a busy inbox

Who it’s for

If enquiries arrive by phone, WhatsApp, email and social and some slip through, a simple CRM fixes that. It works best alongside lead generation, so we often pair it with our SEO services and Google Ads management. We don’t promise a set number of leads, because results depend on your market and offer.

Get in Touch

Service businesses taking enquiries by phone, WhatsApp and email
Online shops following up on interest
Small teams without a dedicated sales admin
Businesses already running ads that want to follow up faster
Fully remote setup anywhere in South Africa

Ready to stop losing leads? Message us on WhatsApp

Written by Pheello Mahloko, Founder and CEO of YOMO Digital. · affordable digital marketing packages · Google Ads management · website design

CRM and lead automation: your questions answered

FAQ

What is a CRM?

A CRM (customer relationship management) system keeps every enquiry and customer conversation in one place, so you can see who needs a reply and what stage each lead is at.

Can you automate WhatsApp replies and follow-ups?

Yes. We set up WhatsApp and email automation and lead nurturing workflows so leads get a timely response. WhatsApp integration is included from the Growth package.

Do I need to be tech-savvy?

No. We set everything up and manage it for you, and explain it in plain English.

Is CRM setup included in the monthly packages?

Yes. CRM and sales pipeline setup is part of the Starter package at R4,999 a month, and the Growth and Scale packages add more automation. See the affordable digital marketing packages.

Is there a long-term contract?

No. Our plans are fixed monthly prices with no long-term lock-in.

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