Free 30-day trial. No card needed.

Gain full control of your business with your own CRM

Invoicing, quotes, projects, expenses and customers in one place. Your own web address, your own database, ready in a few minutes.

Start my CRM Takes about two minutes

Your own private database
Hosted in South Africa
Secure (HTTPS) from the first minute

What you get

Your CRM at yourcompany.crmonline.co.za
Your country's currency, VAT and time zone already set up, with US dollars as a second currency
Customers, leads and a customer portal
Quotes and invoices, sent by email
Projects, tasks and time tracking
Expenses, reports and support tickets
Logins for up to 5 staff members
Free for 30 days, then R575 per month in South Africa, or US$24.99 per month anywhere else

See all features

How it works

Three steps. The first one is the only one that needs you.

Sign up

Tell us your company name, the web address you would like, and who the first admin user is. Two minutes.

We build your CRM

We create your own CRM with its own database and secure web address. You watch the progress on screen and get an email when it is ready.

Log in

Your admin login and a temporary password are on your ready page. Log in, add your logo, and send your first invoice.

Create your CRM

Fill in the details below. Fields marked * are required.

Your company

Company name *

As it should appear on your invoices. You can change this later.

Set your CRM link *

Your CRM will be at https://yourcompany.crmonline.co.za

Usually a short form of your company name, for example acme. Letters, numbers and hyphens only. It cannot be changed later. Please check the preview above before you continue.

Industry (optional)

Start typing and pick from the list, or type your own. Helps us suggest the right add-on modules.

Company logo (optional)

PNG or JPG, up to 2 MB. We put it on your invoices. You can add it later in Settings.

VAT number (optional)

Only if you are registered for VAT or GST. Where we know your country's standard rate, it is set up for you either way.

Street address (optional, printed on your invoices)

City / town

Country

Your CRM is set up in this country's currency, with US dollars as a second currency, and its time zone and VAT.

Province

Postal code

Banking details (optional, printed at the bottom of every invoice)

Bank

Account name

Account number

Branch code

Account type

You can add or change these later under Setup, then Settings. Nothing here is shared with anyone; it only appears on the invoices you send.

Your admin login

Your first name *

Your last name *

Your email address *

Please check this carefully. Your login details and progress link are sent to this address, and it becomes your admin username. A wrong address means you cannot get in.

Phone number *

We only call if something goes wrong with your setup.

Two quick checks

To show you are a person: what is 3 + 6? *

I have read and agree to the CRM Online Terms and Conditions and I understand that CRM Online will process the details above only to set up and support my CRM (POPIA). My data is kept while my account is active, stays available read-only for 90 days after a trial or subscription ends, and is then archived for 12 months and deleted. I can ask for an export or for deletion at any time by email to info@crmonline.co.za. *

Your CRM will be created at https://yourcompany.crmonline.co.za. This link cannot be changed afterwards.

By clicking Create my CRM you start a free 30-day trial. No card needed. After the trial it is R575 per month in South Africa, or US$24.99 per month anywhere else, for up to 5 staff members, paid by card from inside your CRM; cancel any time, no contract. We use these details only to set up and support your CRM Online account. We never sell or share them. You can ask us to delete your account and its data at any time.

Questions people ask

How long does setup take?

Usually under five minutes. You get a progress page that updates itself, and an email when your CRM is ready.

What does it cost?

Your first 30 days are free and you do not need a card to start. After that it is R575 per month for up to 5 staff members, paid by card from inside your CRM. Cancel any time; no contract. Need more than 5 staff logins? Add 5 more for R287.50 per month from the Modules page inside your CRM, or email support@crmonline.co.za. Add-on modules are priced separately per month and every one starts with a free 30-day trial from that same Modules page: see additional modules.

What happens when the trial ends?

Your CRM shows a countdown at the top every day of the trial, with a Subscribe button. If you subscribe, nothing changes and you keep everything you set up. If you do not, the CRM becomes read-only: you can still log in, look at everything and export it, but not change it, for 90 days. We tell you the exact date before anything is archived, and a payment at any point switches full access back on within minutes.

Where is my data stored?

In your own separate database on a South African cloud server. No other customer shares it. You can ask for a full export at any time.

Can I use my own domain?

Not yet. Your CRM lives at yourcompany.crmonline.co.za with a secure https certificate. Custom domains are on the roadmap.

Can my customers log in?

Yes. Every CRM includes a customer portal where your clients can see their invoices, quotes and projects, and pay online if you connect a payment gateway.

Can I send invoices from my own email address?

Yes. In Settings you can enter your own email server details so invoices go out from your company address. Until then they are sent from noreply@crmonline.co.za on your behalf.

What if I need help?

Email support@crmonline.co.za or send us a support ticket from our support page. Once your CRM is running, the Help button inside it reaches us directly. Video tutorials are at crmonline.co.za.

Can I cancel?

Yes. Email support@crmonline.co.za. A subscription runs to the end of the month you have paid for; monthly payments are made in advance and are not refunded for a part month. Your data stays available read-only for 90 days, and we send you an export or delete it on request.