The Best CRM Software In South Africa

Manage, analyze and interact with your past, current and potential customers using Customer Relationship Management Software.

Most Popular
9.5
  • Flexible CRM Software
  • Small business to enterprise
  • Filter to suit workflow

Monday.com might be primarily known as a project management tool, but it’s also a full-featured CRM tool thanks to its fantastically customisable interface and huge arsenal of creative tools.

We identified monday’s top strengths as usability, customisation, and pricing. That’s because its an incredibly easy-to-use system that is also very wallet-friendly.

Once you sign up, you’re prompted to fill out a user-profile. This includes identifying an area you’d like to focus on (contact management, sales pipeline etc.).

The app is organised around a simple traffic-light system that categorises your workflow as either green (it’s completed), orange (I’m working on it), or red (I’m stuck), helping you to design a system that personalises the status of every customer relationship.

9.3
  • Users close 28% more deals on average
  • Provides 24/7 live support on all plans
  • Trello, Slack & Teams integrations

Pipedrive is a CRM system with a focus on usability.

The app’s clean interface supports a tidy visual pipeline – viewable from the ‘deals’ screen. Pipedrive has preset stages but you can easily edit their name, add, and remove them to create a custom pipeline that accurately reflects your unique customer relationships.

It might take a more dialed-back approach but sophisticated CRM tools are still available with Pipedrive.

And, thanks to its user-focused design, you won’t have to suffer through complicated set up processes for new functions.

8.6
  • Free for up to 3 users
  • Lead scoring rules
  • Strong email marketing

Simplicity. That’s what you get with Zoho – no frills, no fuss, and no nonsense. Just a system that’s easy to set up, easy to use, and even easier on the eyes.

Zoho is also great for small businesses, thanks to its excellent features spanning sales, customer service, and marketing functionality.

The platform is also easy to use and quick to set up, while still providing a solid level of customization for those more advance tasks.

8.4
  • Boost customer engagement
  • Discover the best leads
  • Improve sales efficiency

With Freshsales CRM, your team can use AI-based lead scoring, phone, email, activity capture and more.

And as an all in one sales and marketing solution Freshsales is ideal for fast-paced small businesses.

It also offers good lead-tracking functionality that’s east to use, customizable, and available at reasonable prices.

8
  • Visual dashboard
  • All-in-one management

HubSpot’s CRM makes managing your sales pipeline a breeze with everything you need to track important metrics in one tidy dashboard.

You can sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas you set

HubSpot’s CRM is aimed at businesses of all sizes and even offers a surprisingly robust free plan which is great for small businesses on a strict budget

7.5
  • Easy-to-use interface
  • Streamline customer service
  • 100% customizable
  • Generate insights

Salesforce is one of the most powerful CRM brands on the market, making it best equipped for businesses with a large sales team and complex needs.

We identified Salesforce’s top strengths as usability, customization & functionality. That’s because it boasts three CRM options in it’s extensive library of products allowing you to perform every CRM task under the sun.

It’s customers are loyal but also have very specific needs, generally prioritizing customization and big feature sets allowing Salesforce to amass over 150,000 customers (small and large).

Frequently Asked Questions

What essential capabilities should I look for in a CRM system?

Focus on these essential capabilities:
  1. Contact and lead management
  2. Automated workflows
  3. Sales pipeline tracking
  4. Real-time performance dashboards
  5. Email and call tracking
  6. Customer service tools
  7. Reporting and analytics

How do I choose the right CRM software for my South African business?

Begin by mapping out your specific sales and marketing processes to ensure the software aligns with your business needs and long-term strategy. Don’t be swayed by an abundance of generic features; instead, focus on a solution that directly solves your key challenges. Partnering with a provider that understands the local market can offer invaluable guidance, especially in an environment with cost pressures and lean teams.

How can a CRM system help my business identify pain points?

A CRM system provides a centralized dashboard to track every customer interaction, from initial calls to form submissions, which helps you identify potential problems in your marketing and sales processes before they escalate. By measuring and analyzing communication points, you can determine which channels are most effective and where to allocate your resources for maximum return. This data-driven approach allows you to proactively fix issues, improve customer experience, and boost retention.

What are the biggest challenges during CRM implementation?

A major challenge is poor user adoption, which often stems from a lack of alignment between the chosen platform and the team’s workflows. When a system feels clunky or is seen as a “digital filing cabinet,” employees will bypass it, leading to underutilization and incomplete data. To avoid this, involve end-users in the selection process and ensure clear internal ownership to champion adoption and accountability.

Our Favorites

Editor's Top Pick
Monday sales CRM streamlines your operations with one tool. Give a sales team a platform they’d actually want to use, and get a full overview of their sales performance.
Pipedrive provides comprehensive security options, including the ability to send automatic email notifications if a user acts suspiciously.
Zoho is simple, easy to use, and quick to set up—ideal for small businesses with solid sales, support, and marketing tools, plus enough flexibility for advanced needs.

Who we are

Tech.co is a leading business technology authority, here to help you know more about tech and find the best solutions to work smarter and grow securely. We assist over half a million customers each month in making the right choices for their needs, with our comparison charts, guides, and reviews.

The right tech can help you find new and more efficient ways of running your operation, retain and attract loyal customers, protect your assets from security risks, or even add entirely new revenue streams. We should know, because we’ve been there; Tech.co started out as a simple community-building Tech Cocktail event, back in 2006, and has transformed into a fully-fledged media company.

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