A CRM and invoicing tool built for coaches and consultants
Track every lead, let clients book their own sessions, turn a proposal into a signed engagement, and bill retainers in Rand, all in one workspace instead of a stack of separate tools.
Business intelligence
Cash flow & per-client profit, live
One connected ecosystem
Every module, one login
Quick answer
KAZI is a CRM and invoicing tool for coaches and consultants. It tracks every lead and client in one pipeline, lets clients book sessions, turns a proposal into a signed engagement, and bills retainers or one-off packages in Rand through Paystack. Each client gets a branded portal to message you, share files and pay, with no account to create.
Your practice runs on an inbox, a calendar link, and a spreadsheet
A prospective client is an unread email, session scheduling is a back-and-forth, the proposal is a document you email and hope gets signed, and invoicing a retainer each month is a manual chore. Nothing shares a record, so you never quite see where each client stands.
Every client in one record, from first call to monthly retainer
KAZI keeps each lead and client in a pipeline with their full history, lets them book sessions without the email tag, and turns an accepted proposal into an engagement you invoice. Retainers bill themselves each month in Rand through Paystack, reminders chase the balance, and the client uses a branded portal to message you, share files and pay, all tied to one record.
What you get
Built into KAZI, and connected to the rest of the work you run there.
Lead-to-client pipeline
Move enquiries through Lead, Qualified, Proposal and Won, with each client's full history and revenue in one record that updates when they pay.
Clients book their own sessions
Share your availability and let clients book without the email back-and-forth, with the session on your unified calendar.
Proposals that convert
Send a branded proposal the client accepts online, which flows into a project and a draft invoice with no re-typing.
Retainers on autopilot
Set a monthly retainer once and the invoice sends itself on schedule, escalates reminders, and applies late fees if it runs overdue.
Branded client portal
Each client gets a private, branded space to message you, share files, approve work and pay, with no account to create.
Paid in Rand
Invoices carry a Paystack pay link so clients pay by card or EFT and it settles to you in ZAR, with VAT handled correctly.
How it works
- 1
Capture the lead
Add prospects to your pipeline and let them book an intro session without the scheduling email chain.
- 2
Send the proposal
The client accepts online and it becomes an engagement with a draft invoice attached.
- 3
Bill and get paid
Retainers or one-off packages bill in Rand through Paystack, and reminders chase the balance for you.
Run this, and the rest of your business, from one place
Start free. Priced per business, not per seat.
Common questions
Is there a CRM for coaches that also invoices?
Yes. KAZI keeps leads, clients, proposals and invoices in one system. A pipeline tracks every prospect, and an accepted proposal converts into an engagement and a draft invoice, with the client's revenue updating automatically when they pay.
Can clients book sessions themselves?
Yes. You share your availability and clients book their own sessions, which land on your unified calendar alongside your other work, so you skip the back-and-forth email.
Does it handle monthly retainers?
Yes. Set a recurring invoice once and it sends itself each month in Rand through Paystack, escalates reminders on its own, and applies late fees if it goes overdue.
How do clients pay me?
Every invoice carries a Paystack pay link. Clients pay by card, EFT, mobile money, Apple Pay or Google Pay with no account, and the money settles to you in South African Rand.
What does it cost?
There is a free plan, and paid plans start at $19/month priced per business, not per seat. The pricing page shows local-currency figures for South Africa.
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