Pro tip: Use ⌘K to quickly search anything in Kazi
CRM + pipeline · South Africa
A CRM for freelancers that also gets you paid
Track every lead, client and deal in one pipeline, and turn a won deal into a project and a Rand invoice in a click, without a second tool.
kazii.ai/dashboard
Business intelligence
Cash flow & per-client profit, live
One connected ecosystem
Every module, one login
Quick answer
A freelancer CRM keeps your leads, clients and deals in one place instead of scattered across your inbox and a spreadsheet. KAZI's CRM runs a Lead to Won pipeline, keeps a full history per client (invoices, projects, messages), updates each client's revenue automatically when they pay, and, because billing runs on Paystack in Rand, converts a won deal into a project and an invoice in one click. It suits South African freelancers and small agencies.
The problem
Your "CRM" is your inbox, a spreadsheet, and your memory
A lead is an unread email, a client's history is scattered across threads, and the deal you were chasing slipped because nobody was tracking it. Then the actual billing lives in a different app that knows none of this.
How KAZI does it
One record per client, from first contact to paid invoice
KAZI holds every client with their tags, full history and total revenue in one place, and runs a real sales pipeline from Lead to Qualified to Proposal to Won. The record updates itself off real events: a paid invoice bumps the client's revenue, a message lands in the log. Win a deal and convert it straight into a project with a draft invoice, billed in Rand through Paystack.
What you get
Built into KAZI, and connected to the rest of the work you run there.
Real sales pipeline
Move deals through Lead, Qualified, Proposal, Negotiation and Won or Lost, with deal value and win-rate analytics.
A record that updates itself
Each client's invoices, projects, deals and messages sit in one history, and their total revenue updates when they pay.
One-click to project
Convert a won deal into a project with its budget and a draft invoice attached, no re-typing.
Billing built in
Because invoicing and Paystack payments live in the same system, a client relationship runs all the way to paid.
Import what you have
Bring existing clients in by CSV and tag them, so you start from your real book of business.
Rand and cross-border
Bill local clients in ZAR and overseas clients in their currency, all from the same client records.
How it works
- 1
Bring your clients in
Import by CSV or add them as you go, with tags and contact details.
- 2
Work the pipeline
Track leads and deals through the stages, with value and win-rate in view.
- 3
Win, deliver, get paid
Convert a won deal into a project and invoice, billed in Rand through Paystack.
Run this, and the rest of your business, from one place
Start free. Priced per business, not per seat.
FAQ
Common questions
Is this a CRM built for South Africa?
The CRM works anywhere, but it fits South African freelancers and agencies because billing runs in Rand through Paystack and tax is localised for South Africa. You can bill local and international clients from the same records.
Does the CRM connect to invoicing?
Yes. Clients, deals, projects and invoices are one system. A won deal converts to a project and invoice in a click, and a paid invoice updates the client's revenue automatically.
Can I import my existing clients?
Yes, by CSV. You can tag them and keep their full history in one record from day one.
What does the pipeline track?
Deals move through Lead, Qualified, Proposal, Negotiation and Won or Lost, with deal value and win-rate analytics so you can see what's actually converting.
How much does it cost?
There's a free plan, and paid plans start at $19/month priced per business. The pricing page shows local-currency figures for South Africa.
Explore more