AI’s IN ONE CRM • South Africa

Agentic CRM that runs the work — not just tracks it

Centralised conversations, pipelines, calendars, payments, reporting and automations — with AI agents, WhatsApp chat, and an AI caller that qualify, book and update your systems automatically.

POPIA compliant WhatsApp-first Go live in 7 days

The AI layer that does the work

Agentic WhatsApp chat AI caller → summaries to WhatsApp Lead scoring & qualification Quotes → e-sign → payments Abandoned quote recovery Dynamic routing & SLAs Knowledge/RAG answers Sentiment & intent detection Multi-language replies Audit & compliance logs

Everything in one login

Conversations, calendars, sites, pipelines, WhatsApp, payments, reporting, reputation and more — wired so nothing slips.

Conversations

Unify email, SMS and WhatsApp for fast, consistent replies.

Calendars

Offer times, book, remind and reschedule with one click.

Sites & Funnels

Launch pages fast and track every click to pipeline.

Pipelines

Stages, tasks, SLAs and automations so deals keep moving.

WhatsApp Platform

Broadcasts, two-way chat, flows and order/quote follow-ups.

Automation

Trigger the next best action: route, tag, notify or send.

Reporting

Dashboards for ads, chat, sales and team performance.

Payments

Quotes → e-sign → paid — with receipts and reminders.

Reputation

Request & publish reviews with alerts on negative feedback.

Contacts

All people & companies with timelines and custom fields.

Docs, Media & Memberships

Store assets and run gated content with tracking.

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AI Agents

Task-driven agents that coordinate bookings, updates and follow-ups.

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AI Caller

Answers & qualifies calls, then sends summaries & actions to WhatsApp.

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RAG Knowledge

Secure retrieval-augmented answers from your docs, sites and KB.

Automation library we can build for you

Client onboarding experience Content delivery system Payment collection & reminders Session scheduling Community management Success stories capture Progress dashboards Sequence & nurture automation Lead nurturing system RAG FAQ chatbot Knowledge base creation Pipeline automations Automated client comms Reference checking Candidate sourcing Reactivation campaigns Skills assessment & placement Personalised cold outreach Project management automations Client intake & forms Time tracking & tasks Proposal generation Invoice & payment auto Review requests & alerts KPI centre & goals Lead qualification Support ticket prioritisation Stock management AI Quote recovery & win-back Deal risk alerts SLA breach escalations CSAT/NPS workflows Data hygiene & dedupe Webhooks & API actions
98%Message open rate
2.4×Average conversion lift
7 daysTypical time to go live
24/7Human-backed support

Ready to see AI’s IN ONE CRM in action?

We’ll map your messages, data and decisions — then ship a working demo. Clear timeline, clear ROI.

Update In One CRM is now AI In One CRM — agentic, integrated, and built for revenue. See what’s new →
AI In One CRM

Your CRM with agentic “invisible employees.”

We upgraded the original In One CRM into a connected AI platform. Think AI Caller, WhatsApp & web chatbots, and advanced automations that move data, qualify leads, book meetings, and close loops — across your stack. It doesn’t just tell you what to do; it does the work.

AI Caller (24/7) WhatsApp & Web Chatbots Agentic Workflows
Free AI consult

A short strategy call with AI Automated Solutions. We map one real business process, what triggers it, what actions should happen, and how the work should be resolved.

Trigger mapping Action flow audit Department handover Resolution scope
Book Free Consult

No obligation. Bring your current process, inbox, ticket flow, bookkeeping task, reporting job or department handover and we will show where to start.

In 20 minutes you will know:

  1. Which trigger should start the workflow and what should happen next.
  2. What AI/software can handle versus what needs human approval.
  3. How the work should be resolved, logged, escalated or reported.
SA based experts No obligation 7 day launch path Human handover included
AI Automated Solutions

AI systems for South African businesses. We automate triggers, actions, tickets, documents, dashboards, bookkeeping, marketing and department workflows, all with clear human approval.

20 Hoheizen Crescent, Bellville, Cape Town

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POPIA aware data handling
Live in ~7 days
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Local SA support
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