Lead Management
Capture, track, qualify and follow up with every lead from one pipeline.
All-in-one platform for
modern businesses
Automate CRM
Automate brings your business operations together so your team can track leads, manage appointments, onboard learners, support customers and see performance clearly.
Welcome back
Business overview
+18.6% growth
1,248
New leads
328
Bookings
654
Active students
42
Open tickets
Weekly activity
New booking confirmed
Client details, guests and reminders are stored in one
place.
What Automate manages
Everything important, neatly organised.
Give your business one official home for customers, partners, learners, bookings, support and reports.
Appointment Bookings
Let customers book, reschedule and receive reminders without confusion.
Partner Portal
Help partners sell your products, track referrals and earn commissions.
Education Center
Enroll students, share learning resources, manage assessments and certificates.
Why it feels simple
Built for businesses that want control without complicated systems.
Instead of jumping between separate tools, Automate gives your team one clear place to work, follow up, support customers and understand performance.
One business workspace
Leads, bookings, partners, learners and support live
together.
Role-based access
Give every team member the tools they need without exposing
everything.
Clear reporting
See what is happening across sales, bookings, training and
support.
Dashboard & reporting
Track activity, performance and growth without waiting for manual updates.
Live visibilityMarketing Hub
Store marketing materials, product links and resources your team or partners can use.
Sales supportTicket Management
Log issues, assign responsibility and keep customer support structured.
Faster supportEducation Tools
Manage learners, resources, assessments, attendance and certificates.
Training readyHow it works
Start simple. Grow into the full platform.
Automate is designed so a business can launch quickly, then activate more tools as operations grow.
1
Create your company
Set up your workspace, users and basic business profile.
2
Add what you offer
List services, products, training, booking pages or partner opportunities.
3
Manage activity
Track leads, bookings, partner referrals, learners and support tickets.
4
Measure growth
Use reports to see what is working and where your team must follow up.
Launch offer
Simple pricing for one powerful business platform.
Start with the core tools, test the platform for 30 days, then continue with a monthly plan that supports your business growth.
Launch Offer
All features included
R495 /month
Includes a 30-day free trial. Cancel anytime and upgrade as your business grows.
Start Free TrialIncluded in your workspace
Dashboard & Reporting
Lead Management
Appointment Booking
Affiliate / Partner Portal
Education Center
Ticket Management
Marketing Hub
Basic Branding
Save time by keeping work in one place
A simple way to explain the value to customers.
| Business activity | Without Automate | With Automate | Benefit |
|---|---|---|---|
| Lead follow-up | Scattered notes and missed updates | Central lead pipeline | More visibility |
| Bookings | Manual messages and diary checks | Booking page and reminders | Less admin |
| Partner sales | No clear tracking | Partner portal and commission records | Better accountability |
| Support | Issues lost in chats | Tickets with status tracking | Faster resolution |
Questions
Clear answers for new customers.
Keep this section short and practical so visitors can decide quickly.
What is Automate?
Automate is an all-in-one platform that helps businesses manage leads, bookings, partner sales, education delivery, support tickets and reporting.
Is there a free trial?
Yes. Customers can start with a 30-day free trial before moving to the monthly plan.
Can my team use it?
Yes. Automate supports role-based access so different users can work inside the same business workspace with the right permissions.
Can we use our own branding?
Basic branding is included so the platform can feel closer to your company identity.
Ready to simplify how your business works?
Bring your leads, bookings, partners, learners, support and reporting into one clean platform built for growth.