Everything it does — BabystepsCRM South Africa

One console

Thirteen modules, one login

This is the menu your team sees every morning. Not a roadmap — this is what is in there now.

Dashboard

Your day in one glance — what is live, what is new and what needs you today.

CEO mode: live, under offer, sold, new leads, hot leads and today’s viewings in one glance.
“What to do today” — your most important actions, in order, not a to-do list you have to keep yourself.
Most-wanted properties: where the interest is actually going, based on enquiries.

Listings

Capture a property once — it goes live on your site, your map and your feeds.

Photos, floor plans, price history and status per property.
Erf size and floor size, suburb and estate, freehold, sectional title or cluster, rates and levies.
Sale and rental mandates with their own start and end dates, so you always know what runs out when.
An XML feed that any portal reading a feed can pick up, so you keep syndicating as you do today.
Mark under offer or sold in one click, with an automatic follow-up reminder later.
We import your current listings when we build your site — you do not start empty.
Share a property to social media in one click, in your own styling.

Leads

Every enquiry arrives as a lead, linked to the property and assigned to an agent.

Portal leads that reach you by email are read in automatically and become leads.
Each lead is linked to the property it is about and assigned to the right agent.
A clear pipeline: new → contacted → viewing → offer → sold.
Full history per contact: calls, emails, viewings, documents, notes.
Record what a buyer is looking for and find them back later.

Email

Send and receive from your own domain; every message stays with the contact.

Email from your own domain, or an address per agent.
Every message is stored with the contact — your colleague sees it too.
Templates for the messages you send again and again.
A newsletter to your own contact base, in your own styling.
Open a contact and mail them straight from their card — the reply lands back in the same place.

Analytics

Views and interest per property, and where your visitors come from.

Views per property, busiest moments, and where your visitors come from.
Best-performing listings, so you know what to push.

Agenda

Viewings and tasks, linked to the right contact and property.

A calendar with viewings and appointments, linked to the right contact and property.
Syncs to the calendar on your phone.

Documents

Checklists per property, a secure client upload portal, and approve or reject.

A document library per property and per contact — everything in one place.
A secure upload portal for your clients: no more attachments by email.
Legally valid e-signature (simple included; the advanced version with an ID check is an add-on).
Automatic reminders for documents that are still missing.
Recycle bin, daily backups and a weekly off-site copy.

Valuations

A valuation per property with price history, plus a portal for the owner.

Price history per property, over the years.
The owner gets their own portal to follow the valuation of their property.

Invoices

Incoming and outgoing invoices, grouped by month, exported in one click.

Incoming and outgoing invoices in one place, grouped by month.
One-click export — a ZIP with the PDFs and a CSV, ready for your accountant.

Map

An interactive map of all your listings, in your own styling.

All your listings on an interactive map, on your site and in the CRM.
Runs on your own free MapTiler key, so there is no cost per view.

Website & Brand

Change your own texts, photos and branding yourself. No webmaster.

A bespoke design on your own domain, entirely in your name, logo and colours.
Property pages with a photo gallery, map, features and an enquiry form.
Search and filters buyers actually use: suburb, price, bedrooms, type, features.
Prices in Rand, and in other currencies for overseas buyers, with rates refreshed daily.
Under offer and Sold badges appear the moment you set the status in the CRM.
Built for Google: fast pages, a sitemap, clean URLs and a share image per property.

Settings

Your team, roles and preferences you manage yourself.

Team accounts with roles and permissions — everyone sees exactly what they should.
Commission and the responsible agent recorded per property.
A “my properties” view, so every agent sees their own work first.
A weekly activity report by email, if you want one.
Newsletters and birthday greetings, with unsubscribes respected automatically.

What’s new

Every improvement we ship shows up in your own console, at no extra cost.

Hosting, security, updates, backups and support — included, not extra.
Up to 2,000 active listings — enough for almost any agency, and we scale with you.
Onboarding and a short training when you go live, at no extra cost.

Your website, listings, leads, calendar and documents — in one place, in your style.