Customers and contacts
- Customers and named contacts
- Email, phone, and address details
- Map links and customer history
nano CRM South Africa
Customer work, follow-ups, and billing in one clear workspace
nano gives small and medium business teams a shared, secure place to manage customers and everyday work. CRM is included. Enable Billing when you need operational quotes and invoices connected to those customers.
nano CRM
A practical replacement for customer spreadsheets
Keep customer details, responsibility, activity, documents, and product information together so employees can find what they need and follow through.
Daily customer work
- Customer assignments
- Personal work views
- Follow-ups, reminders, and visit notes
Documents and products
- Documents and protected file access
- Products and categories
- Usual customer purchases
Data import and cleanup
- Spreadsheet imports
- Duplicate review
- Data-quality cleanup
Access and responsibility
- Configurable users and roles
- Permissions
- Audit logs and notifications
Find information quickly
- Organization-wide search
- Structured customer records
- Responsive browser access
Optional nano Billing
Quotes and invoices connected to CRM customers
Billing is available now as an optional module in the same subscription. It supports day-to-day quoting, invoicing, statements, and payment-status administration without capturing customer details in a separate system.
Clear boundary
nano Billing is an operational quoting and invoicing tool. It does not replace bookkeeping, payroll, tax advice, tax filing, or a general ledger.
- Flexible line items and catalogue products
- PDF download, print, and email delivery
- Quote-to-invoice conversion
- Statements and payment-status tracking
- Overdue reminders
- Branding, numbering, terms, bank details, and optional VAT
Shared platform foundation
Secure infrastructure behind every nano module
CRM, Billing, and accepted private modules use the same foundation. These are shared platform capabilities, not separate products for sale.
- Secure authentication
- Organization data separation
- Unlimited users
- Roles and permissions
- Audit logs
- Notifications
- Search
- Spreadsheet imports
- Protected file storage
- Organization branding
- Responsive browser interface
Simple monthly pricing
R1 650 per organization / month
- Unlimited users
- nano CRM
- Optional nano Billing
- Completed and accepted private modules
- No per-user fee
- No ongoing module fee
What may be quoted separately
Optional once-off data migration, unusual configuration, and new custom development can be scoped and quoted separately.
For a private module, discovery, development, migration, and acceptance are separate from the monthly subscription. New development or material changes outside the agreed scope may also be quoted separately.
Read about private modulesPrivate organization modules
Keep a unique workflow inside nano
When CRM, Billing, or sensible configuration cannot handle a validated process, EPT can scope and build a module available only to your organization. Once completed and accepted, its ongoing use is covered by the same R1 650 monthly subscription.
How custom workflows are scopedPrivate means private
The module uses nano’s secure organization separation and the same users, permissions, audit logs, notifications, and files. It is not a public no-code builder or a catalogue of unfinished modules.
Try the working product
Give your team 15 days with nano
Start with useful sample CRM data or begin with a clean workspace. You will have full organization admin access.