AI Sorted←Back to CRM Sorted
A day in the life of a growing business

From a WhatsApp “hi”
to a paid invoice.

Follow one lead through AI Sorted — captured, quoted, scheduled, done, invoiced and synced to the books. No spreadsheets. No lost messages. No double-capture.

Scroll to watch it happen ↓
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Sound familiar?

The lead came in after hours.
So where did it actually go?

📝 "call back the solar guy"
📊 quotes_final_v4_REAL.xlsx
💬 lost in a WhatsApp group
🧾 "did we ever invoice them?"
📅 double-booked the team
📥 sitting in someone’s inbox

One platform ends the scramble. Here’s the same lead, sorted.

Step 1 — Capture

Every message becomes a lead.

A shared WhatsApp inbox catches the enquiry, the AI agent replies and books the visit, and the deal drops straight into your pipeline — assigned, valued and impossible to lose.

aisorted.co.za/crm/pipeline

New lead

Table View — solar geyser
R 18,400 · est.

Quoted

Milnerton — heat pump
R 32,000

Won

Parklands — 3× geyser
R 41,900
Step 2 — Quote

A quote that looks the part —
and closes itself.

Good / better / best options, VAT handled correctly, sent as a link the client taps to accept. Or let a guided decision tree build the whole thing from a few on-site answers.

Quote #Q-1042 · Table View
EssentialR 16.9k
RecommendedR 18.4k
PremiumR 24.5k
200L solar geyser + kitR 12,400
Installation (labour)R 3,800
Roof mounting & plumbingR 1,200
VAT (15%)R 1,000
TotalR 18,400
✓ ACCEPTED BY CLIENT
Step 3 — Do the work

Accepted quote →
scheduled job, proven done.

One click turns the quote into a job card. The team gets scheduled, works the checklist, captures photos, and signs off a Certificate of Compliance on site.

Job #J-0311 · Thursday 09:00 · Sipho + Team
  • Isolate supply & drain existing
  • Mount collector & tank
  • Pressure test — photo attached 📷
  • Client sign-off & COC issued ✍️
Bigger jobs? Plan them.

Sequence the work. See the critical path.

Tasks with real start and end times, dependencies, and a Gantt that shows exactly what can’t slip. Move one task and the rest cascade automatically.

Project · 12-unit complex · Gantt
Site survey
Procurement
Roof mounting
Installation
Commissioning

▬ critical path  ·  ▬ has slack

Step 4 — Get paid, keep the books straight

Invoice once. It’s already in your accounting package.

Raise the invoice from the job, and AI Sorted pushes it straight into Sage, Xero or Zoho — then reads it back to confirm it landed. VAT is computed by the package, so the books always match.

Invoice #INV-2087 → accounting sync
R 18,400
SSage✓ synced
XXero✓ synced
ZZoho✓ synced

Connect one — invoices and quotes flow both ways. Import your existing customers & items too.

The quiet superpower

AI that doesn’t just chat — it does the work.

Voice note → quote

“Quote Mrs Naidoo — three hours labour at R500, one 200L geyser, install kit.”

Draft quote #Q-1043 ready — R 5,750 incl. VAT 📄
✨

In-app assistant

Find, create and update anything across the CRM by asking.

🤖

WhatsApp agent

Quote, log time and book jobs from a chat or voice note.

🌙

After-hours bot

Answers FAQs and captures leads while you sleep.

🔌

Your model

DeepSeek, Claude, GPT or Gemini — your key, encrypted.

One platform. The whole operation.

0
system for quotes, jobs, invoicing & comms
0
accounting packages, two-way sync
0
messages lost after hours
24/7
AI answering & capturing leads
Your turn

See your business, sorted.

From the first WhatsApp to the paid, reconciled invoice — one platform your whole team will actually use.

Book a live demo →