One Connected PlatformReplace fragmented systems and duplicate work.
One platform. Built around your business.
Solutions For Every Part Of Your Business.
Connect leads, clients, quotes, projects, payments, teams and support in one intelligent system shaped around the way your business actually works.
Cloud basedSecure by designCustom workflows
CP CRM Pilot Live
Business OverviewAugust 2026
MTD IncomeR84,500↑ 12.4%
Active Projects286 launching
Needs Attention73 high priority
Revenue Overview
Next Actions
- Quote follow-up
- Client approval
- Hosting renewal
Client Portal2 approvals pending
Built Around YouFields, workflows and dashboards that fit.
A Better Client ExperienceProjects, approvals, files and support in one portal.
Clarity for GrowthUnderstand revenue, delivery and priorities.
CONNECTED OPERATIONS
One system for the full business journey.
CRM Pilot connects the work between departments so information moves forward without being captured again.
01Lead
→02Client
→03Quote
→04Project
→05Payment
→06Support
CRM & Clients
Capture enquiries, manage follow-ups and build a complete view of every client relationship.
- Lead capture and qualification
- Client and contact records
- Communication history
Projects & Work
Plan, assign, approve and deliver client work with clear responsibility at every stage.
- Project workspaces
- Tasks and checklists
- Files, notes and approvals
Quotes & Revenue
Move opportunities into approved projects and understand what has been earned and collected.
- Quote workflows
- Payment ledger
- Revenue by division
Portal & Support
Give clients a premium, branded place to follow progress and request assistance.
- Project tracking
- Content approvals
- Support and messaging
BUSINESS VISIBILITY
See what matters. Act before it becomes a problem.
Live dashboards and rule-driven attention items keep teams focused on leads, deadlines, payments, approvals and renewals.
Executive dashboardNeeds Attention engineUser-selectable dashboard itemsActivity and audit historyRevenue and performance reportingRole-based access control
Needs Attention7 items
Launch date missedclientwebsite.co.za · 2 days overdue
Quote awaiting follow-upAcme Consulting · No update for 8 days
Hosting renewal approachingClient One · 14 days remaining
Critical support requestAwaiting team update
INDUSTRY SOLUTIONS
A flexible platform. Shaped for your industry.
Each business receives its own installation, database, branding, modules and workflow configuration.
First production solution
CRM Pilot for Web Design Companies
Manage enquiries, websites, applications, domains, hosting, maintenance, support, quotes and revenue from one connected system.
Website project workflowQuote and payment trackingDomain and hosting renewalsBranded client portal
Request an Agency Democlientwebsite.co.zaTesting
Corporate Website · 72% Complete- ✓ Design approved
- ✓ Website development
- • Content approval required
- ○ Launch and handover
webXtreme Client PortalSarah Adams
Welcome back, Sarah
Track your website and complete required actions.
72%Project progress
2Approvals
1Support request
PREMIUM CLIENT EXPERIENCE
Give clients clarity without the email confusion.
Your branded portal keeps the customer informed and gives them a direct place to participate in delivery.
Track project progressComplete content and design approvalsSubmit support requestsShare and access project filesMessage your team directlyView delivery history
THE WEBXTREME ECOSYSTEM
Connected solutions for a complete digital business.
webXtreme
Websites, applications and digital solutions designed for growth.
Explore webXtreme →MyVCard
Smart digital business cards and connected professional identity.
Explore MyVCard →StorePilot
Commerce, product and multi-store operational management.
Explore StorePilot →CRM Pilot
CRM, projects, revenue, support and connected business workflows.
Request a Demo →HOW IT WORKS
Not another rigid, off-the-shelf CRM.
We understand how your business operates, then configure CRM Pilot around the work you actually need to manage.
Discovery
We map your processes, roles, information and operational challenges.
Configuration
We shape your modules, workflows, fields, dashboards and branding.
Implementation
Your isolated CRM Pilot installation is built, tested and prepared.
Launch & Growth
Your team is onboarded and the platform evolves with the business.
SEE CRM PILOT IN ACTION
Request a demo tailored to your business.
Tell us what you do and where your current systems create friction. We will demonstrate how CRM Pilot can connect your operation.
01 No generic sales presentation02 Built around your workflow03 Clear implementation recommendation
READY TO BUILD?
Request a QuoteNeed a CRM designed around your business?
Request a tailored implementation quotation from webXtreme.