For South African practices & brokerages
The operations hub and CRM built specifically for South African tax practices and insurance brokerages. Track compliance deadlines, automate follow-ups, and keep team workloads visible in one connected view.
This week
Six clients passed 30 days without contact. Their owners see it before the client does.
BusinessFlow is strongest when generic CRM fields are not enough: deadlines, compliance states, recurring client work, claims, renewals, and manager accountability all matter.
Track SARS and CIPC work, client follow-up, recurring services, staff ownership, and manager visibility without another spreadsheet.
Keep client, policy, claim, renewal, lead, document, and servicing context connected around the record your team works from.
If your service team depends on follow-up, clear ownership, and early visibility of risk, bring the workflow to a walkthrough. We’ll map BusinessFlow around the way your organisation works, then identify the shortest path to less friction and better visibility.
How the work flows
It is not another database to feed. It is a repeatable loop that helps your team act, and shows owners exactly what is late, blocked, or neglected.
Contacts, intake details, policies, services, registrations, and ownership sit around the same operational profile.
Tasks, submissions, renewals, claims, and pipeline stages show who owns the next action and what is at risk.
Log calls, email, WhatsApp, client check-ins, and off-system contact against the client record. Connected channels are introduced deliberately during onboarding.
Dashboards and KPI drilldowns show missed work, late contact, and workload pressure before customers feel it.
One weekly surface that shows overdue work, overdue client follow-up, and who is carrying too much, before a customer is the one to point it out.
Monday review
We show what is live today, what we validate during onboarding, and what is still awaiting external approval. Your first weeks include hands-on setup and production validation on your own data.
Every client, contact, document, and note in one profile, with the policies, submissions, and history that belong to them attached.
Capture leads straight from your website, qualify them, and track every opportunity through stages your team actually uses, with the value of new business visible until it is won.
VAT, PAYE, provisional and income tax, and CIPC deadlines tracked per client. Statutory and working deadlines, clear ownership, and a green/amber/red/overdue tier, so a missed filing never becomes a SARS penalty.
Policies, claims, renewals, sums insured, and insurer terms tracked against the client, so brokers service from context instead of memory.
Automated reminders, clear task ownership, and KPI dashboards keep the team ahead of deadlines and managers across what is slipping.
Rollout status
The email-sync foundation is built. We validate the connection and the right workflow on your tenant during onboarding.
The messaging foundation is deployed. Production access follows Meta App Review and rollout.
You can hold this together manually, or bend a generic CRM to fit. Neither was built for SARS deadlines, servicing, and the follow-up your managers answer for.
No inflated claims and no fine print. Just the things that matter: what is live, what is coming, and how your data is handled.
You keep control of your client records, can request an export, and are never locked into a contract that holds your client book hostage.
SARS and CIPC submissions, FAIS-aware record-keeping, and Rand-first workflows are native, not a foreign CRM bent to fit local rules.
We help migrate your existing client book and map your workflow ourselves. Early customers get the founder, not a ticket queue.
Starting configurations
Start with Practice Ops or Broker Starter. Communications is an add-on to a core package. Final pricing depends on users, modules, import effort, onboarding, and whether BusinessFlow replaces another tool.
For tax and accounting firms running compliance work with a team.
For independent insurance brokers replacing spreadsheets.
Add connected communication to a core package as the relevant channels are validated for your tenant.
You get founder-led setup on your real workflows, not a generic self-serve signup. We are deliberate about where BusinessFlow fits before we onboard you.
Bring one real workflow and one real customer list. We will map the shortest route from today's process to a working BusinessFlow rollout.
