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A CRM that fits
any business.
Clients, contacts, leads, quotes and invoices in one connected place. Shape it around the way your organisation works, and talk to it like a colleague who already knows every record.
Start free Explore plansThe Free plan includes the CRM with up to 100 records. Lead forms and AI workers come with paid plans.
Show me leads stuck at Interested for more than two weeks and draft a follow-up for each.
Introduction received
18 days since last activity
↗ Follow-up drafted21 days since last activity
↗ Follow-up drafted16 days since last activity
↗ Follow-up draftedLeads to follow up
Personal follow-ups, ready for your review.
Three leads have sat at Interested for over two weeks. A follow-up is drafted for each one.
Animated product demonstrations with fictional sample data. No account changes are made.
Recruitment, marketing, medicine,
manufacturing — or something new.
Every organisation runs differently. Add the objects you work with, the fields you need and the links between them. nancit keeps your names, your fields and your process, and understands them from the moment you save them.
Recruitment
Candidates, roles and placements, linked to the clients you hire for.
Marketing
Campaigns and retainers beside every client, contact and quote.
Medicine
Practices, referrals and appointments kept in order for your team.
Manufacturing
Orders, suppliers and production runs tied to the customers they serve.
Professional services
Matters, engagements and time-based work with the people who matter.
Your organisation
Whatever you track, add it: your names, your fields, your links.
The whole relationship,
on one page.
Open a client and see its people, quotes, invoices, payments, notes, files and emails together. Your own fields sit right beside the standard ones.
Ask a question about any of it and nancit answers from the saved record, with your permissions applied.
- Industry
- Design studio
- Lead source
- Referral
- Account manager Custom
- Naledi M.
- Contract renewal Custom
- 14 March 2027
- Monthly retainer Custom
- R12,500.00
Make it yours
without a consultant.
Create objects like Candidates or Production runs, and add fields of any kind. Hide the standard fields you don’t use: they are never deleted, so nothing is lost. Save list views with your own columns and filters, and set up workflows that act when records change.
Describe your business to nancit and it can prepare the setup for an admin to approve.
Make room for it.
Set nancit up for a recruitment firm: candidates, open roles and placements, linked to our clients.
Candidates
Notice periodText / linkSalary rangeMoneyStageText / linkRoles
ClientText / linkSeniorityText / linkOpeningsText / linkPlacements
CandidateDateRoleText / linkStart dateDateHere’s a recruitment structure: Candidates, Roles and Placements, connected to your clients.
Add a field today.
Ask about it today.
Whatever you add, nancit can read it, filter by it and update it in conversation, with the same validation and permissions as the screen. Ask in your own words; it finds the records, prepares the change and shows you exactly what happened, with Undo.
Try nancit ↗- Find“Which candidates have a one-month notice period and are interviewing this week?”
- Update“Move Kumo Labs to Negotiating and note they want a phased start.”
- Act“Draft a renewal quote for every client whose contract ends next month.”
Everything a growing team
needs, already connected.
Clients and contacts
Companies and the people in them, with status, contact details, notes, files and a full activity history.
Leads and pipeline
Prospects move from New to Contacted, Interested and Negotiating, then won or lost, with the reason kept.
Products and services
Your catalog with prices in ZAR, USD or GBP, once-off or monthly, linked to clients and documents.
Quotes and invoices
Drafted in seconds, linked to the client and contact, with payments recorded against each invoice.
Email and calendar
Connect Outlook, Gmail or any IMAP mailbox. Senders match your saved clients and contacts.
Lead forms
Embed a form on your website. Every submission becomes a lead, or a note on the client you already have.
Workflows
When a record is created or a field changes, set a field, create a related record, add a note or send an email.
Teams and permissions
Invite your team, choose what each person can see and change, and keep private work private.
Trash and history
Deleted records wait in Trash for 30 days, and every record shows what changed and when.
What does your business run on?
Start with your clients. Shape the rest as you grow.
Create your free workspace ↗