Nancit CRM

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 plans

The Free plan includes the CRM with up to 100 records. Lead forms and AI workers come with paid plans.

Run your pipelineFictional workspace
Leads
Interested ↓15+ days
You

Show me leads stuck at Interested for more than two weeks and draft a follow-up for each.

New 2
ENQUIRYForm & Field

Website enquiry

REFERRALSunday Goods

Introduction received

Interested 3
HT
Harbour Tiles

18 days since last activity

↗ Follow-up drafted
KL
Kumo Labs

21 days since last activity

↗ Follow-up drafted
BS
Bright Studio

16 days since last activity

↗ Follow-up drafted
Next conversation 3
PREPARED FOR YOU

Leads to follow up

↗Harbour TilesDraft ready
↗Kumo LabsDraft ready
↗Bright StudioDraft ready

Personal follow-ups, ready for your review.

Review drafts ↗

Three leads have sat at Interested for over two weeks. A follow-up is drafted for each one.

Illustrative product preview · fictional data

Animated product demonstrations with fictional sample data. No account changes are made.

Built around your industry

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.

CandidatesRolesPlacements
Notice period · Salary range · Interview stage

Marketing

Campaigns and retainers beside every client, contact and quote.

CampaignsRetainersBriefs
Channel · Monthly budget · Launch date

Medicine

Practices, referrals and appointments kept in order for your team.

PracticesReferralsAppointments
Specialty · Referral source · Follow-up date

Manufacturing

Orders, suppliers and production runs tied to the customers they serve.

OrdersSuppliersProduction runs
Lead time · Batch number · Delivery date

Professional services

Matters, engagements and time-based work with the people who matter.

MattersEngagementsDeliverables
Engagement type · Hourly rate · Due date

Your organisation

Whatever you track, add it: your names, your fields, your links.

Your objects
Text · Money · Dates · Choices · Links to records
Every record, connected

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.

Studio NorthAlex Rivera · [email protected]
Active
Industry
Design studio
Lead source
Referral
Account manager Custom
Naledi M.
Contract renewal Custom
14 March 2027
Monthly retainer Custom
R12,500.00
Ask nancit“When is Studio North’s contract up for renewal, and what have we invoiced this year?”
Highly customizable

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.

TextLong textNumberMoneyDateChoiceCheckboxEmailPhoneWebsiteLink to a record
Shape it to your businessFictional workspace
YOUR BUSINESS HAS ITS OWN LANGUAGE

Make room for it.

You

Set nancit up for a recruitment firm: candidates, open roles and placements, linked to our clients.

▣ClientsThe relationship at the centre
◎

Candidates

Notice periodText / linkSalary rangeMoneyStageText / link
▤

Roles

ClientText / linkSeniorityText / linkOpeningsText / link
↗

Placements

CandidateDateRoleText / linkStart dateDate

Here’s a recruitment structure: Candidates, Roles and Placements, connected to your clients.

Illustrative product preview · fictional data
AI that understands everything

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 ↗
CRM capabilities

Everything a growing team
needs, already connected.

01

Clients and contacts

Companies and the people in them, with status, contact details, notes, files and a full activity history.

02

Leads and pipeline

Prospects move from New to Contacted, Interested and Negotiating, then won or lost, with the reason kept.

03

Products and services

Your catalog with prices in ZAR, USD or GBP, once-off or monthly, linked to clients and documents.

04

Quotes and invoices

Drafted in seconds, linked to the client and contact, with payments recorded against each invoice.

05

Email and calendar

Connect Outlook, Gmail or any IMAP mailbox. Senders match your saved clients and contacts.

06

Lead forms

Embed a form on your website. Every submission becomes a lead, or a note on the client you already have.

07

Workflows

When a record is created or a field changes, set a field, create a related record, add a note or send an email.

08

Teams and permissions

Invite your team, choose what each person can see and change, and keep private work private.

09

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 ↗