ScaleONE Sales CRM for Your Business

ScaleONE sales CRM is a powerful all-in-one sales CRM that has everything under one roof. From sales pipeline tracking, to automated sales emails, to AI bots and chat, to membership platforms and learning management system, plus more.

ScaleONE CRM
scaleONE sales crm

What is a CRM?

A CRM (Customer Relationship Management) system is a valuable tool that enables businesses to organise and manage their relationships with both existing and prospective customers. It centralises all customer information - such as sales history, preferences, and previous interactions- into one convenient platform. This allows you to personalise your communication and deliver excellent service with greater ease and efficiency.

What is a Sales CRM?

A sales CRM is a CRM that tracks sales pipelines, and that includes automated emails to support sales teams in closing more sales in ABM marketing.

Look out for the following in your sales CRM:

ScaleONE CRM
01

All-in-One CRM

ScaleONE provides a full CRM to manage leads, contacts, pipelines, opportunities, and customer communication in one place.

From Account Based Marketing (ABM) to automailers, you need a CRM that is simple to use and set up.

02

Sales Automations

Create powerful automated workflows for:

  • Email campaigns

  • SMS follow-ups

  • Voicemail drops

  • Appointment reminders

  • Nurture sequences

This reduces manual work and increases conversions.

03

Sales Funnels

ScaleONE sales CRM is able to build landing pages, full websites, and build high-converting sales funnels with drag-and-drop tools - no coding required.

Imagine one landing page per service, with automailers that fire off to prospects.

No need to chase your sales team to follow up. It happens via ScaleONE.

04

Calendar Bookings

ScaleONE comes with an integrated calendar system that:

  • Syncs with Google Calendar or Teams Calendar

  • Sends automated reminders

  • Reduces no-shows

  • Allows round-robin booking for teams

05

Two-Way Communications

ScaleONE offers a centralised inbox for:

  • SMS

  • Email

  • Facebook Messenger

  • Instagram DMs

  • Phone calls

Keeps all conversations in one thread per contact.

06

AI Tools & AI Automations

ScaleONE includes built-in AI tools that can:

  • Automatically respond to leads via SMS and chat

  • Book appointments through conversational AI

  • Generate emails, SMS campaigns, and funnel copy

  • Create social media captions and content

  • Handle basic customer support queries

These AI capabilities help businesses respond faster, work smarter, and scale without adding extra staff.

07

Courses & Memberships

With ScaleONE you can easily create and sell:

  • Online courses

  • Membership areas

  • Digital products

  • Client portals

All hosted inside the platform.

08

Reputation Management

ScaleONE automatically request reviews via SMS or email and manage Google reviews to boost online credibility and local rankings.

  • Review SMSs
  • Review emails
  • Manage Google Reviews
  • Boost online credibility
  • Boost local rankings

Power up your Business with ScaleONE

Digital marketing is all about measurement and reporting.

With Scale ONE you can track the ROI and ROMI of your marketing efforts. Achieving this is only possible with a sales CRM platform like ScaleONE.

As a leading B2B agency, we truly understand the power of using a sales CRM to power up your ABM. ScaleONE is both powerful and cost-effective. It offers all the features of high-end CRMs, but at a fraction of the cost. 

ScaleONE CRM

All in one. ScaleONE can do everything you need from emails to funnels to memberships to learning.

Automation. ScaleONE has robust automation workflow capabilities built into the easy-to-use platform.

Customise. The platform is highly customisable; everything you need it to do, it can do and more.

scaleONE sales crm

See ScaleONE in action

Is ScaleONE Sales CRM Easy to use and Set up?

Why do CRM systems fail?

Have you heard about CRM systems that cost millions of dollars to set up, took more than a year to customise, and then the whole project was shelved? Costing the company millions in wasted money and hours.

Most CRM systems are complex to set up, difficult to configure and take months to create and require hard-core developers to implement.

Most CRM applications then fail because the staff and sales teams who are supposed to work with the system find it too difficult to use, and don't adopt the technology.

Is ScaleONE easy to use?

ScaleONE is incredibly simple to use!

From your receptionist, to your sales staff to marketing to the executive team, ScaleONE gives a high-level overview of your sales pipeline as well as a detailed view for those who want more information.

How long will it take to...

  • Set up account - one hour
  • Add a custom form to your website - two hours
  • Adding users - 5 minutes per user
  • Building an AI sales workflow - anything from 10 minutes to two hours
  • Building a landing page - from twenty minutes
  • Loading social media and posting - ten minutes
  • Adding opportunities - 5 minutes per opportunity
  • Plus more!

Most of this you can do yourself, some of the workflows and form building we can do for you and aren't included in the monthly platform fee.

automated messaging
scaleONE sales crm

What does ScaleONE Cost per Month?

Choose from one of our packages:

ScaleONE CRM

ScaleONE Basic Platform

$ 199per Month
  • Unlimited users
  • Unlimited contacts
  • Unlimited workflows
  • Unlimited course creation
  • Unlimited email sends (ts & cs)
  • Unlimited appointments
  • Includes Easy Affiliates
  • Unlimited landing pages
  • AI web chat bot (setup fee)
  • And much more! Request a demo
  • Website forms

ScaleONE Custom Builds

From $ 499 per Month
  • Unlimited users - we set up for you
  • Unlimited contacts - we load for you
  • Unlimited workflows - we build for you
  • Unlimited course creation - quote on request
  • Unlimited email sends (ts & cs)
  • Unlimited appointments - we set up for you
  • Includes Easy Affiliates
  • Unlimited landing pages - quote on request
  • AI web chat bot - we set up for you
  • And much more! Request a demo
  • Website forms - we set up for you

How does ScaleONE Compare with other CRMs?

EngageBay is great if you want everything in one place without spending a dime. You get email marketing, automation, and many other handy features all wrapped up in one package.

Zoho CRM is ideal if you’re thinking about scaling your business. The free version includes leads, contacts, accounts, and deals, making it a solid starting point. Pricing ramps up quickly with you add on modules that are included in ScaleONE CRM at no extra charge. Can be complex to set up.

HubSpot CRM’s free version offers contact management, email tracking, and more, making it a great choice if you rely on multiple apps. Pricing ramps up quickly when you add users and contacts. Can be complex to set up, but largely a powerful platform.

Capsule CRM helps you track projects, manage contacts, and keep all your important details in one place. The free version is perfect for small teams looking to stay organised and on top of their tasks.

Zapier isn’t a traditional CRM, but it’s awesome for building your own simple CRM. By connecting different apps, you can create custom workflows that suit your specific needs.

We can integrate most systems into ScaleONE CRM using Zapier.

ScaleONE CRM

Is ScaleONE the Best Sales CRM for your business?

ScaleONE CRM

Step 1: Identify your business needs

Begin by understanding what your business needs from a CRM. For example, if your primary goal is to manage customer inquiries efficiently, consider the following:

  • Primary Goals: Are you looking to enhance customer service, streamline sales, or manage leads more effectively?
  • Key Features: Do you need email marketing, sales automation, customer support ticketing, or social media integration?
  • User Requirements: Which team members will use the CRM, and what are their technical capabilities?

Step 2: Evaluate usability and user experience

For small businesses, ease of use is crucial. A CRM should be straightforward and not require extensive training. Assess the interface by considering the following:

  • Ease of Navigation: Is the layout intuitive?
  • Customisation: Can you tailor the dashboard and features to suit your workflow?
  • Training and Support: Does the vendor offer onboarding assistance, tutorials, and responsive customer support?

Step 3: Assess integration capabilities

Your CRM should work seamlessly with the tools you already use. Integration ensures smooth data flow and avoids duplicate work. Key integrations to consider include:

  • Email Platforms: Integration with email clients like Gmail or Outlook can help centralise communications.
  • Marketing Tools: Sync with platforms like Mailchimp to streamline marketing efforts.
  • E-commerce Systems: Connect with platforms such as Shopify or WooCommerce to track customer purchases and behaviour.
  • Accounting Software: Link with QuickBooks or Xero to streamline your financial tracking.

Step 4: Consider scalability

As your business grows, your CRM should grow with you. Look for a solution to handle increasing data and users without a hitch. Important factors include:

  • Database Capacity: Ensure the CRM can handle more contacts and interactions as your business expands.
  • Flexible Pricing Plans: Choose a CRM with tiered pricing plans to accommodate your growth without a significant cost increase.
  • Advanced Features: Look for the availability of more sophisticated tools and features you might need as your business evolves.

The benefits of Scale ONE Sales CRM for your businesses

ScaleONE CRM
01

Better Customer Relationships

A CRM keeps all your customer info in one place, making it easy to manage. You can track every interaction and understand what your customers like, so you can personalise your emails and offers. Automated reminders ensure you never forget to follow up, making your customers feel valued.

02

More Efficient Sales

With a CRM, you can see your sales pipeline clearly, knowing exactly where each deal stands. It handles routine tasks like data entry and follow-up emails, freeing you to focus on closing deals. It also helps you identify the hottest leads to prioritise your efforts where they count the most.

03

Smarter Marketing

CRMs let you segment your audience to send targeted messages that hit the mark. You can also track your marketing campaigns in real-time and tweak them as needed. Plus, they integrate with email and social media tools, helping you run smooth, cohesive campaigns.

04

Boosts Productivity

CRM task management allows you to easily assign tasks, set deadlines, and track progress, ensuring nothing gets missed. With shared information and updates, collaboration is a breeze. And with mobile access, you can manage everything from anywhere, keeping your business running smoothly even on the go.

05

Improves Customer Service

A CRM keeps all your customer info in one place, making it easy to manage. You can track every interaction and understand what your customers like, so you can personalise your emails and offers. Automated reminders ensure you never forget to follow up, making your customers feel valued.

06

Strengthens Decision-Making

CRMs provide detailed reports on your sales, marketing, and customer service efforts. This data helps you make smart decisions. You can understand customer behaviour better and refine your strategies. Forecasting tools also allow you to predict future trends, so you can plan ahead.

07

Saves Costs

CRMs streamline your processes, reducing the time and effort you spend on manual tasks, which saves you money. Better customer service and personalised interactions improve customer retention, reducing the cost of acquiring new customers. CRMs are scalable, so you can start small and add features as you grow, avoiding hefty upfront costs.

Isolation_Mode

The time is now.

Contact us to set up your CRM. It costs less when you work with us!

Have questions?

Let us know what’s on your mind! If your question isn’t answered here, get in touch with us today.

Yes, a CRM can help your small business organise customer information, improve communication, streamline sales processes, and improve customer service, ultimately leading to better customer relationships and business growth.

B2B client testimonials

Happy clients = happy us

  • "I've worked with Dylan since she started Shift ONE digital and I must say that I can't imagine working with anyone else. She treats my business as if it were her own. She's knowledgeable, passionate, creative and innovative. I can highly recommend Shift ONE for all your above and below-the-line marketing requirements."

    Karin Chisholm, CEO, Career Planet

  • "Working with the staff at Shift ONE has been seamless. Their innovative ideas, attention to detail, and quick turnaround time have helped elevate our business to the next level. Their detailed report-back sessions make it easy to stay informed and on top of everything."

    Lecico

  • "Just a quick to note to say thank you to you and team for building such fantastic momentum over the past two weeks. Great engagements, powerful brainstorming sessions and very thought-provoking and crucial conversations! So glad you’re here!"

    MOYO

  • "We deeply appreciate how you roll with us and our madness and all-over-ness. It is deeply appreciated. You really understand the rhythm of our business incredibly well."

    Aephoria

  • "High praises for TDT and EAP home page and video. No changes to the layout structure or video!"

    THT

  • "Super happy with the wireframe for ISS! You have a good reputation and you are experts in your fields, so I'm confident in leaving the heavy lifting to you. I can't wait to see everything come together."

    ISS

  • "Thank you for the professional video shoot organised at our CT offices."

    Mobius

  • "The Mining Indaba was a great event, great contacts and flyers were top notch."

    Kuchera

  • "For the new look and feel of our website, we love it!"

    CEO of Sirdar

  • "The social media looks great, love the theme! Its amazing how you guys can make it so distinguishable from other posts but still so similar to everything you've done before!"

    IPT

  • "I actually love the article! The tone was spot on!"

    Nadia

  • "It was a pleasure working with you and Michelle was a superstar!"

    Dell

  • "I've received the updated Facebook cover image. It looks fantastic! I really appreciate the work you've put into it."

    Ashleigh De Wet, Seeff

     

  • "Thank you for the stunning article!"

    Merchant Factors

     

  • "Thank you so much for the outstanding website! We appreciate the effort."

    Egen Holdings

     

  • "S1 is a wizard at writing I am so happy a big thank you! They are all perfect and approved!"

    CEO, FMCG

  • "Can I just say - Beautifully written content and love their creativity."

    Anonymous, Marketing Manager, Retail

  • "Hey Michael, Dylan, Aaliyah

    The team and I want to say a massive thank you to you all for all your support in creating an amazing deck, videos and content (inc. website), that we were able to present in yesterday's meeting!

    The presentation went well and we certainly got everyone's attention with 100 signs in less than 30 minutes!

    I know the last few days have not been easy, with some tight deadlines, a few late nights and some last minute changes, but it has been a pleasure working with you on this! Thank you!"

    Marketing Manager, Financial Services

  • "A BIG THANK YOU to the ShiftOne team in ensuring our event was a HUGE success – especially Mike and Anet for the extra hours and weekend work in getting the last minute requests done. We really appreciate your support!"

    Marketing Director, Equipment

  • "It's been an absolute pleasure working with you and I know you and the team have always gone above and beyond for Rallim."

    Paul Roberts, Marketing Head, Rallim Preparatory

  • "Shift ONE enables us to increase our impact and improve our performance without increasing our headcount. We really lean on Shift ONE as an extension of our team. Not only do they consistently deliver in terms of digital tactics and implementation, but their close and seamless engagement with our internal team enables us to increase our impact without increasing our headcount."

    Ted Frazer, National Marketing Manager, Seeff

  • “The Shift ONE team has been instrumental in providing us with forward-thinking, growth-impacting marketing support. Their expertise has helped us grow our brand and overall business as well as to penetrate new markets and vertical cost effectively.”

    Lynn Martin, Director, Mobius Consulting

  • "We can count on them to deliver results. I didn't believe in marketing until I started working with Shift ONE. They have been key in helping us generate B2B leads in the SaaS space via an integrated digital marketing strategy. We have so much work now we've had to cut back on the marketing! We can count on them to bring new ideas to the table consistently and that's why we love working with them."

    Anthony Damian, Managing Director, Solverminds Group of Companies

  • "Thanks so much ShiftOne team – it’s been an absolute pleasure working with you during 2021 and I look forward to us pushing more boundaries and thinking outside the box in 2022."

    Patrick Ryan, Group Strategist, Mobius Group

  • "First of all I'd like to thank you for giving me an opportunity to be part of the crocs family this year through my content. I have really enjoyed the level of professionalism with which we have been communicating and getting things done.It has been a pleasure working with you this year.I am looking forward to successfully completing the remaining phase of this project and a stronger relationship with you in 2022"

    Influencer, Crocs

  • "Thank you for an amazing year and putting up with all my ways.

    I salute you definitely Nelson , thank you for always going extra miles and always being available .

    You guys are awesome, here is to many more great memories and an amazing 2022!!

    Thank you guys!"

    Jolene, Epson Motors

  • "Hi

    This was a record month for Hertex. The company achieved its highest turnover in 34 years.

    There are many highlights like online breaking highest online turnover month ever. We even beat our lockdown record! And the DC achieved their highest number of orders invoiced in one day, as well as highest Rand value invoiced in one day.

    I know that images, words, design, strategy – not to mention “kophou, moedhou-en-vasbyt” to get everything up and out on time played a real role. So WELL DONE and THANK YOU to each of you. We make a brilliant team.

    Onwards & upwards"

    Liezl De Swadt, Marketing Manager Hertex Retail

  • "Hi Mike and Anet, thank you for the past day and a bit – everything was well organized and managed and you are really professional and good at what you do! I know it is not easy pulling something like this off, but you’ve done a great job.
    Hi Dylan, you can be proud of Mike an Anet, they’ve done Shift One and we are proud the past day and it is an honor to work with them!
    Pls send my thanks to Alan and his team as well – they really know what they do, are very efficient and I can’t wait to see the end result."

    Marketing Director, Equipment

  • "Dear Dylan,

    I just wanted to say a BIG thank you for your kind assistance in creating my new website. It was such a pleasure to work with Joshua and TK, and I'm especially grateful for their creativity, diligence and patience throughout the process."

    Henry Gwani, Africa Capacity

  • "Hi Dylan,

    I just thought I'd let you know that the Infographic designed by Michael has been requested to be used by our teams in the US! They have asked permission if they can share it with their creative teams! so well done to your team!

    Just thought I’d share this note with you!"

    Marketing Manager, Equipment

  • "Dear Dylan and Jacky,

    Thank you so much for working with us to complete our lovely website! We're so happy with it, and I'm excited for my final training session coming up with Jacky.

    We have been grateful to discover that many of our new clients come to us via referrals from partners we work with, like you!

    Thank you for your incredible support which has helped us to make the work we do properly visible to the world; to enable us to continue to grow our business."

    Sheree, Brain e box

  • "Hi D

    I wanted to let you know what a FANTASTIC team you have. While you've been away, today, mid morning I received a brief from a client to produce a father's day campaign to go live today.

    Well, Michael, Dylan and Zunika and I have rallied and look at the beautiful job the team has done.

    It's such a pleasure to have worked with everyone and I wanted to say a HUGE thank you."

    Managing Director Retail

  • "You are a star! Thank you.
    WE ARE GETTING SUCH AMAZING FEEDBACK ABOUT THE SITE. Great team work… well done"

    Britt-lee Kohn, Marketing & Events Specialist The Convergency

  • Just wanted to extend a thank you for the effort and initiative for setting up the training you did on Thursday. It was executed professionally and with excellence - which I appreciated.

    Ben Schoeman, Founder & CEO Business Game Changers Pty Ltd

Group 10705

Ready to grow your B2B business with us?

Get in touch with our team today and let us take you to new heights.