Create a prospect or customer in seconds
Quick and easy creation. By default Sales Genie creates a prospect; with one click you can change it to active once they become a customer. Manage them in real time from then on.
New: Dynamic Visit Questions →
Back to basics. A CRM that works for you.
CRMs got bloated. Sales Genie brings back what truly matters: capturing every customer interaction, visit, follow-up and service request, effortlessly.
- Live in 30 minutes
- Unlimited users
- All features included
Dashboard
DADemo Admin
Customers+ add
0Active
0Dormant
0Prospects
Visits+ add
0Completed
0Pending
Follow-ups+ add
0Follow-ups
Complaints+ add
0In Progress
0Late
Rep' Stats
| Clients | |||
|---|---|---|---|
| Rep. Name | Active | Dormant | Prospect |
| Demo Admin | 11 | 1 | 3 |
| Sales Rep1 | 3 | 1 | 2 |
| Sales Rep2 | 2 | 0 | 0 |
Visit loggedKaroo Mills · just now
Follow-up tomorrowBright Plumbing · 10:00
Sales teams✦Maintenance & repairs✦Customer service✦Field reps✦Service-oriented businesses✦Small & medium enterprises✦
Sales teams✦Maintenance & repairs✦Customer service✦Field reps✦Service-oriented businesses✦Small & medium enterprises✦
The problem with CRMs today
CRMs should simplify your sales process, not complicate it. Over time they became bloated with features, shifting your focus from customers to system management. Sales Genie brings back what truly matters.
Bloated CRMs
- Endless add-ons and complex processes
- Weeks of setup and training
- Expensive per-seat pricing
- Focus on managing the system
vs
Sales Genie
- Clean, intuitive interface
- Up and running in 30 minutes
- Unlimited users, all features included
- Focus on your customers
0min
From sign-up to your team logging visits
∞
Users on every plan. No per-seat fees
0+
Years of Blue Banana Software expertise
0clicks
To capture a visit, follow-up or complaint
How it works
Three steps. Zero hassle.
Upload your customers and prospects, add your users, and you're good to go.
Log your visits
When visiting a prospect or customer, log the visit with all relevant information, including smart Dynamic Visit Questions based on their status.
Create follow-ups on your calendar
Completing a visit takes you straight to a follow-up for the next action. Every follow-up shows on the user's dashboard calendar, so nothing slips.
Key product features
Data at your fingertips.
Every prospect and customer has Contacts, Visits, Complaints, Follow-ups, Products Purchased, Customer Docs, Notes and Visit Questions tabs, all in one clean view.
Every detail, one tab away
Click through the same tabs your team sees on every prospect and customer.
| Name | Position | Phone | User | Actions | |
|---|---|---|---|---|---|
| Sipho Ndlovu | Procurement Manager | sipho@karoomills.co.za | 021 555 0142 | Demo Admin | |
| Lerato van Wyk | Finance | lerato@karoomills.co.za | 021 555 0178 | Sales Rep1 |
Showing 1 to 2 of 2 entries«‹1›»
| Date | Contact | Comments | User | Status | Actions |
|---|---|---|---|---|---|
| 14/10/2026 | Sipho Ndlovu | Keen on a quote for Q1 stock | Demo Admin | Completed | |
| 02/10/2026 | Lerato van Wyk | Credit application discussed | Sales Rep1 | Completed | |
| 28/10/2026 | Sipho Ndlovu | Product demo | Demo Admin | Pending |
Showing 1 to 3 of 3 entries«‹1›»
| Date | Category | Supplier | Contact Person | Status | Actions |
|---|---|---|---|---|---|
| 16/10/2026 | Late delivery | Coastal Freight | Sipho Ndlovu | In Progress | |
| 22/09/2026 | Damaged packaging | Coastal Freight | Lerato van Wyk | Resolved |
Showing 1 to 2 of 2 entries«‹1›»
| Date | Action Required | User | Status | Actions |
|---|---|---|---|---|
| 21/10/2026 09:30 | Send quote | Demo Admin | In-Progress | |
| 13/10/2026 14:00 | Check stock levels | Sales Rep1 | Completed | |
| 07/10/2026 11:00 | Call back re: pricing | Demo Admin | Cancelled |
Showing 1 to 3 of 3 entries«‹1›»
| Product | Category | Supplier | Actions |
|---|---|---|---|
| Cake flour 25kg | Milling | Local | |
| Bread flour 12.5kg | Milling | Local |
Showing 1 to 2 of 2 entries«‹1›»
| Document | Description | Uploaded | User | Actions |
|---|---|---|---|---|
| PDFCredit application.pdf | Signed credit application | 03/10/2026 | Sales Rep1 | |
| XLSCustomer specs.xlsx | Product specifications | 12/09/2026 | Demo Admin |
Showing 1 to 2 of 2 entries«‹1›»
| Date | Note Type | Note | User | Actions |
|---|---|---|---|---|
| 14/10/2026 | Commercial | Asked for volume pricing on flour | Demo Admin | |
| 02/10/2026 | General | Prefers morning calls | Sales Rep1 |
Showing 1 to 2 of 2 entries«‹1›»
| Date | Question Type | Question | Answer |
|---|---|---|---|
| 14/10/2026 | First Time Questions | Where do you source your products? | Local, Supplier |
| 14/10/2026 | Prospect Clients Questions | Are you currently using another supplier? | Yes |
| 14/10/2026 | General Questions | Any comments from this visit? | Keen on a quote for Q1 stock |
Showing 1 to 3 of 3 entries«‹1›»
Three statuses. One click.
A customer is Active, a lead is a Prospect, and a quiet account is Dormant. Sales Genie won't let Active and Prospect be ticked together.
Try it: Karoo Mills is a prospect.
See what's happening on the ground
Rep' Stats on the manager dashboard show each rep's clients, visits, complaints and follow-ups for the month.
| Follow Ups (current month) | |||
|---|---|---|---|
| Rep. Name | Completed | In-Progress | Cancelled |
| Demo Admin | 9 | 2 | 0 |
| Sales Rep1 | 6 | 1 | 1 |
| Sales Rep2 | 3 | 2 | 0 |
Quick notes
Create a note linked to any prospect or customer and pick a note type. Note types are managed by the manager role.
Important documents
From credit applications to customer specs, store everything against the account. Available anytime, anywhere. Never lose a document.
Complaints, handled with care
Capture the supplier, category, details and images. Your manager is emailed immediately and marks it resolved with comments.
- 1Logged
- 2Images added
- 3Manager emailed
- 4Resolved ✓
Exclusive to Sales Genie
Dynamic Visit Questions ✦
Our unique module asks your customers different questions on every visit, based on their status. Set up your First, Active, Prospect and General questions once, and the Genie does the rest.
First Time Questions
Asked first, to any prospect or customer, on a visit.
02a
Prospect Clients Questions
Asked to prospects on their visit.
02b
Active Clients Questions
Asked to active customers on their visit.
General Questions
Asked after the first and status questions. The only type that's asked continuously on every visit.
Create New Visit Question×
Where do you source your products?
First Time Questions
- First Time Questions
- Active Clients Questions
- Prospect Clients Questions
- General Questions
0
Is Select?
Has Multiple Answers?
Question Responses
+ Add Response
| Response | Actions |
|---|---|
| Import | |
| Local | |
| Manufacturer | |
| Supplier |
Manager-controlled
Managers set up each question, choose its type (First Time, Active Clients, Prospect Clients or General) and set the order it's asked in.
Three kinds of answers
Leave it open for a typed answer, tick Is Select? for a pick-list, or add Has Multiple Answers? so reps can choose several responses.
Smart status switching
If a prospect becomes a customer, they're asked the Active Clients questions on their next visit, then move on to General.
Beyond sales
One Genie, every team.
Sales Genie goes beyond sales teams. It fits into your business processes to manage team activities, maintenance and repair visit logs, and complaints, with follow-up reminders that keep you on top of performance, especially in service-oriented sectors.
Find your fit →
📈
Sales
Track prospects, log visits and grow your customer base with confidence.
🔧
Maintenance
Log maintenance and repair visits so every job is on record.
💬
Customer service
Capture complaints and service requests, and resolve them fast.
Pricing plans
Simple pricing. All features included.
Every plan comes with unlimited users and every feature. Prices are in ZAR, per month, excluding VAT.
Yellow Genie
Perfect for start-ups or small businesses
R1 250/month*
- Unlimited users
- Up to 50 customers
- All features included
Green Genie
Ideal for small to medium companies
R2 495/month*
- Unlimited users
- Up to 150 customers
- All features included
Blue Genie
Great for medium to large companies
R4 995/month*
- Unlimited users
- Unlimited customers
- All features included
Platinum Genie
Best fit for large companies with 100+ staff
R9 995/month*
- Unlimited users
- Unlimited leads & customers
- Ongoing support & feature requests
- Your wish is our command
* Prices exclude VAT. Reach out for more details and a demo.
Sales Genie updates
Always granting new wishes.
Recent releases and what's next in the Genie development pipeline.
Launched
Dynamic Visit Questions
Set up a sequence of dynamic questions triggered on prospect and customer visits.
Launched
Visit KPIs
Set up KPI visits based on prospects and customers.
Launched
Complaints module revamp
Additional controls and functionality for handling complaints.
Launched
Master / Child accounts
Manage master and child accounts for leads or customers.
In the pipeline
Division controls
Manage leads and customers with company division controls.
In the pipeline
Email campaigns
Integration with our partner email service provider.
In the pipeline
Dashboard messaging
Managers post messages to every user's dashboard for interaction and feedback.
In the pipeline
Quoting & invoicing
A basic quoting system with invoicing functionality.
About us
Crafted by Blue Banana Software.
Sales Genie is your ultimate activities management solution, developed by Blue Banana Software. For over 10 years we've specialised in tailored development solutions that integrate seamlessly with other systems, helping companies run smoother.
Recognising a gap in the market, we built Sales Genie for small to medium-sized enterprises: a cost-effective, user-friendly tool that guides your team to keep customers happy, stay engaged and grow customer confidence.
“Don't just keep up with the competition. Surpass them.”Visit Blue Banana Software ↗
Your wish is our command
Ready to rub the lamp?
Request a demo today. We'll show you how your team can be up and running in 30 minutes, from as little as R1 250/month, with unlimited users.