2nth CRM: as built Diagram

Every website enquiry lands here

Forms on four sites post straight to the CRM; no HubSpot embed
Turnstile, a hidden honeypot field and a per-sender rate limit stop spam
Consent recorded with its wording (POPIA); newsletter only after opt-in
You get an email with a link straight to the new contact

Filled in for you

Mail and meetings sync from Microsoft 365 every 15 minutes
Job title, phone and company read from email signatures
Companies made from email domains; one primary and key contacts each
Invoices and contracts shown against each client

Penny, the AI assistant

Weekday 07:00 brief and a check every two hours
Triages new contacts, opens deals, keeps next steps dated
Drafts emails; a person approves every one before it is sent
Open models on Workers AI by default; Claude or GPT through the same gateway

Owned, not rented

Your database, in South Africa; export or move it at any time
Passkey sign-in; no per-seat licence
Plain Postgres, so reporting tools connect directly