Scalability · CRM Pro

See every deal, who owns it and what happens next.

A sales pipeline for a small team. It runs from your own Google Sheet and one private link. You pay once and there is no monthly fee.

R499 once-off. No subscription. A free setup call is included if you want a hand switching it on.

Best for small teams who have outgrown a contact list. It does not do invoicing, bookings or email sending.

A contact list cannot tell you what is about to close.

Once you have several deals on the go, and more than one person working them, you need to see the whole pipeline in one place. Scalability does that and nothing else.

Owned, not rented

No monthly fee and no price per user. It runs in your own Google account, so it keeps working.

Your data stays yours

Contacts, deals and notes sit in your own spreadsheet. We never see them. The only thing checked with us is your activation key and the Google email that activates it, once.

Built for a small team

Everyone opens the same private link, and each deal and task has an owner picked from your team list.

How it works

From ordering to your first deal on the board in three steps.

1

Get your sheet and key

Order, pay, and we email you the sheet link and your activation key.

2

Switch it on once

A step by step guide takes you through setup and deploying it from your own Google account. Book a free setup call and we do it together on a screen share, up to 20 minutes.

3

Open your private link

Bookmark one link. Add your team, then your first deal. Everything else opens from there.

What is inside

The parts of a sales pipeline that small teams actually use.

  • DealsEach deal has a value in rand, a stage, an expected close date, an owner and notes.
  • Pipeline boardSee every open deal by stage. Move a deal with the stage picker on its card. Filter by owner.
  • Stages you setUp to 8 open stages, renamed and reordered to match how you sell. Won and Lost are always there.
  • Weighted pipelineGive each stage a win chance. The dashboard adds up your pipeline both ways, as a total and weighted. The chances are your own numbers, not a prediction.
  • Win rateWon against lost, with the average deal size and the average days it took to close.
  • Quiet dealsOpen deals with nothing logged for a set number of days are flagged. You choose the number, 30 to start.
  • Contacts and conversationsLog calls, emails, meetings and WhatsApp chats against a contact or straight onto a deal.
  • Follow-ups and tasksSee what is overdue, due today and coming up, with an owner on each, and tick it off when it is done.
  • Open deals by ownerHow much each person has in play, at a glance.
  • Import and exportBring contacts across from ConnectAbility or any CSV file and check a preview first. Download your contacts, conversations, deals and tasks as CSV any time.
  • Works on a phoneOpen the same link in your phone's browser. It is not an app store app.
  • Private by designA long private key on your link, and a lockout after repeated wrong guesses.

See it in action

The dashboard you open every morning, the board your team works from, and a deal with its history.

Your private Scalability link
Scalability dashboard showing open pipeline, weighted pipeline, win rate, overdue follow-ups and quiet deals
Scalability pipeline board with deals in Prospecting, Qualification, Proposal and Negotiation

The pipeline board

A deal in Scalability with its details, an interaction form and history

A deal, with its history

Scalability follow-ups on a phone

Follow-ups on a phone

Screens show made-up demo data.

ConnectAbility or Scalability?

ConnectAbility is free and keeps your contacts and follow-ups in order. Scalability adds deals and a team. If you are not sure, start with the free one. Your contacts move across later.

What you getConnectAbilityScalability
Contacts and a conversation logYesYes
Follow-upsYesYes
CSV import and exportYesYes
Deals with a value, stage, owner and close dateNoYes
Pipeline board and stages you setNoYes
Pipeline value, win rate and quiet dealsNoYes
TasksNoYes
Team names on deals, tasks and notesNoYes
PriceFreeR499 once-off

What it does not do

So you know before you buy.

No personal logins

Everyone with your private link sees and can change everything. Names only fill in who owns a deal or wrote a note. It cannot hide deals from someone, stop anyone changing anything, or prove who did it. If you need that, this is not the right tool.

No emails or reminders

It does not send emails, text messages or reminders. Overdue follow-ups and tasks show up on your dashboard when you open it.

No invoicing or bookings

Those are PayAbility and BookAbility, separate systems. Scalability does not link to them yet.

Work through the app

Use the app, not the sheet tabs, to add and change things. The app keeps IDs, dates and stages consistent.

R499 once. Yours to keep.

No monthly fee, no price per user, no renewal.

Once-off

Scalability: CRM Pro

R499
pay once, no subscription
  • The Scalability sheet and your activation key
  • Step by step setup guide
  • A free setup call, up to 20 minutes, on a screen share
  • Import from ConnectAbility or any CSV, and export any time
Order Scalability

Not happy? We help first with a setup call, then refund you if it still is not right. Read the refund policy.

Questions

Short answers.

Is it a subscription?

No. You pay R499 once. There is no monthly fee and nothing to renew.

Do I need to know how to code?

No. Switching it on is a handful of clicks and the guide shows each one. You can also book a free setup call and we do it together.

Where is my data stored?

In your own Google Sheet, in your own Google account. We never see your contacts or deals. When you activate, your key and the email of your Google account are checked with us once, and after that Scalability keeps working on its own.

Can my whole team use it?

Yes. Everyone opens the same private link, and each person picks their name from your team list on their own device. That only fills in owners and who wrote a note. It is not a sign-in, so everyone sees and can change everything.

Can I bring my ConnectAbility contacts across?

Yes. Export the contacts file and the interactions file from ConnectAbility and import them together. You see a preview first, people already in Scalability are skipped, and their history is kept. Any contacts CSV works too.

Will it send me reminders?

No. It does not send emails or messages. Overdue follow-ups, overdue tasks and quiet deals show on your dashboard whenever you open it.

Does it work on my phone?

Yes, in your phone's browser, from the same private link. It is not an app from an app store.

Can I change the stages and the currency?

Yes. In Team and settings you can rename, reorder, add and remove open stages, up to 8, and set each stage's win chance. The currency symbol is the rand to start and you can change it. A stage that still has deals in it cannot be removed.

What if it is not right for me?

We help first with a free setup call, then refund you if it still is not right. The refund policy has the details.

Know where every deal stands.

Switch Scalability on once and keep your whole pipeline in a system you own.

Order Scalability for R499