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Automate admin. Simplify payments. Grow your client base effortlessly.

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Smart AI CRM for Accounting, Auditing & Financial Services for only R999 pm

Drip AI CRM is built for South African accountants, bookkeepers, auditors, and financial consultants. Handle leads, streamline client communication, and set up once-off or recurring billing via PayFast - all in one place.

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Ideal for

Solo bookkeepers, Accounting practices, Tax consultants, SME-focused auditors, Independent financial service providers.

Core Use Case

Drip AI CRM helps financial professionals centralize client onboarding, automate appointment reminders, manage compliance documents, and offer seamless payment options - from once-off invoices to monthly retainers.

Client & Lead Management

AI-Powered Lead Inbox

Smart Follow-up Automation

Centralized Contact Database

Customizable Client Pipelines

Lead Scoring & Tagging

Billing & Retainer Automation

Native PayFast Integration

Once-Off & Recurring Payment Links

Estimates, Proposals & eSignatures

Payment Status Tracking

Monthly Retainer Setup in Minutes

⭐️⭐️⭐️⭐️⭐️

“We used to juggle spreadsheets, emails, and separate invoicing tools. With Drip AI CRM, we finally have everything under one roof. The PayFast integration alone saves us hours every month, and clients love how easy it is to sign proposals and pay online. It’s been a total game changer for our practice.”

- Michele M., Founder, TM Bookkeeping Solutions (Cape Town)