Solutions & Software
Proposal: Sales CRM & Operations Platform

The system that
never lets a lead
go quiet.

Prepared for Absolute Aircraft Sales
Once-off build
R75,000 complete system
Run & support
R1,499 / month
Prepared by
LumanaireSolutions & software studio
Prepared for
Absolute Aircraft SalesAbsolute Aviation group
Decision-makers
Sizwe Buthelezi · Rochelle GovenderJustin van Tonder
Date
30 June 2026Valid for 30 days
The opportunity

You are selling multi-million-rand aircraft on a spreadsheet's memory.

In your own words, the gaps in the current way of working are clear. Each one is a place where a deal can stall, a client can drift, or a sale can quietly slip away over a one-to-three-year cycle. A purpose-built CRM closes every one of them.

“Leads are captured by hand from a shared inbox.”
Enquiries get copied, forwarded, and sometimes missed. Every channel auto-captures into one place, instantly.
“Deals are lost to silence over one-to-three-year cycles.”
Long sales cycles forgive nobody. Automated follow-ups and reminders keep every relationship warm.
“We have no real visibility into where deals stall, or why we lose them.”
Gut feel is not a pipeline report. Stage-by-stage tracking with a recorded reason on every lost deal.
“Targets and rep performance are hard to track.”
Performance lives in people's heads. Live KPI dashboards against targets, per rep, per period.

The brief from Rochelle was nine clear requirement areas. This proposal delivers all nine, built specifically for how an aircraft brokerage actually works: low volume, high value, long cycles, careful provenance, and an after-hours enquiry that could be the deal of the year.

What you get

One platform that runs your sales operation, end to end.

It starts with the feature that protects revenue while you sleep, then layers on everything your team needs to manage relationships, deals, inventory and delivery in one place.

Hero capability · Always on

No enquiry ever goes unattended again, even at 22:00 on a Saturday.

An enquiry that lands after hours or over the weekend is the one most likely to be missed, and most likely to matter. Your CRM puts a single named duty rep on watch for every after-hours and weekend window, and the moment a lead arrives it is captured, assigned, and chased automatically. If a gap ever appears in the roster, the system escalates to management immediately rather than letting the lead vanish. This is the heartbeat of the platform, and it is built first.

01 · CAPTURE
Lead lands
From email, your website form, WhatsApp, or a manual entry. Captured the instant it arrives.
02 · ASSIGN
Routed to duty rep
Auto-assigned to the one rep on duty for that window. Support is kept in the loop, never the assignee.
03 · CHASE
Follow-up created
A one-hour follow-up task is raised, with alerts by in-app, email, and SMS or push.
04 · PROTECT
Nothing slips
Missed follow-ups escalate to the Sales Director. An 08:00 handover briefs the whole team.

ATwo sales pipelines, your way

New Aircraft and Pre-Owned, each with its own stages, its own rules, and a clean lead-to-opportunity handover.

  • Lead and opportunity phases, kept distinct
  • Required fields gate every stage move
  • Close Lost from any stage, reason always recorded
  • Visual Kanban board, filter by rep, source, stage

BCompanies, contacts & KYC

A real relationship record, not a name in a cell, with client onboarding that fills itself in.

  • Linked companies and contacts with full history
  • Send a secure KYC link, no client login needed
  • Answers auto-fill your records, documents attach
  • Legal-controlled compliance fields

CInventory & aircraft catalogue

Your pre-owned fleet and the full new-aircraft range, managed and linked to live deals.

  • Pre-owned inventory tracked to each deal
  • Cessna, Beechcraft & Pipistrel model catalogue
  • Service lines: maintenance, hangarage, AOC
  • Admin-editable, no developer needed

DBring your data with you

Your existing fleet list and client spreadsheets, imported cleanly, with duplicates caught before they pollute the system.

  • Upload Excel, map your own columns
  • Preview every row before it commits
  • Duplicate detection and conflict resolution
  • One-click rollback of the last import

EActivities, reminders & reporting

Every call, meeting and trade-show logged, recurring follow-ups that never lapse, and reports leadership can trust.

  • Calls, meetings, events & engagements logged
  • Monthly & quarterly recurring reminders
  • Calendar sync with Google & Outlook
  • Six standard reports plus a custom builder

FPost-sale delivery tracking

A purpose-built replacement for Trello: once a deal is won, it becomes a managed delivery project.

  • Milestones, tasks, owners and due dates
  • Interim payments tracked against milestones
  • Issue log and shared files
  • A read-only portal for the client

GMobile & field sales

An installable web app for phones and tablets, built for reps who are out at hangars and shows, not stuck at a desk. It works like a normal app on iPhone and Android. Native App Store apps are a separate track (see Scope).

  • Installs to the home screen on iOS and Android
  • Capture leads offline, syncs when back online
  • GPS check-in logged against client visits
  • Full notes on mobile, not a cut-down view

HTargets & gamification

Performance made visible and motivating, with targets, badges and incentive tracking.

  • Per-rep KPI dashboards against targets
  • Targets per four-month cycle, three per year
  • Configurable badges and achievements
  • Incentive and commission tracking on closed deals

IAI aircraft-type intelligence

A background AI agent that builds and cross-checks a provenance-tracked reference database of aircraft types, to enrich your valuations and market comparisons.

  • Crawls and compiles aircraft type data
  • Cross-checks against an independent source
  • Flags discrepancies for your analyst to approve
  • Every fact carries its source, nothing auto-overwrites
Requirements coverage

Every one of your nine requirements, mapped to a delivered capability.

Nothing in the original brief was dropped. Use this as your checklist. Most requirements are Delivered and live. A few depend on a third-party account only you can open (AMSTAT, WhatsApp); for those we build the integration in full and mark it Built, activates on credentials, so you can see exactly what is live now versus what switches on the moment you connect the account.

Your requirement What the CRM delivers Status
Requirement 1Sales performance & activity tracking Live visibility into every rep's performance and activity, where deals stall, and a recorded reason on every loss, all measured against targets. Delivered
Requirement 2Lead capture & automation Auto-capture from inbox, web form and manual entry, with automatic assignment and follow-up tasks so no lead is ever left unattended. The WhatsApp channel is built into the same capture engine and switches on once your WhatsApp Business account is connected. DeliveredWhatsApp channel: activates on credentials
Requirement 3Deal management & pipelines Lead to contact to deal, across two customisable pipelines built for long cycles, with stage gating and a mandatory lost reason from any stage. Delivered
Requirement 4Activity tracking & monthly follow-ups Configurable recurring reminders (monthly and quarterly) and in-app and email notifications, all live. Two-way calendar sync with Google and Outlook is built and switches on once calendar accounts are connected. DeliveredCalendar sync: activates on credentials
Requirement 5Reporting & KPI visibility Leads by source and owner, deals by stage, revenue by quarter, period-on-period comparison and per-rep activity, plus a custom report builder. Delivered
Requirement 6Trello alternative / post-sale tracking Won deals become delivery projects with milestones, interim payments, an issue log, shared files, and a read-only client portal. Delivered
Requirement 7AMSTAT integration The integration is built in full: a scheduled periodic sync into your pre-owned records, ready to run. It activates the moment your AMSTAT account and API access are connected, which is the one piece only you can provide. BuiltActivates on your AMSTAT account
Requirement 8Mobile usage & field sales An installable web app (PWA) that works on iOS and Android, with offline lead capture, GPS check-in against client visits, and full record access for reps in the field. Native App Store apps are a separate track (see Scope). Delivered
Requirement 9Sales motivation & gamification Per-rep KPI dashboards, configurable targets per cycle, badges and achievements, and incentive and commission tracking on closed deals. Delivered
The value

Why this is R75,000, and why that number is deliberate.

A bespoke CRM of this scope is not a small undertaking, and the price below is well under what the market charges. That is a choice, made with intent. Here is the honest reasoning.

A custom-built operational CRM of this depth, two pipelines, KYC, post-sale project tracking, an AI reference agent, a mobile app and a full integration layer, would typically be quoted at R300,000 to R800,000 or more by a conventional South African software house, and would take the better part of a year.

For a sharper comparison, closer to home: Absolute was recently quoted R135,000 for a WordPress brochure website. This proposal delivers an entire operational CRM, the system your sales team runs on every day, for materially less than that single brochure quote.

The reason we can do this is not a smaller scope. It is an AI-leveraged build pipeline that keeps our cost to build genuinely low. We are choosing to pass that advantage on, because we want Absolute Aircraft Sales as a founding aviation client and a long relationship, not a one-off invoice. This is a strategic, founding-client price, offered with confidence.

The simplest way to read the number: a single after-hours enquiry that would otherwise have gone quiet, converted on one multi-million-rand aircraft, returns the entire build cost many times over. The system only has to save one deal a year to have paid for itself for years.

And a low price is not a thin promise. The price is low because of how we build, not because corners are cut, and the founding-client rate is honoured for the full scope in this proposal regardless of how much build effort it takes us. After the deposit, every payment is tied to delivered software: the next instalment is only due once the core CRM passes a short, agreed acceptance check, and the final instalment only at full-build sign-off, so you are never paying ahead of working software.

Conventional SA software house R300k to R800k+
Recent brochure website quote R135,000
This full operational CRM R75,000
Delivery roadmap

The core automation first, then everything else, at no extra build fee.

We build in the order that protects revenue soonest. The roster lead automation and your live pipelines come first; the rest rolls out across the months that follow. The timeline below is indicative for planning, not a contractual date, and integration go-lives depend on you supplying the relevant accounts and credentials.

Foundations Weeks 1 to 4

Secure login, roles and permissions for your team, the system-admin access for Sizwe, Rochelle and Justin, and the data backbone every later feature stands on.

Roster lead automation Core CRM go-live The hero capability

After-hours and weekend lead capture, single duty-rep assignment, automatic follow-up tasks, gap escalation and the daily handover. This is the heartbeat, and it is live first.

Pipelines, companies & KYC Completes core go-live

Both sales pipelines, companies and contacts, and the no-login KYC intake. Together with the two phases above, this is the core CRM that triggers go-live, roughly 6 to 8 weeks in.

Inventory, import & activities Following weeks

Aircraft catalogue and pre-owned inventory, your Excel data imported cleanly, and the full activities and recurring-reminder engine.

Reporting & post-sale projects Following weeks

The six standard reports plus the custom builder, and the post-sale delivery tracking with its read-only client portal.

Mobile, gamification, AI agent & integrations ~4 to 5 months total

The installable mobile app, targets and gamification, the AI aircraft-type agent, and the live integrations (AMSTAT, WhatsApp, calendar, SMS). The full build completes over roughly four to five months.

Indicative timeline for planning only. The core CRM (login, roster automation, pipelines, companies and KYC) is targeted live in roughly 6 to 8 weeks; the full build over roughly 4 to 5 months. Integration go-lives depend on the relevant accounts and credentials being supplied.

Investment

Clean, simple pricing. The whole system, one fee.

One once-off fee covers the entire build of the scope in this proposal, all six phases. One predictable monthly fee keeps it running. There is no second build fee and no phase-two surprise for what is described here; genuinely new features beyond this scope are quoted as change requests.

Once-off build fee
R75,000
The complete system, paid once. Every phase, every module, no phase-two build fee.
  • After-hours & weekend roster lead automation
  • Both sales pipelines & the Kanban boards
  • Companies, contacts & no-login KYC intake
  • Excel import, activities & recurring follow-ups
  • Reporting suite & custom report builder
  • Post-sale project tracking & client portal
  • AI aircraft-type reference agent
  • Installable mobile app (PWA) & gamification
  • Every integration point: AMSTAT, WhatsApp, calendar, SMS
Run & support
R1,499 / month
Everything needed to keep the system live, healthy and supported. Begins when the core CRM goes live.
  • Hosting in South Africa, the database and the always-on automation worker
  • Monitoring, security patching & bug fixes
  • Support for your team (see the support & availability box below)
  • Up to 2 hours a month of small changes: config tweaks and minor UI or report adjustments
  • Daily backups, held 30 days, restorable on request

New features, new modules, new integrations, or anything beyond the nine requirement areas and the capabilities in this proposal are scoped and quoted as a change request, never billed by surprise.

Proposed payment terms (negotiable)

50%
R37,500 deposit to commence. We begin the build on receipt.
25%
R18,750 on core go-live of the CRM, once it passes the acceptance check: you can log in by role, the roster lead automation captures, assigns and chases an after-hours lead, both pipelines move a deal stage to stage, companies and contacts are live, and the no-login KYC intake works end to end.
25%
R18,750 on full-build sign-off, once the remaining phases (AI agent, mobile, gamification, integrations) have rolled out per the roadmap and the complete scope is accepted. These later phases carry no additional build fee. The R1,499/month begins at core go-live.

From the deposit until full-build sign-off you have a full licence to use the live system in your business. Outright ownership of the intellectual property transfers to you at full-build sign-off, once the complete scope is accepted (see Terms). The three-stage split keeps every payment tied to delivered software; how it maps to milestones is open to discussion.

A note on third-party costs

A handful of running costs are charged by outside providers, not by us. These are billed to you directly or passed through at cost, and they sit outside the R1,499 monthly fee: WhatsApp Business messaging, SMS gateway fees, the AMSTAT subscription, domain registration, any premium third-party data licence, and very high transactional email volume beyond fair use. The next section sets these out clearly so there are no surprises.

Support & availability

We stand behind the heartbeat we are charging for.

The whole point of this system is that no enquiry goes quiet. So the monthly fee comes with a clear support commitment and a resilient design behind the always-on worker, not a vague promise.

Our support commitment

  • Support hours: business days 08:00 to 17:00 SAST, by email and WhatsApp.
  • First response: within 4 business hours of a logged request.
  • Critical incidents (the roster automation is down, or no leads are being captured): treated as P1, worked the same day including weekends, with a dedicated alert path so it reaches us fast.
  • Defect fixes: confirmed bugs in delivered features are fixed at no charge, prioritised by impact.
  • Availability target: 99.5% monthly for the application, monitored continuously.

These targets cover the system itself. They do not cover outages at third-party providers (your inbox host, WhatsApp, an SMS gateway, AMSTAT) that sit outside our control.

Where the always-on worker runs

In the interest of being upfront: the always-on worker, the part that captures and chases every after-hours lead, runs primarily on Lumanaire's own always-on infrastructure (a dedicated, monitored node on our private network), the same fabric that runs the rest of our fleet. The database and web app are hosted on managed cloud in South Africa.

If that node ever goes down, the worker is built to be moved to a managed cloud host running the same software, by design, not by scramble. The job queue is durable, so leads that arrive during any blip are processed once the worker is back, not lost. We monitor the worker continuously and are alerted the moment it stops.

If at any point you would prefer a fully cloud-hosted, contractually SLA-backed worker, we can move it onto managed cloud infrastructure for a small adjustment to the monthly fee, quoted at the time.

Training & handover

Your team will know how to run it, not just receive it.

A configurable system is only worth what your people can do with it. Handover is a real deliverable here, included in the R75,000, not an afterthought.

Admin training

A working session for your three system admins (Sizwe, Rochelle and Justin) covering roles, the roster, pipeline stages, lost-reason and target config, and the report builder.

Rep walkthrough

A short end-user walkthrough for the sales team: capturing and working leads, moving deals, logging activities, and using the mobile app in the field.

Written quick-start & admin guide

A concise quick-start for reps and an admin guide for the configurable parts, so a new joiner can be brought up to speed without us in the room.

Settling-in support

We stay close through go-live and the first weeks of real use, answering questions and tuning config as your team finds its rhythm.

Scope, in plain terms

What is included, and what runs on your own accounts.

Clear scope protects both sides. Everything on the left is built and run by us within the fees quoted. Everything on the right is a third-party cost on your own accounts or passed through at cost, never marked up.

Included in the fees quoted

All of this is covered by the R75,000 build and the R1,499 monthly fee.
  • The entire build: all six roadmap phases, the nine requirement areas and every capability (A to I) in this proposal
  • Roster lead automation, both pipelines, KYC & companies
  • Excel import of two files (your fleet list and client list), activities, reporting & the report builder
  • Post-sale project tracking and the client portal
  • The AI aircraft-type reference agent
  • The installable mobile app (responsive PWA) & gamification
  • All integration build work (AMSTAT, WhatsApp, calendar, SMS)
  • Hosting in South Africa, the automation worker, monitoring & daily backups
  • Admin and rep training plus a written quick-start & admin guide
  • Maintenance, support and up to 2 hours/month of minor changes

Billed separately / at cost

Third-party services on your own accounts, or passed through at cost. Not inside the R1,499.
  • WhatsApp Business messaging fees via the messaging provider
  • SMS gateway fees for after-hours and weekend alerts
  • The AMSTAT subscription or licence
  • Domain registration
  • Any premium third-party data-source licence for the AI cross-check
  • AI/LLM usage for the monthly aircraft-type crawl, at cost above fair use
  • Transactional email volume beyond fair use
  • A vendor-hosted, SLA-backed worker on managed cloud, if you later require it

Native iOS and Android App Store apps are a separately-scoped future track and are not part of the R75,000 (see capability G and Requirement 8). The mobile app included here is a responsive, installable web app (PWA) that works on iOS and Android with offline capture and GPS check-in.

Assumptions & scope boundaries

  1. The build proceeds on the modern, secure cloud stack proposed, with data hosted in South Africa and aligned to POPIA. The R1,499/month assumes hosting on Lumanaire's standard fleet and worker infrastructure within reasonable usage; a contractually SLA-backed or fully vendor-hosted worker, or usage materially beyond fair use, is priced separately.
  2. Data migration covers two client-provided spreadsheets (one historical fleet list and one current client list) imported through the column-mapping, preview and duplicate-detection tool, with one supervised import session per file. Additional files, repeat migrations, or manual data cleansing and enrichment beyond the automated dedup pass are quoted separately. You are responsible for the accuracy and completeness of the source data; we import what is provided.
  3. Integration go-lives (AMSTAT, WhatsApp, calendar sync, SMS) depend on you supplying the relevant accounts, numbers and credentials; the build work for each is included and switches on when access is provided.
  4. The second aircraft-data source used by the AI cross-check will be a legitimate, permitted source, named and agreed in writing before the agent is pointed at it. If no permitted source is provided, the cross-check is delivered switched off and that is not treated as non-delivery.
  5. The timeline is indicative; reasonable turnaround on sign-offs, sample data and credentials keeps it on track. If a phase's client-side dependencies (credentials, sign-offs or data) are not supplied within roughly six weeks of that phase, the phase is parked and any later re-mobilisation or rework is quoted separately.
  6. Change requests: new features, new modules, new integrations, or anything beyond the nine requirement areas, the capabilities (A to I) and the roadmap phases set out in this proposal are out of current scope and quoted separately. Native App Store apps and e-signature contract generation are explicit examples.
  7. The 30-day validity is acceptance-to-deposit; once the deposit is paid, scope and price are locked to this signed version. The R1,499/month is reviewed annually and may be adjusted in line with CPI.
A short ask list

What we will need from you to keep things moving.

None of this is heavy lifting, and none of it holds up the start. A few of these gate specific features, and we will guide you through each one at the right moment.

Your duty roster

Which reps cover the after-hours and weekend windows, the rotation, and who can edit a week for leave or swaps.

Inbound inbox access

Access to your central sales inbox so enquiries can auto-capture as leads. Web form and manual capture cover the launch in the meantime.

Your two data spreadsheets

The historical fleet list and the current client list (two files), so we can build the import cleanly with your real columns and catch duplicates early.

Your AMSTAT account

Account and API access when ready, so the market-data sync can switch on. The integration is built and waiting for it.

A permitted data source

A legitimate, named second aircraft-data source for the AI cross-check, confirmed in writing before we point the agent at it.

Integration credentials

The WhatsApp Business number, SMS sender details and calendar accounts, so each integration can go live as we reach it.

Sign-offs along the way

Quick confirmations on pipeline stages, KYC questions, targets and lost-reason lists, all configurable, none requiring a developer later.

A friendly first import

One supervised session per file with Rochelle to bring your fleet list and client list in cleanly. We do the work; you confirm the source data is right.

Terms

Straightforward, and on your side.

You own it

Full intellectual-property ownership of the system transfers to Absolute Aircraft Sales at full-build sign-off, once the complete scope is paid for and accepted. Until then you hold a full licence to use the live system in your business; that licence becomes outright ownership on final payment for the full build.

Your data is yours, always

You own all of your client, deal and KYC data at every stage, including while the system is running. You can request a full export of your data at any time, in a standard format, and we will provide a documented migration path on request or on termination. IP transfer never strands your data behind a fee.

If we ever part ways

If you stop the R1,499/month or the relationship ends, you receive a full export of your data and a reasonable wind-down so you can move to another host. Your data is never held hostage.

Backups & recovery

The database is backed up daily and retained for 30 days, with point-in-time restore available. We can restore your data on request, so a system of record this important is never a single bad day away from loss.

Hosted in South Africa

Your data is hosted in South Africa on managed cloud infrastructure, and the build is aligned with POPIA from the ground up. Concrete controls back this up: in-region hosting, encryption at rest, role-scoped access and a full audit trail.

POPIA roles, stated plainly

Absolute Aircraft Sales is the responsible party (data controller) for its client information; Lumanaire acts as operator (processor) and provides POPIA-aligned controls. This is technical alignment, not a legal compliance certification, and AAS remains responsible for its own POPIA registration, consent and breach-notification duties. A short operator agreement can accompany the contract.

Valid for 30 days

This quote is valid for 30 days from the date on the cover (acceptance to deposit). The founding-client pricing is held open over that window; once the deposit is paid, scope and price are locked to this version.