Grow faster and smarter with a platform for professional services

Our CRM and sales & marketing automation platform helps professional businesses run like a well-oiled machine and grow to the next level of success in no time.

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— Ben Marshall | Artist Management Services Ltd.

Investing in SecretScoop is crucial to the growth you will experience. It simplifies and redefines how you do your sales and marketing.

It’s time to unlock real results with Promotional, Transactional & Conversational Automation

Close more deals and meet your growth goals with complete marketing automation. Our easy-to-use CRM and automation builder, AI tools, plus our expert strategy consulting will help you save time and drive repeat purchases with the power of promotional, transactional & conversational marketing on a fully integrated platform. .

  • Capture and segment leads

  • Follow up automatically

  • Automate upsell campaigns

  • Simplify appointment bookings

  • Automate marketing tasks

  • Identify high-value leads

  • Accept payments & invoice

  • Onboard new clients easily

  • Request reviews & referrals

Take operations to the next level with our CRM for professional services

Drive your Revenue and Retention through the Roof! — Faster.

  • Get all your conversations with prospects & client in one place

  • Automate follow-up and get more done in less time

  • Easily keep track of every lead and client

  • Automate repetitive tasks so you can focus on growing

  • Make it simple to get paid your way

Easily collect important information from leads and clients

Whether you’re learning about the needs of a new lead or asking a client to update their information at tax time, it’s easy to set up forms that feed information directly into your Customer Relationship Management (CRM) system. Segment your contacts, take notes, and assign tasks with a few easy clicks.

Remove the hassle of following-up on clients so you can focus on growth

Let's automate your follow-up on leads, payments, contracts, tasks etc. so you can focus on billable work. You can automate reminders for payroll, tax filing deadlines, and more. Let clients book time on your calendar, and SecretScoop will remind you and them about the upcoming appointment.

Make it simple to get paid your way

Accept payments directly in whatever style fits your business. Create quotes and later turn them into invoices with a single click. Process single payments, multiple payments (such as a deposit and final payment), or set up recurring payments.

Nurture & Manage client relationships throughout their sales lifecycle

User-friendly email and text marketing tools make it easy to stay in touch with clients during tax season and beyond. Customize follow-up by entity type, what services they require, how often they need to meet with you, and more.

Automate repetitive tasks so you can focus on growing


Book a Demo and Discover all CRM resources for Professionals

We have a plethora of automation templates for common needs like new lead follow-up, booking a free consultation, invoice reminders and more.

See how our CRM helps more industries

Discover More Automation Tools and Features - All in One Place.













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We are a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce. We can Power Up Your Business. Elevate Your Marketing and Sales with our All-in-One Platform!


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Call us at: (SA) +27 60 018 4499

Call us at: (AUS) +61 483 945 800

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