Empowering Small Businesses
Through Smart Data Storing and Administration Solutions
Your Journey toward Smart, Easy Customer Record Keeping Starts Here
Running a small business is challenging enough — your systems shouldn’t make it harder. You shouldn’t be drowning in spreadsheets and manual updates.
At CHARMING 2 THE CORE, we help solo entrepreneurs and small businesses transform scattered information into seamless views — powered by our intelligent Microsoft Access system, C2C-CoreView.
You get one system that manages it all.
We use what you already have so that you do not have to buy additional software.
Our CRM Systems and Database Solutions
are always in sync with your Business Strategy
Our all‑in‑one Microsoft Access database solution helps you manage customer records, create invoices and statements, track payments and outstanding debt, and access real‑time business reporting. With over 20 years of corporate administration expertise, we streamline workflows, automate processes, and provide ongoing support and training to ensure your business runs smoothly.
From setup to maintenance, we deliver practical tools that save time, reduce stress, and let you focus on growth.
Our Services
There are plenty of CRM systems built for large businesses and sales teams, but far too few designed with the smaller business owner in mind.
With us, you don’t just get another mainstream CRM — you get a system tailored to your specific needs.
You gain a partner who understands the realities of running a small business: sometimes you only need the essentials, without all the unnecessary extras that come with other systems.
We’re committed to helping you succeed, which is why the system you receive is built to grow alongside your business.
Customer Record Management Systems
From tracking clients and sales to quotes, invoices, and daily tasks, C2C‑CoreView keeps everything organized in one connected system.
Business Start Up Consulting
We help you to setup your business. Focus on simplifying admin, connect your data, and strengthen customer relationships so you spend less time on paperwork and more time on growth.
Smart Business Administration
C2C‑CoreView gives you clarity, confidence, and control — without the heavy price tag. Our CRM software helps you manage customer interactions, streamline processes, and boost sales.
You decided to become your own BOSS!
But no one explained the Admin that comes with it..
Most South African small businesses or single entrepreneurs reach a point where they feel they are flying blind with their customer data and even sales activities.
Leads fall through the cracks. Sales invoices and quotes are not being followed up on, or you are working off outdated and duplicate spreadsheets.
You will get a system that will help you with:-
Small Business Management: Tracking customers, inventory, and orders.
Data Management: Managing structured records that exceed the complexity of spreadsheets.
Rapid Application Development: Building custom, tailored applications quickly for your specific business needs.
Trusted by Entrepreneurs and Small Businesses
From solo founders to growing teams, our clients share one goal: making admin simple and data powerful
Clarity : A single, secure view of their business information
Efficiency : Less time on paperwork, more time on growth
Confidence : Systems that scale as they do
Our clients aren’t just customers — they’re collaborators. Together, we design solutions that fit their workflow, budget, and vision for the future.
We understand your business needs
Simple to Start
Get you up and running quickly with a system that’s easy to use from day one.
From onboarding to monthly check‑ins, we’re here to guide you every step of the way.
Sustainable, Scalable
Designed to adapt as your business evolves, so your Customer Management never holds you back.
Cost‑Effective
Pay only for what you need, with flexible options that grow as your business grows.
Select from simple customer management to invoicing, sales tracking, payment monitoring, and much more.
Keep Your Branding
Incorporate your company logo into your system, reports, forms, Quotes, and Invoices.
We can even brand your Office Mousepads, Mugs, and table coasters.
One Point of Core Data
No more duplicate spreadsheets or scattered data; everything lives in one secure, connected view.
Reporting & Analysis
Gain insights with customer reporting, sales analysis, and gap identification.
Training Support
Training and equipping teams with Microsoft Office skills to boost productivity.
Digital Forms
We design your electronic forms for seamless data entry, customer records, and updates.
Start your business with us as your partner
Your business deserves systems that grow with you.
Let’s build a Customer Management Solution together that simplifies your admin, strengthens your data, and supports your vision.
FAQ – Fequantly Asked Questions
What makes C2C-CoreView the best Customer Management for your business?
C2C‑CoreView is built for entrepreneurs and small business owners who need clarity without complexity. Instead of heavy, overpriced platforms, we offer practical tools to manage clients, track sales, and simplify admin — all in one connected system.
Our solutions streamline your data, strengthen customer relationships, and save you time, so you can focus on growth, not paperwork. With C2C‑CoreView, you gain confidence knowing your business information is organized, accessible, and ready to scale as you do.
How does C2C-CoreView improve performance for small businesses?
C2C‑CoreView gives you real‑time visibility into your client and admin activities. With everything connected in one system, you can spot gaps, strengthen relationships, and keep your business aligned with its goals.
The result? Less chaos, more clarity — and a boost in productivity that frees you to focus on what brings in the money alongside growth.
Instead of juggling between quotes, invoices, and payments manually, the CRM centralises everything in one place. You’ll save time on document generation because your pricelist or costings are preloaded. You can track profit per Invoice. the best part, you remain in control of your costing and adding new services, while I build the forms and views for you. This solution reduces duplication and gives you a clear view of client interactions and invoices, showing at a glance what’s paid or outstanding.
Can C2C-CoreView be tailored to fit your business? Now vs. Future
Absolutely!
C2C‑CoreView is designed to adapt to the way you work. Dashboards, reports, and workflows can be shaped around your processes, giving you a system that feels natural instead of forced. This flexibility means you stay in control, with a CRM that supports your goals and scales as your business grows.
For your current needs, we’d start with client management, quotes & invoicing, and payment tracking. I’d also suggest adding an expense report to track business expenses, so you can quickly view income vs. expenses.
Then later, we can add advanced reporting, sales tracking, and electronic forms — scaling the system as your workload grows.
What system must I have to run the Customer Record Management (CRM) System / Database
Microsoft Requirements. Firstly, it’s important to know that the CRM is built in Microsoft Access. You don’t need the full Microsoft suite — the system runs with a user‑friendly front end. If you already have Office installed, you’ll be able to use it without extra subscriptions.
If you do not have Access on your Desktop/Laptop, it’s not a big hurdle.
You can download a free version called Microsoft Access Runtime, which lets you open and use Access applications without Office. Runtime doesn’t let you create or modify databases — it’s meant for running systems that have already been built. I’ll still be the one to develop any new add‑on features you might need going forward.
How does C2C-CoreView connect with your tools?
C2C‑CoreView integrates seamlessly with the everyday apps like Excel and Outlook, systems you already use.
We strive to keep your data consistent and your workflows simple, by centralising client interactions, sales tracking, and admin tasks, you get one connected view of your business — without juggling multiple platforms.
What insights can C2C-CoreView give your business?
C2C‑CoreView can provide clear, practical analytics that show how your business is performing.
You’ll see where opportunities lie, spot challenges early, and make smarter decisions with confidence. Instead of complex, AI‑heavy dashboards, C2C-CoreView delivers insights that matter — helping you strengthen customer relationships, streamline admin, and keep your growth on track.
Can C2C-CoreView run my Finances?
The CRM keeps all your financial records organized and easy to access. Reports can be downloaded to Excel or CSV files. This makes preparing for tax season simpler, with clear reports you can share with your accountant. For example, my accountant only needs my bank statements plus two reports: invoices and expenses.
We can build a basic CoA for you to use in your small business, along with an Asset regester to keep track of your Business Assets.
Do I need to be Tech Savy? what is the Learning Curve & Support that I will get?
The system is designed to be intuitive, even for non‑technical users.
If you can fill in a form and click a button, you can operate your CRM system.
The front‑end screens are designed to look like forms. You simply capture the data, click buttons to save your work, or use drop‑downs designed so you do not have to retype repetitive fields. The CRM stores your work in a back-end database and pulls information from the back‑end into your templates (quotes or invoices). From there, you can print, reprint, email PDFs, or save them to a folder on your laptop. It really is that easy.
We believe in service; this is why we personally assist you with the setup and onboarding, and you’ll also receive a free 1‑hour monthly support call to answer questions and guide you through new features. All your information is stored locally on your system — it’s not shared with anyone outside your business.
PLUS for any updates, we assist remotely via MS Teams or Google Meet if we need to make changes to you front-end views.
How much will this cost me per month?
We understand that it can feel daunting to pay for something you haven’t yet experienced.
That’s why we schedule a demo to walk you through all the features and show you exactly how the system works.
There will be an initial once-off setup and development cost. This charge will be agreed upon before development begins, and any post-launch enhancements will be billed separately. After that, the full cost of the CRM system will be spread over a specific period, structured to suit your budget.
To further support your budget, your first monthly subscription fee only starts from the second month.
What happens if I want to cancel my monthly subscription?
We would hate to see you leave!
If the system is not paid off in full and you do need to cancel, then you have a few options available to you.
You can make a one-off payment for the remainder of the cost for your system, or we can export all your data for you in the Database (at a cost) and revote the use of the system.