Preparing your Citiview CRM profile

Your signup is being linked to the CRM, quotation, invoice and client portal workflow.

🌐 Citiview cross-border business services
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🚀 Citiview premium cross-border package

Business Setup Package

Guided company registration, CRM profile setup, document collection, business email coordination and free business bank account facilitation.

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Business setup scope

Complete business entry path.

One package creates the CRM profile, quotation, invoice placeholder, document queue and guided client portal workflow. Payment remains controlled until Sales/Admin verify the client information.

Business Setup Package

Foreign nationals, diaspora investors and entrepreneurs entering the South African market.

R2,500 once-off
🏦 Free business bank account coordination included
  • CRM-backed onboarding profile
  • Sales/Admin verification workflow
  • Auto-generated quotation and invoice
  • Client portal access details by email
  • Document requirement queue
  • Free business bank account coordination
  • Payment released after Sales verification
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Required information

These requirements are pushed into the CRM and become visible in the client upload workflow.

7 requirements
  • Clear passport page
  • 3 proposed company names
  • Nature of business
  • SA business address
  • Foreign residence address
  • Business email address and contact
  • Free business bank account onboarding information
Client Portal