Sales teams, agencies & consultants

A CRM your sales team will actually use

Every enquiry, call and deal in one simple pipeline, with WhatsApp history and follow-up reminders, so no customer is forgotten and you always know what’s coming in.

FromKES 60,000
Ask on WhatsAppGet a fixed quote
  • Fixed quote in writing
  • You own everything
  • M-Pesa built in
Overview

Simple enough to use daily, built around how you sell

Big international CRMs are powerful, priced in dollars per user and full of features your team doesn’t need, so people drift back to spreadsheets and WhatsApp. We build CRMs around your own sales process, with only the stages, fields and reports you use.

Leads arrive from your website, WhatsApp, calls and social media and go straight into the pipeline. Each contact keeps a full history of messages, calls, quotes and payments. Reminders tell each salesperson who to call today, and managers see the pipeline and targets in real time.

Add AI lead scoring and automatic follow-ups and the CRM starts doing the chasing for you.

Features

Features of the CRM

Pipeline and stages

Move deals through your own stages, from new lead to won, with values and close dates.

Contact history

Calls, WhatsApp messages, emails, quotes and payments on one timeline per customer.

Follow-up reminders

Tasks and reminders for each salesperson, so nobody falls through the cracks.

Quotes and invoices

Quotes from templates, tracked until accepted and turned into invoices.

Targets and reports

Sales by person, source and product, against monthly targets.

Connected to your tools

Website forms, WhatsApp, email and M-Pesa payments flow in automatically.

Built for

Who uses our CRM

Sales teams

A shared pipeline, targets and daily call lists.

Agencies & consultants

Proposals, retainers and client history in one place.

Insurance & finance agents

Renewals, policies and reminders that bring repeat business.

Training & education providers

Enquiries, intakes and enrolments tracked to payment.

Pricing

CRM pricing and what’s included

FromKES 60,000

Custom CRMs start at KES 60,000. There are no per-user licence fees, only hosting. Integrations such as WhatsApp, quotes and invoicing, or a mobile app for field sales, add to the scope.

Get a fixed quote WhatsApp

Included

  • Pipeline set up around your sales process
  • Import of your contacts and deals
  • Website form and WhatsApp lead capture
  • Reminders, tasks and quotes
  • Sales dashboard and reports
  • Training for your team

Works with

  • WhatsApp Business Platform
  • Website forms
  • Gmail & Outlook
  • M-Pesa Daraja
  • Google Sheets
  • Africa’s Talking SMS
How it works

From first message to launch

  1. 1

    Chat or send a brief

    Message us on WhatsApp, or write up what you need. A quick video works too.

  2. 2

    Video call

    30 minutes to talk goals, customers, features and budget. No jargon.

  3. 3

    Quote & deposit

    A fixed price and timeline in writing. A 50% deposit books your slot.

  4. 4

    Build, launch, support

    You review as we build, we test speed, SEO and payments, then go live and keep it running.

FAQ

CRM FAQs

Still wondering about something? Ask us on WhatsApp.

Why not just use HubSpot or Zoho?

They’re good tools, and we can set them up for you. A custom CRM makes sense when per-user fees add up, when your process doesn’t fit their templates, or when you need it tied into M-Pesa, WhatsApp and your other systems.

Can it log WhatsApp conversations?

Yes, through the official WhatsApp Business Platform. Messages to and from your business number appear on the customer’s timeline.

Can field sales staff use it on their phones?

Yes. It works in any phone browser and can be installed like an app, with quick forms for logging visits and calls.

Can we import our current contacts?

Yes. We import contacts, deals and history from spreadsheets or your current CRM.

Related

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Let’s talk about your CRM

Tell us about your business in a few lines, a short video or a WhatsApp message. You’ll get ideas and a fixed quote, with no obligation.

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