CRM Systems
A CRM (customer relationship management system) keeps every customer, conversation and sale in one place. Try the demo: drag a deal, open a customer, add a lead and watch the numbers change.
Your Business CRM
Sample data
Open dealsKES 0
WonKES 0
Win rate0%
Follow-ups due0
How a CRM helps a business
Most small businesses already have customers spread across WhatsApp chats, call logs, notebooks and one person’s memory. A CRM puts all of it in one shared place, so nothing depends on remembering.
Without a CRM
With a CRM
Leads sit in WhatsApp chats, emails and notebooks, and some are forgotten.
Every enquiry lands in one list with where it came from.
Follow-ups happen only if someone remembers.
The system shows who to call today and flags anyone overdue.
You find out a deal went cold weeks later.
You can see where each deal is stuck and act while it’s still warm.
When a staff member leaves, their customer history leaves too.
Every call and message stays with the business.
Monthly figures take a day of Excel work.
Reports update themselves as the team works.
You guess which advert or channel brings customers.
You know which source brings the most sales, so you spend where it works.
A CRM built around how you sell
Off-the-shelf CRMs make you change the way you work. I build yours around your stages, your team and the reports you actually read.
- Your own sales stages for a dealership, school, clinic, agency, estate or shop
- Leads captured automatically from your website forms, WhatsApp and email
- Reminders and tasks so every follow-up has an owner and a date
- Team roles so staff see what they need and managers see everything
- Payments and invoices recorded against each customer
- Dashboards and reports that update in real time
- Works on phone and computer, hosted securely in the cloud
- An AI assistant that answers enquiries and saves leads straight into it
Ready to stop losing leads?
Get a CRM set up for a fixed price and pay a 50% deposit to start. Tell me how your business sells today and where things slip, and I will set it up around that.