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CRM System

From first contact to closed deal — manage every customer relationship intelligently.

Cloud SaaS On-Premise Corporate Real Estate Financial Services Retail
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AI
Lead Scoring
360°
Customer View
Auto
Follow-ups
Pipeline
Forecasting
Lead Management
AI-scored lead capture from web forms, email, and social with automatic routing.
Sales Pipeline
Visual kanban board with stage automation, win/loss tracking, and conversion metrics.
Contact Management
360° contact and company profiles with full interaction history and document storage.
Email Integration
Two-way Gmail/Outlook sync with templates, automated sequences, and open tracking.
Activity Tracking
Log calls, meetings, and tasks with automated follow-up reminders.
Deal Forecasting
AI-powered revenue forecasting with probability scoring and quota tracking.
Customer Segmentation
Behavioural segmentation with lifecycle stages and bulk action campaigns.
AI Sales Coach
AI-powered next-best-action recommendations, deal risk alerts, and coaching tips.

The system is composed of independent, activatable modules. Deploy the full suite or start with what you need.

Capture leads from web forms, email, and manual entry. Score and route automatically.

Lead Capture AI Scoring Lead Routing Lead Source Tracking Duplicate Detection

Visual kanban pipeline with stage-based automation and conversion tracking.

Kanban Board Stage Automation Win/Loss Tracking Pipeline Value Conversion Rates

360° profiles for contacts and companies with full interaction history.

Contact Profiles Company Accounts Interaction Timeline Tags & Segments Document Attachments

Two-way email sync with templates, sequences, and open/click tracking.

Email Sync Templates Sequences Open Tracking Click Tracking

Log calls, meetings, tasks, and follow-up reminders linked to deals.

Call Logging Meeting Notes Task Management Follow-up Reminders Activity Reports

AI-powered revenue forecasting with probability scoring and pipeline health.

Forecast Dashboard Probability Scoring Revenue Projections Pipeline Health Quota Tracking

Segment customers by behaviour, value, industry, and lifecycle stage.

Segment Builder Behavioural Tags Customer Value Scoring Lifecycle Stages Bulk Actions

Dashboards for sales performance, team activity, pipeline velocity, and win rates.

Sales Dashboard Team Leaderboard Pipeline Velocity Win Rate Analysis Custom Reports

Technologies & Architecture

Frontend
React Tailwind CSS Chart.js DnD Kit (kanban)
Backend
PHP Laravel Queue Workers WebSockets
Database
MySQL Redis Full-text search
Integrations
Gmail API Outlook API M-PESA Twilio SMS
Infrastructure
AWS / cPanel Docker Nginx SSL
System Architecture
Presentation Layer React / HTML5 / Tailwind — responsive UI for web and mobile
API Layer RESTful PHP API — authenticated, rate-limited, versioned
Business Logic Service classes, workflow engine, event dispatcher
Data Layer MySQL with PDO — encrypted sensitive fields, indexed queries
AI Layer Anthropic API integration for intelligent features
Infrastructure Cloud / cPanel / Docker — monitored with uptime alerts
Yes. Full two-way email sync with both Gmail and Outlook. Emails sent and received are automatically logged against the relevant contact or deal.
Yes. We provide an embeddable web form and a JavaScript snippet that captures visitor details and form submissions directly into the CRM pipeline.
The AI analyses lead behaviour (email opens, page visits, form interactions), firmographic data, and historical conversion patterns to assign a probability score to each lead.
Yes. You can set up email sequences — a series of timed, personalised emails that go out automatically when a lead reaches a specific pipeline stage.
Yes. The mobile app allows field reps to log calls, update deals, check-in to client locations, and access the full pipeline without a laptop.
Starting From
KES 40,000
Per deployment · Custom licensing available
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System Details
Delivery 6 – 10 weeks
Deployment Cloud, SaaS, On-Premise
User Types Sales Rep, Manager, Admin, Support
Mobile Sales Mobile App
Languages English, Swahili
Support 24/7 SLA-based
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