04
CRMs & ERPs
One system, whole business.
When sales lives in one tool, invoices in another and stock in a spreadsheet, nobody sees the whole business. We implement and extend CRM and ERP systems, from Zoho to custom builds, so that leads, orders, inventory, billing and reporting finally talk to each other.
Built for: Growing companies, distributors, service firms and institutions that have outgrown spreadsheets and disconnected apps.
Illustrative pipeline. Yours shows your real stages and numbers.
The modules
Five modules. One record underneath.
record
Sales
Pipeline, quotes, follow-up reminders and a full history of every conversation with each customer.
- Replaces
- WhatsApp threads, notebooks and memory
- Connects to
- Quotes become invoices in Finance with one click.
Visibility
Monday-morning clarity.
Pipeline value
KES 0KOrders this week
0Cash collected
KES 0KSales by day
Receivables ageing
- Current 58%
- 1-30 days 24%
- 31-60 12%
- 60+ 6%
Illustrative dashboard. Every figure on yours drills down to the record behind it.
What you get
Before and after, line by line.
Process mapping
We map how work really flows between sales, operations and finance, and design the system around it, not the other way round.
Before: How work flows lives in people's heads
After: Documented flows everyone agrees on
Implementation & configuration
Modules, pipelines, roles, approvals and automations configured on Zoho or another suitable platform, or built custom.
Before: Generic tool, bent to fit
After: Pipelines, roles and approvals shaped to you
Data migration
Clean-up, de-duplication and import of customers, products and history from spreadsheets and legacy systems, with verification.
Before: Duplicates and five versions of one customer
After: One clean, reconciled record per customer
Integrations
Accounting, M-Pesa, e-commerce, email, WhatsApp and SMS connected so data is entered once.
Before: Same data typed into three systems
After: Entered once, flows everywhere
Dashboards & reporting
Live views of pipeline, stock, receivables and performance for owners, managers and staff.
Before: Numbers assembled by hand at month-end
After: Live, drill-down views for every role
Training & adoption
Role-based training and documentation, plus post-launch support so the team actually uses the system.
Before: A system nobody opens after week two
After: A team that runs the business in it
Timeline
Climbing, stage by stage.
- 01
Phase 1
Map & requirements
Workshops with each department, process maps and a written requirements document.
- 02
Phase 2
Configure & build
Platform set-up, custom modules and automations, built and reviewed in stages.
- 03
Phase 3
Migrate & integrate
Data cleaned and imported, integrations connected, everything reconciled.
- 04
Phase 4
Train & go live
Role-based training, a parallel-run period and supported go-live.
Tools we use
Platforms, configured or built.
- Zoho CRM / Books / Inventory
- Custom Node.js & PostgreSQL builds
- Zoho Deluge & APIs
- Power-user dashboards
- M-Pesa & SMS integrations
Selected work · case files
The archive.
Case files are being archived.
Every project we have shipped is being written up properly, with the problem, the build and the result. Until then, ask us and we will introduce you to clients you can speak to directly.
Questions
Straight answers.
Do we need Zoho, or a custom system?
Many businesses are best served by configuring an established platform. We recommend custom only when your process is genuinely unusual. We will tell you plainly which is cheaper in the long run.
What happens to our existing data?
We audit it, clean it, migrate it, and reconcile the totals with you so you can trust the new system from day one.
Will staff resist the change?
Adoption is the real project. We involve users early, train by role, and stay close through the first weeks after launch.
Can it connect to our accounting?
Yes. We integrate with Zoho Books and other accounting tools so invoices, payments and stock movements post automatically.
Who supports it afterwards?
We offer support plans with defined response targets, plus a roadmap of improvements as your processes evolve.
Ready to start?
Tell us what you need. You will get a straight answer and a written proposal.