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CRM & Lead Pipeline

A CRM built around the conversations you already have

Every customer who messages you is saved as a contact. Move leads through your sales stages and keep the full history, including chats, notes and tickets, on one profile.

  • No monthly fee
  • Official WhatsApp Business profile
  • Pay per message in KES

What you get

Automatic contacts

Every new WhatsApp, email or SMS conversation creates or updates a contact, with no copying and pasting.

Lead pipeline

Move deals through stages, assign owners and see at a glance which leads are stuck.

Tags and custom fields

Segment customers by location, interest or anything else you track, then target them in broadcasts.

Import, export and clean-up

Import contacts from CSV, tidy phone numbers into international format and export whenever you need.

How it works

  1. Bring in contacts

    Import a CSV file or let contacts build up automatically from conversations.

  2. Set your stages

    Define the stages a deal moves through, from new enquiry to won.

  3. Follow up and close

    Assign owners, add notes and see which leads need attention today.

Great for

  • Tracking enquiries from first message to paid order
  • Tagging customers by branch, product interest or location
  • Handing leads between sales agents without losing context
  • Exporting customer lists for reporting

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FAQ

Questions about CRM & Lead Pipeline

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Can I import my existing customer list?

Yes. Upload a CSV file, match the columns and preview the import before saving. Phone numbers are converted to the +254 international format.

What happens when customers opt out?

Contacts who opt out, repeatedly fail to receive messages or never respond are suppressed from bulk sends, which protects your number's reputation.

Is my customer data shared with other businesses?

No. Every workspace is isolated. Your contacts and conversations are only visible to your own team.

Ready to run sales and support from one inbox?

Create your free account today. When you are ready to go live, a one-off KES 2,500 setup connects your official WhatsApp Business profile, and then you only pay for the messages you send.

No monthly fee · Pay per message · Top up with M-Pesa