Solution 04 of 07

Customer CRM — SMS, email, WhatsApp

Every customer conversation in one place, with SMS, email and WhatsApp campaigns and follow-ups sent from the same contact record.

At a glance

  • One record per customer
  • SMS campaigns
  • WhatsApp Business
  • Email
  • Sales pipeline
  • Automations

Works on its own, or shares one customer, stock and payments record with our other systems.

What's included

Everything it takes to run it properly.

  1. One record per customer

    Calls, messages, purchases, notes and tasks for each customer, visible to everyone on your team who needs them.

  2. SMS campaigns

    Bulk and personalised SMS under your own sender name, with delivery reports and opt-out handling.

  3. WhatsApp Business

    Message templates, two-way conversations and broadcasts through the official WhatsApp Business Platform.

  4. Email

    Newsletters and automatic emails, with open and click tracking.

  5. Sales pipeline

    Track leads and deals by stage, assign follow-ups and see what is likely to close this month.

  6. Automations

    Payment reminders, appointment confirmations, birthday messages and win-back campaigns that run on their own.

Who it's for

Built for teams like yours.

Every installation is set up around how your business works — your products, your branches, your approval steps — not a generic template.

  • Retail and e-commerce
  • SACCOs and microfinance
  • Schools and colleges
  • Clinics
  • Real estate agents
  • Service businesses

How we deliver

From first call to live system, without the surprises.

  1. Discover

    We visit, watch how work actually happens, and agree on what "done" looks like before anything is built.

  2. Design

    A written scope, a fixed quote and a timeline you can hold us to. No change goes in without your sign-off.

  3. Build & deploy

    Installed, tested on your real data, and your team trained on site before we switch anything over.

  4. Support

    Monitoring, updates and a support line that answers. You own your data and your system, always.

Questions

Customer CRM: common questions.

Something else? Ask us directly and an engineer will reply.

Can we send SMS under our business name?

Yes. We help you register a sender ID with the mobile networks, so your messages arrive under your business name instead of a number.

Is the WhatsApp messaging official?

Yes. We use the official WhatsApp Business Platform, which keeps your number in good standing and supports templates and broadcasts.

Can it connect to our POS or accounts?

Yes. Purchases and payments can flow in automatically, so your campaigns can follow what customers actually buy.

Let's see if customer crm fits.

Book a demo or a site visit. We reply within one working day.