From first call to closed deal, on one board.
A pipeline built around how Kenyan SME sales actually happen: a phone call, a WhatsApp thread, a deal in KES, and a payment request sent the moment terms are agreed.
Pipeline board — one column per stage, a running KES total, and a card count on every column
See it before you launch it.
One account per business, with per-device sync underneath
Built for how it actually gets used.
Leads with Kenyan context built in
Not a generic contact card — fields for how business actually gets done here.
- Individual or corporate lead type, with KRA PIN and contact person for corporate accounts
- County and town captured alongside phone, for territory-aware follow-up
- Primary and secondary phone numbers with one-tap call, SMS, or WhatsApp
- Deal value in KES, lead temperature, and lead source tracked per record
A pipeline built for a touchscreen, not just a mouse
Stage moves are chevron taps first, drag-and-drop second.
- One column per pipeline stage, horizontally scrollable, with a running KES total and card count
- Back/forward chevrons as the primary way to move a deal — desktop drag-and-drop is a bonus, not a requirement
- "Mark lost" is an explicit action available from any stage, not just after negotiation
- A lost deal can be reopened, sending it back to Negotiation rather than starting over
M-Pesa and WhatsApp where the conversation already is
Payment requests and messaging without leaving the lead record.
- Send an M-Pesa payment request directly from a lead
- Unmatched C2B payments surfaced for manual matching to the right lead
- WhatsApp click-to-chat, with unmatched inbound messages surfaced for follow-up
Bridges to the rest of the suite
A won deal doesn't mean re-typing everything into another app.
- Quote bridge panel connects a lead directly to a KituBox ERP quote
- Activity log and task manager for follow-up cadence per lead
Reporting and sync
A sales dashboard and the same offline sync guarantees as the rest of KituBox.
- Sales dashboard with bar-chart and tabular reports by stage, source, and rep
- Mesh sync between devices on-site, plus cloud sync when connectivity returns
Not a global template with KES swapped in.
KRA PIN fields, county and town data, M-Pesa as a first-class payment method, and statutory numbers (NSSF, SHIF, Housing Levy, NITA) are part of the data model, not an add-on — because KituBox CRM was built for Kenyan compliance from the first schema.