KituBox CRM
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.
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 - 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.
Every KituBox CRM Screen
Works Standalone or Connected
KituBox CRM works on its own, or connects directly with the rest of the KituBox suite - no duplicate data entry between systems.
KituBox CRM FAQs
See KituBox CRM in Action
Book a free walkthrough, or launch the live app and try it yourself right now.