CRM Setup & Integration
Stop losing leads in WhatsApp chats, spreadsheets, and sticky notes.
We set up a CRM built around how your business actually runs — then connect it to your website, WhatsApp, phone lines, email, and the AI agents we build for you, so every lead, booking, and follow-up lands in one place automatically.
Book a free strategy callWhat you get
- CRM selection and setup. We help you choose the right CRM for your size and budget (HubSpot, Zoho CRM, GoHighLevel, Salesforce, Pipedrive, Airtable, or others), then configure pipelines, deal stages, custom fields, and permissions around your actual sales and service process — not a generic template.
- Custom-built CRMs. When off-the-shelf tools don't fit — unusual workflow, full ownership, or avoiding recurring per-seat licensing — we design and build a custom CRM from scratch, often on Airtable or as a standalone app.
- Integration with your existing tools. We connect your CRM to website forms, WhatsApp Business, email, phone/call systems, and payment tools so every inbound lead is captured automatically.
- Automation and workflows. Using Make.com and native CRM automation, we build lead assignment, follow-up reminders, status updates, and sales-to-service handoffs.
- AI agent integration. Our AI voice agents and chatbots wire directly into your CRM, so every call and chat creates or updates a contact record, logs the conversation, and triggers the right next step.
- Data migration and cleanup. We import and clean existing customer data from spreadsheets, old systems, or WhatsApp exports, so you start accurate and de-duplicated.
- Team training and handover. We train your team on day-to-day use and hand over clear documentation so the system keeps working long after setup.
The outcomes
- Every inbound lead captured automatically. Website forms, WhatsApp messages, calls, and emails all land in one system instead of scattered inboxes.
- No more forgotten follow-ups. Assignment, reminders, and status updates run as workflows rather than depending on someone remembering.
- One clear view of your pipeline. You can see who is a prospect, who is a customer, and who needs a nudge — without asking anyone.
- A system your team actually uses. Configured around your real sales and service process, with training and documentation handed over.
Why most businesses still lose leads
Most growing businesses in Kenya and across East Africa run on a mix of WhatsApp, Excel, and memory. Leads fall through the cracks. Follow-ups get forgotten. There's no single view of who's a customer, who's a prospect, and who needs a nudge.
A CRM fixes this — but only if it's set up correctly and actually connected to the tools your team already uses. That connection work is where most CRM projects quietly fail, and it's exactly what we handle.
Frequently asked questions
How it works
Discovery call
We map your current lead flow, sales process, and the tools you already use.
CRM recommendation
We recommend a CRM — or confirm your existing one — based on budget, team size, and complexity.
Setup and configuration
Pipelines, fields, permissions, and views built around your process.
Integrations
Website, WhatsApp, calls, email, and AI agents connected to the CRM.
Automation build
Follow-up, assignment, and notification workflows configured and tested.
Migration and cleanup
Existing data imported, de-duplicated, and validated.
Training and handover
Your team trained and documentation delivered so the system sticks.
Who it's for
Businesses running on WhatsApp and spreadsheets
SMEs currently tracking leads and customers in chats, spreadsheets, or notebooks.
Teams deploying AI agents
Businesses running (or planning) AI voice agents or chatbots that need a proper system of record.
Firms scaling past founder memory
Real estate, healthcare, financial services, hospitality, and professional services firms outgrowing informal tracking.
Existing CRMs that aren't working
Teams with a CRM that is underused, poorly configured, or not integrated with anything.
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Ready to multiply your business?
Book a free strategy call and we'll show you exactly where AI and automation can save you time and win you more customers.