Every lead, deal and customer in one place
Capture leads from web forms, WhatsApp and email, move deals through a clear pipeline, run campaigns and resolve support tickets, all from one CRM system connected to M-Pesa and the rest of SingularERP.
- Leads from web, WhatsApp & email
- Pipeline, stages & forecasts
- Bulk SMS & email campaigns
- Ticketing with SLA timers
One shared view of every customer, from first enquiry to repeat sale
SingularERP-CRM brings your sales, marketing and support teams onto the same customer record. Leads arrive from your website, WhatsApp and email, are scored and assigned by your rules, and every email, call, visit and document sits on one timeline the whole team can see.
Follow-ups, reminders and approvals run on rules instead of memory, and real-time dashboards show leads by source, pipeline by stage and support performance against SLAs, so you close faster, keep more customers and grow revenue with clear processes.
Everything in SingularERP-CRM
Contacts & accounts
A complete 360-degree view of every company and contact.
- Company and contact profiles with roles and hierarchies
- Timeline of emails, calls, visits and documents
- Custom fields and layouts by team
- Duplicate detection and merge
Lead management
Capture every enquiry and respond while it is still warm.
- Lead capture from web forms, WhatsApp and email
- Lead scoring to focus on the best prospects
- Assignment rules and response SLAs
- Every lead followed from first contact to closure
Sales pipeline & forecasts
Know where every opportunity stands and what will close.
- Opportunities tracked stage by stage
- Drag-and-drop pipeline board
- Forecasts based on win probability
- Territories, targets and team performance
Quotes, orders & invoicing
From first quote to payment received.
- Quotes and proformas
- Orders and renewals for repeat business
- Turn an accepted quote into an order or invoice
- M-Pesa and payment gateway updates
Marketing campaigns
Reach the right customers and see what each campaign returns.
- Campaigns with budgets, channels and ROI
- Bulk email and SMS with templates and sender IDs
- Lists and segments for targeted outreach
- Landing page forms and UTM tracking
Customer support desk
Resolve issues on time and keep customers informed.
- Tickets with categories, priority and SLA timers
- Tickets from email, WhatsApp, calls or the customer portal
- Assignment to agents, escalation and approvals
- Knowledge base, FAQs, CSAT and NPS surveys
Activities & reminders
No follow-up forgotten, no customer left waiting.
- Call logs, meetings, tasks and next actions
- Recurring tasks and reminders
- Calendar and contacts sync with Gmail and Microsoft 365
Workflow automation
Let rules handle the routine work.
- Rules that send emails, create tasks and update fields
- Drip sequences and automated nudges
- Approvals for discounts, credit terms and quotes
- Audit trail for key changes
Reports & dashboards
Real-time numbers for leaders and teams.
- Leads by source, conversion and time to close
- Pipeline by stage, owner and forecast
- Activity, SLA and resolution reports
- Custom dashboards with filters and exports
Up and running in 4 steps
Bring in your data
Load leads, contacts and accounts with our import templates, or ask for an assisted migration.
Shape your pipeline
Set up stages, fields, assignment rules and approvals to match the way your business sells and serves.
Connect and train
Link email, calendar, WhatsApp, SMS and M-Pesa, then train your users with the help of our admin handbook.
Sell, serve and measure
Work leads, deals and tickets day to day, and use live dashboards to see what is working.
Built for every team that talks to customers
Sales teams
Leads, opportunities, quotes and next actions in one pipeline.
Marketing teams
Segments, bulk email and SMS campaigns, and ROI by channel.
Customer support
Tickets, SLAs, escalation and a self-service portal for customers.
Owners & managers
Clear dashboards on pipeline, forecasts and team performance.
Works with the tools you already use
M-Pesa & payment gateways
Instant payment updates on the customer record.
Gmail & Microsoft 365
Email, calendar and contacts stay in step with the CRM.
Capture leads and talk to customers on the channel they prefer.
SMS & voice
SMS gateways for bulk messages, and voice call logging.
SingularERP modules
Built-in links to finance, inventory and projects in SingularERP.
Open API & webhooks
Connect your own systems and third-party apps.
What changes for your team
Faster first response
New leads are captured, assigned and followed up without delay.
More deals won
A clear pipeline and automated follow-ups help shorten the sales cycle.
Better retention
Timely reminders, SLA-tracked support and surveys keep customers coming back.
Accurate forecasts
Clean data and live dashboards give leaders numbers they can trust.
Add more as you grow
Other SingularERP products that fit naturally alongside SingularERP-CRM.
