CRM project

Sales pipeline and customer follow-up system

The goal was to replace scattered customer communication and manual tracking with a clearer workflow that sales teams could understand at a glance. The CRM was structured around lead stages, follow-up reminders, quotes, and a visual view of progress from first contact through to signed business.

  • Lead tracking from enquiry to contract
  • Follow-up scheduling for calls, meetings and site visits
  • Quote and product visibility for service-based sales
  • Revenue overview for quick business performance checks

ERPNext project

Retail operations, finance and KRA compliance workflow

This ERP configuration was designed to support everyday business operations in a way that feels practical for a growing company. It brings together sales, inventory, payment handling, cash flow visibility and compliance requirements into one system that is easier to manage than separate spreadsheets and disconnected tools.

  • Sales and payment tracking with M-Pesa and cash workflows
  • Inventory and stock visibility with SKU-based controls
  • Accounts receivable and financial reporting
  • DigiTax eTims integration for KRA invoice compliance

Portfolio approach

Practical systems, clear communication and measurable business value

Whether the work is a CRM, an ERP setup, a business workflow review or a website build, the aim is the same: remove confusion, reduce manual effort and create a system that supports real decisions. This is the standard I apply when building tools and explaining technical work to clients who want practical outcomes, not just technical complexity.