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Sales Automation & Customer Intelligence · Kenya

CRM Software in Kenya

Capture Leads, Manage Sales Pipelines and Accelerate Deal Closing for Kenyan Businesses

Customized customer relationship management (CRM) software built for Kenyan sales teams, B2B enterprises, and service companies. Track leads from WhatsApp, website forms, and social media, manage visual sales pipelines, automate follow-ups, and convert more prospects into loyal clients.

  • Multi-Channel Lead Capture (WhatsApp/Web)
  • Visual Kanban Sales Pipelines
  • Automated Follow-Up Sequences
  • Instant Quotations & Deal Analytics
CRM Starter · Starting From Ksh 20,000 Excl. VAT
Visual Deal Pipelines
Complete Customer History
WhatsApp Cloud Integration
Actionable Sales Analytics
Sales CRM Overview

Never Lose a Sales Opportunity or Customer Follow-Up

Centralize client conversations, sales activities, and deal pipelines into one intuitive system.

In Kenyan business, deals are won through rapid response times, persistent follow-up, and organized customer history. The Beatsy CRM Software gives your sales managers, field executives, and account managers complete visibility over inbound leads, pending quotations, client touchpoints, and revenue projections.

Lead Capture

Multi-Channel Lead Ingestion

Capture leads automatically from your website, WhatsApp Business, Google Ads, Meta Ads, and phone calls.

Pipeline Visibility

Visual Deal Pipelines

Drag-and-drop Kanban sales stages showing deal value, expected close dates, and probability of closing.

Client Memory

Unified Communication History

Complete timeline of customer calls, WhatsApp messages, emails, site visits, and quote revisions.

Revenue Growth Benefits

Why High-Performing Sales Teams in Kenya Choose Beatsy CRM

Convert scattered spreadsheets and WhatsApp chats into a structured sales machine.

First to Respond

3x Faster Lead Response Time

Instant notifications alert sales reps when a prospective customer inquires, beating competitors to the punch.

Follow-Up Discipline

Zero Dropped Prospects

Automated task reminders ensure no client proposal or requested follow-up falls through the cracks.

Direct Chat

WhatsApp & SMS Native Workflows

Connect official WhatsApp Business API to chat with prospects directly from their CRM record.

Quote in Seconds

Instant Quotation Generation

Create branded, professional PDF quotes in seconds with itemized catalog pricing and discount approvals.

Performance Metrics

Sales Team Accountability

Clear metrics on calls made, meetings attended, quotes sent, and deals closed per sales representative.

Client Retention

Seamless Customer Handoff

Transfer closed deals smoothly to onboarding, fulfillment, or customer support teams with full historical notes.

CRM Packages

Tailored CRM Software Packages

Affordable subscription and setup tiers designed for startups, SMEs, and corporate sales teams.

CRM Starter

Starting From Only
Ksh 20,000 One-Time Payment
Customer relationship management platform.
  • Lead Funnel & Deal Pipeline
  • Contact Management
  • Email Templates
  • Activity Logging

CRM Business

Starting From Only
Ksh 30,000 One-Time Payment
Customer relationship management platform.
  • Lead Funnel & Pipeline
  • WhatsApp & Email Automation
  • Sales Team Performance Tracker
  • Customer Deal History

CRM Pro

Starting From Only
Ksh 60,000 One-Time Payment
Customer relationship management platform.
  • Advanced Sales Automation
  • Multi-Channel Support
  • Custom API Integration
  • Real-Time Conversion Dashboards
System Capabilities

End-to-End Features for Sales, Marketing & Service

Tools designed to nurture customer relationships throughout their entire lifecycle.

Contacts Database

Lead & Contact Management

Rich profiles with phone numbers, emails, company affiliations, lead source tags, and purchase history.

Pipeline Stages

Visual Sales Pipeline & Stages

Customizable stages (Lead In, Qualified, Proposal Sent, In Negotiation, Won/Lost) with deal values.

Drip Automation

Automated Follow-Up Sequences

Scheduled SMS and email reminders to re-engage dormant prospects and nurture active opportunities.

Quotes & Invoices

Quotation & Proposal Engine

Generate professional quotes with e-signature capabilities and automated payment gateway links.

Customer Care

Helpdesk & Support Tickets

Log client issues, warranty claims, and service inquiries with response-time SLA tracking.

Revenue Forecasting

Executive Sales Analytics

Real-time dashboards tracking monthly sales targets, conversion rates, pipeline velocity, and revenue forecasts.

Target Sectors

Tailored for Kenyan Commercial & Service Sectors

Proven CRM architecture adapted to your industry's specific sales cycles.

Corporate Deals

B2B & Corporate Services

Manage long sales cycles, multiple corporate decision-makers, contract renewals, and retainer billings.

Property Sales

Real Estate Developers & Agencies

Track property viewings, buyer financing statuses, plot reservations, and agent commissions.

Dealerships

Automotive & Heavy Machinery

Vehicle inquiries, test drive scheduling, service maintenance bookings, and parts warranty management.

Consultants

Professional Services & Consultancies

Client onboarding, proposal tracking, project milestones, and recurring retainer management.

CRM Extensions

Supercharge Your Sales Stack

Connect messaging channels, dialers, and automated drip marketing tools.

Communication
WhatsApp Business Cloud API Integration
From Ksh 15,000

Send automated WhatsApp message templates, broadcast updates, and chat with leads directly from CRM.

Marketing
Automated Email Drip & Nurture Campaigns
From Ksh 12,000

Multi-stage email sequences triggered by deal stages, lead actions, and scheduled follow-ups.

Telephony
VoIP Call Center & Call Recording Dialer
From Ksh 25,000

In-browser click-to-call dialer with call logging, automated recordings, and sales performance tracking.

Integration
Custom Webhook & Lead Form Web-Hook Generator
From Ksh 10,000

Embed lead capture forms on any landing page and instantly funnel contacts into your CRM pipeline.

Local Deployment

CRM Implementation & Sales Training in Nairobi & Thika

Hands-on sales team onboarding, data migration from Excel, and CRM customization.

Corporate Sales

Nairobi Corporate Hub

Supporting corporate sales teams in Westlands, Upper Hill, Kilimani, and Industrial Area with CRM workflow design, pipeline setup, and sales rep coaching.

Commercial Growth

Thika Regional Hub

Helping manufacturers, wholesale hardware distributors, and growing enterprises in Thika Town and Kiambu streamline customer follow-ups and quote management.

Frequently Asked Questions

Everything You Need to Know About CRM Software

Helpful insights into WhatsApp integration, lead capture, sales pipelines, and implementation.

Beatsy CRM organizes your leads into visual Kanban deal stages (e.g. New Lead, Contacted, Meeting Scheduled, Quote Sent, Negotiation, Closed Won). Sales reps never lose track of follow-ups, and sales managers gain complete visibility into deal velocity and projected revenue.

Yes. Leads submitting quotation forms on your website, messaging your official WhatsApp Business number, or clicking Meta Facebook/Instagram lead ads flow automatically into Beatsy CRM in real-time, instantly notifying your sales team to follow up.

Yes. Sales reps can click to chat with prospects via WhatsApp, dispatch transactional SMS messages, send personalized follow-up emails, and log phone call summaries directly inside the customer timeline without switching between multiple apps.

Yes. The manager dashboard tracks individual sales rep performance: number of calls logged, prospect meetings conducted, quotations dispatched, conversion win rates, and target achievement quotas, making weekly sales meetings data-driven.

In just two clicks, sales agents can generate polished corporate PDF quotations with your company logo, KES pricing, 16% VAT breakdowns, bank details, and Safaricom Paybill payment instructions, emailing or WhatsApping it directly to the decision maker.

Yes. You can configure round-robin lead distribution to rotate incoming leads fairly among sales reps. If an agent does not contact a new lead within 30 minutes, the CRM triggers an escalation alert and sets automated follow-up calendar tasks.

Yes. Beatsy CRM enforces strict role permissions. Sales reps can only view their assigned leads, and bulk export to Excel can be disabled entirely for agents, ensuring your valuable client database and company contacts remain safe and confidential.

Yes. When a deal reaches "Closed Won", the CRM can automatically trigger invoice generation in your accounting system or create a customer onboarding project, ensuring a seamless handover from sales to operations.

Small sales teams can get started with Beatsy CRM from KES 9,500 setup. Comprehensive enterprise CRM packages for larger sales forces with custom WhatsApp Cloud API integration range between KES 25,000 and KES 55,000 with unlimited contacts.

Yes. Our business consultants assist you in mapping your unique sales cycle, configure custom deal fields and qualification stages, and deliver live interactive training to ensure high CRM adoption across your sales team.
Transform Sales Performance

Accelerate Your Business Sales Today

Schedule a tailored CRM demonstration and consultation for your sales leadership team.

Call: +254 724 954 312 sales@beatsysolutions.co.ke Nairobi & Thika, Kenya
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