An inquiry comes in
The ICT manager at an insurer asks about a claims system on WhatsApp. It lands in the inbox and goes straight to the rep who covers insurance.
It becomes a lead
One tap turns the chat into a lead with a score. It moves through your own lead steps with one tap, so your team always knows what comes next.
The deal moves forward
Discovery, a two-week proof of concept, proposal, negotiation. Every card shows where the POC, the quote and the payment stand, and the forecast updates for the whole team.
A quote goes out
Build a branded quote with your products and tax, get a discount approved, and send it on WhatsApp or email.
Invoice, paid
The quote becomes an eTIMS-ready invoice. When the M-Pesa payment arrives it's matched by itself, and the rep's commission updates on the spot.









