CRM & Sales Automation
Leads, pipeline, quotations and customer follow-up in one place, connected to your ERP and communication channels.
Why organisations come to us
Leads arrive by phone, email, WhatsApp and walk-ins, and follow-up depends on individual memory. Managers can't see the pipeline until deals close or disappear.
- Leads lost between channels
- No visibility of the pipeline
- Quotes prepared outside the system
What's included in CRM & Sales Automation
Every engagement is scoped to your organisation. These are the building blocks we usually combine.
01Lead capture
Website, email and WhatsApp enquiries in one inbox.
02Pipeline
Stages, probabilities and forecasts.
03Quotations
Branded quotes from your price lists.
04Follow-up
Tasks, reminders and sequences.
05Customer 360
Orders, invoices and tickets in one view.
06Sales reporting
Conversion, revenue and team performance.
What you can expect once it's running
Every enquiry has an owner and a next step.
Forecasts from live data.
Quotes in minutes, not days.
A proven route from discovery to support
01DiscoverUnderstand the organisation, goals and challenges.02AnalyzeMap processes, requirements and technology gaps.03DesignDevelop the solution architecture and implementation roadmap.04ImplementConfigure, develop, integrate, test and deploy.05Support & ImproveProvide ongoing support, optimisation and innovation.Questions about CRM & Sales Automation
Still unsure if it fits? A consultant can tell you in one conversation.
Can the CRM connect to our ERP?
Often combined with
Business Automation
Automate repetitive processes, approvals, notifications, reporting and data movement between systems.
Learn more →SolutionsAI Solutions
Practical AI for productivity, customer service, document processing, reporting and knowledge management, with your data kept secure.
Learn more →TechnologyAPI & System Integration
Connect ERP, payments, tax, banking, e-commerce and line-of-business systems so data moves reliably without re-typing.
Learn more →Let's build what your business needs.
Tell us about the problem. A consultant replies within one business day with next steps, not a sales script.
- Phone
- 0702 795 466 · 0714 213 413
- info@technopick.net
- Office
- Westlands, Nairobi, Kenya
- Hours
- Mon – Fri, 8:00 – 17:00 EAT
- +254 702 795 466