All services CRM & ERP

One system to run the business.

Pinch CRM, our own sales system, extended into a full ERP: contacts, quotes, eTIMS invoices, stock, purchasing, finance and payroll on one database. Shaped around how you work, wired to M-Pesa and KRA, and hosted and supported by us.

Good for Sales teams · Distributors · Manufacturers · Service firms · Growing SMEs

Guest paying by card at a hotel reception desk
Sales pipeline Search GWGrace WanjiruAdministrator
Sales pipeline
Open deals42
Pipeline valueKES 8.6M
Won this monthKES 2.4M
CustomerDealValueStage
Wanjiku Foods Ltd Annual supply KES 1.2M Proposal sent
Ochieng & Sons Fleet service KES 380,000 Won
Mombasa Cold Stores Cold room parts KES 645,000 Negotiating
Kiprotich Agrovet Distributor deal KES 920,000 Meeting 14 Oct
New leads by week
1 Sep 8 Sep 15 Sep 22 Sep 29 Sep 6 Oct
Open deals 42
What you get

Built around how you sell.

We start from Pinch CRM, the sales system we built and run ourselves, and shape it to your products, prices and approvals. One login covers sales, stock, money and people.

01

One record per customer

Calls, quotes, invoices, payments and requests on one page for every customer.

02

KRA eTIMS built in

Every invoice validated as it is issued, with the receipt number stored on the sale.

03

M-Pesa matched for you

STK push on invoices, and paybill and bank payments matched to the right customer.

04

Add modules as you grow

Start with sales and invoicing, then switch on stock, purchasing, payroll or a portal.

05

Reports you can trust

Sales, margins, debtors and stock on live dashboards, not month-old spreadsheets.

06

Hosted and supported

We host it, back it up, keep it updated and answer when your team gets stuck.

Inside Pinch CRM

Six modules, one database.

Click through the modules. An order taken in sales reserves stock, raises the invoice and lands in finance without anyone typing it twice. Start with the modules that hurt most.

Try it: open a module from the menu, click a record, filter the list.

PCPinch CRMPinch CRM
Sales pipeline GWGrace WanjiruAdministrator
Sales pipeline
Open deals42
Pipeline valueKES 8.6M
Won this monthKES 2.4M
CustomerDealValueStage
Wanjiku Foods Ltd Annual supply KES 1.2M Proposal sent
Ochieng & Sons Fleet service KES 380,000 Won
Mombasa Cold Stores Cold room parts KES 645,000 Negotiating
Kiprotich Agrovet Distributor deal KES 920,000 Meeting 14 Oct
New leads by week
1 Sep 8 Sep 15 Sep 22 Sep 29 Sep 6 Oct

Contacts & pipeline

Every lead, customer and deal in one pipeline the whole team can see.

4 features
  • Leads from your site, WhatsApp and calls
  • Pipeline stages with deal values
  • Follow-up reminders for each rep
  • Full history of every customer

Like what you see? Let us build yours.

We walk you through it on a call, map how your business works, and send a fixed-scope proposal in writing.

Custom built, not off the shelf. Every system we build is made to fit the client's needs: the modules, screens, wording and reports follow how your organisation works. The business, names and figures in this demo are examples.

Contacts & pipeline

Every deal, one pipeline.

Every lead, customer and deal in one pipeline the whole team can see.

  • Leads from your site, WhatsApp and calls
  • Pipeline stages with deal values
  • Follow-up reminders for each rep
Sales pipeline Search GWGrace WanjiruAdministrator
Sales pipeline
Open deals42
Pipeline valueKES 8.6M
Won this monthKES 2.4M
CustomerDealValueStage
Wanjiku Foods Ltd Annual supply KES 1.2M Proposal sent
Ochieng & Sons Fleet service KES 380,000 Won
Mombasa Cold Stores Cold room parts KES 645,000 Negotiating
Kiprotich Agrovet Distributor deal KES 920,000 Meeting 14 Oct
New leads by week
1 Sep 8 Sep 15 Sep 22 Sep 29 Sep 6 Oct
Sales pipelinelive
Wanjiku Foods Ltd Annual supply Proposal sent
Ochieng & Sons Fleet service Won
Mombasa Cold Stores Cold room parts Negotiating
Quotes & invoices

Quote to eTIMS invoice in minutes.

Quotes in minutes, and invoices validated on KRA eTIMS as they are issued.

  • Quotes from your own price lists
  • Quote to invoice in one click
  • eTIMS validation on every invoice
Quotes & invoices Search GWGrace WanjiruAdministrator
Quotes & invoices
Invoiced, SeptemberKES 6.8M
Quotes sent64
Quotes won41%
DocumentCustomerAmountStatus
INV-2214 Otieno Motors KES 86,400 eTIMS validated
INV-2215 Wanjiku Foods Ltd KES 412,000 eTIMS validated
Q-1187 Nyeri Fresh Dairies KES 158,750 Quote sent
INV-2209 Kamau Builders KES 64,300 Overdue 14 days
Invoiced by month, KES M
May Jun Jul Aug Sep
Quotes & invoiceslive
INV-2214 Otieno Motors eTIMS validated
INV-2215 Wanjiku Foods Ltd eTIMS validated
Q-1187 Nyeri Fresh Dairies Quote sent
Finance & reports

Margins you can see.

Payments matched, debtors chased and live reports without a month-end rush.

  • M-Pesa and bank payments matched
  • Debtors ageing with reminders
  • Profit and margin by product
Finance Search GWGrace WanjiruAdministrator
Finance
Collected, SeptemberKES 9.1M
DebtorsKES 2.3M
Over 60 daysKES 0.4M
PaymentCustomerAmountStatus
M-Pesa UJ6K2QX9TA Otieno Motors KES 86,400 Matched INV-2214
Bank transfer Wanjiku Foods Ltd KES 412,000 Matched INV-2215
M-Pesa UJ6L7P1MR3 Unknown, 0722 xxx 418 KES 12,000 Needs a match
Gross margin by month, %
May Jun Jul Aug Sep
Collected, September KES 9.1M Debtors: KES 2.3M
How we work

Live in 21 working days.

  1. 01Days 1 to 3

    Map how you work

    We sit with sales, stores and finance, map how orders and money move, and agree what goes first.

  2. 02Days 4 to 15

    Shape Pinch CRM

    Your products, prices, approvals and documents set up, with working screens to test every few days.

  3. 03Days 16 to 18

    Move your data

    Customers, items, opening stock and balances imported from spreadsheets, Zoho or QuickBooks, then checked.

  4. 04Days 19 to 21

    Train and go live

    Each team trained on its own screens. We stay close through the first month end, then support you.

Tools we use Laravel · PostgreSQL · MySQL · Odoo · Zoho · HubSpot · Power BI · M-Pesa Daraja · KRA eTIMS

Questions

Before you ask.

Is it Pinch CRM or a custom system?

Both. We start from Pinch CRM, our own system, and shape it to your products, prices, approvals and documents. Anything specific to your business is built on top, so you are not paying to rebuild the basics.

Do you build systems for our sector?

Yes. We build sector systems for manufacturers, SACCOs and lenders, schools, travel and hospitality firms, property companies, retailers and NGOs. Our industry pages, such as Manufacturing and Finance, show the modules each one adds, like production, loans or fees.

Can you work with Odoo, Zoho or HubSpot instead?

Yes. If you already use Odoo, Zoho or HubSpot, we can set it up properly, connect it to M-Pesa and eTIMS, and clean up your data. If it no longer fits, we move you to Pinch CRM without losing your history.

How long does a rollout take?

Every project is delivered in 21 working days, from the first workshop to go-live. You get the plan, day by day, in the written proposal.

What does it cost?

It depends on the modules and the number of users. After a free scoping call you get a fixed-scope proposal in writing, so you know the price before we start.

Let's map your system.

A free scoping call, then a fixed-scope proposal in writing.

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