CRM Implementation & Revenue Operations
CRM systems and revenue operations infrastructure for development sector organizations
Service Packages
CRM Setup
Organizations implementing CRM for the first time
Includes:
Platform selection; data migration; pipeline configuration; user setup; 2-week onboarding training
Deliverables:
Configured CRM, data import, team training
CRM Optimization
Organizations with underperforming or low-adoption CRM
Includes:
Audit of existing CRM; data cleanup; automation rules; reporting dashboards; adoption program
Deliverables:
Optimized CRM, automation workflows, adoption report
Clients & Experience
Capital Strategies Kenya
Financial Services • Kenya
Data collection and analysis systems training — analytical pipeline
Oplos Marketing
Marketing • Kenya
Digital marketing and CRM-adjacent brand showcase portal
AMPATH
Healthcare / Research • Kenya
Project leadership and operational communication systems
Tech For Development (T4D)
Technology • Kenya
eCommerce and operational portal infrastructure