Customer Relationship Management (CRM)

Manage leads, track sales, and grow customer relationships with our smart, cloud-based CRM solution built for African businesses.

Cloud CRM for African Businesses

Looking for a CRM system that genuinely drives growth? Team Web offers a powerful, cloud-based Customer Relationship Management (CRM) solution built on the robust Frappe Framework. We empower businesses across East and Southern Africa to excel by simplifying lead management, enhancing sales tracking, and fostering strong customer relationships.

For startups in Nairobi, logistics firms in Dar es Salaam or service providers in Cape Town, our African CRM delivers the tools you need: efficient lead capture, visual sales pipeline tracking, integrated email, real-time sales reporting, and seamless connections to your quoting and invoicing. Automate follow-ups, close more deals, and keep your sales process organized and data-driven with Team Web CRM.

CRM Features

Lead Management

Capture, qualify, and track leads from multiple channels including website forms, email, and sales campaigns.

Opportunity Tracking

Convert qualified leads into sales opportunities, assign them to your sales team, and follow up through each stage of the pipeline.

Customer Management

Maintain a centralized database of contacts and customers with full communication history, notes, and relationship mapping.

Sales Pipeline Visualization

View, manage, and customize your sales funnel using a Kanban-style pipeline to track deals from lead to closure.

Activity & Follow-Up

Schedule meetings, calls, and follow-ups with automatic reminders to ensure timely customer engagement.

Email & SMS Integration

Send and receive emails & SMS directly within the CRM and link them to leads, contacts, or opportunities for better tracking.

Integrated to Quotation & Sales

Convert opportunities into quotations and sales orders seamlessly through integration with the Selling module.

Task & Communication Logs

Log every interaction, assign internal tasks, and track sales team activity to improve accountability and service quality.

Mobile-Friendly & Cloud-Based

Access your CRM from anywhere—perfect for on-the-go sales teams working across different regions in Africa.

Multi-Currency

Manage customers and deals in different currencies and regions, making it ideal for cross-border businesses in East and Southern Africa.

Analytics & Reports

Get a complete view of your sales performance with real-time dashboards, conversion analytics, and sales forecasts.

+Much More

Get in touch or request a free demo for more details.

Let’s Talk

Our Happy Clients

Our Implementation Process

1. Requirements Gathering

We begin by understanding your business needs and mapping your processes. This helps us create a tailored implementation plan.

2. Configure & Customize

Next, we set up Software to match your operations; configuring modules and integrating third-party systems if needed.

3. Migrate Data & Train Users

We import your existing data into ERPNext and train your team to use the system effectively through role-based training.

4. Go Live & Support

Once ready, we launch the system and provide ongoing support to ensure a smooth transition and long-term success.

Why Choose Us

We are trusted leaders in ERPNext implementation, custom business software solutions, and digital transformation services across Kenya, Tanzania, Uganda, Zambia, and South Africa. What sets us apart is our deep industry expertise, hands-on local support, and a proven track record of success across sectors including construction, oil and gas, manufacturing, education, retail, agrovet supply chains, and financial services. We don’t just deploy software—we work closely with your team to align technology with your business goals. Our solutions are designed to cut operational costs, streamline inventory management, automate payroll, and boost team productivity. With a local presence and global standards, we are your go-to partner for end-to-end ERP systems in East Africa.

ERPNext Installation & Setup – Get Started Fast

We offer quick and reliable ERPNext setup on cloud or on-premise servers. Our team configures the ERPNext environment with the right modules – from Accounting and HRMS to Manufacturing and CRM – tailored to your industry, whether it’s construction, distribution, agriculture, retail, or finance. We also provide cloud hosting for ERPNext in Kenya and across Africa for enhanced speed, security, and scalability.