Pipeline in two views
A searchable table and a drag-and-drop board from New to Won.
Every lead, every call, every shilling.
A calm, fast lead and client manager that tracks every call, quote and shilling, built to rebrand for any business.
The challenge
Quote requests were landing in a basic admin page. Calling or messaging a lead left no record, status changes hid behind a save button, and there was no way to see response times, open quotes or revenue. The same problem shows up in every agency, estate agent and shop we work with.
Our approach
We built a standalone system with a table and kanban pipeline, one-tap status changes that save instantly, WhatsApp, call and email buttons that log themselves, quick-reply templates, quote and won amounts in KES, follow-up reminders and a full activity timeline. Live updates announce new leads the moment they arrive. Every brand detail lives in one config file.
The outcome
Nothing slips through: every contact is logged automatically, the dashboard shows response time, conversion, pipeline value and revenue at a glance, and the same product can be rebranded for a client in minutes.
What we built
Key capabilities.
Contact that logs itself
WhatsApp, call and email buttons record the contact and update the status.
Money and follow-ups
Quote and won amounts in KES, plus reminders for every open lead.
White-label ready
Name, colours, stages, currency and templates in one config file.
Next case study
View project Youthing Drips
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