Customer Relationship Management

Never Lose a Lead.
Never Miss a Follow-Up.

Forterra CRM gives your sales team the tools to manage every prospect and client relationship systematically — from first contact to signed contract and beyond. Built for how Kenyan sales teams actually work.

The Problem

Does This Sound Familiar?

"Sales teams relying on WhatsApp, notebooks, and memory lose deals to competitors who follow up faster and more consistently. Without a CRM, you have no pipeline visibility, no forecast accuracy, and no accountability."

The Solution

How Forterra Solves It

Capture every lead from website, WhatsApp, and referrals
Visual pipeline showing every deal and its stage
Automated follow-up reminders and activity tracking
Quotation generation and tracking
WhatsApp Business integration
Sales performance dashboards
35%
Increase in close rate
2x
More follow-ups completed
60%
Faster quote turnaround
100%
Lead visibility

Key Modules & Features

Lead Management

Opportunity Pipeline

Contact Management

Quotation Management

Email & WhatsApp Integration

Activity Management

Sales Reporting

Customer Portal

Industries We Serve

Professional ServicesFinancial ServicesTechnologyManufacturingReal EstateInsuranceHealthcareEducation

Frequently Asked Questions

How long does implementation take?

Most implementations take 4-12 weeks. We provide a detailed project plan after the initial consultation.

Do you offer a free demo?

Yes. Book a free 45-minute personalized demo tailored to your industry and organization size.

Can this integrate with our existing systems?

Yes. We integrate with M-Pesa, KRA eTIMS, NHIF/NSSF, banking systems, and most business applications.

What support is included?

All implementations include go-live support. Ongoing support is available in Bronze, Silver, Gold, and Enterprise tiers.

Ready to See It in Action?

Book a free demo tailored to your industry and organization size.