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All services CRM & ERP

Every chat, deal and shilling. One system.

Pinch CRM puts WhatsApp, calls, email and social in one inbox and runs your pipelines, quotes and invoices. On the same data we build your ERP: stock, purchasing, accounts, HR and KRA-ready payroll. Hosted and supported by Pinch in Nairobi.

Plan your system Click through the system
Modules
16
Features
205
Login
1
Smiling woman shaking hands across a desk in an office meeting
Dashboard Search WKWanjiru KamauManaging director
OCT 2026 Welcome back, Wanjiru Savanna Supplies Ltd, Industrial Area, Nairobi. Tuesday 6 October 2026. New deal New invoice New purchase order
Open pipelineKES 18,420,000Weighted KES 7.9M
Won this monthKES 2,640,0009 deals
New leads today239 from WhatsApp
Tasks due146 overdue
Top deals
DealCompanyValueStage
Dining hall equipment Nyota Academy KES 2,180,000 quote sent
Kitchen refit, 2 outlets Twiga Grill Westlands KES 1,240,000 qualified
Banquet equipment Mlima Ridge Lodge KES 486,000 quote sent
Recent activity
Deal won: monthly cleaning suppliesUpendo Care Hospital, KES 312,000
M-Pesa payment matched to INV-2026-0418Kijani Gardens Hotel, KES 64,200
Below reorder level: gas range, 6 burner2 left, PO-2026-0318 drafted
New lead from the kitchen quote formPeter Mwangi, Westlands, AI score 71
Try the live demo
Open pipeline KES 18,420,000 Weighted KES 7.9M
Your business runs on WhatsApp. Excel. Five logins.
  • Sales live on personal WhatsAppWhen a salesperson leaves, their chats, customers and half-done quotes leave with them.
  • Stock lives in a spreadsheetNobody trusts the numbers, so the store gets a phone call before every quote.
  • Four apps that do not talkZoho for leads, QuickBooks for the books, Excel for stock, and someone retyping between them.
  • M-Pesa matched by handFinance spends days ticking paybill statements against invoices to see who has paid.

Your business deserves better.

The system

Pinch CRM, grown into your ERP.

Pinch CRM is our own product: one inbox, contacts, pipelines, booking, forms, WhatsApp, calls, campaigns, invoices and reports. On the same data we build the ERP modules your business needs: stock, purchasing, accounts, HR and payroll. Click around the dashboard below, every module opens.

Live demo, click anything

A working copy of Pinch CRM + ERP. Nothing you do here is saved.

  1. Open a module
  2. Open a record
  3. Press New message, save
  4. Go full screen
0 of 4 tried
SSSavanna Supplies LtdHotel and kitchen supplies distributor
Dashboard WKWanjiru KamauManaging director
OCT 2026 Welcome back, Wanjiru Savanna Supplies Ltd, Industrial Area, Nairobi. Tuesday 6 October 2026.
Open pipelineKES 18,420,000Weighted KES 7.9M ▲ 2.2%
Won this monthKES 2,640,0009 deals ▲ 2.3%
New leads today239 from WhatsApp ▲ 2.6%
Tasks due146 overdue ▼ 3.3%
Open pipeline, last 12 weeksKES 18,420,000 This periodLast period
20 Jul3 Aug17 Aug31 Aug14 Sep28 Sep
By status
  • quote sent2
  • qualified1
At a glance
Top deals
DealCompanyValueStage
Dining hall equipment Nyota Academy KES 2,180,000 quote sent
Kitchen refit, 2 outlets Twiga Grill Westlands KES 1,240,000 qualified
Banquet equipment Mlima Ridge Lodge KES 486,000 quote sent
Recent activity
Deal won: monthly cleaning suppliesUpendo Care Hospital, KES 312,000
M-Pesa payment matched to INV-2026-0418Kijani Gardens Hotel, KES 64,200
Below reorder level: gas range, 6 burner2 left, PO-2026-0318 drafted
New lead from the kitchen quote formPeter Mwangi, Westlands, AI score 71

Dashboard

Pipeline, won value, new leads, tasks and messages on one screen, with the top deals and the day's activity: what Wanjiru opens first each morning.

Open a module

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.

Free plan, no obligation

Get the plan for your CRM and ERP.

  • A fixed-scope plan and price within 24 hours
  • Live in 21 working days, then hosted and supported by us
  • Built around how you work, not squeezed into a template
Robinson Edwin Rachel Wilson Your answers go straight to the people who build it.
1 of 3Your team
Your team
How many people will use it?
What do you use today?

We reply on WhatsApp, usually within 2 hours in studio hours. No spam, ever.

Inbox · WhatsApp

Every chat, one inbox.

WhatsApp, SMS, email, web chat, Messenger and Instagram in one shared inbox, with AI help on every thread.

  • Six channels, one inbox
  • Assign and hand over
  • Snooze and priority
Inbox Search WKWanjiru KamauManaging director
InboxEvery customer conversation, on every channel.
Saved replies Assign New message
Open conversations4812 unassigned
Unread messages375 waiting over an hour
Snoozed9back by 2 pm
Resolved today64
Search name or number All channels Assigned to me All status
ContactChannelLast messageAssignedStatus
Mlima Ridge Lodge WhatsApp 40 chafing dishes, price? Kevin Otieno unread
Jiko Bistro Kilimani Instagram Do you deliver on Sunday? Mercy Wambui open
Acacia Crest Hotel Email Statement for September Esther Njeri open
Upendo Care Hospital SMS Gloves received, thanks Mercy Wambui resolved
Twiga Grill Westlands Web chat Gas range back in stock? Brian Kiprono snoozed
AI help, this morning
Suggested reply readyMlima Ridge Lodge, 40 chafing dishes
Thread summarisedAcacia Crest Hotel, 23 messages
Translated from FrenchGoma restaurant asking for a catalogue
Inboxlive
Mlima Ridge Lodge WhatsApp unread
Jiko Bistro Kilimani Instagram open
Acacia Crest Hotel Email open
Pipelines

Know what is closing this month.

Several sales pipelines as kanban boards, with AI deal scores, lost reasons and a stage-velocity report.

  • Several pipelines
  • Kanban, drag to move
  • AI deal score
Pipelines Search WKWanjiru KamauManaging director
PipelinesHotels pipeline: open deals by stage.
Velocity report Export New deal
Open pipelineKES 18.4M62 open deals
Weighted valueKES 7.9M
Won this monthKES 2.6M9 deals
Average deal score68
Search deal or company Hotels pipeline All owners All stages
DealCompanyValueOwnerStage
Banquet equipment Mlima Ridge Lodge KES 486,000 Kevin Otieno quote sent
Kitchen refit, 2 outlets Twiga Grill Westlands KES 1,240,000 Brian Kiprono qualified
Monthly cleaning supplies Upendo Care Hospital KES 312,000 Faith Achieng won
Dining hall equipment Nyota Academy KES 2,180,000 Faith Achieng quote sent
Linen and tableware Pwani Breeze Hotel KES 654,000 Kevin Otieno qualified
Won by month, KES M
May Jun Jul Aug Sep Oct
Open pipeline KES 18.4M Weighted value: KES 7.9M
Finance · M-Pesa

Every payment, matched.

Ledger, receipts, payment runs and bank and M-Pesa reconciliation, with VAT, periods and budgets.

  • Chart of accounts and ledger
  • Invoices with eTIMS details
  • Receipts and allocation
Reconciliation Search WKWanjiru KamauManaging director
ReconciliationBank accounts and M-Pesa paybill, October 2026.
Import statement Ageing report Match transaction
Cash at bankKES 11.4M2 banks and M-Pesa
Auto-matched92%of 1,318 lines
To reconcile43
Debtors over 60 daysKES 2.2M
Search reference or amount All accounts All status October 2026
ReferenceAccountAmountMatched toStatus
SJ62H7PMX3 M-Pesa paybill KES 128,900 INV-2026-0396 suggested
SJ84K2LQ7W M-Pesa paybill KES 64,200 INV-2026-0418 auto-matched
FT26279KX01 KCB current KES 312,000 INV-2026-0388 auto-matched
CHQ 004418 KCB current KES -214,800 Highland Packaging bill matched
SJ91B3TQ5Z M-Pesa paybill KES 15,000 No match yet unmatched
Cash at bank, KES M
Jun Jul Aug Sep Oct
Reconciliationlive
SJ62H7PMX3 M-Pesa paybill suggested
SJ84K2LQ7W M-Pesa paybill auto-matched
FT26279KX01 KCB current auto-matched
Lead to cash

From first message to money in the bank.

The path every order takes through one system. Each step feeds the next, so nothing is typed twice and you can see where every shilling is.

  1. 01

    Capture

    WhatsApp chats, calls, web forms and ad leads land in one inbox and open a deal in the right pipeline.

  2. 02

    Win the deal

    The deal moves across the board, scored by AI, until the customer accepts the estimate online.

  3. 03

    Fulfil from stock

    Stock is checked and issued from the store, and anything short becomes a purchase order.

  4. 04

    Invoice

    The accepted estimate becomes an invoice with eTIMS details, sent with a link to pay online.

  5. 05

    Get paid

    M-Pesa and bank statements imported and matched to invoices, with reminders for the rest.

  6. 06

    Report

    Pipeline, sales, stock and cash on the dashboard, and a weekly report by email with an AI summary.

The app

Your business in your pocket.

Pinch CRM installs on any phone as an app with push notifications. Sales reply on WhatsApp and move deals from the road, managers approve from anywhere, and staff see their leave and payslips.

For sales and support, managers and directors.

Built for Kenya

Wired into how business runs here.

M-Pesa

Paybill and till statements imported and matched to invoices, ready for a direct Daraja connection.

Choose a connection to see what it does.

CEPinch CRM + ERP
Running today

A CRM we use every day.

Pinch CRM runs our own sales at crm.pinch.africa, along with the businesses and agencies we host on it. We also run the safari CRMs for Africa Rebound Safaris, Entice Africa Safaris, Royal Private Safaris, Saftrek Adventures and the Nature Point Safari Suite, and the production system we built for Timeless Timber. JamboHR and GetItDone, our HR and task products, cover the people side.

Teacher standing at the front of a classroom with pupils at their desks Case study · Education S3 Education High-converting lead generation for international student placement. 60%Reduction in Cost Per Lead3xIncrease in consultation bookings5k+Qualified student leads generated Read the case study
Connected. Chats, deals, stock, money and people on one login.
Matched. M-Pesa and bank payments matched to invoices, not ticked by hand.
Built for Kenya. eTIMS details, KRA payroll and M-Pesa, hosted and supported in Nairobi.
Everything inside

205 features. 22 areas, one system.

Every feature in Pinch CRM + ERP, grouped by area. Pick an area, or search for the thing you need.

Inbox

WhatsApp, SMS, email, web chat, Messenger and Instagram in one shared inbox, with AI help on every thread.

  • Six channels, one inboxWhatsApp, SMS, email, web chat, Facebook Messenger and Instagram messages land in one list, threaded per contact.
  • Assign and hand overGive a conversation to a colleague and see who owns every open thread.
  • Snooze and prioritySnooze a thread until a set time and mark the urgent ones, so nothing waits unseen.
  • Internal notesLeave a note on a thread for colleagues. The customer never sees it.
  • Saved repliesAnswers to common questions saved once and inserted in two clicks, on any channel.
  • WhatsApp templates, buttons and listsSend approved templates, reply buttons and list messages straight from the thread.
  • Catalogue products in a chatShare products from your WhatsApp catalogue inside the conversation, with photo and price.
  • AI suggested repliesA draft reply written from the conversation, ready for you to edit and send.
  • Thread summariesA long conversation summarised in a few lines before you pick it up.
  • TranslationMessages translated in the thread, so you can answer a customer in their own language.
  • AI off per threadSwitch AI help off for any conversation that should stay fully human.
  • Web chat on your siteA chat widget for your website that drops visitors' messages into the same inbox.
Growth

And the marketing to fill the pipeline.

Website DevelopmentA site that sends every enquiry and booking straight into your pipeline. Digital MarketingMeta, Google and TikTok ads whose leads land in the CRM, traced to won deals. AI & AutomationAI that drafts replies, answers calls after hours and writes the weekly report.
Rollout

Live in 21 working days.

A fixed plan you can hold us to: what happens on which working day, from the first walk-through to the day your team goes live.

01Map how you work
Days 1 to 3
Days 1 to 3

We sit with sales, stores, finance and HR, map how work moves today and agree what goes live first.

02Set up and build
Days 4 to 15
Days 4 to 15

Pinch CRM set up with your pipelines, channels and brand, and your ERP modules built and shown to you as we go.

03Move your data
Days 16 to 18
Days 16 to 18

Contacts, deals, items, opening stock, open invoices and staff moved from Zoho, HubSpot or Excel and checked.

04Train and go live
Days 19 to 21
Days 19 to 21

Teams trained by department, WhatsApp and phone lines switched over, and the first payroll run beside the old one.

Questions

Before you ask.

What is Pinch CRM?

Pinch CRM is our own customer system: one inbox for WhatsApp, SMS, email, web chat and social, plus contacts, pipelines, booking pages, forms, campaigns, calls, invoices and reports. We host it, support it and build ERP modules on the same data.

How long does it take?

21 working days from the first walk-through to go-live. Days 1 to 3 we map how you work, days 4 to 15 we set up and build, days 16 to 18 we move your data, and days 19 to 21 we train your team and switch on.

Can we move from Zoho, HubSpot or Excel?

Yes. We bring across your contacts, companies, deals, items, open invoices and staff records during setup, and check them with you before go-live. Your old system can stay open for reference while the team settles in.

Do we need the ERP modules from day one?

No. Most businesses start with the CRM side, then add stock, purchasing, finance, HR or payroll. Every module shares the same contacts, items and staff records, so nothing is typed twice.

Does it handle M-Pesa, eTIMS and Kenyan payroll?

Yes. M-Pesa and bank statements are imported and matched to invoices, invoices carry the eTIMS details and are ready for a direct connection, and payroll works out PAYE, NSSF, SHIF, Housing Levy, NITA and HELB, with P9 forms.

Can it carry our own brand?

Yes. Your logo and colours, an AI brand voice and a web chat widget for your site. Agencies get a sub-account for each client and roll-up reports across them.

What does it cost?

It depends on the modules, users and channels you need. 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 business.

A free scoping call, then a fixed-scope proposal in writing. Live in 21 working days.

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