WizCRM

The CRM that writes itself

The AI-first CRM built for African field-sales teams — a CRM that writes itself, prospects for you, manages your reps, and tells you exactly what every deal is worth.

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Built for SME sales leaders and field teams across Kenya and East Africa.

Twenty seconds

Watch it write the report

The rep says what happened. WizCRM drafts the outcome, who was met, the competitor mentioned, the objection raised, the next step and its due date — then hands it back for a glance and a tap.

Nothing is filed without the rep seeing it. The AI drafts; the person decides.

A demonstration of AI Visit Capture: a sales rep speaks for twenty seconds after a customer visit, and WizCRM drafts a structured report — outcome, who was met, competitor mentioned, objection raised, next step and due date — with every field editable before saving.
Outcome
Positive — proposal requested
Met
Grace Wanjiku, Procurement Lead
Competitor
Mentioned incumbent supplier
Objection
Lead time on bulk orders
Next step
Send proposal with revised lead times
Due
Thursday

The problem

The pipeline shows yesterday, not today

Every CRM promises a clean pipeline. Almost none survive contact with a field team, because they all depend on reps typing up their day.

  • Reps skip the data entry

    A five-minute form after every visit is a chore nobody does. So the pipeline shows yesterday, not today.

  • Deals go quiet

    Leads stall with nobody watching. By the time anyone notices, the customer has moved on.

  • Managers chase status all day

    Five people, five phone calls, every morning — before any actual selling happens.

How it works

The work nobody has time for, done

Three AI capabilities that between them write the reports, run the daily rhythm, and fill the pipeline.

01

AI Visit Capture

The CRM that writes itself

A rep finishes a customer visit, talks for 20–30 seconds, and the CRM does the paperwork.

  • Speak naturally about the visit — no forms, no typing
  • AI drafts a full structured report: outcome, who was met, competitor mentioned, objection raised, next step and due date
  • Every field is editable before saving — AI drafts, the rep decides
  • Turns a five-minute chore reps skip into a twenty-second habit they actually do
  • Works fully offline — syncs the moment a connection returns
A sales representative outside a hardware shop in bright sunlight, smiling as he speaks a visit note into his phone, a folder under one arm.
02

Wanjiru, your virtual sales manager

The daily rhythm your team never has time for

An AI persona that runs the management routine your team currently does not have time for.

  • Reads the whole pipeline every morning — stale leads, overdue tasks, targets versus actuals
  • Assigns each rep a short, reasoned task list with a one-line "why" for every item
  • Nudges reps who have gone quiet during the day
  • Sends the owner one daily brief instead of five people’s worth of status-chasing
  • Escalates only what genuinely needs a human decision — never a disciplinary tool
  • Starts in Draft mode, where you approve each morning plan, and graduates to Auto once a clean approval streak is on record
A sales manager at her desk in morning sunlight, working at a laptop with a relaxed smile, a jacaranda in flower through the window behind her.
03

AI-assisted prospecting

Describe your ideal customer once

The engine then finds, scores and enriches matching companies for you — and tells you which are buying right now.

  • Discovers companies from Google Maps data, scoped to your target market
  • Scores every prospect 0–85 on industry fit, web presence and reputation, sorted into A/B/C tiers — fully explainable, no black box
  • Reads each survivor’s website for size, sector, and whether they already run competing software
  • Finds the actual decision-makers — procurement, operations, finance, IT, MD or CEO
  • Heat Map: a live radar of companies showing buying intent right now, scanned across nine sources including tenders, hiring signals and new registrations
  • Email sequences with open, click and reply tracking — a reply imports the prospect straight into your pipeline
Two colleagues at a laptop in a bright open-plan office, one leaning in to point something out on the screen, both laughing.

Under the hood

The platform underneath

Everything the AI sits on top of — a complete CRM in its own right.

Opportunity cost centre & commissions

Every deal becomes a real, trackable cost centre — not just a pipeline card.

  • Documents, notes and tasks per opportunity, tagged as Quotation, Proforma, Invoice or LPO
  • Live budget versus spend versus revenue versus margin, flagged automatically when a deal goes over
  • Instant alert to managers the moment a customer LPO lands
  • Commission calculated from real invoice totals — forecast at quote, confirmed at invoice
  • Commission becomes collectible in proportion to what the customer has actually paid
  • Org-wide commission liability by salesperson, plus a running pending figure on every rep’s dashboard

Lead & pipeline management

The solid CRM backbone underneath everything else.

  • Fully customisable stages, from New through to Won or Lost
  • Duplicate detection on every new lead
  • Drag-and-drop Kanban with rule-enforced stage transitions
  • Full activity timeline per lead: calls, emails, meetings, notes, stage history
  • Bulk import, reassignment and stage changes for managers
  • Structured Won/Lost outcomes with deal value and loss-reason tracking

Built for the field

A native mobile app for reps on the road — not a shrunk-down website.

  • One-tap call, WhatsApp and directions straight from a lead
  • Business-card scanning — photograph a card, AI fills in the lead
  • GPS-verified, geofenced meeting check-in and check-out
  • Document library reps can share over WhatsApp on the spot
  • Offline-first: notes, tasks, reports and photos queue and sync automatically
  • Local reminders and push notifications for tasks and follow-ups

Reports managers actually read

Executive visibility without exporting a single spreadsheet.

  • Role-adaptive dashboard — open, won, stale, overdue, win rate — with drill-down
  • Conversion funnel with time-in-stage analytics
  • Rep performance leaderboard and live team workload
  • Weighted pipeline forecast and monthly pacing: ahead, on track or behind
  • Data hygiene report — missing contacts, stale leads, duplicates
  • A one-paragraph AI-written morning brief for the owner

In the field

Built for reps on the road

Offline-first, GPS-verified, one tap to call or open directions. Everything queues and syncs the moment a connection returns — because coverage is not a given, and a CRM that needs a signal is a CRM that stays empty.

A sales representative beside a white pickup at the roadside in late afternoon light, smiling at something on her phone between customer visits.

Trust

Human-in-the-loop, and auditable

The AI drafts; your people decide. Every action it takes is logged, and the privacy story was built for Kenya from day one — not retrofitted.

  • Kenya Data Protection Act compliant at every step
  • KDPA-classified contact data, with a configurable gate or block mode for personal identifiers
  • Full data-subject deletion and suppression-list support
  • Every AI action is logged and auditable — nothing the AI does is invisible
  • Role-based access control, hardened login and encrypted sessions
  • White-label branding: your logo and accent colour, applied live across the app

See WizCRM against your own pipeline

We would rather walk through your actual sales process than send a brochure. Bring a real deal and we will show you what the AI does with it.

Request a Demo
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