Pipeline hygiene
Required fields at stage gates, stale-deal surfacing, and manager views that highlight coaching moments.
Product
Pipeline discipline your reps will actually follow.
WizSales is a CRM and sales workspace designed for B2B teams: clean stages, activity capture, quoting handoff, and forecasting leadership can defend—without forcing sellers to live inside a bloated admin shell. Ideal when Nairobi or regional revenue teams need pipeline hygiene tied to ERP credit and stock signals.
Required fields at stage gates, stale-deal surfacing, and manager views that highlight coaching moments.
Versioned proposals with approval paths that mirror how your finance team already signs off.
Native links to WizERP for SKU, availability, and credit signals so sellers stop guessing in side chats.
A lightweight view of how managers coach stages without turning CRM into busywork—mirrors the approvals and evidence gates your finance team already expects.
Capture
Activities and notes tied to accounts—not orphan tasks.
Qualify
Stage gates with required fields so commit means something.
Propose
Versioned quotes with approval paths that match finance.
Forecast
Commit vs upside with manager notes leadership can defend.
| Topic | WizSales | Generic CRM (out of the box) |
|---|---|---|
| Forecasting | Opinionated views for B2B commit vs. upside | Probability math on stages sellers forget to update |
| ERP context | First-class hooks to inventory and credit posture | Requires heavy custom objects |
| Adoption | Flows sized for reps who sell, not admins who configure | Feature sprawl that slows daily work |
We import historical opportunities with deduping rules, tune stages to your motion, and run side-by-side until leaders sign off on forecast accuracy against recent quarters.
Adjacent products share masters and workflows with what you just read—jump in without losing context.