One record.
Every module
connects to it.
The customer is the centre of gravity. Subscriptions, invoices, sessions, tickets, field visits, KYC documents — all hang off a single ID, with an audit trail that survives every refactor.
A record that everything talks to.
Every event from every module lands on the same record and the same timeline. Search by name, phone, account, IP, MAC, ticket — the resolution is the same customer view.
Unified customer record
Subscriptions, invoices, payments, RADIUS sessions, tickets, field visits, KYC documents — all hung off a single customer ID with an immutable audit trail.
Lead pipeline
Stage-based pipeline from marketing form to active subscription. Stage transitions trigger templated SMS / email, scheduling, and assignment automatically.
KYC + BRS lookup
Per-tenant required-fields config, BRS lookup for Kenya corporates, document upload and reviewer queue. Verification status gates which plans the customer can buy.
Smart customer lists
Rule-driven segments (e.g. "FUP-throttled in the last 7 days"). Lists feed campaign dispatch, dunning, and operational reports without manual SQL.
Communication channels
SMS via AfricasTalking / MetaSMS, email via Brevo, WhatsApp via approved BSPs. Per-customer language preference travels through to every template.
Internal contact lookup
Other services fetch name + email + phone via a shared-secret internal endpoint — without replicating or exposing the broader customer record.
Where the leads land, and where they leak.
A single visual operators can put on a wall. Each stage is a state-machine transition that fires a documented event; the leak between stages is where the dunning template, the survey, or the human follow-up belongs.
- Visits 12,480 · 100.0%
- Leads 2,812 · 22.5%drop · -77.5%
- KYC verified 1,684 · 13.5%drop · -9.0%
- Quoted 1,102 · 8.8%drop · -4.7%
- Installed 824 · 6.6%drop · -2.2%
- Active 796 · 6.4%drop · -0.2%
- Visits → Leadsform.submitted, sms.otp.verified
- Leads → KYC verifiedkyc.documents.reviewed
- KYC → Quotedquote.sent
- Quoted → Installedinstall.completed
- Installed → Activesubscription.active, radius.auth.ack
Meet customers on the channel they actually answer.
Per-customer channel preferences set at signup and edited from the portal. Templates render in the customer's language; delivery receipts feed back into the record.
Bring your customer book this week.
Import from any CSV. We've moved books off many different platforms — we know the shape, the gotchas, and the order to do things in.