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CRM Setup & Automation

Simplify Sales, Save Time, and Never Miss a Lead Again

If you’re juggling spreadsheets, WhatsApp chats, and sticky notes to track sales, you’re losing time and money. Clencura helps you implement a lean, easy-to-use CRM system that keeps everything organized and moving forward.

Why CRM & Automation Matter

Manual sales management might work at first, but it doesn’t scale. Leads fall through the cracks. Follow-ups are missed. Data is scattered.

A smart CRM setup puts everything in one place and keeps your pipeline flowing—even when you're busy. We make it simple, tailored, and effective.

Who This Is For

✅ Founders tired of managing leads manually
✅ Small teams switching from spreadsheets to a proper system
✅ Businesses with leads slipping through the cracks
✅ Agencies or consultants ready to scale with automation
✅ Anyone who wants more control and clarity in their sales process

What We Offer

CRM Tool Selection & Setup

sales

A ready-to-use CRM tailored to your workflow—not a bloated tool you’ll ignore.

We help you choose and configure the best CRM platform for your business based on your size, goals, and workflow.

  • Evaluate and recommend tools (HubSpot, Pipedrive, Zoho, etc.)
  • Set up deal stages, custom fields, and contact records
  • Migrate existing contacts or spreadsheets into your CRM

Automation of Sales Tasks & Follow-Ups

crm systems

A smoother process with less admin, fewer dropped leads, and more time selling.

We automate your repetitive tasks so you can focus on closing, not chasing.

  • Build lead capture forms that feed directly into your CRM
  • Automate follow-up emails, task reminders, and pipeline updates
  • Set up deal triggers, lead scoring, and tagging rules

Lead Tracking & Pipeline Visibility

leads generation

Better decisions, faster pivots, and data-driven growth.

We design your sales pipeline to give you instant clarity on what’s working—and what needs fixing.

  • Create clear pipeline views for each sales stage
  • Add visual dashboards and performance reports
  • Track lead sources, deal values, and win rates

Training & Support for You or Your Team

leads generation

A confident, self-sufficient team that knows how to run the system without extra help.

No complex tools, no confusion. We show you (or your team) exactly how to use the system—and make it stick.

  • Personalized training sessions (1:1 or team-based)
  • Simple documentation and cheat sheets
  • Ongoing support for questions or changes

Results You Can Expect

✅ Less admin, more time selling
✅ Zero missed follow-ups
✅ Centralized data and full pipeline visibility
✅ Simple automation that works in the background
✅ A CRM you’ll use (and love)

How It Works

Step 1: Free discovery call to understand your workflow
Step 2: CRM recommendation + setup plan
Step 3: Automation build and dashboard setup
Step 4: Live training + ongoing support (if needed)

Let’s Build Your CRM the Right Way

Book a Free Setup Call +254-705-601-449