Every business already has a CRM. It is the owner's head, the cashier's memory and a WhatsApp thread or two. It works until the business grows past the people who remember, and then customers who should have come back simply do not. Kit CRM is the module that moves that memory into the system, on the same customer record the till already uses. This post explains how it is organised and how three kinds of business use it.
One customer record, not two
The design decision that matters most is that "leads, deals and contacts share the POS customer record". A customer who bought a mattress at the counter in March and asked about a bed frame in May is one record with both events on it, not a sale in one system and a note in another. For the owner that means the question "who bought from us but has not been back in 90 days?" is answerable, and the answer is a list you can act on.
Leads, deals and the pipeline
Kit CRM uses three plain ideas.
- A lead is a person or business who has shown interest but not yet bought: a price enquiry, a quote request, a walk-in who left a number.
- A deal is a specific sale you are working toward, with a value and a stage.
- A pipeline is the board of stages a deal moves through, shown as kanban columns.
Pipelines come "with saved views and bulk actions". A saved view is a filter you keep, such as "deals over UGX 1,000,000 with no activity for 14 days". A bulk action lets you, for example, reassign every stale deal to the manager or move a set of leads to the next stage after a promotion. A saved view of follow-ups due means the day begins with a list rather than a search.
The phone app
Sales do not happen at a desk. The Kit CRM phone app, for Android and coming to Google Play, is built so that "every call becomes a follow-up: calls logged, leads and deals on the move". A salesperson who calls a lead from the app has the call logged against the record and is prompted for the next step. For the owner, that turns "did anyone follow up?" into a report.
Three businesses, three pipelines
A hardware shop. Contractors ask for quotes, buy some items now and promise the rest next month. The pipeline is Quote sent, Partial order, Awaiting site, Won. Each contractor is a record with their purchase history from the till, so the quote reflects what they actually buy. The weekly saved view is "quotes older than 14 days", and the Monday job is to call them.
A salon or barbershop. The lead is every client whose number the receptionist took. The pipeline is simpler: New, Returned once, Regular. The deal value is small, but the follow-up is what matters: a message six weeks after the last visit, sent in bulk to the "no visit in 42 days" view. The till record shows which services they had, so the message can mention them.
A lodge or guest house. Enquiries arrive by phone, WhatsApp and email. The pipeline is Enquiry, Quote, Deposit paid, Checked in. Group bookings and corporate accounts are deals with real value, and the pipeline tells the owner what next month looks like before the bookings system does.
Where it sits in the plans
Kit CRM is an add-on at "UGX 50,000 a month" on Economy, Deluxe and Plus, and "bundled" on Custom. It is "billed with your plan and prorated when you add it mid-period". Setup is a switch: "open Settings, then Modules, and switch Kit CRM on". The 14-day trial on every plan allows up to two add-ons, so a shop can try it before paying. Kit Accounting remains free alongside it, and Kit AI, included in every plan, will answer questions about CRM "from your own records, under your own role".
Making it stick
Software does not follow up; people do. Three habits make Kit CRM earn its fee:
- Capture at the counter. Every enquiry that does not become a sale becomes a lead with a phone number. The cashier's script is one sentence.
- Own the Today list. Whoever is responsible for follow-ups clears the due list every morning, from the phone if they are out.
- Review the pipeline weekly. Ten minutes on Friday: what moved, what stalled, what to drop.
Do this for a quarter and the measure of success is simple: the share of this month's sales that came from customers who had bought before. When that number climbs, the memory has moved into the system, and the business no longer depends on who happens to remember.
Sources
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