One deal. Seven stages.
The pipeline isn't a suggestion — the system enforces it. A deal can only move where the rules allow, and the stages that matter happen on their own.
Quotation
quotationPick the vehicle, configure the costs, send a branded PDF.
Build a quote straight from the vehicle catalogue. Costs, discounts and accessories are configured on the quote, and it goes out as a PDF. Quotes that never convert stay on a follow-up list instead of going quiet.
Cash, bank, or LPO — each plays by its own rules
How a customer pays changes what has to happen before the deal becomes an order. The system knows the difference so your team doesn't have to memorise it.
Cash
- 1Proforma
- 2Customer order
- 3Fully paid
- 4Done deal
Converts to an order automatically at 50% paid.
Every payment recorded still goes to the approval queue.
Bank finance
- 1Proforma
- 2Banking initiated
- 3Bank approved
- 4Customer order
- 5Done deal
Needs the approval letter and the deposit before it converts.
Banker details captured up front; admin confirms the approval.
LPO
- 1Proforma
- 2LPO uploaded
- 3Customer order
- 4Done deal
An admin verifies the purchase order, then converts it.
For institutional buyers — organisation and officer details required.
The things that quietly save you
Not features on a checklist — the guardrails that stop a truck being sold twice, a payment being forgotten, or a deal going missing.
Chassis inventory & allocation
Model-matched, transaction-locked allocation. One chassis, one order — enforced by the database, not by discipline.
Payment approval queue
Every payment lands in a queue with a priority. Approvers get nudged every hour until they clear it.
Multi-unit auto-split
Selling five trucks on one proforma? It splits into five — each with its own chassis, payments and order.
Role-aware visibility
Reps see their own deals. Branch managers see the team's — with customer contacts redacted on the server, not just hidden in the UI.
Conversion funnel
See exactly where deals die between quote and delivery, by branch and by date window.
Sales leaderboard
Rank the team on what closed, not on what was promised.
Audit trail on every move
Each stage change records who moved it, when, and what it was before. Disputes end quickly.
Lost-deal recovery
Lost deals go to a register with recovery attempts — and can be brought back to life.
Works offline
Install it on a phone. Out at a branch with no signal, writes queue up and flush the moment you reconnect.
Biometric sign-in
Fingerprint or face login on supported devices, on top of encrypted cookie sessions.
Everyone sees exactly what they should
Sales rep
Own deals, record payments, push to banking, upload documents.
Branch manager
The whole team's pipeline — with customer contacts redacted on rows they don't own.
Proforma admin
Clears the approval queue: bank approvals, deposits, LPOs, chassis allocation.
Super admin
Overrides, chassis swaps, bulk approvals, and the settings behind this page.
Six branches, one pipeline
Every branch works the same deal flow — and rolls up to the same funnel.
Thika
Central Kenya
Main hubTwo Rivers
Central Kenya
BranchKaratina
Central Kenya
BranchAthi River
Eastern Kenya
BranchMachakos
Eastern Kenya
BranchKitui
Eastern Kenya
Branch