Lives where they already work
WhatsApp native, so a conversation with a customer becomes a record without anybody retyping it.
Sales and service
Kubatana CRM
A CRM your sales team will use, because it lives where they already work.
Lives where they already workA pipeline you can seeQuotationsFollow up that happensService deskDashboards
The problem it solves
A CRM your sales team will actually use
Most CRM projects fail the same way. The system is bought, the team is trained, and within two months the real pipeline is back in a notebook and a WhatsApp thread. Not because salespeople are difficult, but because entering data into a system that gives them nothing back is pure overhead.
Sales and service
What it does
Everything included
A pipeline you can see
Stages that match how you really sell, with value and age, so it is obvious what is stuck.
Quotations
Quote from the price list, send it, and know when it was opened.
Follow up that happens
Reminders tied to the deal, so the third follow up occurs, which is where most sales are actually made.
Service desk
Tickets, response times and history in the same place as the sale, because customers do not separate the two.
Dashboards
Who is performing, what is closing, and where enquiries are being lost.
Who it is for
It fits best when this sounds familiar
- Sales teams of three or more losing track of enquiries
- Businesses selling mainly over WhatsApp
- Service companies mixing sales and support
- Managers who cannot see the pipeline without asking
Why this one
What makes it different
- Built around WhatsApp rather than treating it as an afterthought
- Entry is a side effect of doing the work, not a separate chore
- Configured to your stages, not the vendor's idea of a sales process
- Reps get something back from it, which is why adoption holds
How it goes in
From first conversation to live
Demo
We show you the real system with your kind of data in it, not a slide deck. Half an hour, no charge, no obligation.
Discovery
We sit with the people who will use it, map how you work today and agree what success looks like. You leave with a written scope and a fixed price.
Configure and migrate
Set up around your processes, with your existing data brought across and checked against what you have now.
Train and go live
Training by role, a parallel run where it matters, and we are on site for the first days.
Support
Agreed response times and a quarterly review of what to improve next. Written into the contract, not sold on later.
Questions
What people ask about Kubatana CRM
How do we stop it becoming another ignored system?
By making the work and the record the same action. If a rep must open a second app to log a call, they will not. That constraint drives the whole design.
Can it use our WhatsApp Business number?
Yes, through the official Business API, so conversations sit against the customer record and nothing depends on one person's phone.
What about the data already in spreadsheets?
It comes across during setup. Customers, contacts and open deals are imported so nobody starts from an empty screen.
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Worth reading
Practical notes for people who run systems
One email when we have something genuinely useful: a security warning worth acting on, a change in fiscal rules, or a pattern we keep seeing go wrong. No campaigns, and you can leave at any time.
Tell us what is not working.
One conversation, no charge, no obligation. If we are not the right people for it, we will tell you who is.