Visual pipeline. Forecast reports. Deal-level activity logs. Mobile for reps.
Get a Free DemoEvery customer, every deal and every interaction in one place — so nothing falls through the cracks
Store every customer's contact details, purchase history, outstanding balances, credit terms, assigned sales representative and communication history in a single, searchable profile. BetaSuite links customer records to every invoice, receipt, delivery note and service ticket — so when a customer calls, you have their complete relationship history at your fingertips within seconds.
Track every prospect from first contact through qualification, proposal, negotiation and close using a visual Kanban pipeline. Assign leads to sales reps, set follow-up dates and log all communications — calls, emails, WhatsApp messages and site visits. Pipeline reports show your conversion rate at each stage, helping sales managers identify where deals are getting stuck and coaching sales reps accordingly.
Create professional, branded quotations in seconds and convert them to confirmed sales orders with one click when the customer accepts. BetaSuite tracks quotation approval status, version history and expiry dates. Accepted quotations automatically update stock reservations so your warehouse knows what to prepare before the delivery order is raised — preventing the embarrassment of confirming orders you cannot fulfil.
Understand your sales performance in real time with dashboards showing revenue by product, customer, sales rep, branch and period. Compare actual sales against targets and forecast future revenue based on pipeline value and historical conversion rates. Drill down from the summary to the individual invoice with one click — so sales managers can have informed, data-backed conversations with their teams.
Set credit limits and payment terms for each customer and let BetaSuite enforce them automatically. When a customer's outstanding balance exceeds their credit limit, new sales orders are flagged for manager approval before processing. Aged debtors reports show every overdue account by bucket (30, 60, 90+ days) and automated WhatsApp reminders chase payment without requiring manual follow-up from your finance team.
Log every customer interaction — calls, meetings, site visits, WhatsApp messages and emails — against the customer record so the entire sales team has context on every relationship. Set follow-up reminders that appear in the sales rep's dashboard on the due date. Manager dashboards show activity volumes by rep, helping to identify who is engaging customers and who needs coaching.
Maintain multiple price lists for different customer tiers — retail, wholesale, distributor and VIP — and assign each customer to the appropriate price list. BetaSuite applies the correct price automatically at checkout or on a sales order, preventing pricing errors and ensuring margin discipline. Price list changes take effect instantly across all branches without any manual updates at the point of sale.
Convert confirmed sales orders to delivery notes, assign them to drivers and track fulfilment status in real time. Customers receive automated SMS or WhatsApp notifications when their order is dispatched and when proof of delivery is captured. BetaSuite links delivery performance to customer satisfaction data, helping you identify logistics issues before they become customer churn.
From first contact to repeat purchase — a seamless customer journey
Log new leads from any source — phone calls, website enquiries, trade shows or referrals. Assign to the right sales rep, set a follow-up date and record the initial requirement. Pipeline scoring helps prioritise the most promising opportunities.
Create a branded quotation from the customer's product requirements. Track versions as negotiations progress. When accepted, convert to a sales order and reserve stock automatically — no separate data entry required.
Raise a delivery note from the sales order, dispatch and capture proof of delivery. The system generates a KRA-compliant invoice automatically. The customer's account is updated and the payment chasing cycle begins if they are on credit terms.
Use purchase history and activity data to identify upsell opportunities and at-risk accounts. Automated loyalty and re-engagement campaigns run from the marketing module, keeping your best customers active and bringing lapsed ones back.
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