The free all-in-one CRM
for your entire business.
Free business management software that brings your customers, sales, invoices, payments, projects and operations together in one simple platform.
Invoice Paid — KES 85,000
ABC Construction Ltd • Auto-cleared
Payment Received via M-Pesa
Paybill Ref: QK8912LX0
New Lead Added
Safari Logistics Co • Pipeline Value: KES 350K
Proposal Accepted
Digital Sign-off • Deposit Invoice Created
Target: KES 3,000,000 (94.8%)
Due within 14 days
Auto-reminder queued for today
Proposal win rate (high)
Revenue & Inflow Breakdown (2026)
Monthly gross collections via M-Pesa & Bank Wire
Active Deal Pipeline
Total: KES 4,250,000Recent M-Pesa & Bank Receipts
Auto-ReconciledABC Construction Ltd
Phase 2 Fit-out Milestone • QK8912LX0
+KES 85,000
12m agoSafari Logistics Co
Custom Portal Retainer • QK8874AA2
+KES 45,000
1h agoNairobi BioLabs
Q3 Advisory Retainer • FT2623700
+KES 180,000
4h agoClient 360° Spotlight
ABC Construction Ltd
Tax PIN: P051289410Z • Upper Hill, Nairobi
Total Revenue
KES 450,000
Outstanding
KES 85,000
Active Projects
3 Active
Your business shouldn't run on
spreadsheets, WhatsApp and scattered apps.
Growing companies lose up to 15 hours every week juggling disconnected tools, manual reconciliations, and messy chat threads.
Leads lost in WhatsApp threads
Client inquiries buried under group chats, personal messages, and unassigned chats with no deal tracking.
Unpaid invoices & awkward follow-ups
Chasing overdue payments manually via phone and email without automated reminders or instant payment links.
Scattered customer records
Client contacts in phonebooks, proposals in Google Drive, and past invoices in Excel folders with zero visibility.
Forgotten project milestones
Missed deliverables and unexpected site expense overruns because tasks aren't linked to customer budgets.
Blind business decision-making
Spending hours compiling end-of-month reports just to figure out who owes money and whether you made a profit.
Disjointed sales and finance tools
Sales closes a deal in one app, operations plans in another, and accounting manually re-types the invoice.
One platform. One source of truth.
- Spreadsheets for deals, leads & outdated pricing lists
- WhatsApp & SMS for client requests and unorganized chats
- Standalone Word/PDFs manually compiled for invoices
- Manual M-Pesa tracking searching through phone SMS receipts
- Scattered paper notes for site expenses and subcontractors
- Unified CRM: Every contact, lead, and proposal in one Customer 360° view
- Automated Invoicing: Branded invoices sent in 1 click with VAT breakdown
- Instant M-Pesa STK Push: Automatic payment settlement & instant digital receipt
- Self-Service Portal: Clients view proposals, approve scopes & pay online 24/7
- Live Financial Intelligence: Real-time profit, receivables & cash flow at a glance
From first conversation to final payment.
Frostwood connects your entire customer journey so nothing falls through the cracks.
LEAD: Capture inquiries instantly
Automated data handoff to Stage 2
Collect leads from WhatsApp, website forms, referrals, and phone calls into a single organized queue with automated source tracking.
Safari Logistics Kenya Ltd
"Hi, looking for a corporate fit-out quotation for our new Upper Hill office (approx 4,500 sq ft)."
Built to replace six disconnected tools.
Stop switching between spreadsheets, WhatsApp chats, paper invoices, and manual bank reconciliation.
CRM & Sales Pipeline
Transform chaotic lead conversations into structured, predictable sales. Track every inquiry, score deal probabilities, and never let a prospective client slip through the cracks.
ABC Construction Ltd
Upper Hill • PIN: P051289410Z
Safari Logistics Kenya Ltd
Industrial Area • In Progress
Get paid the way your customers already pay.
Accept and track M-Pesa payments alongside your invoices, giving your business a faster and simpler way to get paid without manual reconciliation headaches.
Instant STK Push to Client's Phone
Your customer taps "Pay Invoice" and gets an M-Pesa prompt on their phone for the exact invoice amount.
Automated Reconciliation
As soon as Safaricom confirms, the invoice status changes to Paid in your CRM and updates customer balances.
Automated Receipts
Sends a digital receipt referencing the official M-Pesa transaction code to both you and your client.
Supports your existing Safaricom Daraja C2B Paybill, Buy Goods Till numbers, or standard payment links.
Know every customer. Never lose a lead.
One unified ledger connects every phone call, WhatsApp conversation, quotation, active contract, and payment for each client.
ABC Construction Ltd
Tier 1 Commercial AccountLead Score: 96Total Revenue
KES 450,000
Outstanding
KES 85,000
Projects
3 Active
Open Proposals
2 Open
Recent Client Engagements
Ref: QK8912LX0 applied towards Invoice #INV-2026-084.
Approved with client digital signature by Peter Mwangi (Project Dir).
Confirmed site inspection scheduled for Thursday at Westlands office.
Primary Stakeholders
Director of Operations • peter@abcconstruction.co.ke
Mobile: +254 722 900 112
Professional invoices. Faster payments.
Generate polished tax-compliant invoices in under 60 seconds with embedded M-Pesa STK payment links and automated friendly WhatsApp & email reminders.
Custom Brand Identity & Clean Styling
Upload your company logo, set your primary color scheme, and customize payment instructions.
Local VAT, Discounts & Withholding Tax
Configurable tax rules calculate your local VAT rate, zero-rated exports, and withholding tax automatically.
Recurring Retainer & Subscription Invoices
Set it once on a monthly or quarterly schedule and Frostwood automatically issues the invoice on time.
Polite Automated Overdue Reminders
Trigger gentle WhatsApp and email reminders 3 days before due date, on due date, and 5 days overdue.
Westlands, Nairobi • PIN: P051892014A
INV-2026-104
Status: SENTBilled To:
Kariuki & Partners Legal
Nairobi, Kenya
Payment Terms & Due:
14 Days (Net 14)
Date: Aug 25, 2026
| Description | Amount (KES) |
|---|---|
Strategic Business Advisory & Financial Restructuring Includes scope documentation and deliverable verification | KES 150,000 |
Keep your projects moving.
Connect project milestones directly to client invoices, track team task completion, and protect profit margins against scope creep.
Website Development & M-Pesa Billing Portal
Client: Safari Logistics Kenya Ltd • Lead: David Mwangi
Total Completion
3 of 5 Milestones Done
Target Launch: Sep 05, 2026
Approved Budget
KES 450,000
Actual Expenses
KES 210,000
Net Profitability
53.3% Margin
Team Assigned
4 Members
Tasks Completed
18 / 24 Tasks
Final Deadline
11 Days Left
Project Delivery Milestones
Planning & Architecture
Aug 05
UI/UX & Brand Design
Aug 12
Frontend & M-Pesa API Development
Aug 20
UAT Client Testing & Security Audit
In Progress (Due Aug 28)
Production Deployment & Handover
Sep 05
See the health of your business at a glance.
Real-time financial analytics, aged debtor ledgers, sales velocity metrics, and tax summaries calculate automatically without manual spreadsheet formulas.
KES 2,845,000
Collections across M-Pesa & EFT
KES 1,120,000
Material & subcontractor costs
KES 1,725,000
Strong cash flow margin
KES 485,000
All within normal 30-day terms
KES 85,000
Automated reminder active
68.5%
42 new qualified inquiries
Monthly Cash Inflow vs Outflow Trend
Past 6 months cash performance
Inflow Source Distribution
Let Frostwood handle the repetitive work.
Automate invoice reminders, lead follow-ups, payment confirmations, and milestone transitions so your team can focus on serving clients.
Overdue Invoice Escalation
WHEN (Trigger):
Invoice status becomes 3 days overdue
THEN DO (Action):
Send friendly automated WhatsApp message with M-Pesa STK link & email copy to billing contact
Estimate Approval to Deposit Invoice
WHEN (Trigger):
Client clicks 'Approve Estimate' in Customer Portal
THEN DO (Action):
Instantly create 50% deposit tax invoice, generate project milestone in pipeline & alert lead engineer
M-Pesa Auto-Settlement & SMS Receipt
WHEN (Trigger):
Safaricom Daraja webhook confirms payment callback
THEN DO (Action):
Mark invoice PAID, adjust debtor balance to KES 0, issue official tax receipt via SMS & update revenue charts
Cold Lead Re-engagement Trigger
WHEN (Trigger):
No WhatsApp or email activity on qualified lead for 5 days
THEN DO (Action):
Auto-create high-priority follow-up task for assigned sales rep with pre-filled re-engagement email draft
Contract Renewal & Retainer Expiry Alert
WHEN (Trigger):
Client service contract is 30 days from expiration date
THEN DO (Action):
Notify Key Account Manager, generate renewal draft quotation & schedule check-in call task
Tailored solutions for your industry.
Whether you run a digital agency, engineering contracting firm, or management consulting practice, Frostwood adapts to your exact operational reality.
For Creative & Digital Agencies
Manage client retainers, project milestones, and creative approvals without chaos.
For Consultants & Advisory Firms
Package advisory scopes, issue formal proposals, and bill professional fees effortlessly.
For Contractors & Construction
Control site material expenses, subcontractor tasks, and phased project valuations.
For Professional & Legal Services
Audit firms, legal advocates, surveyors, and specialized technical consultancies.
For Real Estate & Property Firms
Track tenant leases, agency commission pipelines, and property maintenance requests.
For Training & Education Centers
Manage student enrollments, fee installments, and course schedules effortlessly.
For B2B Wholesalers & Retail SMEs
Manage bulk buyer accounts, credit limits, purchase orders, and supplier invoices.
For Fast-Growing Companies
Scale operations from 5 to 50+ staff without breaking your administrative workflow.
Your business data deserves serious protection.
We know you entrust your invoices, client ledgers, and revenue numbers to us. That's why security is baked directly into our architecture.
Bank-Grade Encryption
All traffic encrypted in transit via TLS 1.3/SSL and stored using military-grade AES-256 database volume encryption.
Granular Role-Based Access (RBAC)
Restrict sensitive financial data so sales reps, accountants, and project contractors only access what they need.
Multi-Tenant Data Isolation
Your company records, invoices, client contacts, and analytics are logically isolated in secure tenant vaults.
Automated Daily Backups
Encrypted point-in-time database snapshots taken daily with multi-region disaster recovery protocols.
Comprehensive Audit Logs
Track every login, invoice creation, discount modification, and payment event with timestamped user records.
Secure Payment Tokenization
Direct M-Pesa Daraja and card tokenization ensures your customer PINs and banking credentials never touch raw servers.
Free business management software, with every feature included
Frostwood CRM is free for businesses everywhere right now. Run sales, invoicing, payments, projects, accounting, inventory, and HR and payroll in one place, with no credit card and no feature held back.
- CRM and sales pipeline
- Quotes and invoicing
- Accounting and reports
- Inventory management
- HR and payroll
- Projects and client portal
Why free? We want to hear how Frostwood CRM works for your business and build what you need next. Before any paid plans start, we will tell you well in advance, and nothing changes without notice.
Built for modern businesses ready to scale.
See how agencies, construction contractors, and advisory firms worldwide streamline their operations and get paid faster with Frostwood.
"Before Frostwood, we lost at least 3-4 leads a month in WhatsApp message threads, and following up on $25,000 in unpaid invoices took two days every week. Now our invoices go out in seconds with mobile money links, and clients clear them within 48 hours."
David Mwangi
Managing Director
Apex Digital Agency
"For a commercial fit-out contractor, managing site materials against client phase payments used to be a financial nightmare. Frostwood gave us a single dashboard where every project milestone is tied directly to a verified invoice."
Sarah Ochieng
Lead Project Engineer
BuildCraft Engineering Ltd
"The customer portal alone transformed our corporate advisory firm. Our clients love that they can review proposals, sign terms, and pay retainer invoices without back-and-forth email chains. It feels world-class."
Kelvin Kariuki
Senior Partner
Kariuki & Associates Tax Consultants
Frequently Asked Questions
Everything you need to know about Frostwood CRM, M-Pesa billing, client portals, and security.
Frostwood CRM is an all-in-one business management operating system designed for SMEs, agencies, consultants, contractors, and growing teams worldwide. It combines CRM, lead tracking, sales pipelines, branded invoicing, mobile money payments, project management, client portals, and business intelligence into one cohesive platform.
Frostwood CRM is tailored for service businesses, agencies, contractors, consultants, B2B companies, and expanding SMEs worldwide who want to replace messy spreadsheets, scattered WhatsApp chats, and disconnected invoicing tools with a single source of truth.
Yes. Frostwood CRM is free business management software for your business right now, with every feature included: CRM, quotes, invoicing, payments, client portal, projects, accounting, inventory, and HR and payroll. No credit card is needed to sign up.
Absolutely. Frostwood lets you upload your company logo, set custom colors, specify payment terms, itemize goods or services, apply discounts, and configure standard local tax breakdowns (VAT, zero-rated, withholding tax) with automated PDF generation.
Yes. From an invoice, in the CRM or in your customer's own portal, Frostwood CRM sends an M-Pesa STK Push payment request straight to the customer's phone. Once they approve it, the payment is recorded against the invoice. Payments made to your Paybill or Till outside the app are recorded against the invoice by your team.
Yes. Alongside M-Pesa, you can record card, bank transfer (EFT/RTGS), cheque and cash payments against invoices, so every invoice shows what has been paid and what is still due.
Yes. Every client can have their own secure portal login, where they can view unpaid and past invoices, pay by M-Pesa, approve estimates and proposals with digital signatures, download receipts, review active project milestones, and submit support tickets.
Yes. Frostwood includes comprehensive project management capabilities. You can set project milestones, assign tasks to team members with due dates, log material and operational expenses against project budgets, and track real-time profitability per client.
Yes. Frostwood provides granular role-based access control (RBAC). Every workspace starts with ready-made roles (Administrator, Sales Manager, Sales Representative, Customer Support, Finance & Operations and HR Manager), and you can build your own, so team members only see the data relevant to their responsibilities.
We are opening Frostwood CRM to businesses everywhere and want to hear how it works for you, so every feature is free for now. Before any paid plans start, we will tell you well in advance, and nothing changes without notice. Your data stays yours, and you can export it at any time.
All traffic is encrypted in transit over HTTPS (TLS). Each business's data is kept in its own separate database, sensitive settings such as API keys are encrypted, sensitive actions are written to an audit log, and automated backups run every day.
Yes for your core records today: Frostwood provides simple CSV and Excel import for your existing contacts, leads, and product catalog, including custom fields. Quotes, invoices, payments, credit notes and expenses can be imported from Excel or CSV too, with a preview before anything is saved.
Your business deserves a
better operating system.
Bring customers, sales, invoices, payments and projects together with Frostwood CRM. It is free for your business, with every feature included.
Engineered For Operational Excellence
Everything you need to run a growing business.
Business Tools
CRM, Invoicing, Projects, Portal, etc.
Unified Platform
Single source of truth for your business
Access & Client Portal
Self-service client payments anytime
Secure Cloud Platform
Encrypted data & automated backups