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Total Revenue
$0
Total Expenses
$0
Net Profit
$0
Accounts Receivable
$0
Accounts Payable
$0
Pending Jobs
0
📊 Revenue vs Expenses Trend (Live)
● Auto-updating
📈 Invoice Status Distribution
● Real-time
Recent Activity
| Date | Type | Reference | Amount | Action |
|---|
to
| ID | Company | Contact | KRA PIN | Registration Date | Actions |
|---|
Total Products
0
Total Stock Value
$0
Low Stock Items
0
Out of Stock
0
Product Inventory
| SKU | Product Name | Category | Quantity | Unit | Unit Price | Total Value | Reorder Level | Status | Actions |
|---|
Stock Movement History
| Date | SKU | Product | Movement Type | Quantity | Reference | Notes |
|---|
to
All Quotations
Pending
Converted
| Quote # | Customer | Date | Amount | VAT | Total | Status | Actions |
|---|
| Quote # | Customer | Date | Total | Actions |
|---|
| Quote # | Customer | Date | Total | Converted On |
|---|
to
All Invoices
✅ Fully Paid
🔶 Partially Paid
Pending
Overdue
| Invoice # | Customer | Date | Amount | VAT | Total | Status | Actions |
|---|
| Invoice # | Customer | Date | Total | Paid Date | Actions |
|---|
| Invoice # | Customer | Date | Total | Amount Paid | Balance Due | Actions |
|---|
| Invoice # | Customer | Date | Total | Actions |
|---|
| Invoice # | Customer | Date | Days Overdue | Total | Actions |
|---|
to
| LPO # | Supplier | Date | Total | Status | Actions |
|---|
to
| DN # | Customer | Date | Items | Delivered By | Status | Actions |
|---|
to
All Jobs
Pending
In Progress
Completed
| Job # | Customer | Description | Stage | Progress | Status | Actions |
|---|
| Job # | Customer | Description | Date | Actions |
|---|
| Job # | Customer | Description | Stage | Progress | Actions |
|---|
| Job # | Customer | Description | Completed Date | Actions |
|---|
Total Expenses
$0
This Month
$0
Pending Approval
$0
to
All Expenses
Office
Travel
Utilities
Salaries
Other
| Date | Category | Description | Vendor | Amount | Status | Actions |
|---|
| Date | Description | Vendor | Amount | Status |
|---|
| Date | Description | Vendor | Amount | Status |
|---|
| Date | Description | Vendor | Amount | Status |
|---|
| Date | Description | Employee | Amount | Status |
|---|
| Date | Description | Vendor | Amount | Status |
|---|
Total Vendors
0
Active Vendors
0
Outstanding Payables
$0
This Month Purchases
$0
Vendor List
| Vendor ID | Company Name | Contact Person | Phone | Status | Outstanding | Actions |
|---|
Total Purchases
0
Pending Orders
0
This Month
$0
Total Value
$0
to
Purchase Orders
| PO # | Date | Vendor | Items | Total Amount | Status | Payment | Actions |
|---|
Today's Events
0
Pending Tasks
0
Overdue Tasks
0
Completion Rate
0%
📅 Calendar
🤖 AI Suggestions
💡 Smart Tips:
- Auto-scheduling optimizes based on priority
- Tasks auto-link to jobs and customers
- Conflict detection prevents double-booking
- Reminders sent before deadlines
📋 Today's Schedule
✅ Task Management
| Priority | Task | Related To | Assigned To | Due Date | Status | Progress | Actions |
|---|
📆 Upcoming Events & Meetings
| Date & Time | Event | Type | Location/Link | Attendees | Status | Actions |
|---|
📊 Team Utilization
💬 Ask Me Anything About Your Business
💼 FINANCE & OPERATIONS
🎯 CRM & SALES
⚙️ SETUP & ADVICE
📊 Business Health Score
0
Out of 100
💡 Key Insights
Loading insights...
⚠️ Alerts
No critical alerts
📈 Quick Stats
Total Customers:
0
Pending Invoices:
0
Active Jobs:
0
Products in Stock:
0
Cash Inflow
$0
Cash Outflow
$0
Net Cash Flow
$0
Current Cash Balance
$0
📊 Cash Flow Trend
● Real-time
Operating Activities
| Description | Amount |
|---|---|
| Cash from Sales (Paid Invoices) | $0 |
| Cash for Operating Expenses | $0 |
| Cash for Salaries & Payroll | $0 |
| Net Cash from Operating Activities | $0 |
Monthly Cash Flow Summary
| Month | Cash Inflow | Cash Outflow | Net Cash Flow | Cumulative Balance |
|---|
Cash Flow Breakdown by Category
💰 Inflow Sources
| Source | Amount |
|---|
💸 Outflow Categories
| Category | Amount |
|---|
🔄 Auto-synced Cashflow Transactions
● Real-time updates from Invoices, Purchases & Vendors
| Date | Category | Description | Reference | Inflow | Outflow | Source | Actions |
|---|
💚 Accounts Receivable
$0
0 unpaid invoices
🔴 Accounts Payable
$0
0 outstanding items
⚠️ Overdue Invoices
$0
0 overdue
📊 Net Position
$0
AR minus AP
💚 Accounts Receivable — Unpaid Invoices
$0
| Customer | Invoice # | Invoice Date | Due Date | Amount | Days Outstanding | Status | Action |
|---|
🔴 Accounts Payable — Outstanding Obligations
$0
| Supplier / Vendor | Reference # | Type | Date | Amount | Days Outstanding | Status | Action |
|---|
📅 AR Aging Analysis
📅 AP Aging Analysis
| Date | Account | Description | Ref | Debit | Credit |
|---|
Assets
Liabilities & Equity
| ID | Name | Position | Salary | Actions |
|---|
| Employee | Basic Pay | Gross Pay | PAYE (KRA) | NSSF (Tier I+II) | SHA (2.75%) | Housing Levy (1.5%) | Net Pay | Status |
|---|---|---|---|---|---|---|---|---|
| Click "Process Payroll" to calculate | ||||||||
🔗 Your Lead Capture Form URL
Share this with clients — submissions go straight into CRM Leads
Company Information
🏢
Company Logo
Your logo will appear on all PDFs — invoices, quotations, delivery notes, statements.
🏦 Bank Account (Optional)
📌 Note: These details will appear on all your documents including quotations, invoices, delivery notes, and customer statements.
💰 Opening Financial Balances
What is this? Enter your actual cash/bank balance and any money owed to/by you
on the date you started using GenERP. This anchors your Balance Sheet and Cashflow to real figures.
⚠️ Set this once only. Saving again will replace the previous opening entry.
⚠️ Set this once only. Saving again will replace the previous opening entry.
The date your business started or when you began using GenERP
Total cash + bank balance on opening date
Money customers already owed you on opening date
Money you already owed suppliers on opening date
M-Pesa
⚙️ Setup
SMS
⚙️ Setup
Email
⚙️ Setup
WhatsApp
✅ Ready
📱 M-Pesa (Lipa Na M-Pesa)
Not configured
⚠️ Not set up yet. Follow the steps below to accept M-Pesa payments on your invoices.
1
Create a Daraja Account (Free)
1. Click the button below → Sign Up with your email
2. Verify your email → Log in
3. Click My Apps → Add New App
4. Enter your business name → tick Lipa Na M-Pesa → Create
5. Click the 👁️ eye to reveal your Consumer Key and Secret
🔗 Open Daraja Portal
2. Verify your email → Log in
3. Click My Apps → Add New App
4. Enter your business name → tick Lipa Na M-Pesa → Create
5. Click the 👁️ eye to reveal your Consumer Key and Secret
2
Go Live on Daraja
1. On your Daraja app → click Go Live
2. Enter your business details + KRA PIN + Till or Paybill number
3. Safaricom approves in 1–2 days
4. They email you your Live Consumer Key, Consumer Secret and Passkey
2. Enter your business details + KRA PIN + Till or Paybill number
3. Safaricom approves in 1–2 days
4. They email you your Live Consumer Key, Consumer Secret and Passkey
💡 Don't have a Till yet? Register free at any Safaricom shop or safaricom.co.ke/business
3
Enter Your Credentials
📨 SMS — Africa's Talking
Not configured
⚠️ Not set up yet. Follow the steps below to send SMS from GenERP.
1
Create Africa's Talking Account (Free)
1. Click the button below → Sign Up free
2. Verify your phone number
3. You get KSh 100 free SMS credits to start testing
4. Go to Settings → API Key → copy your API Key and Username
🔗 Open Africa's Talking
2. Verify your phone number
3. You get KSh 100 free SMS credits to start testing
4. Go to Settings → API Key → copy your API Key and Username
2
Get Your Sender ID (Optional)
By default SMS shows as AFRICASTKNG
To show your business name (e.g. KAMAU HW):
Go to SMS → Sender IDs → Request Sender ID
Costs a small fee, takes 1–2 days to approve
To show your business name (e.g. KAMAU HW):
Go to SMS → Sender IDs → Request Sender ID
Costs a small fee, takes 1–2 days to approve
3
Enter Your API Credentials
Stored securely — nobody else can see this
💡 Cost: ~KSh 1 per SMS. You pay Africa's Talking directly. GenERP charges nothing.
📧 Email — EmailJS
Not configured
⚠️ Not set up yet. Follow the steps below to send emails from GenERP.
1
Create EmailJS Account (Free)
1. Click button below → Sign Up free
2. Email Services → Add New Service → connect Gmail or Outlook → copy the Service ID
3. Email Templates → Create Template → copy the Template ID
4. Account → copy your Public Key
🔗 Open EmailJS
2. Email Services → Add New Service → connect Gmail or Outlook → copy the Service ID
3. Email Templates → Create Template → copy the Template ID
4. Account → copy your Public Key
2
Create Your EmailJS Template — Copy & Paste (Critical Step)
In EmailJS, go to Email Templates → Create Template. Then fill in each field exactly as shown below.
This one template handles ALL your CRM emails — Follow-up, Quotation, Introduction, Invoice etc. GenERP fills in the content automatically.
To Email
{{to_email}}
From Name
{{from_name}}
Reply To
{{reply_to}}
Subject
{{subject}}
Body / Content
{{message}}
✅ How it works: When you pick any CRM template (Follow-up, Quotation, Invoice etc.) and click Send, GenERP automatically fills in the subject and message for that template. EmailJS just delivers it. You never need to change the EmailJS template — it works for every email type forever.
3
Enter Your EmailJS Credentials
💡 Free tier: 200 emails/month free. You pay EmailJS directly. GenERP charges nothing.
💬 WhatsApp
✅ WhatsApp works automatically — no setup needed.
💬
How it works
Every lead and customer with a phone number gets a WhatsApp button automatically.
Click the 💬 button on any lead → WhatsApp opens with a pre-filled message → you just click Send.
Automation: You can set automation rules to open WhatsApp automatically when a new lead comes in.
✅ Free forever. No API key. No registration. Just works.
Click the 💬 button on any lead → WhatsApp opens with a pre-filled message → you just click Send.
Automation: You can set automation rules to open WhatsApp automatically when a new lead comes in.
✅ Free forever. No API key. No registration. Just works.
System Users
| Username | Name | Role | Created | Actions |
|---|
Role Descriptions
👑 Administrator
Full access to all modules and features. Can manage users and company settings.
📊 Manager
Can view and manage most modules including vendors and purchases except sensitive financial data and user management.
💰 Accountant
Access to financial modules: invoices, expenses, vendors, purchases, accounts, VAT, payroll.
🎯 Sales
Access to customer management, quotations, invoices, and sales-related features.
📦 Inventory Manager
Manages inventory, products, LPOs, delivery notes, vendors, and purchases.
🛒 Procurement Officer
Full access to vendor management, purchase orders, and procurement-related modules.
👤 Employee
View-only access to basic modules including vendors and purchases. Limited permissions.
Total Leads
0
Active Deals
0
Won Deals
0
Pipeline Value
$0
Conversion Rate
0%
Activities Today
0
📈 Lead Sources
🏆 Pipeline Stages
🔥 Hot Leads
No hot leads yet
📋 Upcoming Follow-ups
No follow-ups scheduled
New
0
Contacted
0
Qualified
0
Won
0
| Lead Name | Company | Phone | Source | Status | Value | Assigned To | Follow-up | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| No leads yet. Add your first lead! | |||||||||
Total Pipeline
0
Won This Month
0
Open Deals
0
Avg Deal Size
0
Conversion Rate
0%
| Name | Title | Company | Phone | Tags | Last Contact | Actions | ||
|---|---|---|---|---|---|---|---|---|
| No contacts yet. | ||||||||
Calls
0
Emails
0
Meetings
0
Follow-ups Due
0
Activity Timeline
| Date | Type | Lead/Contact | Subject | Notes | Outcome | Next Follow-up | By | Actions |
|---|---|---|---|---|---|---|---|---|
| No activities logged yet. | ||||||||
Open Deals
0
Won
0
Lost
0
Total Value
$0
| Deal Name | Lead/Contact | Stage | Value | Probability | Expected Close | Assigned To | Actions |
|---|---|---|---|---|---|---|---|
| No deals yet. | |||||||
🔍
Select a Customer
Choose a customer above to see their complete 360° profile
Total Leads
0
Won Deals
0
Revenue Won
$0
Avg Deal Size
$0
Win Rate
0%
📊 Leads Over Time
💰 Revenue by Source
🏆 Sales Rep Leaderboard
| # | Rep | Leads | Won | Revenue | Win Rate |
|---|
📉 Win/Loss Analysis
⏱️ Avg Days to Close by Stage
🔥 Lead Source Performance
| Source | Leads | Converted | Conv Rate | Value |
|---|
⚡ How Automation Works: Set trigger conditions (e.g. lead status changes to Qualified) and the system automatically executes actions (e.g. assign to sales rep, set follow-up date, create activity log). Rules run instantly whenever data changes.
Total Rules
0
Active Rules
0
Fired Today
0
Total Fired
0
Automation Rules
| Rule Name | Trigger | Condition | Action | Status | Times Fired | Last Fired | Actions |
|---|---|---|---|---|---|---|---|
| No automation rules yet. Create your first rule! | |||||||
🚀 Quick Templates — Click to Add
🏆 How Lead Scoring Works: Each lead gets a score 0-100 based on: engagement (activities logged), profile completeness (email, phone, company filled), deal value, priority level, follow-up responsiveness, and how recently they were contacted. Higher score = hotter lead = prioritize first.
🔥 Hot (75-100)
0
🟡 Warm (50-74)
0
🔵 Cool (25-49)
0
🩶 Cold (0-24)
0
Lead Scores — Ranked by Priority
| Rank | Lead Name | Company | Score | Temperature | Activities | Value | Status | Action |
|---|---|---|---|---|---|---|---|---|
| Click "Recalculate All Scores" to begin | ||||||||
Sent Today
0
Total Sent
0
Auto-Sent
0
Failed
0
📬 Sent Email Log
| Date/Time | To | Subject | Template | Lead/Contact | Sent By | Status |
|---|---|---|---|---|---|---|
| No emails sent yet. | ||||||
🔗 Your Lead Capture Form URL
Share this link via WhatsApp, email, social media — or embed it as an iFrame on your website.
Every submission goes straight into your CRM Leads list. ✅
Every submission goes straight into your CRM Leads list. ✅
🛠️ Customize Your Form
📥 Leads Captured via Form
| Name | Phone | Date | Status | |
|---|---|---|---|---|
| No web form leads yet | ||||
👁️ Live Preview
🔥 My Leads
0
Total assigned to me
⚠️ Follow-ups Due
0
Need action today
💰 Open Deals
0
In pipeline
📞 Calls Today
0
Activities logged
⚠️ Follow-ups Due Today & Overdue
🆕 Recent Leads (Last 7 Days)
📞 Quick Log a Call / Activity
🔥 Add a New Lead Fast
💡 How it works: After a WhatsApp conversation with a lead, log it here to keep a record. You can also click the WhatsApp button on any lead to open the chat directly, then come back and log what was discussed.
Total Chats
0
Positive
0
Awaiting Reply
0
Today
0
💬 WhatsApp Conversation Log
| Date/Time | Lead / Contact | Phone | Summary | Outcome | Next Step | By | Action |
|---|---|---|---|---|---|---|---|
| No WhatsApp chats logged yet. Log your first one! | |||||||
📱 SMS Reminders: Schedule SMS reminders for your sales reps for follow-ups. Uses Africa's Talking SMS API.
To configure SMS, go to 🔌 Integrations → SMS Setup
Scheduled
0
Sent Today
0
Pending
0
Overdue
0
📱 SMS Schedule
| Scheduled For | To (Rep) | Phone | Lead | Message | Status | Actions |
|---|---|---|---|---|---|---|
| No SMS reminders scheduled yet. | ||||||
⚡ Auto-SMS Rules