Agency

How Kamau N.'s Agency Stopped Living in Three WhatsApp Groups

Kamau N.

Westlands, Nairobi

40 retainers and project clients in one CRM

3 staff members working from the same live data

Fewer missed invoice runs and handover gaps

M-Pesa and invoice status visible to the whole team

The Challenge

Client communication and files were split across multiple WhatsApp groups. Invoices and tasks were duplicated or missed when someone was on leave.

The Solution

The team adopted Elona CRM Pro so clients, proposals, and invoices sit in one workspace with clear ownership and KES reporting.

The situation

Kamau N. leads a small digital marketing agency in Westlands. Each lead strategist had their own WhatsApp thread with clients. When someone was out of office, nobody else had the full picture.

What changed with Elona CRM

On Pro, they centralised clients, deals, and invoicing. Retainers bill on a predictable rhythm and everyone sees payment status without asking finance for screenshots.

Results in the first 90 days

The agency now manages about 40 client relationships in one system. Onboarding a new team member no longer means exporting chat history.

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