NOSTR AFRICA · CUSTOMER GUIDE
Getting started with Nostr Africa CRM
Customers, follow-ups, quotes and day-to-day business work in one system.
Nostr Africa CRM is a business system based on Odoo, running at its own address. It keeps your customers, sales opportunities, follow-ups and routine business work in one place instead of notes and inboxes.
How you get accessThe CRM is ordered as a build: contact us and we set it up for your business. There is no public sign-up. We create your user account and send you your login details or an invitation to set your password.
1What is included
The apps installed on Nostr Africa CRM are listed below. Which ones you see depends on what was set up for you and on your access rights.
| App | Use it for |
|---|---|
| CRM | Your sales pipeline: opportunities, stages, follow-up activities |
| Contacts | Customers, companies and their details |
| Sales | Quotations and sales orders |
| Invoicing | Customer invoices and payments |
| Calendar & Discuss | Meetings, and internal messages with your team |
| Email Marketing & SMS Marketing | Campaigns to your contact lists |
| Live Chat | Chat with website visitors |
| Point of Sale & Inventory | Counter sales (including restaurant mode) and stock |
2Sign in
- Go to crm.nostr.africa and sign in with your email and password.
- Forgot your password? Click Reset Password on the login page and follow the email.
- After signing in, open the apps menu to switch between apps.
3Add your customers
- Open Contacts and click New.
- Enter the person or company name, phone, email and address, then save.
- Keep one record per customer so all their history stays together.
4Track sales in the pipeline
- Open CRM. Your pipeline shows opportunities as cards in columns (stages).
- Click New to add an opportunity: the customer, what they want and the expected value.
- Drag the card to the next stage as the deal progresses.
- Schedule an activity (call, email, meeting or to-do) on the opportunity so you never forget a follow-up. Your planned activities show up as reminders.
- Mark the opportunity as Won or Lost when it is decided.
5Quotes, orders and invoices
- In Sales, create a new quotation, choose the customer and add products or services.
- Send it by email or print it. When the customer agrees, confirm it to turn it into a sales order.
- Create the invoice from the order and register the payment when you receive it (in Invoicing).
6Users and good habits
- Need another user for a colleague, or different access rights? Ask your administrator or contact us.
- Log every call and email on the customer's record, and plan the next activity before you close a record.
- Review your pipeline once a week and close old opportunities as Won or Lost.
Need help?
We are happy to help you get started. Contact Nostr Africa (Mugisha Jean):
| +250 787 176 382 · wa.me/250787176382 | |
| jmugisha789@gmail.com | |
| Website | nostr.africa · all guides: nostr.africa/documentation |