Executive summary
Allm Afya is a leading mobile-health solutions provider operating across Kenya, Rwanda, Ghana and South Africa. Each country had been running its own version of sales and project management — Excel sheets, email threads, and disconnected tools — making any kind of pan-African visibility impossible. Redian unified the four operations on Zoho CRM + Zoho Projects with workflows tuned to Allm's actual sales and delivery cadence.
About the client
Allm Afya is a leading mobile-health solutions provider serving four African countries — Kenya, Rwanda, Ghana and South Africa. Their work spans complex multi-stakeholder projects with hospitals, NGOs and health ministries.
The challenge
Sales pipeline, lead management, deal closures and project progress were tracked differently in each country. Geographic distance made collaboration slow; data fragmentation made reporting nearly impossible. Leadership had no way to see the regional picture in real time — only after teams manually rolled up numbers each month.
- Limited visibility into sales pipeline, lead management, deal closures and project progress across multiple countries
- Communication bottlenecks due to geographic barriers between teams
- Scattered information hindering collaboration and team synergy
- Disorganized sales pipeline management across regions
- Fragmented data from reliance on manual methods
- Inadequate reporting and analytics for data-driven decisions
Our approach
Redian configured Zoho CRM and Zoho Projects to a single regional model — same fields, same stages, same task templates across all four countries. We built custom fields, task dependencies and project templates that matched Allm's actual delivery process, then onboarded each country's team with continuous support post-launch.
What we built
- Configured Zoho CRM and Zoho Projects aligned with specific workflows
- Custom fields, task dependencies and project templates
- Comprehensive team onboarding and training
- Seamless integration with existing operations
- Continuous support and process optimization
Implementation
- 01Discovery — country-by-country sales + project workflow mapping
- 02Configure — Zoho CRM and Projects on a shared regional model with country-specific tuning
- 03Build templates — task dependencies, project templates, custom fields aligned to Allm's actual cadence
- 04Train — onboarding sessions per country team
- 05Optimise — continuous improvement with each country's feedback loop
Outcomes & impact
- Real-time tracking of sales, projects and tasks across all countries
- Reduced communication bottlenecks with seamless collaboration tools
- Centralized information access and improved teamwork
- Improved lead and deal management efficiency
- Eliminated data fragmentation with a unified customer view
- Advanced analytics enabling data-driven decision-making
Technology stack
The platforms, frameworks and tools behind this engagement — grouped by role.
- CRM / ERP
- Zoho CRMZoho Projects
Why this matters
Pan-African operations face the same trap regardless of sector: each country builds its own way of working, group reporting becomes spreadsheet archaeology, and the regional view always lags. For healthtech specifically — where multi-stakeholder projects span hospitals, NGOs and ministries — that lag is operationally expensive.
What this unlocked
Allm Afya leadership now sees the regional pipeline in real time. Sales reps stop chasing data and start chasing deals. Projects don't drift between hand-offs because dependencies are visible to everyone.
Related expertise
If your business operates across multiple African countries with shared workflows but local nuance, our Advanced Zoho Partner practice routinely lands these multi-country, single-system rollouts.
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