Smart BusinessCompanion
Smart Business Companion showing business health, priorities, money and performance
Designed for: Solo Entrepreneurs · SMEs · Corporates & Enterprises

Smart Business Companion (SBC)

Intelligent Business Management, Growth & Automation Platform

Brings customers, sales, money, marketing, work and business decisions together. SBC uses your actual business information from your profile to show what is happening, what matters and the practical next steps — then it does most of the work automatically for you.

See SBC in action

See Smart Business Companion in Action

Tazama Smart Business Companion Ikifanya Kazi

A short bilingual tour of the connected tools that help you manage customers, sales, projects, marketing, money and business decisions.

See the whole business

One connected view across sales, money, customers, work and performance.

Know what needs attention

Alerts and recommendations based on your records.

Move from insight to action

Prepares follow-ups, work, campaigns and documents through the same shared system.

Small business team collaborating with the platform in a modern office

One platform, shaped around your business

Start simply and keep the same connected records, controls and workflows as your business grows.

One-Person Business

Freelancers, professionals, sole traders.

Small & Medium Business

Small teams, departments, shared customers.

Corporates & Enterprises

Layered roles, structured organisations.

Connected capabilities

Run the business from one connected workspace

Each area works with the same business, customer and work information. Nothing important is lost.

Business Assistant & Business Intelligence

SBC helps you understand what is happening, what it means, what needs attention and what to do next — using information your business has actually recorded.

  • Business Assistant
  • Business Health
  • Business Insights
  • Business Knowledge
See capability details

Performance reports

Open Business Assistant
Sales, CRM & Customer Management

Keeps customers, contacts, leads, business opportunities, sales pipeline, deal stages, follow-ups and complete customer history connected in one place.

  • Customers and contacts
  • Leads
  • Sales pipeline
  • Follow-ups
See capability details

Customer history

Open Sales & CRM
Lead Intelligence & Lead Discovery

Define your target market and the tool finds fresh qualified leads for you and moves them into your sales process.

  • Target-market guidance
  • Lead discovery
  • Source and freshness
  • Prioritisation
See capability details

CRM hand-off

Contact details remain blank when a reliable source does not provide them.

Find customers
Marketing & Campaign Architect

Tell SBC what you want to promote. It helps prepare the strategy, calendar, advertising copy and channel-ready wording for your review, then keeps campaign work and recorded results connected.

  • Campaign plans
  • Campaign calendar
  • Email and WhatsApp wording
  • Social and advertising copy
See capability details

Results recorded in SBC

Open Marketing
Communications & Bulk Campaigns

Send individual or bulk email and WhatsApp messages with personalisation, audience preview, consent checks, duplicate protection, files and customer history.

  • Individual and bulk email
  • Individual and bulk WhatsApp
  • Automatic personalisation
  • Attachments
See capability details

Consent and sending history

WhatsApp sending requires each business to connect its own approved Meta business account; production access is still subject to Meta approval.

Open Customer Messages
Finance & Money Management

Records money in and out, tracks what is owed, compares budgets with actual spending and understands cash flow and management profit or loss. Financial alerts, projections, financial explanations and recommendations.

  • Money in and out
  • Receivables and payables
  • Budgets
  • Cash-flow view
See capability details

Financial explanations and reports

Designed for business management, not statutory accounting, tax filing or bank feeds.

Open Money
Work, Tasks, Projects, Meetings & Productivity

Uses your Weekly 'My Plan' to see priorities, tasks, follow-ups, meetings, appointments, recurring work and reusable ways of working without creating separate lists.

  • My Plan / Daily Planner
  • Complex projects with milestones & dependencies
  • Meetings and appointments
  • Reusable checklists
See capability details

Attention items

Open My Plan
Documents & Professional Business Outputs

Prepare, edit, save and download practical business documents using information already held against customers, tasks and projects.

  • Quotes and invoices
  • Receipts and purchase orders
  • Proposals and contracts
  • Policies and meeting minutes
See capability details

Reports and PDF downloads

Open Documents
Business Opportunity Engine

Review verified procurement notices and relevant business information, understand the evidence, save deadlines and turn a suitable notice into tracked work.

  • Live tenders / contracts and procurement
  • Source and evidence. Relevant business information/news
  • Relevance assessment
  • Deadline tracking
See capability details

Recommended next actions

Current verified automated notices come from connected procurement sources; news is never presented as an application opportunity.

Open Opportunities
Competitor Intelligence

Monitors competitor pages, websites and feeds for meaningful published changes, then see the source, date, interpretation and a practical response.

  • Website and news monitoring
  • Published pricing changes
  • Product and service changes
  • Important announcements
See capability details

Recommended response

Open Competitors
Notes & Business Knowledge

Capture notes, ideas, research and meeting details, identify decisions and actions, turn notes into normal tasks and preserve lasting business facts.

  • Business notes
  • Meeting notes
  • Summaries and decisions
  • Notes to tasks
See capability details

Reusable business knowledge

Open Notes
Business Automation

SBC keeps watch over important business activities and brings the right work or alert to your attention when action is needed. Late payments, budget issues, opportunity deadlines, quiet sales, customers needing attention and enquiries requiring action.

  • Late payment attention
  • Budget warnings
  • Opportunity deadlines
  • Quiet sales
See capability details

Customer and enquiry follow-up

See what SBC does
Teams, Security & Business Control

Give people the right access, keep each organisation private, use approvals for important actions and retain a clear activity history.

  • Users and teams
  • Roles and permissions
  • Approvals
  • Organisation privacy
See capability details

Secure connections and activity history

Open People & Teams
Global Business Support

Use one scalable workspace across any industry or profession — from a one-person business to an SME or Corporate / Enterprise — with country, currency, language and reading preferences.

  • Business profile
  • Country and location
  • Default currency
  • Language preferences
See capability details

Solo, SME and Corporate / Enterprise modes

Currency is recorded and displayed; live currency conversion is not included.

Open Business Profile

Important information, brought into your work

A LIVE scrolling information strip brings relevant announcements and verified procurement notices, alerts and more into your workspace. Every item shows its source, repeats are filtered and expired deadlines are removed.

  • Matched to your location and business profile
  • Keeps the original source and evidence clear
  • Lets you choose the categories and reading speed
Solo trader reviewing live business opportunities and alerts on a laptop