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Okiru
Smart Data. Smarter Transformation

  • CRM & Martech Consulting

    Okiru Consulting helps businesses in all sector codes optimise CRM platforms and marketing technology to drive sales growth, improve customer experience, and generate audit-ready B-BBEE compliance data. From strategy to implementation, we align people, process, and technology for measurable ROI.
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Why This Matters

Your Business has taken the decision to buy a  Customer Relationship Management System. Maybe even integrated the marketing tools but leads are still slipping through the cracks, your team hates using the system and reporting is a weekly pain.

The real problem isn’t the software, it’s the setup, the strategy and the disconnect between what the system can do and what your team actually needs.

At Okiru, we help you make sense of it all. By providing tailored stack, sales team training, process flow and automations. 

Okiru CRM and Martech Advisory

Why Clients Choose Us

  • You’ve got leads, but no clear sales pipeline
  • You’ve got tools, but no one’s using them
  • You’ve got automations, but can’t prove ROI
  • You’re tired of paying for features you don’t need

We help you strip things back to what matters, sales, follow-up, data, and decision-making. We know Zoho and Hubspot inside out. But we don’t just implement we make sure it actually fits

What We Help You Do

  • Choose the right CRM (or fix the one you’ve got)
  • Map your sales process and automate the boring stuff
  • Build reports that make decisions easier
  • Integrate your email, marketing, forms, and pipeline
  • Train your team so adoption sticks


All sized and priced for your actual business reality, not some tech fantasy

Is This Right for You?

  • You’ve signed up for Zoho or Hubspot, but haven’t launched properly
  • You’re losing deals due to poor tracking or follow-up
  • Your CRM is bloated, unused, or confusing
  • You need real help, not a webinar
Book a Consultation

B-BBEE Verification Tracking

Use Case: Create a dedicated “Verification” pipeline in the CRM where each element of the B-BBEE scorecard (Management Control, Skills Development, ESD, SED) is a stage.
How it Works: Every time supporting evidence, like payroll data or supplier affidavits is uploaded, an automated task notifies the responsible manager. A dashboard displays percentage completion and upcoming submission deadlines. Executives can log in at any time to see real-time verification status and outstanding items.

Employment Equity Reporting Oversight

Use Case: Automate Employment Equity (EEA2/EEA4) data collection.
How it Works: Managers receive automated reminders to submit workforce demographic updates. The CRM consolidates these into a single report for HR and flags any gaps before the Department of Employment and Labour deadline.

Skills Development & WSP/ATR Management

Use Case: Map learnerships and bursary spend inside the CRM to monitor SETA grant claims.
How it Works: Each learner is a “record” with fields for funding, start/end dates, and proof-of-enrolment documents. Automated scoring highlights whether the company is on track for Skills Development points and sends alerts if claims are approaching expiry.

Client & Supplier Vetting for ESD

Use Case: Integrate a supplier portal with the CRM to capture B-BBEE certificates and track expiry.
How it Works: Suppliers upload certificates directly; the CRM verifies date validity, sets renewal reminders, and feeds a live procurement-compliance dashboard.

Client & Supplier Vetting for ESD

Use Case: Trigger campaigns based on compliance milestones.
How it Works: When a verification stage hits 75 % completion, an automated email series updates executives and invites them to a strategy session, ensuring decision-makers stay engaged without manual follow-ups.

Okiru Offers Specialised Sals Strategy Training designed for your company needs

Sales Strategy Training