Sales & CRM
From first contact to final payment: every deal tracked
Collect leads from every channel, follow every deal on the pipeline board, and send a quotation in minutes. When you win, the client file and the invoice are ready for the accountant, with no re-typing.
- No follow-up forgotten
- Know which channel really brings customers
- A quotation in minutes
- A won deal ready for the accountant
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Leads
Every lead recorded and assigned, whatever channel it came from.
- From your website form, Facebook and Instagram lead ads, WhatsApp, an Excel import, or by hand.
- Lead source and campaign, so you know which channel brings customers.
- Duplicate check on phone and email.
- Automatic assignment to a salesperson, in turn or by branch.
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Pipeline
Every deal in front of you, and where each one stands.
- A drag-and-drop board: new → contacted → meeting → quotation → negotiation → won or lost.
- Your own stages, and a separate pipeline per product line or branch.
- Deal value, expected close date and probability.
- A reason is required for lost deals, which feeds the reports.
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Contacts and follow-ups
Each customer's history on one timeline, and today's follow-ups ready every morning.
- Companies with many contacts, and the full history: calls, meetings, messages, notes and files.
- Calls, meetings, tasks and reminders with due dates.
- A "today's follow-ups" list for each salesperson, and overdue alerts to them and their manager.
- One-tap WhatsApp or call from the deal.
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Quotations
A professional quotation in minutes that becomes an invoice when accepted.
- Quotations with items, discounts and VAT, as Arabic or English PDFs.
- Quotation versions, and approval for discounts above a limit.
- Items and prices from the Inventory item list.
- An accepted quotation creates the client file and becomes a sales invoice in one click.
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Targets, commissions and reports
Know who hits their target, and where sales come from.
- Monthly or quarterly targets per salesperson or team.
- Commission rules. Approved commissions are added to payroll.
- Pipeline value by stage, and forecast by month.
- Conversion rate by source, salesperson and stage, and won and lost analysis with reasons.
Worked example
From a Facebook ad to an invoice in the books
A lead comes in from a Facebook ad: "Delta Engineering, office fit-out". Sara calls the same day, the meeting is logged, and a PDF quotation is sent. Two follow-up reminders later the deal is won: Delta Engineering becomes a new client and the quotation becomes an invoice, ready for the accountant in one click.
- Source
- Facebook ad
- Quotation incl. VAT
- 2,280,000
- Follow-ups before closing
- 2
- Status
- Won
- Invoice value before VAT
- 2,000,000
Questions about this module
Does it collect leads from Facebook ads?
Yes, from Facebook and Instagram lead ads, your website form and WhatsApp, keeping the source and campaign of every lead.
Can I change the pipeline stages?
Yes. You set your own stages, and you can run a separate pipeline per product line or branch.
What happens when a deal is won?
In one click the client file is created in Clients and the quotation becomes a sales invoice, so the accountant finds everything ready.
Can a manager follow the sales team?
Yes. Calls and meetings per salesperson, conversion rates, and alerts to the manager about overdue follow-ups.
Ready to run your business more efficiently?
Book a 30-minute demo with data close to your business. We answer your questions and send a quote that fits your needs.