CRM & Sales Pipeline — CRM software for Gulf sales teams in Arabic and English

CRM & Sales Pipeline is the sales system for Gulf companies that want leads, deals, quotes and customer history in one place and joined to orders, invoicing and delivery. It replaces a spreadsheet pipeline plus a separate quoting tool. A drag-and-drop pipeline board, quotes priced from your product catalogue with discount approval, and one customer record shared with every other module sit alongside optional forecasts, territories and commissions. Some parts are limited: replies and mass e-mails are delivered through your company's e-mail provider but CRM reads incoming mail only once your company switches on Mail, follow-up sequences track steps without sending, and AI features need an AI provider set up for your company.

Last updated 12 November 2026

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125 features in 15 areas · works with 26 other modules · 9 team workflows

Full feature list

Leads and qualification

Capture, qualify and hand over prospects without losing track of who owns what or typing the same person twice.

Lead records with owner, source and status — Every lead carries company, job title, source, status, a score worked out from your scoring rules (or typed by hand and shown as Manual) and your own custom fields, with a timeline of activity. Account executives and development reps see only the leads they own; sales managers and administrators see all leads. The lead you create is yours until it is converted.For: Sales development rep (SDR), Account executive, Sales manager
Duplicate lead e-mail refused — Creating a second lead with an e-mail address you already hold is stopped with a clear message that points at the existing lead, so two reps do not chase the same person.For: Sales development rep (SDR), Account executive
Lead stages with history, through the Copilot — Ask the Copilot to move a lead through the subscriber, marketing-qualified, sales-accepted and sales-qualified stages, or to disqualify it with a reason. Every move is logged with who made it and when. The lead page itself has no stage button.BetaWorks with: AI CopilotFor: Sales development rep (SDR), Account executive, Sales manager
Convert a lead in one step — Turn a qualified lead into a contact, an account and an opportunity with three tick-boxes, an amount, a pipeline stage, a close date and an owner. A lead that was already converted is refused, so nothing is created twice. When the company or the person already exists, the conversion offers that account and contact (pre-selected) and links to it instead of creating a duplicate; the new deal shows which lead it came from.Two or more peopleFor: Sales development rep (SDR), Account executive, Sales manager
Rank leads to call first — Rank open leads from real record data (score, status, source and recent activity), with the reasons shown next to each one. When your company has connected an AI provider, a short written briefing is added on top.For: Sales manager, CRM administrator
Enrol hot leads into a follow-up sequence — One click on the leads list enrols the leads you marked hot into an active sequence and tells you how many were enrolled and how many already were. A sequence records its steps; it does not send messages for you.Optional — switch it on in SettingsFor: Sales development rep (SDR), Account executive
Website forms that become leads — Paste a lead-capture form on any web page and every submission becomes a lead with the visitor's own words, or a note on the lead they already are, so nobody is entered twice. A submission that cannot be turned into a lead is kept with the reason, and a person retries it from the form's Submissions list.Optional — switch it on in SettingsTwo or more peopleFor: Sales manager, CRM admin
Lead scoring rules — Write rules such as "+20 when the source is trade show" or "-10 for a free e-mail address". A lead's score is the total of the rules it matches (kept between 0 and 100), worked out when the lead is saved and shown on the lead with each rule that counted ("+20 Trade show"). Changing a rule scores the open leads again in the background in batches, and a button scores them all again on demand. A score typed by hand wins, is labelled Manual and can be handed back to the rules. The ranking of leads to call first quotes the same reasons. No AI is involved. It can be switched off in Settings → Features.For: CRM admin, Sales manager, Sales development rep (SDR)
Lead forms that work on your own website — A form built in CRM can be embedded on any web page with a script snippet or opened by a direct link, with no login for the visitor. Each address is built from your own workspace host, the public route is rate-limited, and a submission keeps only the fields you asked for, needs the required ones, checks e-mail fields and caps the size of an answer. A form needs a name, no more than 50 fields and unique field keys.For: CRM admin, SDR

Contacts, accounts and the customer picture

One record per customer, with the people, deals and history around it.

Contacts linked to accounts — Keep people with job title, department, lifecycle stage and a do-not-contact flag, each tied to the company they work for.For: Sales development rep (SDR), Account executive, Sales manager
A full page for every lead, contact and deal — Each record opens on its own page. The top shows the company, e-mail, phone and owner by name, one main action (Email, Convert or the deal's next step) with the rest under More, and the stages in plain words. Only the contact stages your company uses are shown. You change a field where it is, empty fields stay hidden until you ask for them, and the history opens with who created the record.For: Sales development rep (SDR), Account executive, Sales manager, CRM administrator
Website leads assigned to the right rep — A lead that arrives through the company website's contact form is handed to a rep straight away by the routing rules: take turns, or fewest open leads; a rule can look at the visitor's language (Arabic enquiries to the Arabic-speaking reps) and emirate (Abu Dhabi enquiries to the Abu Dhabi team), and a rep on approved leave today is passed over. The lead's timeline says which rule assigned it and who was skipped, and the rep is told. A "Try it" card shows where a lead like this would go without assigning it. Leads made by hand or imported are not routed automatically; a manager can route one on request.Works with: Time & Attendance, Website BuilderTwo or more peopleFor: CRM administrator, Sales manager, Account executive
Import contacts from a CSV file — Upload a comma-separated (CSV) file, map the columns, and see what will happen to every row before anything is saved. The import then saves all rows or none; existing contacts are matched by e-mail, and an unknown company name is shown as a row error instead of being silently dropped.For: CRM administrator, Sales manager
Merge duplicate contacts and accounts — Merge a duplicate contact or account into the one you keep, choosing the duplicate by name (leads merge through the API and the Copilot). Activities, deals, quotes, meetings, conversations, portal logins and followers move to the survivor; blank fields are filled from the duplicate (an account keeps its link to the customer register and takes the duplicate's parent when it has none, a contact never loses 'do not contact'); a sequence the duplicate was in stops; the duplicate is archived and a note on the survivor names both records.For: Sales manager, CRM administrator
Possible-duplicate warning when you create a record — While you type a new lead, contact or account, a box says 'Possible duplicate' and links the existing record when the e-mail, phone, domain or tax number already exists. Phone numbers match however they are typed (+971 50 123 4567 finds 0501234567). Matches you cannot open are only counted, never named. It never blocks you.For: Sales development rep (SDR), Account executive, Sales manager
Duplicates list with merge — One list of leads, contacts and accounts that share an e-mail, phone number, domain or tax number. Open a group, keep the record you want (the oldest is pre-selected) and merge the rest into it; nobody pastes a record id. You see only records you may already read.Works with: Contacts & PartnersFor: Sales manager, CRM administrator
Accounts with industry, type, country and currency — Hold each company with its industry, account type, country and trading currency so quotes and reports start from the right defaults.For: Account executive, Sales manager, CRM administrator
Parent and sub-accounts — Link a subsidiary or branch to its parent company. The parent shows a list of its sub-accounts and the child shows a breadcrumb back up.For: Account executive, CRM administrator
Customer page with contacts, deals and timeline — One page per customer with their contacts, open deals, open pipeline value and a single timeline of calls, meetings, e-mails and notes. On the shared customer page in Parties, CRM adds its contacts and open deals.Works with: Contacts & PartnersFor: Account executive, Sales manager
Account health scan — Score every account from real data (open pipeline, wins and losses in the last year, contact coverage, recent activity, overdue close dates), worst first, with the reasons. Export the list to a spreadsheet file.For: Sales manager, Account executive
One customer record across modules — A new or changed account creates or updates a single customer in the shared customer register, which sales, invoicing, support and rentals all use. A customer exists once, not once per module.Works with: Contacts & PartnersFor: Account executive, CRM administrator
Link a contact to an employee — When a contact's e-mail matches an employee of your own company, a link on the contact opens that employee's profile. Shown only when both modules are in your plan and you may read employees.Works with: HR ManagementFor: CRM administrator, Account executive
Custom fields on leads, contacts, accounts and deals — Add your own fields of different types to leads, contacts, accounts and opportunities. Values are checked when saved, and a field can be shown as a list column or asked for when a record is created.For: CRM administrator, Tenant admin

Pipeline and deals

See every open deal, move it forward, and close it with the information finance and delivery need.

Several pipelines with stage probabilities — Build more than one pipeline, for example by team or by product line. Each stage carries a win probability that feeds the weighted forecast, and stages are put in order with up and down arrows.For: CRM administrator, Tenant admin
Drag-and-drop pipeline board — A board with one column per stage, card amounts and column totals in your company currency. Drag a deal to the next stage; loading, empty and error states say what is going on instead of showing a blank page.For: Account executive, Sales manager
Opportunity list and detail — Every deal has its own page with details, stage history, activities, e-mails and quotes, plus its amount, close date, probability, owner and your custom fields.For: Account executive, Sales manager
Stage history — Every move of a deal is recorded with who moved it, when and an optional note, so you can see how long deals sit in each stage.For: Account executive, Sales manager
Close won, close lost with a reason — Closing a deal is a deliberate action. Account executives can close a deal as lost; closing as won is limited to sales managers and administrators. When lost reasons are set up, picking one is required, so your loss analysis is built on real answers and not free text.For: Account executive, Sales manager
Reassign a deal to another rep — A manager can hand a deal to a colleague. The new owner automatically follows the deal and finds it in their own list, and the change shows in the deal's change history. No alert is sent for a single reassignment; reassigning several deals at once from the deals list does notify the new owner.Two or more peopleFor: Sales manager, CRM administrator
Create an order from a deal — On a won deal, a button opens a new sales order pre-filled with the deal's customer and currency, or links to the order that already exists. The button appears for people who can both read deals and create orders. Your company can instead have a pending order drafted automatically when a deal is won, in Settings under Sales and invoicing.Works with: Sales Orders & FulfilmentFor: CRM administrator, Tenant admin
Create an invoice from a deal — With accounting in your plan, create a customer invoice from a deal, using the lines of its latest accepted quote, or a single line for the deal amount when there is no quote (or only voided ones). The quote's discount is taken off the unit price and its tax rate carries across, so the invoice total equals the quote total, and the invoice is raised for the account's own customer record. A deal whose quotes are not accepted yet is refused until one is. The accepted quote's own page has a Create invoice button that invoices exactly that quote. Both buttons appear for people who can write invoices. It is a standalone invoice; the deal follows only the invoices accounting drafts from its delivered order.Works with: Accounting & E-InvoicingFor: Tenant admin
Create a delivery project from a won deal — On a won deal, a button starts a project with the deal's name, customer, amount and owner pre-filled. It appears for people who can both read deals and create projects.Works with: Project ManagementFor: Tenant admin
The deal follows its invoice — When accounting drafts an invoice for the deal's order, the deal shows Invoiced, then Paid or Voided as accounting settles or cancels it, with a note on the deal's timeline for each step. Nobody has to ask finance whether the customer paid. Switchable in Settings under Sales and invoicing; on by default.Works with: Accounting & E-InvoicingFor: Account executive, Sales manager
The order's delivery on the deal — When the sales order is delivered, a note appears on the deal's timeline, so the salesperson knows the customer has what they bought.Works with: Sales Orders & FulfilmentFor: Account executive

Quotes and pricing

Build accurate quotes quickly, price them from your catalogue and get them approved, marked sent and accepted.

Quote builder with lines, discounts and tax — Add product lines with quantity, price, discount percentage and tax rate, and see the totals update live. A quote can start from an opportunity, an account or a contact, which then stay locked to it.For: Account executive, Sales manager
Prices from your catalogue — Each line is priced by the product catalogue: the named price list, then the customer's own list, then the channel and company defaults. A price typed by hand is marked Manual so reviewers can tell.Works with: Products & Online StoreFor: Account executive, Sales manager
Tax rates from accounting — Quote lines take their tax rate from the sales tax list kept in accounting, so a quote and the invoice it leads to agree on VAT.Works with: Accounting & E-InvoicingFor: Account executive
Quote lifecycle: draft, sent, accepted, rejected — Mark a quote sent, accepted or rejected from its page, or duplicate it for a revised offer without retyping the lines. Marking a quote sent does not e-mail it to the customer; print it, save it as a PDF or, with online acceptance on, copy a customer link to share.For: Account executive, Sales manager
Quotes expire by themselves — A sent quote past its valid-until date reads Expired from the next morning in your company's own time zone. Accepting it is refused, for you and for the customer, with a sentence that says to ask for a renewed quote; a draft that was never sent cannot be accepted. When a customer accepts on the portal the quote records when and who, and Accounting's credit check runs first — without showing the customer their credit position.Works with: Accounting & E-InvoicingTwo or more peopleFor: Account executive, Sales manager
No empty quotes marked sent — A quote with no lines cannot be marked sent, so nobody shares a blank document.For: Account executive
Customer credit check when you send a quote — Before a quote is marked sent, the customer's credit limit and hold status are checked in accounting. Depending on your credit policy you are warned or stopped, and the decision is recorded. The check needs the account linked to a customer, accounting in your plan and permission to read credit; if accounting cannot be reached the quote goes ahead.Works with: Accounting & E-InvoicingFor: Account executive, Sales manager
Printable quote — A clean A4 quote in English and Arabic, headed with your company's legal name, VAT number, registration number, phone, e-mail and website, then the customer and their tax number, dates, lines, VAT per rate, totals, notes and terms, with a customer-signature line and an authorised-by line, ready to save as a PDF from the print dialog. Once the quote is e-signed, the seller's signature and company stamp are drawn on the authorised-by line, under its heading.For: Account executive
E-sign a quote — Sign a draft or sent quote as the seller with one click on the quote or on its print page. Your saved signature is used; if you have none, a window lets you draw, type or upload it and add the company stamp without leaving the page. The quote then shows who e-signed it and when, and the printed quote carries the signature and stamp. A quote that is already viewed, waiting for approval, accepted or rejected cannot be signed. The button needs the PDF tools app and its permission to be granted to your role (a tenant administrator can do that); it is not shown without them. The stock sales roles do not have it until it is granted.Works with: PDF Tools & E-SignatureFor: Tenant admin, Account executive, Sales manager
Deleted quotes are voided, not erased — Cancelling a quote, or deleting a selection of quotes, marks it voided and keeps the record. The quotes list hides voided quotes unless you pick the voided status, and the Cancel button is not offered for an accepted, rejected, expired or voided quote; a bulk delete refuses accepted quotes. A bulk delete tells you how many quotes were deleted and the reason the first skipped one was refused, for example that an accepted quote cannot be deleted.For: Account executive, Sales manager
Quote PDF in Documents, a new version each send — Sending a quote makes its PDF and keeps it in Documents, linked from the quote; every re-send is a new numbered version and nothing is overwritten. A quote template picks the language (English and Arabic, or one of them) and the standing opening text, terms and footer in both languages. The page shows the seller's and the customer's tax numbers, VAT per rate and the validity date, and a note names anything missing. It needs the document server and your own document storage; without them the quote is still sent and says why no PDF was saved.Works with: Document ManagementFor: Account executive, CRM administrator, Sales manager
Validity date, notes and terms — Give each quote a valid-until date, free notes and terms so the offer states exactly how long it holds.For: Account executive
A customer link to answer the quote — Once online acceptance is on, a sent quote's Customer's answer card has a Copy customer link button: paste the link into your own message to the customer. The link works until the quote's valid-until day (30 days when it has none), the card counts the links still open, and Switch links off closes every link already sent. Off until an administrator turns on Online quote acceptance and e-sign in Settings → Features (CRM).Optional — switch it on in SettingsTwo or more peopleFor: Account executive, Sales manager, Tenant admin
Customers accept or decline without signing in — The customer opens the link with no account and reads the quote: lines, VAT per rate, totals, terms and the PDF. They accept by typing their full name and ticking I accept this quote, or decline with a reason. The quote becomes accepted or rejected and its owner is told in the notification bell; an accepted quote goes on to a sales order exactly as when you accept it yourself.Optional — switch it on in SettingsWorks with: Notification Centre, Sales Orders & FulfilmentTwo or more peopleFor: Account executive, Sales manager
Online acceptance refused when the quote is not ready — A customer cannot accept a quote that has expired, whose discount is still waiting for approval or whose customer is blocked on credit; they are asked to contact their sales representative and are never shown their credit position. A quote answers once, and if you send a newer PDF after the customer opened the page, they are asked to reload and read the current version before answering.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: Account executive, Sales manager
Proof of the customer's answer — The quote's Customer's answer card shows who accepted, when, how, from which internet address and browser, and the version and SHA-256 fingerprint of the PDF they were shown; for a decline, the name, the time and the reason. Before any answer it shows when the customer first opened the link. Each online answer is also written to the audit trail.Optional — switch it on in SettingsFor: Account executive, Sales manager
The customer signs the quote electronically — When your company also has Contracts with Signing for other modules on, the link offers Sign electronically. Contracts e-mails the customer a signing invitation for the quote's PDF; when they sign, the quote is accepted with the signed copy linked from it, and a decline in Contracts declines the quote with their reason. If the invitation expires or is withdrawn, the quote can be answered again.Optional — switch it on in SettingsWorks with: Contracts & E-SignatureTwo or more peopleFor: Account executive, Sales manager
An accepted quote becomes a sales order — When a quote is accepted, a sales order is created with the same lines, tax, currency and customer, once. Accepting the same quote again creates nothing new. Your company can switch this off in Settings under Sales and invoicing.Works with: Sales Orders & FulfilmentTwo or more peopleFor: Account executive
Subscription lines start subscriptions — Lines for recurring products on an accepted quote start the matching subscriptions, one per line, without re-entering the customer or price.Works with: Subscriptions & LicensingFor: Account executive
Rental lines create rentals — Rental lines on an accepted quote hand the dates, quantity and price to the rental module so the booking exists as soon as the customer says yes.Works with: RentalsFor: Account executive
Who changed a quote, and when — A quote's Activity tab lists every change with the person and the time: status, approval state, title, validity, discount and totals, and each line's quantity, unit price, discount and tax, named after the line (Widget — Unit Price 120 → 110). Approval requests and commission payouts keep the same trail, so who submitted, who approved and who paid is never a guess.Two or more peopleFor: Account executive, Sales manager

Approvals

Keep discounts under control without slowing down the ordinary quotes.

Discount approval before a quote is sent — When a quote's discount is above the limit your administrator set, it cannot be marked sent until a manager approves it. Trying anyway is refused with the reason, and a rejected quote must be edited and resubmitted. Needs the discount limit below to be set.Optional — switch it on in SettingsTwo or more peopleFor: Account executive, Sales manager
Approval limit for discounts — Set the discount percentage, or the deal size, above which a quote needs approval, who approves it and in which order. The page is switched off until your company turns on approval rules. A price list's maximum discount is a hard ceiling that no approval overrides.Optional — switch it on in SettingsFor: CRM administrator, CRM manager
Approval steps in order — manager, then director — Rules say which quotes need approval — a discount or a deal size over a limit — and who approves: a manager or a director. A quote that crosses several limits is approved step by step, each step opening only after the one before it, and it cannot be sent until every step is approved. The quote shows each step and why it applies. Nobody can approve their own submission.Optional — switch it on in SettingsTwo or more peopleFor: CRM administrator, Sales manager, Account executive
Approvals inbox — Managers see what is waiting for them and what was decided before, and approve, reject or request changes with a comment. The person who asked cannot approve their own request unless your company allows it, and every self-approval is recorded.Two or more peopleFor: Sales manager, CRM administrator
Stages that need sign-off — Mark a pipeline stage as needing a manager's approval. A rep who moves a deal there sends a request instead: the deal stays where it is with a "waiting for approval" badge, the manager is told, and the deal moves only when the request is approved. Request changes sends it back to the rep with the comment. One request per deal at a time.Optional — switch it on in SettingsTwo or more peopleFor: Account executive, Sales manager, CRM administrator
Remind requesters of waiting approvals — A reviewer can nudge everyone whose requests are still pending. Each requester gets one message saying how many are waiting and for how long, in their notification bell.Works with: Notification CentreTwo or more peopleFor: Sales manager, CRM administrator

E-mail conversations and follow-up

Keep customer conversations next to the record they are about. Replies and mass e-mails are delivered through your company's e-mail provider with your signature. With Mail switched on, CRM also reads the mailboxes your people connect.

E-mail conversations, delivered — Keep e-mail conversations as threads in one inbox with a reply box and the full message history, and ask the AI assistant to summarise a thread. A reply is delivered through your company's e-mail provider with your name, your signature and your own address for answers; it shows as sent only once the provider accepted it, and a message that was not delivered stays on the thread with the reason. Incoming mail arrives once your company switches on Mail (below). You can also write a message from any lead, contact, account or deal, and it is filed on that record.BetaFor: Sales development rep (SDR), Account executive, Sales manager
Mail inside CRM — Each person connects their own mailbox, by its server settings and an app password, or by signing in with Google or Microsoft where your installation has that sign-in set up. New mail arrives about every two minutes, the first time going back 30 days, and each conversation is linked by itself to the contact, company, lead or open deal it is about; an unknown sender gets a suggestion to create a contact, never a contact made for you. Read, reply, reply to all, forward and write new mail from the same mailbox, discuss a conversation with colleagues in its notes, and open the attachments, which are filed in Documents after a virus scan. Off until your company turns it on.Optional — switch it on in SettingsWorks with: Document Management, Activities WorkspaceFor: Sales development rep (SDR), Account executive, Sales manager, CRM administrator
Create a record from an e-mail — One menu on a conversation turns it into a lead, deal, customer, project or project task, support ticket, incoming letter, draft supplier bill, expense claim, meeting room, compliance evidence or a note on a linked record. The fields come filled in from the e-mail, including an amount in AED, SAR or another currency, and nothing is made until you check them and press Create; the new record is linked back to the conversation. The menu shows only what your plan, your permissions and your company's switches allow.Optional — switch it on in SettingsWorks with: Project Management, Contacts & Partners, Helpdesk & Ticketing, Correspondence Register, Accounting & E-Invoicing, Meetings & Video, ISO Compliance Suite (Imtithal)For: Sales development rep (SDR), Account executive, Sales manager
Smart reply in English or Arabic — The AI writes a draft answer to the last message from the conversation, the linked customer's activities and quotes, and the company facts you keep in Settings, in English or formal Gulf business Arabic. A fact it was not given, such as a price or a date, is left as a gap in brackets for you to fill, and nothing is sent until you send it. It needs an AI provider set up for your company.Optional — switch it on in SettingsWorks with: AI CopilotFor: Sales development rep (SDR), Account executive, Sales manager
Follow-up sequences — Build a cadence of timed steps (e-mail, WhatsApp, SMS, LinkedIn, task or wait) and enrol leads or contacts. Enrolments move through the steps on schedule and every step is recorded for audit. A sequence tracks the steps; it does not send the messages or create the tasks for you. A name, step type, wait of up to 365 days and e-mail template are checked when you save, and only an existing lead or contact can be enrolled, into a sequence that is not archived. Off until your company turns sequences on.Optional — switch it on in SettingsFor: Sales development rep (SDR), Sales manager, CRM administrator
Pause, resume, unenrol and unsubscribe — Pause a prospect's sequence when they reply, resume it later or unenrol them. Unenrolling because someone unsubscribed puts them on a suppression list, and they cannot be enrolled again.Optional — switch it on in SettingsFor: Sales development rep (SDR), Account executive
Share a mailbox with colleagues — The owner of a connected mailbox picks, by name, the colleagues who may read its threads and reply from it, and can stop at any time. Everyone else, apart from the managers of the owner's sales team and administrators, sees nothing of that mailbox; a thread outside your reach answers "not found", the same as one that does not exist. Sharing is recorded in the audit log.Two or more peopleFor: Sales development rep (SDR), Account executive, Sales manager
Shared team mailboxes such as info@ — A CRM administrator connects a team mailbox such as info@ or sales@ as shared and picks, by name, the colleagues who read it and answer from it, up to 50. Managers of the owner's sales team and administrators can read a mailbox but not write from it, and every look an administrator takes at someone else's mail is recorded in the audit log.Optional — switch it on in SettingsTwo or more peopleFor: CRM administrator, Sales manager, Account executive

Meetings and calendar

Get meetings on the calendar next to the leads, contacts and deals they are about.

Calendar and meetings — A weekly calendar of meetings tied to leads, contacts and deals. Create, change or cancel a meeting from the same screen.For: Account executive, Sales development rep (SDR), Sales manager

Teams, territories and forecasting

Organise reps, divide the market and give managers a number they can defend.

Sales teams and members — Create teams with a manager, nest them under a parent team and add or remove members. Sales managers can read teams; creating and changing them needs a CRM manager or administrator.For: Sales manager, CRM manager, CRM administrator
Reps see only their own records — Account executives see only the deals they own and development reps only the leads they own, enforced by the server and not only hidden on screen. A role can instead be given team-level reading, which shows the records of the teams a person manages. Sales managers and administrators see everything. For a role that holds only the own or team reading permission, the same rule covers every action on a record, not only what the lists show: editing, moving, closing, deleting, reassigning, following, notes, scheduled activities, lead merges and bulk actions.For: Account executive, Sales development rep (SDR), Sales manager
Flag teams that need set-up — One click tells your tenant administrators which teams have no manager, no members or are inactive, with the first one named in the message. They see it in their notification bell.Works with: Notification CentreTwo or more peopleFor: CRM administrator, CRM manager
Territories defined by rules — Describe a territory with a condition you write, such as the emirate or country of an account, and every account and lead is placed in the first territory that matches when it is saved, imported or created from a converted lead, a website form or a social message. Each record shows its territory, every move is kept with who made it and why, and changing a rule moves everyone within about a minute. Off until your company turns territories on. A territory needs a name of up to 120 characters and a priority from -1000 to 1000, its owner must be an active colleague, it may name at most 50 teams, and it cannot be placed under itself or under one of its own sub-territories.Optional — switch it on in SettingsWorks with: AI CopilotFor: CRM administrator, CRM manager
Check territory rules before using them — Test a rule against sample data, or audit every rule at once to see which ones are invalid and which catch-all rule hides the ones below it.Optional — switch it on in SettingsFor: CRM administrator, CRM manager, Sales manager
Pipeline forecast by period — Take a snapshot of the pipeline for a period with total pipeline, weighted value, committed deals (probability 90 and above) and best case (70 and above), for the whole company, one team, or one territory. A territory's figure is the open deals of the accounts in it and in its sub-territories, compared with the territory's own quota (or its sub-territories' quotas). Every amount is in your base currency. Off until your company turns forecasting on.Optional — switch it on in SettingsFor: CRM manager, CRM administrator, Sales manager
Manager forecast adjustments, through the Copilot — Ask the Copilot to overrule the calculated number for a rep; the adjustment is kept next to the original, so you can see how far the call differs from the maths. The forecast page itself has no adjust button.Optional — switch it on in SettingsWorks with: AI CopilotFor: CRM manager, CRM administrator
Sales home dashboard — A landing page with open deals, won and lost this month with win rate, quota attainment where quotas exist, the top deals closing this month, recent activities, pending approvals and shortcuts to a new lead, deal or quote.For: Sales manager, Account executive
Sales leaderboard — The top five reps by revenue won this month, worked out from the deals you can see, appear on the sales home page when the recognition (gamification) module is also in your plan.For: Sales manager, Account executive
Ready-made sales pipeline report — Insights ships a Sales pipeline report pack over your deals, leads and quotes: pipeline value and by stage, won and lost each month, who closed what, why deals are lost, and leads and quotes by state, limited to what each viewer may read. Won and lost are shown side by side rather than as one win-rate figure.Works with: Insights — Business Intelligence & AppsFor: Sales manager, CRM administrator

Commissions

Pay reps what they earned, when it is actually earned. Off until your company turns commissions on.

Commission plans: flat or tiered — Define a plan with a flat rate or with rate tiers by deal amount. A setting chooses how tiers are read: marginal (each slice of a deal pays its own tier's rate, so tiers of 5 % up to 100,000 and 7 % above pay a 150,000 deal 8,500) or the whole deal at one rate.Optional — switch it on in SettingsFor: CRM administrator
Calculate payouts from won deals, through the Copilot — Ask the Copilot to run the calculation for a rep and period: each deal the rep won in that period becomes a payout line with the deal amount, the rate and the commission. The commissions page lists and approves payouts but has no calculate button. Running it again for the same period never writes a second payout: a pending payout is brought up to date with the deal and an approved or paid one is left as it is.Optional — switch it on in SettingsWorks with: AI CopilotFor: CRM administrator
Choose when a commission is earned — Decide whether a commission is earned when the deal is won, when it is invoiced or when the customer's money arrives. A payout cannot be approved until it is earned.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: CRM administrator, Tenant admin
Voided invoice claws commission back — If accounting voids the invoice behind a deal, pending and approved payouts for it are clawed back automatically. A credit note takes back only its share: crediting a third of the invoice takes a third of the commission, and a payout already paid is left for you to net off.Optional — switch it on in SettingsWorks with: Accounting & E-InvoicingFor: CRM administrator
Approve and mark payouts paid — An administrator approves each earned payout and then records it as paid, so the history shows who approved and when.Optional — switch it on in SettingsTwo or more peopleFor: CRM administrator, CRM manager
Reps see only their own payouts — A rep sees the plans they are paid under and their own payouts; people who can approve payouts see the plan catalogue and everyone's payouts.Optional — switch it on in SettingsFor: Account executive, Sales manager
Nudge managers about pending payouts — An administrator can remind each team manager how many payouts for how many reps, and for what total, are waiting, in their notification bell.Optional — switch it on in SettingsWorks with: Notification CentreTwo or more peopleFor: CRM administrator
Approved commissions reach Payroll — Approving a payout publishes it as an event (rep, deal, period, net amount in the plan's currency) and Payroll queues it as a variable-pay input for that employee's next run; a credit note or voided invoice afterwards sends the new amount, so only the difference is booked. CRM never writes to Payroll itself; a one-click replay re-sends earlier approvals.BetaWorks with: Payroll & WPSFor: Sales manager, CRM admin

Everyday working tools

The small things that make a CRM quick to live in.

Bulk actions on a selection — Tick contacts or accounts to delete, archive, reassign, change a field or add and remove tags for all of them at once; tick deals to archive, reassign or change a field. A summary says what was updated. Reassigning deals in bulk tells the new owner in the bell and by e-mail.Works with: Notification CentreTwo or more peopleFor: Sales manager, CRM administrator
Saved views — Save a filter and grouping you use often on the contacts and accounts lists and come back to it from a menu.For: Account executive, Sales manager
Tags — Label contacts and accounts with colour tags and add or remove them in bulk. An administrator creates the tags through the Copilot; the lists have no tag-management screen.Works with: AI CopilotFor: Account executive, CRM administrator
Followers — Follow a lead, contact, account or deal. A manager can add or remove other followers. Followers of a record are told when it is reassigned in bulk.For: Account executive, Sales manager
Notes, scheduled activities and counters — Log a note, schedule a call, meeting or to-do against a contact, account or deal, mark it done, and see counts of related items in buttons at the top of the page.Works with: Activities WorkspaceFor: Sales development rep (SDR), Account executive, Sales manager
Schedule a follow-up for a colleague — Assign an activity on a lead to another person; it appears in that person's own list of activities to do.Works with: Activities WorkspaceTwo or more peopleFor: Account executive, Sales manager
What changed, when and who did it — Each lead, contact, account and deal has a change history showing the old and new value of every field, with the person and time.For: Sales manager, CRM administrator
Previous and next record — On a lead, deal, account or quote page, step to the previous or next record in the same order as the list you came from.For: Account executive, Sales development rep (SDR)
Group, filter and export contact and account lists — Group a list by a column, filter it with a bar and download exactly the rows on screen as a comma-separated (CSV) file.For: Account executive, Sales manager
Discuss a lead or deal in chat — Start a chat discussion from a lead or deal, or share it into a conversation as a card. People who may open the record get a link; others see only that an item of that type exists.Works with: Team Chat & CallsTwo or more peopleFor: Account executive, Sales manager
Reach a person in one click — Next to an e-mail address or phone number on a lead, contact, account or deal, and in forms where you type one, a small menu offers Send e-mail (a compose window that sends through your company's e-mail provider, with your signature if you have saved one, and notes it on the record), WhatsApp and Call. A phone number written with a leading 0 is completed with your company's calling code. For a colleague's address the menu also offers a chat message and a call inside the app, even without permission to send e-mail. The Send message tab can open the compose window or WhatsApp with your text filled in; nothing is sent until you press send there. The menu shows only what you are allowed to do.Works with: Team Chat & CallsFor: Sales development rep (SDR), Account executive, Sales manager
Record page with a hide-able activity panel — A lead or a deal opens with the form on two thirds and the activity panel (messages, activities, history, related records) on one third. One button hides the panel and gives the form the full width, and the choice is remembered for you; on a phone-sized screen the panel moves under the form.For: Account executive, Sales manager
E-mail or WhatsApp from the activity panel — Under the message box, E-mail opens a ready window addressed to the person on the record, and WhatsApp opens WhatsApp with your text. Both are noted on the record's timeline.For: Account executive, Sales development rep (SDR)

AI assistance

AI that works on the record in front of you, with a person always reviewing before anything is saved or sent. It needs an AI provider set up for your company.

AI assistant on every record — A sparkle button on leads, contacts, accounts, deals and quotes summarises the record, drafts a reply or suggests the next action; on an e-mail thread it summarises the conversation, and writing the reply happens in the reply box itself. On by default; it needs an AI provider set up for your company.Works with: AI CopilotFor: Account executive, Sales development rep (SDR), Sales manager
AI writing help in text fields — Notes, messages, e-mails and Inbox replies have a sparkle button and Ctrl/Cmd+J: write from a few words, improve, fix spelling, shorten, expand, change the tone (professional, friendly or formal Gulf business Arabic), translate between English and Arabic, summarise or make bullet points. The suggestion shows first; you accept it, insert it below or discard it, with one Undo. Grey suggestions as you type are optional for each person. The Inbox reply uses the latest messages of the conversation.Works with: AI CopilotFor: Account executive, Sales development rep (SDR), Sales manager
Deal health panel — A side panel on each deal (on wide screens) with a health score and momentum worked out from the deal's own figures, such as probability, age, close date, stage and last change, plus the signals behind them, a risk watch, standard next steps and a button that asks the Copilot to build a close plan.Works with: AI CopilotFor: Account executive, Sales manager
Draft a quarterly business review — Generate a first draft of a customer review from the account's real figures and history for you to edit. Nothing is saved or sent for you.For: CRM manager, CRM specialist, Tenant admin
Draft outreach to a lead — Draft an e-mail, WhatsApp or LinkedIn message personalised only from facts held on the lead. Nothing is sent for you.For: CRM manager, CRM specialist, Tenant admin
AI draft and next activities on a record — On a lead, contact, account or deal, type what the message should say and pick a language, and the AI writes a draft into the message box for you to edit; where more than one is possible you also choose e-mail, WhatsApp or a message on the record. Nothing is sent. On the Activities tab, Suggest with AI proposes one to three next activities with the reason for each and opens the scheduling window already filled in. It uses the record's own facts, a linked contact's name, e-mail and phone and the last eight activities, only for records you may open. A contact marked do-not-contact is refused, an account drafts from its first unmarked contact, and a deal skips a marked primary contact. It needs an AI provider, the AI button on records switch and the AI copilot permission.Works with: AI CopilotFor: CRM manager, CRM specialist, Tenant admin
Forecast gap analysis — Ask what stands between you and your target and get a written read of the deals that could close the gap.For: CRM manager, CRM specialist, Tenant admin
Summarise the inbox — Get a short summary of the e-mail threads waiting in the CRM inbox.For: CRM manager, CRM specialist, Tenant admin
Summarise a call or meeting, through the Copilot — Ask the Copilot to turn a call transcript or notes into a summary and a list of action items, stored on the activity.Works with: AI CopilotFor: CRM manager, CRM specialist, Tenant admin
Replies in Arabic when your company works in Arabic — When the company language is Arabic, AI replies and drafts are written in Arabic, and each company can choose its own AI provider and key.For: Tenant admin
Ask the Copilot to do the work — Ask the platform Copilot to find leads, move a deal, mark a quote sent, schedule a meeting or approve a payout. It runs read-only questions straight away and asks you to confirm before it changes anything, and it can only do what your own permissions allow.Works with: AI CopilotFor: Account executive, Sales manager, Sales development rep (SDR)
Use CRM from your own AI assistant — CRM's tools are also offered over the Model Context Protocol (MCP) to assistants you connect with an access token created in Settings. Each tool checks the same permissions as the person the token belongs to.Works with: AI CopilotFor: Tenant admin, CRM administrator

Setup and control

Everything an administrator tunes without calling a developer.

Lost reasons — Define the reasons reps pick when they lose a deal. Edit or retire them without losing historic answers.For: CRM administrator, CRM manager
Switch parts of CRM on and off per company — Sequences, forecasting, territories, commissions, sales teams, approval rules and AI features each have a switch in Settings under Features, so you turn on only what your team will use. The platform can also switch one off for everyone.For: Tenant admin
Sales and invoicing settings — Choose when commissions are earned, whether a won deal drafts an order, whether an accepted quote creates one, and whether deals follow their invoices. Defaults suit most companies.Works with: Sales Orders & Fulfilment, Accounting & E-InvoicingFor: Tenant admin, CRM administrator
Built-in sales roles — CRM administrator, CRM manager, CRM specialist, Sales manager, Account executive and Sales development rep come with sensible permissions, plus Tenant admin. A development rep cannot see deals or quotes at all, an account executive sees only their own deals and cannot close one as won, and only managers and administrators approve discounts.For: Tenant admin
Leads, contacts and accounts open only for those who may read them — A login without the read permission for leads, contacts or accounts gets a clear "no access" page and the browser makes no request for them, instead of an error after the page opens. The same permission decides whether the menu link shows. A rep with only the own-leads or team-leads permission still opens Leads and sees only those leads.Two or more peopleFor: Account executive, CRM administrator, Sales manager, Sales development rep (SDR)
Products and price lists live in the catalogue — Quotes use the products and price lists you maintain once in Products and Online Store, with variants, bundles and customer price lists, so sales and the online shop never disagree on a price.Works with: Products & Online StoreFor: CRM administrator

Privacy, audit and compliance

Personal data in a CRM needs a paper trail and a way to honour requests.

Data subject requests, through the Copilot — Ask the Copilot to log a person's access, portability or erasure request by their e-mail or phone. Access returns one document with every lead, contact, activity, e-mail and portal sign-in the CRM holds about them. Erasure blanks exactly those records — never other records of the rep who handled them — and keeps quotes as commercial records, saying why. There is no screen for this yet in the CRM menus.BetaWorks with: AI CopilotFor: CRM administrator, Tenant admin
Audit trail on personal data — Creating, changing, converting, e-mailing or erasing personal records writes an audit entry with the lawful basis and purpose, kept for the retention period.For: Tenant admin
Marketing consent record — Records whether each person agreed to marketing e-mails, how (a ticked box on your website form, or a colleague noting a call) and who recorded it, with every withdrawal kept. When a company switches it on — on from the start for a UAE company — a person who has not agreed cannot be added to a follow-up sequence or sent a mass e-mail, and the screen says how to record their consent. Every mass e-mail carries an unsubscribe link; one click stops further marketing e-mails to that person, and nobody can add them to a sequence afterwards. Nothing marketing goes out in the company's quiet hours (21:00 to 07:00 for a UAE company): a mass e-mail sent at night waits and goes out in the morning. Your website's contact form carries the news-and-offers box, and a ticked box records the consent.Optional — switch it on in SettingsFor: Sales development rep (SDR), Account executive, Sales manager, CRM admin

Arabic and Gulf business

Built for Gulf sales teams, not translated as an afterthought.

Arabic and English — CRM screens, buttons and messages are available in Arabic with right-to-left layout and in English. A few newer panels still show some English labels.For: Sales development rep (SDR), Account executive, Sales manager, CRM administrator
Your currency on every board and quote — Boards, totals and quotes use your company's currency (for example AED or SAR) and the currency set on the account or quote, not a hard-coded dollar sign.For: Account executive, Sales manager

Learn it in the app

A guided tour inside CRM teaches the work by having you do it.

Hands-on guided tour — 5 short chapters (Capture and qualify leads; Win a deal; Send a quote; Plan your selling day; Know your customers) that start by themselves the first time you open CRM. Each step waits for you to really do it, such as opening a list or saving a first record, and any chapter can be paused, resumed or replayed from the last row of the CRM menu or from Tours in the account menu.For: Sales development rep (SDR), Account executive, Sales manager, CRM administrator, CRM admin, SDR

Works with other modules

The deal follows its invoice and its commissionWhen accounting drafts, settles or voids the invoice it raised for a deal's order, the deal shows Invoiced, Paid or Voided with a timeline note, and commission payouts become earned or are clawed back.AutomaticAccounting & E-Invoicing Credit limits are checked when a quote is sentWhen a rep sends a quote for a customer, accounting is asked whether the customer's credit limit and hold status allow it, and its decision is recorded against the quote.On requestAccounting & E-Invoicing Quotes use the sales taxes kept in accountingEvery sales tax created or changed in accounting is copied into a read-only list in CRM, which quote lines use for their rate.AutomaticAccounting & E-Invoicing Calls, meetings and to-dos on a lead appear in the shared agendaAn activity scheduled against a lead, contact, account or deal belongs to the shared activity system, so the person it is assigned to sees it in their own list.Shared recordActivities Workspace The Copilot can work your pipeline for youThe platform Copilot reads and changes CRM records on your behalf (leads, deals, quotes, meetings, payouts), with the same permissions you have and a confirmation before any change.On requestAI Copilot Discuss a lead or deal in chatA lead or deal can be shared into a chat as a card that opens the record for people allowed to see it.LinkTeam Chat & Calls Quotes are priced from the product catalogueProducts, variants and price lists come from Products and Online Store. Quote lines are priced by its engine and a copy of each product is kept in CRM for quick search.AutomaticProducts & Online Store A contact who is also an employeeWhen a CRM contact's e-mail matches an employee's, a link on the contact opens that employee's profile.Shared recordHR Management A ready-made sales pipeline reportInsights offers a Sales pipeline report pack built on CRM deals and leads, limited to what each viewer may read.On requestInsights — Business Intelligence & Apps Reassigned deals and reminders reach the right peopleReassigning deals in bulk tells the new owner and the deal's followers in the bell and by e-mail; reminders for waiting approvals, pending payouts and incomplete sales teams go to named people. When a customer accepts or declines a quote from its link, the quote's owner is told in the bell, with the total or the reason.AutomaticNotification Centre One customer record shared by every moduleA CRM account creates or updates a single customer in the shared register, and changes or merges in the register flow back so CRM never holds a stale duplicate. In Parties, the customer page also shows CRM's contacts and open deals.AutomaticContacts & Partners A won deal becomes a delivery projectFrom a won deal you can start a project with the deal's name, customer, amount and owner.On requestProject Management Rental lines on an accepted quote create the rentalWhen a quote with rental lines is accepted, the rental module receives the customer, dates, quantity and price.AutomaticRentals An accepted quote becomes a sales orderAccepting a quote creates one sales order carrying its lines, tax, currency and customer. A won deal with no quote can also draft an order if your company asks for it, and a delivered order adds a note to the deal.AutomaticSales Orders & Fulfilment Subscription lines on an accepted quote start subscriptionsRecurring lines on an accepted quote create the matching subscriptions, one per line, with the customer and price from the quote.AutomaticSubscriptions & Licensing A won deal can open a draft orderWith the setting on, a deal marked won creates an empty pending order carrying the account and currency. Either way, a Create order button on a won deal opens the order form pre-filled. The setting is off by default.AutomaticSales Orders & Fulfilment The deal's timeline shows the deliveryWhen an order is delivered, CRM adds a done note with the order number, currency and total to the deal and the account.AutomaticSales Orders & Fulfilment Quotes and deals flow through the portalsCRM quotes shared by staff show in the customer portal; partner deals registered in the portal are held with CRM records.Shared recordCustomer & Partner Portal CRM deals and leads feed the pipeline reportOpportunities, leads, owners, close dates and lost reasons are read for the Sales pipeline, Out on the road and Customer 360 packs.Shared recordInsights — Business Intelligence & Apps Agents work with leads and dealsAn agent lists leads and opportunities and drafts follow-ups using the caller's CRM permissions.On requestAI Agents & Automation CRM accounts are partiesA CRM account created or edited becomes one party, and CRM keeps the party link and a copy of its name.Shared recordContacts & Partners A ticket carries the CRM customer it concernsA ticket can store a CRM contact as its requester (through Copilot or the API) and be linked to a CRM company or contact. The ticket keeps the reference; no CRM screen lists the customer's tickets yet.LinkHelpdesk & Ticketing CRM sends template requests to the vendor deskWhen a CRM user asks for a new form template, the request is filed as a ticket with the vendor's support desk.On requestHelpdesk & Ticketing Discuss a deal in chatA deal or customer record opens a chat about it.Shared recordTeam Chat & Calls Schedule a call or meeting on a lead or customerActivities attached to a lead or customer show on its page and in the owner's task list.Shared recordActivities Workspace CRM quotes are credit-checked and deals see paymentCRM asks accounting for a credit decision when a quote is sent, accounting tells CRM when a deal's invoice is created, paid or voided, and accounting's tax rates reach CRM quotes.AutomaticAccounting & E-Invoicing A sales leaderboard appears on the CRM homeWith both modules in the plan, the CRM home ranks reps by revenue won this month, calculated from the opportunities already on screen. The ranking uses revenue, not recognition points.LinkRecognition & Gamification An accepted quote becomes a draft contractWhen a customer accepts a quote in Sales, Contracts drafts a contract with the customer, a title, the value and the currency filled in, once per quote. Off until the administrator turns it on.AutomaticContracts & E-Signature Customers sign quotes through ContractsWhen a customer chooses to sign a quote from its link, CRM asks Contracts to collect their signature on the quote's PDF; Contracts answers when it is signed, declined, expired or withdrawn, and the quote is accepted with the signed copy, declined with the reason, or opened for an answer again.AutomaticContracts & E-Signature A website enquiry becomes a CRM leadA contact or quote form on the website creates a lead in CRM with the visitor's message.AutomaticWebsite Builder Customer and partner portals on your websitePortal templates let customers see and accept CRM quotes and let partners register deals and follow commissions.Shared recordWebsite Builder A won deal earns its owner a badgeClosing an opportunity as won gives the deal's owner the Deal Closed badge and its 20 points, once per deal, even if the deal is reopened and won again.AutomaticRecognition & Gamification

Done by more than one person

A discounted quote is approved before it is marked sentAccount executiveSales manager A qualified lead is handed from a development rep to an account executiveSales development rep (SDR)Account executiveSales manager A manager moves deals to another repSales managerAccount executive Scheduling a follow-up for a colleagueAccount executiveSales development rep (SDR)A commission is calculated, approved and paidCRM administratorAccount executive An accepted quote reaches the sales order clerkAccount executiveOrder clerk A customer answers a quote online and the rep sees the proofTenant adminAccount executiveCustomer A won deal reaches delivery, finance and the rep's commissionSales managerOrder clerkProject managerAccountantAccount executive Two colleagues discuss a deal in chatAccount executiveSales manager

What each role gets

SDR — Works the top of the funnel: creates and qualifies the leads they own, logs calls and notes, and, once sequences are switched on, enrols hot leads in a follow-up sequence that tracks each step but sends nothing itself. Converts a qualified lead into a contact, an account and a deal owned by an account executive in one step; a duplicate e-mail or a second conversion is refused. Sees only their own leads and has no access to deals or quotes, and e-mail is kept in CRM as a log, so messages go out from their own mail program.
Account executive — Works the deals they own on the drag-and-drop pipeline board and builds quotes priced from the product catalogue, marking them sent, accepted or rejected; marking a quote sent does not e-mail it, so it is printed or saved as a PDF. A discount above the company limit needs a manager's approval before the quote can be sent, and by default an accepted quote becomes a sales order by itself. Can close a deal as lost, with a reason when lost reasons are set up, but closing as won is left to sales managers. A health panel scores each deal from its own figures, and the AI assistant summarises, drafts and translates once an AI provider is set up.
Sales manager — Sees every lead and deal, closes deals as won, and reassigns deals between reps one at a time or in bulk. Approves or rejects discounted quotes from the approvals inbox and can remind reps whose requests are still waiting. Imports contacts from a spreadsheet file and merges duplicates and, once forecasting is switched on, takes pipeline snapshots by period for the team or for one rep. The sales leaderboard appears on the sales home page when the recognition module is also in the plan.
CRM admin — Sets up what the sales team works with: pipelines with stage win probabilities, custom fields, lost reasons and sales teams. Once the matching features are switched on, sets the discount limit above which a quote needs approval, writes territory rules (leads and accounts are assigned to them through the Copilot) and commission plans, asks the Copilot to calculate payouts, then approves them and marks them paid. Quotes are priced from the products and price lists kept in Products and Online Store, not in CRM.
Tenant admin — Decides which parts of CRM the company uses, switching sequences, forecasting, territories, commissions, sales teams, approval rules and AI features on or off, and chooses the AI provider, which replies in Arabic when the company works in Arabic. Sets whether an accepted quote or a won deal creates a sales order, and when commission is earned. Sees every record, can start an invoice or a delivery project from a deal, and logs data-protection requests through the Copilot, as there is no screen for them yet.

Frequently asked questions

Does your CRM work in Arabic with right-to-left layout?

Yes. CRM screens, buttons and messages are available in Arabic with right-to-left layout, alongside English, though a few newer panels still show some English labels. AI drafts are written in Arabic when your company language is Arabic.

Can I create quotes with VAT for the UAE or Saudi Arabia?

Yes. Quote lines take their tax rate from the sales taxes kept in accounting, and it carries into the order. Filing VAT returns and e-invoicing are done in the accounting module, not in the CRM.

Does the CRM connect to sales orders and invoicing?

Yes. An accepted quote creates a sales order with the same lines, and the deal shows Invoiced, Paid or Voided as accounting settles the invoice it drafts from the delivered order. You can start a project from a won deal by hand. Each link needs the other module in your plan.

Can my sales reps see only their own leads and deals?

Yes. An account executive sees only the deals they own and a development rep only the leads they own; the server enforces this. Sales managers and administrators see everything, and the development rep role has no access to deals or quotes.

Does the CRM send e-mails and run automated sequences?

Partly. A reply or a mass e-mail from CRM is delivered through your company's e-mail provider, with your signature; with Mail switched on, CRM also reads the mailboxes your people connect, and marking a quote sent does not e-mail it; print it or save it as a PDF. Follow-up sequences schedule and track steps and honour unsubscribes, but they do not send the messages or create the tasks for you.

Is the AI included, and can it act without me?

AI features need an AI provider set up for your company. The assistant, drafts and summaries are for you to review, and nothing is sent or saved on its own. The Copilot can also do work for you, and it asks you to confirm before any change.

Can I import contacts from Excel?

Yes. Save the sheet as a CSV file, upload it, and see what will happen to every row before anything is saved. Existing contacts are matched by e-mail, and the import saves everything or nothing. The contacts and accounts lists can be downloaded as CSV files.

Is this a good alternative to Odoo CRM or Zoho CRM for a Gulf company?

It covers a pipeline board, quotes with discount approval, optional forecasts, territories and commissions, and it shares one customer record with invoicing, orders and support in Arabic and English. Replies and mass e-mails are delivered through the company's e-mail provider, incoming mail is read only once the company switches on Mail, and sequences do not send, so check those against your needs.

How does the CRM handle data protection requests?

Personal-data changes are audited with a lawful basis and purpose. Access, erasure and portability requests can be logged and processed through the Copilot; there is no dedicated screen, so confirm the erasure scope with your compliance team.

Can a customer accept a quote online, with an e-signature?

Yes, once an administrator turns it on. You copy a link from the sent quote; the customer reads it without signing in and accepts with their typed name, declines with a reason, or signs it electronically through Contracts when your company has it. The quote keeps the name, the time, the internet address and the fingerprint of the PDF they accepted.

Part of one platform

CRM & Sales Pipeline is one of 59 apps (36 business apps and 23 ISO standards) that share the same sign-in, the same people, the same customers and the same AI copilot. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.

Guides for CRM & Sales Pipeline

Finance and operations

12 Numbers a Gulf CEO Should See Every Monday

A weekly CEO page of 12 numbers for a Gulf company: formula, records and owner for each, a worked example with real arithmetic, and how to read them together.

Security and data protection

Saudi PDPL Draft Rules: In-Kingdom Storage and What to Map

What SDAIA's draft changes to the Saudi PDPL Implementing Regulation say on in-Kingdom storage, breach notices and registration, and what to map now.