Custom CRM and business systems built around your team
We set up, build and connect the CRM, POS and accounting your team works in, for businesses in Saudi Arabia, the UAE and Jordan. Support is in Arabic.
Definition
What we mean by CRM and business systems
A CRM holds your leads, customers and quotes in one place. Business systems are the tools around it: POS, accounting, stock and dashboards. We choose or build the CRM that fits how your team works, connect it to the rest, and support it afterward. We do not resell licences, so the recommendation follows your process.
If you already run a CRM, we can add WhatsApp capture and AI to it. See AI-powered CRM in Saudi Arabia for what that does.
Services
What we set up and build
We start with the CRM, then connect POS, accounting and stock to it.
CRM implementation and custom CRM
Leads, quotes, follow-ups and customer records set up around your sales process, on a standard CRM or a custom build.
POS systems
Point-of-sale for retail and restaurants, with inventory and reporting that feed your CRM.
Accounting & ERP
Accounting, invoicing and financial reporting, connected to the rest of your systems.
Operations dashboards
Dashboards for sales, stock, team activity and cash flow, built from your own data. See custom dashboard development.
WhatsApp and AI on your CRM
WhatsApp chats saved to the CRM, with AI summaries and draft replies that a person approves.
Ongoing support
Support in Arabic, system updates and changes as your business grows.
Where it applies
CRM for retail, hospitality and B2B sales
Where we have delivered a project, we name it. Where we have not, we describe what we would build.
Retail and restaurants
POS, orders and loyalty
A POS knows what each customer bought and a CRM knows who they are. Connecting the two gives you purchase history per customer, loyalty points and offers sent on WhatsApp. The POS and CRM integration page covers the pattern.
For Takkeh, a food-delivery startup in Jordan, we built the ordering platform: customer, driver and restaurant apps, a restaurant portal, promotions and live order tracking. We also built the back-office dashboard for POSRocket, a cloud point-of-sale platform for restaurants and retail: catalog, products, categories and transaction reports. Takkeh was an ordering platform; what carries over to a CRM is that each order is entered once. We would build loyalty on the same basis, with points and offers calculated from POS sales.
Hospitality
Bookings and repeat guests
We built the reservation website for Oryx Hotel, a five-star hotel in Aqaba. For a hotel, restaurant or venue, we would build a CRM that keeps each guest's bookings, preferences and messages in one record. It would send confirmations and reminders on WhatsApp and show the front desk who is a returning guest.
The WhatsApp booking guide shows where bookings leak between the first message and a confirmed slot.
B2B sales teams
Pipeline, quotes and WhatsApp leads
Leads reach a B2B team by WhatsApp, web form and email. We would build one pipeline where each lead has an owner and a stage, quotes come from templates with an approval step for discounts, and the WhatsApp chat sits on the lead. Reps would see their next follow-up and managers would see the whole pipeline.
CRM automation lists the follow-up steps we set up, and connecting WhatsApp to your CRM explains how chats get in.
Choosing
Buy, customise or build
Many businesses combine two of these. We recommend one route after looking at your process.
Buy
A standard CRM or ERP fits when your process looks like most businesses: a pipeline, quotes, invoices, stock. It is the quickest way to start.
Customise
A standard product with your own fields, workflows and integrations is often enough. The judgment call is how far to stretch it before you spend more fighting the product than owning your own.
Build
A custom system wins when your edge lives in work that standard products do not cover, or that crosses several systems. It costs more up front and is built around your process.
Our comparison of when Odoo or custom software wins goes through each case. If you already run a CRM, adding AI to it is often the smaller step: AI-powered CRM in Saudi Arabia shows what that involves.
Process
How implementation works
Five steps from analysis to a live system.
Step 01
Business Analysis
We look at how your team sells and serves customers today, and write down what the system has to do.
Platforms
Platforms we connect to
Platform examples are shown for integration context only and do not imply official partnership.
Fit check
When this is the wrong fit
- You need highly specialised software that no existing ERP can support. Custom development fits better.
- Your team has no plan to change how it works yet. Settle the process first, then choose the system.
- You want the lowest upfront price regardless of fit. We aim for a system your team still uses in a year.
- You need a system live with no process review. A proper implementation starts with analysis.
FAQ
Frequently asked questions
Start with a 30-minute audit
We look at your current setup and tell you what to keep, connect or build. You leave with a one-page map, whether or not you hire us.