Every customer, every deal, one clear view
A CRM built for relationship-driven businesses. Track leads and deals, log every call and meeting, keep compliance in check and give each department exactly the access it needs. In Arabic and English.
From first contact to closed deal
Leads are scored and rated hot, warm or cold, then converted into accounts, contacts and opportunities in one click. Drag deals across your pipeline and see your forecast update instantly.
- Several pipelines per team, each with its own stages and templates
- Drag-and-drop Kanban board with won and lost tracking
- Accounts for prospects, clients, partners, investors and vendors
- Duplicate checks keep your customer data clean
- Tasks, calls, meetings, emails, notes and site visits on one timeline
Everything your teams need to sell and serve
Telephony built in
Connect 3CX, Webex Calling, Cisco CUCM, Teams Phone or your PBX. Calls are matched to the right contact and logged automatically, with click-to-dial.
KYC & screening
Simplified, standard or enhanced due diligence, beneficial owners, document checklists, a 0–100 risk score and sanctions and PEP screening that handles Arabic names.
Bank-grade security
Roles with record scope (all, department, team or own), department walls on shared clients, information barriers and a field-by-field audit of every change.
Reports & dashboards
Build your own reports, share them by team and schedule them to arrive daily, weekly or monthly in Excel. Executive and department dashboards included.
60+ connectors
An integration hub for market data, core banking, credit bureaus, KYC screening, digital ID, e-signature, SMS, WhatsApp, email and BI, with secrets kept in an encrypted vault.
Single sign-on
Sign in with Microsoft Entra ID, Active Directory or Windows. Map your AD groups to CRM roles, and post key events to Microsoft Teams channels.
Easy data import
Bring your spreadsheets in with create, update or upsert modes, and undo a whole import batch if something looks wrong.
Multi-entity & currency
Several legal entities and countries, live exchange rates, and data stored centrally, locally or in a regional hub.
Arabic, light & dark
Full Arabic with right-to-left layout, your own logo and colours, and light and dark themes.
Ready-made modules for specialist teams
Start with the core CRM, then add the edition that matches how your departments work. Each one shares the same clients, security and reports.
Financial services
Investment banking, capital markets, wealth, portfolio and asset management, private equity, brokerage, treasury and corporate banking: deals, funds, investors, credit and compliance.
- Bookbuilding
- NAV & dealing
- Capital calls
- Credit approval
Real estate
Projects, units, bookings, sales, leases, collections, maintenance and owners, with document templates that fill themselves.
- Units
- Leases
- Collections
Insurance
Policies, placement, claims, premiums and insurers, all linked to the client relationship.
- Policies
- Claims
- Premiums
HR
Employees, leave with self-service, recruitment and onboarding.
Procurement
Suppliers, requisitions, sourcing, purchase orders, invoices and contracts.
AI drafting assistant
In the capital markets edition, AI drafts call summaries, feedback reports and digests and flags compliance issues. A person always reviews before anything is sent.
Give your team a CRM they will actually use
See your own pipeline, contacts and reports in a live demo.