CRM Software Solutions in Dubai,
Abu Dhabi, UAE

Customer Relationship Management

It’s hard to imagine a world without CRM! Manage interactions with potential customers and build a successful organization with improved profitability! CRM is a long-term process with the combination of business strategies and software that helps to build an ever-lasting relationship between companies and their customers.

What is CRM?

CRM usually refers to all techniques, strategies, tools, and technologies used by enterprises for developing, retaining, and acquiring customers. CRM software gathers data from multiple channels and provides information based on the purchasing behavior pattern. With the help of professional CRM software, it’s easy to find new customers, gain their trust, provide qualified support, and explore additional services throughout their relationship!

Benefits of having a CRM
  • Connect with customers
  • Dashboards that visually showcase data
  • Do business anywhere
  • Trustworthy reporting
  • Proactive service
  • Improved messaging with automation
  • Safe guard your business
  • Efficiency enhanced by automation
  • Simplified collaboration
CRM for small enterprise

You have much to do in the business world! While starting with a small business, give first priority to your customers! Having a CRM system will allow you to manage the daily leads and contacts! As your company grows up, generate more leads, close more deals, and build more effective relationships.

Implementing CRM in your small business helps to organize your contacts, leads, and deals. CRM simplifies time consuming process into automation focusing more attention on forming strategies to interact with customers!

Small businesses have a small sales team and so, keep up the productivity streamlined! Implement an innovative CRM that provides stellar customer experience and build your brand loyalty!

Why choose our CRM?

We make it easy
We make it easy

our CRM comes with an easy to use interface! Start selling in no time!

We customize it
We customize it

our CRM offers a vast number of customization options that fit your business processes with a skillful technical team.

Quick on boarding
Quick on boarding

we make it easy to migrate existing sales data into a new CRM

Well integrated with other tools
Well integrated with other tools

the CRM easily integrates with other tools used in your business process.

Security
Security

our CRM offers both security and reliability through various features like audit logs, IPs, encryption, and two-factor authentication.

Dedicated Support
Dedicated Support

our CRM support team assists on support queries. We are able on phone, chat and by email.

Our CRM turns out to be an appropriate solution with simple and easy to use features!
Adopt an innovative CRM that fulfill your business needs completely, track your business process effectively, and identify opportunities for selling in the future!

Modules

Contact Management
Project Management
Task management
Sales Management
Proposals
Estimates
Timesheets and Leave Management
Recruitment Management
Human Resources Management
Invoices
Subscription
Support Tickets
Leads Management
Expenses
Contracts
Knowledge base
Surveys
Reports
Addons
list
Whatsapp
Module
All-in-One Support Module
Contact management include the following steps,
  • Sending proposal to the customer or a particular lead
  • Getting new customer contact
  • Acquiring new customer
  • Registration of customer
  • Customer admin
  • Customer reminders
  • Exporting customers invoice, estimate, and payments to ZIP
  • Reports

While creating a proposal, include a proposal link in your email template that allows your customer to view it without login! It’s useful for generating more leads. After sending the proposal, either customer or lead can open it, to accomplish the required action. The proposal creator or concerned sale agent will get a notification via email whether the customer accept or decline the proposal!

Contact management allows easy access to customers and their contacts. Create multiple contacts and set proper permissions! Customers have a unique space from the admin area; clients have their own client portal with all financial data in a clear view

Customers are obviously allowed to register in the site, where you can enable or disable customer registration. If customer registration is disabled, then you can add customers only from the admin area. If you don’t want to give permission to view all the customers, then assign staff member as admin to particular customers. Email notification in this particular CRM will pre-select the required contacts before sending an invoice!

Available email notifications for contact include,

  • Task – only for project related
  • Estimate
  • Credit note
  • Invoice
  • Tickets
  • Project
  • Contract

Customer reminder feature works as a reminder that keeps you updated on a customer. Customer report is a unique data generated from the report feature!

Project management feature focus on the following,
  • New projects
  • Pin projects
  • Timesheets
  • Invoicing project
  • Finance overview
  • Add new project status
  • Avoid project members to view all tasks

The project management features allow easy to invoice and manage projects. With the help of project management, track the expenses and time spent on each task to bill your customers. Get the option to assign multiple staff members on each task and track time by the assigned project member.

Project timesheets are usually interpreted as started timers for specific tasks related to any project. View and sort the timesheets that are in progress or yet to be stopped, all these timesheets are linked to staff members and related tasks. Users have the ability to add new timesheets manually and choose what tasks to bill while invoicing a project. While working on a project regularly, you have the option to pin the project. Finance overview is a complete showcase of logged project timesheets along with their project expenses.

Task management in this CRM allows the following,
  • Task timesheets
  • Add task assignees
  • Add new task status
  • Bill tasks
  • Recurring tasks
  • Linking task to features
  • Preventing project members to view all the project tasks.
Top CRM Solution in Dubai

With the help of task management assign task to multiple employees, add up task followers, post task comments, attach task documents, link tasks to many features, and finally stay organized. Recurring task allows user to create task that will repeat on a given time period. Users like creator, followers, and assignees can view the task and comment on for further collaboration. By default, all the project related tasks are visible to project members. In certain case, if you want to show the task to assigned staff member or follower, then turn off the setting ‘ allow all staff members to see all the task related to projects’. Task timesheets are usually set as timers for specific task; these timesheets are usually sorted for each task by the task assignees. Tasks are linked to important features to keep track of your work and assign any important actions to your agents.

Sales management CRM has the following,
  • Estimates
  • Proposals
  • Subscriptions
  • Currencies
  • Payment modes
  • Send invoice to email
  • Sending proposal to lead or existing customer
  • Add products or items
  • Recurring invoice
  • Invoices
  • Proposal templates
  • Convert proposal to invoice or estimate
  • Sending proposal to lead or customer
  • Proposal expiration reminders
  • Create proposal
  • Create estimate
  • Link estimate to project
  • Send estimate to email
  • Convert estimate to invoice
  • Convert proposal to invoice or estimate
  • Export customers invoices or estimates or payment to ZIP

With the help of this CRM, create instant estimates and send it your customers, let them accept and add notes for better organization to improve your upcoming actions as well as create reminders. It has the ability to auto convert estimate into invoice after customers accept it. The admin area easily converts estimate to invoice.

  • Recurring invoice
  • Merging invoice
  • Record invoice payment
  • Send invoice to email
  • Invoice overdue notice
  • Export customers estimates/payment ZIP/invoices

Keep track of your invoices, generate reports. With multiple currencies option, add new currencies allowed by the previously setup customer currency. Create invoice with different tax, based on the particular item. The CRM features a professional and great looking invoice. It has the option to attach files and send directly to clients along with the required invoice. Recurring invoices are usually regenerated and automatically setup for recurring invoice every required months. User can set recurring from 1 month to 12 months.

To merge with already existing invoices, pass all the invoice info into a new invoice. This specific feature is used when a customer has several unpaid invoice but you have to create another invoice for the client. This prevents your customer to pay multiple invoices and deal with just one invoice.

After receiving the payment, invoice status is automatically updated based on the total amount and paid amount. If full amount is paid, then status will be updated as paid or else it will be updated as partially paid.

Accounting is the process of recording and tracking financial statements to see the financial health of an entity. This is done by inputting, sorting, measuring, and then communicating transactions in various formats. Accounting consists of bookkeeping and analysis. Bookkeeping, or financial accounting, consists of recording transactions, which can include purchases, sales, and receipts of an individual or an organization. Once the bookkeeper records and organizes all of the transactions, the next step of accounting is to analyze these transactions into helpful reports which will show the state of one’s finances. These reports can include profit/loss statements, cash flow reports, and can track sales tax to keep a close eye on what is owed come tax time. With small business accounting done right, small business owner will be able to have a clear understanding of the state of your finances so you can make better decisions based on what you have available.

What you own (assets), what you owe (liabilities), and what you invested (equity).

Your income, expenses, and net income (profit or loss) compared to last year.

This report summarises the debit and credit balances of each account on your chart of accounts during a period of time.

Inventory Management Module  is a tool that allows you to track goods across your business’s supply chain. It optimizes the entire spectrum spanning from order placement with your vendor to order delivery to your customer, mapping the complete journey of a product. Through accurate tracking of goods, businesses can minimize waste, analyze trends, and make better investment decisions.

Manage the list of attributes of goods (type, group, sub group, unit, color, body, size, style), declare the warehouse, the minimum inventory rules of each type of goods.

Warehouse management

Inventory Receiving

Inventory delivery

Inventory Report

Assets Management Module, is a module that provides the ability of managing company’s assets inside CRM dashboard. You will be able to separate your assets based on groups/locations/units and assign them to staff members. Check the next section of this description, for a complete list with functionality actions.

Assets Management Module contains the following functionality:
  • Create assets (editing/removing it as well)
  • Create customer-based Assets, corporate-only assets and mixed ones
  • Revoke an asset
  • Add additional assets in existing asset
  • Assign an asset on a specific staff user
  • Transfer assets between users
  • Report an asset loss
  • Report an asset as a broken one
  • Liquidation record of an asset
  • Warranty record of an asset
  • Allocated Assets list
  • Revoked Assets list
  • Deprecated Assets list
  • Ability to separate assets based on unique units, asset groups and asset locations (listing as well)
  • Ability to add images to your assets (publicly accessible, through changeable constant for uploadsdir)

This module integrates a Mailbox client at your CRM’s dashboard.
By enabling, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside their dashboard.

  • Sending proposal to lead or customer
  • Currencies
  • Recurring invoice
  • Subscriptions
  • Send invoice to email
  • Add products or items
  • Payment modes

In general setup, the CRM has integrated certain payment gateways like PayPal, stripe, 2checkout, mollie, payU money, Braintree, and authorize.net to receive payments. While customers pay through these payment gateways, you get an auto-generated PDF after each recorded payment. The CRM focus on creating predefined items that speed up the actual process like creating new estimates or invoices or proposals!

Subscription billing allows you to bill the customers in a faster way. The subscription payments are usually received through active stripe account. Subscription features is usually different from recurring invoices. The recurring invoice recreates the invoice based on specific date, in case of subscriptions invoice is created and auto-billed via stripe.

  • Ticket services
  • Setup ticket form
  • Departments
  • Email piping or auto importing tickets
  • Auto close tickets
  • Ticket email templates
  • Allow access to non-staff members or tickets

The CRM has great support ticket system with auto response. Some of the features include ticket assignments, attachments; insert knowledge base link, ticket statuses, predefined ticket replies, private ticket staff notes, and ticket priorities. It has the feature for auto-importing tickets via email forwarder or IMAP method. Allow your customer to reply and create new tickets via email without access the client portal. Assign staff to specific departments and get the ability to import tickets by department email.

  • Lead sources
  • Create new lead
  • Setup web to lead form
  • Convert lead to customer
  • Sending proposal to lead or customer
  • Leads email integration
  • Import leads from word press

Potential leads or such clients are important for the growth of any company. Every company tries to get new leads every day. In most of the cases, you may contact clients for specific services that your company offer and forget to follow them. So, it’s essential to keep track of all the leads and follow up their progress. Lead management has the ability to auto import leads from email, create proposals, and add notes. With this CRM, organize leads in different stages and easily change stages with drag and drop. Also, auto import leads from web and email to lead forms as well as leads from .CSV files.

Develop unlimited web to lead forms and inject it in your website or landing page. Import leads from various forms, gather potential clients with web to lead forms and allow them to request quotes from your website!

  • Billable expense
  • Record expense
  • Create recurring expense
  • Expense reports
  • Convert billable expense to invoice
  • Record company expenses

Develop a recurring expense and this expense will be created automatically, after each period of time. The time period may vary from weeks, days, months, or even years. It has the ability to set billable expense to customers or projects.

With this CRM, convert expense to invoice, if it’s billable. After implementing billable expense, click on the convert to invoice button, this simply converts your invoice or save it as draft. Now, have the invoice with all the information created automatically.

  • New contract
  • Renewing contract
  • Contract templates
  • Contract expiry notification

Add new contracts according to the number of clients. It’s a simple process, where you have to set the start date and end date. Have a clear view of the company contracts in a single place and reduce searching in your desk documents. The CRM allows you to create PDF contracts and send it to your customers. It has contract overdue reminders too. Use this feature to lock in feature sales. Create instant PDF documents and share it to your customers via built-in contract sending feature. It has the ability to send reminders to customers before the contract’s expiry.

  • New knowledge base group
  • New knowledge base article
  • Disabling knowledge base
  • New survey
  • Creating mail lists
  • New survey questions
  • Sending surveys
  • Viewing survey results
  • Sending survey to mail lists
  • Include mail list custom fields

With this CRM create surveys and impress customers. Add questions and improve the company productivity. It has the ability to send surveys to leads, staff members, customers, and manually created mail lists. Develop powerful survey reports; send these reports to leads, staffs, clients, or to the manually created mail lists. Improve customer retention with the help of built-in surveys.

  • Sales
  • Leads conversions
  • Reports by customer
  • Reports
  • Expense report
  • Custom date picker
  • Knowledge base articles

Reports usually include sales item report, total report income, reports by customer, custom date picker, lead conversions, and finally, knowledge base articles. (Track whether the article is useful to clients or improve text based on votes.

  • Setup real time notifications – this page gives you real time notification where you don’t have to refresh the page in case of a new notification.
  • New staff member agent is created with staff member
  • Add custom field for company
  • Currencies – make sure to add the valid currency ISO code. Use ISO currency code, while sending currency code to online payment gateways.
  • Tax rates – develop new tax with the ability to add unlimited tax rates on the estimated proposals or invoices
  • Payment modes – payment modes are usually shown on invoice html area. Add your bank account, swift, pan, etc
  • Create custom fields for company requirements
  • Time zone – save the time and date based on your time zone
  • Roles – adjust permissions for this role or create a new role
  • Departments – Admin or staff members who belong to a particular department receive necessary emails according to the assigned tickets.
  • Email templates – it’s used on all the emails that represent your company. Email templates are sent from the general email configured in the setup.
  1. CRM chat
  2. Asset management module
  3. HR management
  4. Inventory management
  5. Customer feedback module
  6. Purchase management
  7. Recruitment management
  8. Time sheets and leave management
  9. WhatsApp module

The CRM provides a complete online time and attendance solution for time tracking of employees, project, leave management, and shift planning.

  • Track time easily and efficiently
  • Staff holiday planner
  • Tracking of leaves
  • Shift planner
  • Define approval workflows
  • Plan and manage shifts

Track the working hours instantly and accurately. It’s just a click to start, end or pause the time tracking. Have a live view of employee attendance, along with on-going task of employees through live status overview. It automatically calculates the working hours based on actual working hours and breaks. This CRM module calculates worked hours at your convenience.

Manage absence of employees and holiday entitlements, apart from the location status! This module automatically calculates employee holiday entitlement balance as well as valid overtime balance, based on the settings. Employees and employer have access to the current status of balances. Reduce your paperwork, go for online requests to determine the leave days and assure transparent management of absences.

Track different type of leaves like comp time, holidays, or sickness absence. Get a complete overview of planned absence and employee absence status.

Employees easily request leave and other absences online. The manager automatically receives notification and decides whether she wants to approve or decline leave application, depending on the availability of resources or current status of leave balance. The employee receives a notification based on the approval or rejection of the request. This gives you a two-stage or three-stage approval work flow. Make sure to keep the leave request in process, even if the managers responsible are absent. Simply, have a substitute manager to process on the leave of employees, in the absence of the concerned manager. The substitute manager automatically receives request and process them. When the leave period ends, the request is automatically deactivated and so, no request remains unprocessed.

Plan the shifts by allocating employees weekly or daily. In case of any emergency, quickly react to changes and reschedule your employees’ shifts. Have an overview of all shifts and track the created shifts by date, location, tasks, and allocated employees. Also, keep track of employee hours

Create shift templates by defining the work departments, tasks, locations, and working days for future use. Choose the number of employees for a particular shift and allocate available employees to the shift with just a few clicks. In case of any changes, edit the created shifts. The shifts used frequently can be saved as shift templates and obviously, used in the future planning.

In this CRM, it’s easy to setup the annual leave, timesheet methods, approval process, and holidays. The approval process incorporates several steps!

  • Annual leave, Maternity leave, or leave for private work without pay,
  • Go out
  • Late & Early,
  • Additional Work Hours,
  • Business trip
Top CRM Solution in Dubai HelloPixels_Pic8

The CRM has a specific set of tools designed as recruitment module, this automates and manages the complete recruitment of an organization and its staffing operations. Recruitment model helps you to manage the recruiting process that starts from posting job to keeping applicants connected and engaged throughout. Reduce your routine task by scheduling interviews and automating recruitment software and free up more pressing activities. Online recruiting management is a one stop solution for job seekers. With the help of application tracking system and candidate relationship management, recruiter can increase the client database and overall better candidate experience.

  • Create job
  • Create recruitment form
  • Apply for job
  • Recruitment portal
  • List of evaluation criteria
  • Create candidate evaluation sets
  • Create on boarding process
  • Candidate evaluation forms
  • Create skills
  • Create recruitment proposal
  • Create candidate profiles
  • Create interview schedule
  • Create recruitment campaign
  • Evaluation of candidates
Top CRM Solution in Dubai HelloPixels_Pic5

HR module or human resource module helps companies save time and manage their human resources directly inside their dashboard.

  • Salaries
  • Allowances
  • Payroll management
  • Contracts management
  • Insurance management
  • Shifts management
  • Job positions
  • Workplaces
  • Pay slips
  • Staff management

The CRM has a WhatsApp module that allows you to integrate with the WhatsApp contact button to the administration area or customers area.

By using this all-in-one support module, this enables your customer or staff member to directly contact through available options straight from their accounts.

Demo Informations

Admin Panel

URL : https://crm18.hellopixels.com/admin/
Email: demoadmin@gmail.com
Password: demo@crm123

Staff Panel

URL : https://crm18.hellopixels.com/admin/
Email : staff1@test.com
Password : demo@crm123

Client Panel

URL : https://crm18.hellopixels.com/
Email : demo1@gmail.com
Password : demo@crm123

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