Sales

Every deal, from the first question to the invoice

Leads arrive from your website form or WhatsApp with an owner already assigned. Deals move across a board with your own stages, and customers accept quotes from a link with their signature, then one click makes the invoice.

The ClientOS deal board: columns per sales stage with totals, overdue deals marked in red

Leads that don't go cold

Every lead arrives with an owner, and if nobody contacts them in the time you set, the manager hears about it.

  • A web form for your site, as a link or embedded, with spam protection
  • Automatic assignment in turn, or by the lead's source
  • Alerts for untouched leads, plus tags and bulk actions
  • Merge duplicate companies and contacts, import from Excel

Deals that always have a next step

A board with your stages, and every deal shows its next step and date. Deals left idle flag themselves.

  • Your own stages per pipeline, with a win chance for each
  • My follow-ups: calls and meetings with reminders, log the outcome, set the next one
  • WhatsApp and email templates in Arabic and English
An accepted quote with the customer's drawn signature and the time it was accepted

Quotes your customers sign

Add products to the deal, turn them into a quote in Arabic or English, and send it by email or WhatsApp. The customer accepts from the link and draws a signature.

  • A discount above your limit goes to a manager before the quote can be sent
  • Price lists for key customers, and a credit limit per customer
  • An accepted quote becomes a sales order or an invoice in one click

Targets and commissions that work themselves out

A forecast by expected close month, a report per rep, and commission on money actually collected, paid with the salary.

  • Team report: new leads, first-reply time, win rate, value won
  • Weighted scorecards, with a monthly bonus paid with the salary
  • Commission per rep on collections, reversed if the invoice is cancelled

Works with

Sales isn't an island. This is what moves between it and the other apps by itself.

In half a minute

Sales in half a minute (Arabic narration)

Questions

Can I bring my customers over from Excel?

Yes. Import companies, contacts, leads and products from an Excel or CSV file, with Arabic or English headers. Duplicates are skipped.

Can a sales rep see other reps' customers?

No. The sales rep role sees only their own customers and deals; managers see everyone's.

Set your company up in a day

Create the workspace, import your customers from Excel and invite your team. If you'd like help setting up, we're here.

Every app is open during the trial. No card needed.